“Dataphile” jobs in Canada – Page 4

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• 27d

  Account Transfer Associate - 12 Month Contract

  Vancouver, BC

  $55k–$65k/yrFull Time

  

  Raymond James Ltd.

  2+ YOECandidates need at least 2 years of experience in wealth management, securities operations or banking, plus knowledge of CDS, Arrow, Dataphile and Canadian registered plans. Strong Excel skills and the ability to work to strict deadlines with high accuracy are also required.

  Dataphile, ServiceNow, Zoom, Microsoft Excel, CDS, Arrow

  27d

  Administrative Assistant

  Calgary, AB

  $45k–$50k/yrFull Time

  

  Raymond James Ltd.

  3+ YOERaymond James Ltd. needs candidates with post-secondary education and at least 3 years of industry-related experience. Strong Microsoft Office, attention to detail and confidentiality are required, with investment, CRM and social media experience as assets.

  Microsoft Office, PowerPoint, Dynamics CRM, Google Analytics, LinkedIn, Facebook

• 28d

  Senior Wealth Technology Consultant- 2026-83

  Calgary, AB

  Contract

  

  emergiTEL Inc.

  8+ YOECandidates need 8+ years of technical experience in wealth management at a financial institution, knowledge of wealth processes such as clearing, settlement and rebalancing, and strong skills in system integration, database architecture, REST/SOAP/GraphQL APIs and cloud platforms (AWS, Azure or GCP). Hands-on experience with wealth platforms such as Charles River or Fidessa is highly desirable.

  Charles River, Fidessa, Dataphile, PureWealth, iBalance, d1g1t

• 28d

  New Accounts Administrator - FTC

  Mississauga, ON

  $26–$28/hrFull Time

  

  Randstad Canada

  Candidates need post-secondary education or equivalent work experience, plus 0 to 2 years in financial services. Advanced MS Excel, strong attention to detail, time management and clear English communication are required, along with valid Canadian work authorization.

  Dataphile, MS Excel

• 29d

  Portfolio Administrator

  Toronto, ON

  $70k–$80k/yrHybridFull Time

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  3+ YOECandidates need a post-secondary degree in business or a related field, 3+ years in the investment industry, and progress toward the CFA. They must hold or be eligible for a Registered Representative licence within 30 days, have fluent English, and have advanced Excel skills.

  Portfolio management software, Bloomberg, Morningstar, CGI Wealth360, Dataphile, Excel

  29d

  Portfolio Administrator

  Vancouver, BC

  $70k–$80k/yrHybridFull Time

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  3+ YOECandidates need a post-secondary degree in business or a related field, 3+ years in the investment industry, and progress toward the CFA. They must hold or be eligible for a Registered Representative licence within 30 days, have fluent English, and have advanced Excel skills.

  Portfolio management software, Bloomberg, Morningstar, CGI Wealth360, Dataphile, Excel

  29d

  Portfolio Manager, Managed Assets Program (MAP)

  Toronto, ON

  $115k–$135k/yrHybridFull Time

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  5+ YOECandidates need a CFA charter, a CIRO discretionary portfolio manager licence, a business-related degree, and at least 3 years of discretionary portfolio management experience within 5-7 years in investments. Strong Excel, PowerPoint, Bloomberg or Refinitiv skills and fluent English are required, with French and Python as assets.

  Wealth360, Dataphile, Bloomberg, Refinitiv Eikon, Python, Power BI

  29d

  Portfolio Manager, Managed Assets Program (MAP)

  Vancouver, BC

  $115k–$135k/yrHybridFull Time

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  5+ YOECandidates need a CFA charter, a CIRO discretionary portfolio manager licence, a business-related degree, and at least 3 years of discretionary portfolio management experience within 5-7 years in investments. Strong Excel, PowerPoint, Bloomberg or Refinitiv skills and fluent English are required, with French and Python as assets.

  Wealth360, Dataphile, Bloomberg, Refinitiv Eikon, Python, Power BI

  29d

  Bilingual Estates Specialist

  Toronto, ON

  $55k–$70k/yrHybridFull Time

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  5+ YOEAviso Wealth needs candidates with post-secondary education and at least 5 years of financial industry experience, ideally in estates, registered plans or operations. Strong detail focus, analytical skills, French and English fluency, and intermediate to advanced Word, Outlook and Excel skills are required.

  Word, Outlook, Excel, Dataphile, Laserfiche

  29d

  Bilingual Estates Specialist

  Vancouver, BC

  $55k–$70k/yrHybridFull Time

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  5+ YOEAviso Wealth needs candidates with post-secondary education and at least 5 years of financial industry experience, ideally in estates, registered plans or operations. Strong detail focus, analytical skills, French and English fluency, and intermediate to advanced Word, Outlook and Excel skills are required.

  Word, Outlook, Excel, Dataphile, Laserfiche

• 29d

  Compliance Administrator

  Vancouver, BC

  

  Ventum Financial Corp.

  2+ YOECandidates need 2 to 3 years of financial services experience and some post-secondary education. They must be proficient in Microsoft Word and Excel, detail-oriented, organized and discreet with confidential information. Dataphile experience is an asset.

  Dataphile, Microsoft Word, Microsoft Excel

  1mo

  Investment Advisor Assistant

  Vancouver, BC +9

  

  Ventum Financial Corp.

  3+ YOECandidates need at least 3 years of administrative or sales support experience in regulated financial services and a CIRO licence (IR or RR), with Options licensing strongly preferred. They also need advanced Microsoft Office skills, strong organization, and discretion with sensitive information.

