Financial & Tax Reporting Analyst
Toronto, ONCI Investments Inc.
2+ YOECI Investments needs candidates with advanced Excel and strong data skills, plus a finance, accounting or related degree. Two to five years of relevant experience is preferred, and fund tax knowledge is an asset but not required.
Excel, Power Query, SQL, Python, Power BI, Power Automate
Compliance Officer, Registrations
Toronto, ONCI Investments Inc.
2+ YOECandidates need a university degree or college diploma and 2-3 years of experience in securities registration, licensing or compliance. They should know CIRO rules, securities legislation and NRD, and be strong in Excel, Outlook and Word.
National Registration Database (NRD), Microsoft Excel, Microsoft Outlook, Microsoft Word
Analyst, Equity Capital Markets
Toronto, ONCI Investments Inc.
Candidates need an undergraduate degree in finance, economics or a related business field, strong organizational and communication skills, and close attention to detail.
ECM, Documentation, Regulatory compliance, Reporting, Attention to detail, Sales
Investment Operations Associate
CanadaCI Investments Inc.
1+ YOECandidates need 1 to 3 years of client service experience in investment, banking or related industries, strong MS Office skills, and industry academic credentials or a commitment to further education. Strong communication, problem-solving and the ability to handle high volumes are essential.
Outlook, Word, Excel
Senior Talent Acquisition Partner
Toronto, ONCI Investments Inc.
10+ YOECandidates need a bachelor's degree in HR, Business or a related field and at least 10 years of progressive talent acquisition experience, mostly in financial services. They must have strong sourcing, social media recruiting, applicant tracking system and negotiation skills.
Applicant tracking system, Recruitment software, HR tools
Director, Investment Fund Tax Governance & Compliance
York, ONCI Investments Inc.
7+ YOECandidates need a CPA, CA, LL.B., J.D. or equivalent designation and 7+ years of tax experience, preferably in investment funds or financial services. They also need strong knowledge of Canadian income tax for funds, strong analytical, written and verbal communication skills, and the ability to work collaboratively.
Regulatory compliance, CPA, Organizational skills, Documentation, Risk management, Problem solving
Senior Analyst, Accounting
Toronto, ONCI Investments Inc.
5+ YOECandidates need about 5 years of accounting experience, ideally in asset management or financial institutions, plus treasury experience. A CPA designation or near completion is required, along with strong organization, communication, and analytical skills.
Workday
Consultant, Advisor Development
Toronto, ONCI Investments Inc.
3+ YOECandidates need 3-7 years of financial services experience, ideally with financial advisors, plus post-secondary education in business, marketing, communications or a related field. They need strong presentation, facilitation and communication skills and proficiency in Microsoft Office, especially PowerPoint.
Microsoft PowerPoint, Microsoft Office
District Vice-President, Sales
Toronto, ONCI Investments Inc.
5+ YOECI Investments needs candidates with 5+ years of wholesale sales experience in the investment industry, a university degree, and the Canadian Securities Course. The CFP, CIM or CFA designation and Salesforce experience are assets.
Salesforce.com, CRM platform
Business Development Manager
Calgary, ABCI Investments Inc.
2+ YOECI Investments needs candidates with at least 2 years of sales experience in financial services, a university degree in business administration, and knowledge of securities and mutual funds. Financial designations such as CSC, CFP, CIM, CFA or CAIA, advanced MS Office skills and strong communication skills are also sought.
Sales, Client relationship management, Customer service, Presentation skills, Reporting, Collaboration
Private Client Administration Associate
Toronto, ONCI Investments Inc.
2+ YOECandidates need post-secondary education, service-oriented habits and strong accuracy and attention to detail. Mutual funds experience, 2+ years of prior experience, MS Excel and MS Word skills and CSC or IFIC operations courses are assets.
MS Excel, MS Word, Assante Private Client, CIPW
Manager, Fund Tax
Toronto, ONCI Investments Inc.
5+ YOECandidates need 5 to 7 years of fund taxation, accounting or financial services experience, with a strong grasp of Canadian mutual funds and ETFs. A bachelor's degree is required, a CPA is preferred, and proficiency in Excel and tax software is expected.
Microsoft Excel, tax software