3+ YOECandidates need a bachelor's degree, the CSC, PDO and CCO exams, and 3 to 5 years of regulatory compliance experience at a CSA-registered firm. Strong Excel skills and a solid grasp of OSC, FINTRAC and AML frameworks are also required.
5+ YOECandidates need a bachelor's degree in business or marketing and 5+ years of marketing experience, ideally in subscription, print or email marketing. Strong paid digital campaign, analytics and team leadership skills are required.
Google Analytics, Google Search Console, Google Tag Manager
3+ YOECandidates need 3+ years of customer service experience, ideally in wealth management, financial services or brokerage, plus office administration experience. They need a bachelor's degree in business or a related field, strong English, and working knowledge of Canadian registered and non-registered accounts.
5+ YOECandidates need 5+ years in wealth management operations or portfolio management, a university degree in business or finance, management experience, and knowledge of fund accounting and compliance. OSC Advising Representative eligibility is required, and CFA is an asset.
5+ YOECandidates need a university degree, eligibility for Ontario Securities Commission registration as a Portfolio Manager, and five years of experience with at least three in client-facing roles. Strong relationship, communication and suitability skills are required.