  Dataphile, CRM, Microsoft Excel, Microsoft PowerPoint, Microsoft Word

• 1mo

  Investment Advisor Assistant

  Vancouver, BC

  Full Time

  HS

  Haywood Securities: Haywood Securities is an investment firm that values its independence and its entrepreneurial spirit.

  Haywood Securities needs candidates with office experience, strong Microsoft Office skills in Excel and Outlook, excellent attention to detail for data entry, and good telephone and communication skills. Financial industry experience and the CSC are assets.

  Microsoft Excel, Microsoft Outlook, Microsoft Office Suite, Dataphile

  1mo

  Settlements Administrator

  Vancouver, BC

  Full Time

  HS

  Haywood Securities: Haywood Securities is an investment firm that values its independence and its entrepreneurial spirit.

  3+ YOECandidates need at least 3 to 5 years of securities settlement experience across Canadian, U.S. and foreign trades. Strong multitasking, Microsoft Office skills and the ability to work with minimal supervision are required.

  Dataphile Desktop, DTC, CDS, Arrow, Loanet, Microsoft Office

• 1mo

  Fee Based Trader, Centralized Investment Management - Global Investment Solutions - Toronto

  Toronto, ON

  

  Scotiabank

  2+ YOECandidates need a CIRO Investment Representative licence, about two years of industry experience and a university degree or college diploma or equivalent. Strong knowledge of investment management and capital markets, plus CIM, CIF or CFA, is needed, along with advanced Access, Excel, portfolio accounting and Bloomberg or Reuters skills.

  Excel, Access, Bloomberg, Reuters, AOM, MPower

• 1mo

  Operations Tax Specialist

  Toronto, ON

  Full Time

  

  Fidelity Canada

  1+ YOEFidelity Canada needs candidates with 1 to 2 years of operational experience, strong Microsoft Excel skills, and excellent written and oral communication. Knowledge of Canadian or US tax reporting, QI/FATCA/CRS, or the brokerage industry is an asset, as are tax courses or designations such as CMA, CSC or CPA.

  Microsoft Excel, Dataphile

  1mo

  Operations Tax Specialist Sr.

  Toronto, ON

  Full Time

  

  Fidelity Canada

  3+ YOECandidates need 3 to 5 years of tax processing and reporting experience and excellent knowledge of Canadian or US tax reporting. Brokerage or clearing firm experience, a university degree, tax or CMA courses, and CSI industry courses such as CSC or CMH are assets. Strong Excel, attention to detail, communication and customer service skills are required.

  Microsoft Excel, Broadridge Dataphile

• 1mo

  Certificates Administrator

  Toronto, ON

  Full Time

  

  Fidelity Clearing Canada ULC

  1+ YOECandidates need more than one year of financial services operations experience, ideally in settlements or physical certificates within correspondent clearing, plus post-secondary education. Strong Excel skills, good customer service, and comfort in a fast-paced team are required.

  Dataphile, MS Excel, MS Office

  1mo

  Mutual Funds Administrator

  Toronto, ON

  $26–$32/hrFull Time

  

  Fidelity Clearing Canada ULC

  1+ YOECandidates need at least 1 to 2 years of mutual fund or financial services experience and a community college diploma or equivalent work experience. Strong Excel, Outlook and Word skills are required, and Dataphile and FundSERV experience is strongly preferred.

  Excel, Outlook, Word, Power BI, SharePoint, Dataphile

  1mo

  Application Support Developer

  Toronto, ON

  Full Time

  

  Fidelity Clearing Canada ULC

  3+ YOECandidates need a college degree or equivalent experience, 3 to 5 years in development and application support, and strong Unix/Linux and SQL skills. Hands-on experience with Appian, Agile and the Atlassian stack is also required.

  Appian, Ctrl-M, Jira, Confluence, Oracle, Power BI

  1mo

  Compliance Analyst, Fidelity Clearing Canada

  Toronto, ON

  Full Time

  

  Fidelity Clearing Canada ULC

  3+ YOECandidates need a university degree or equivalent work experience and at least 3 years in the investment dealer industry. Working knowledge of AML, QI/FATCA/CRS and CIRO/CSA regulations, plus strong Excel, Outlook and Dataphile skills, is required.

  Microsoft Excel, Microsoft Outlook, Dataphile, Salesforce

• 1mo

  Licensed Administrative Assistant

  Vancouver, BC

  Full Time

  CC

  CGC Canaccord Genuity Corp.

  2+ YOECandidates need IIROC licensing, at least 2 years of trading and administrative experience, and strong data entry and organizational skills. Canaccord Genuity also wants strong communication skills, attention to detail, and discretion with confidential information.

  Dataphile

  1mo

  Investment Advisor Assistant

  Vancouver, BC

  Full Time

  CC

  CGC Canaccord Genuity Corp.

  2+ YOECandidates need 2-3 years of related securities industry experience, CSC and CPH completion and CIRO licensing. Strong communication, organization, attention to detail and computer skills are also required.

  Dataphile, Salesforce, netx360, MS Office

• 1mo

  Investment Advisor Assistant

  Oakville, ON

  Full Time

  C

  CG

  2+ YOECandidates need 2-3 years of related experience with a solid understanding of the securities industry, plus CSC and CPH completion or willingness to complete them and CIRO IR licensing. Strong communication, organization, attention to detail and intermediate to advanced MS Office skills are required.

  MS Office, Dataphile, Salesforce, netx360

11 companies