“Broadridge Dataphile” jobs in Canada

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• 2d

  Négociateur Senior, fonds communs de placement

  Montréal, QC

  $75k–$95k/yrOn-siteFull 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 postsecondary education, 5 to 10 years of investment experience, and knowledge of mutual fund products and FundSERV settlement. They also need strong computer skills, bilingual French and English communication, and the ability to work independently and in a team.

  FundSERV, Dataphile, Broadridge, myserv, MS Excel, MS Word

  2d

  Mutual Funds, Senior Trader

  Montréal, QC

  $75k–$95k/yrOn-siteFull 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 5 to 10 years of investment industry experience, a good understanding of mutual funds, and CSC and CPH or IFIC completion. Fluent English and French, FundSERV knowledge, and strong organization and client service skills are also required.

  Dataphile, FundSERV, myserv, Broadridge

  3d

  Négociateur Senior, fonds communs de placement

  Montréal, QC

  Full 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 5 to 10 years of investment industry experience, a solid understanding of mutual funds and FundSERV settlement, and CSC and CIFC or Manual on Conduct Standards course completion. Bilingual French and English communication and strong attention to detail are required.

  FundSERV, Dataphile, Broadridge, myserv

  3d

  Mutual Funds, Senior Trader

  Montréal, QC

  Full 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 5 to 10 years in the investment industry with a solid understanding of mutual funds, the CSC and CPH or IFIC designation, and fluent English and French. Strong knowledge of FundSERV, Broadridge and the IIROC and MFDA rules is also required.

  FundSERV, Dataphile, Broadridge, myserv

• 23d

  Investment Assistant - POSITION FILLED

  Chilliwack, BC

  VN

  Victoria Newitt Recruitment Inc

  2+ YOECandidates need at least 2 to 3 years of administrative experience in banking, securities or brokerage, plus the Canadian Securities Course and the Conduct and Practices Handbook Course. Strong communication, attention to detail, and intermediate skills in Word, Excel and Outlook are also required.

  Dataphile, Salesforce, MS Word, Excel, Outlook

  23d

  Investment Assistant

  British Columbia

  VN

  Victoria Newitt Recruitment Inc

  2+ YOECandidates need at least 2 to 3 years of administrative experience in banking, securities or brokerage, plus completion of the Canadian Securities Course and the Conduct and Practices Handbook Course. Strong client service, communication, attention to detail and intermediate MS Office skills are required.

  Dataphile, Salesforce

• 23d

  Operations Representative

  Toronto, ON

  Full Time

  

  Fidelity Clearing Canada ULC

  1+ YOECandidates need one to two years of operations or client services experience in financial services, preferably brokerage or clearing. They need strong Excel skills, clear communication, and the ability to work independently in a fast-paced environment.

  Excel, Dataphile, CDS, DTC, Citi-Direct, FedWire

  23d

  Operations Representative

  Toronto, ON

  Full Time

  

  Fidelity Clearing Canada ULC

  1+ YOECandidates need one to two years of operations or client services experience in financial services, preferably brokerage or clearing. They need strong Excel skills, clear communication, and the ability to work independently in a fast-paced environment.

  Excel, Dataphile, CDS, DTC, Citi-Direct, FedWire

• 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

• 29d

  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

  29d

  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

5 companies