Private Client Services Coordinator
Toronto, ONCI Investments Inc.
Candidates need post-secondary education in business or a related field, investment industry experience (private client or high net worth experience is an asset), knowledge of mutual funds and securities, and strong written and verbal communication. They must work well under pressure and independently.
Trade Support Analyst
Toronto, ONCI Investments Inc.
1+ YOECandidates need 1 to 2 years in the financial industry, preferably with mutual funds, plus strong Excel and Power BI skills. Analytical thinking, attention to detail, customer service and the ability to juggle priorities in a fast-paced setting are also required.
Excel, Power BI, Python, SQL, VBA, Fundserv
Transfer Administrator (Fixed-Term)
Toronto, ONCI Investments Inc.
3+ YOECandidates need at least 3 years of experience in a similar role or in financial services, a solid grasp of mutual fund and securities basics, and working knowledge of CDS, CDCC, NSCC and DTC. Microsoft Office proficiency and strong accuracy, organization and deadline management are also required.
ATON, CDS, DTC, Microsoft Word, Microsoft Excel, Microsoft Access
Investment Operations Associate (Fixed-Term)
York, ONCI Investments Inc.
2+ YOECandidates need at least 2-3 years of service experience, ideally in the financial industry with knowledge of registered accounts. Strong written and verbal communication, relationship-building, analytical and problem-solving skills are needed. Post-secondary education is required, and the Canadian Securities Course and French fluency are assets.
Customer service, Troubleshoot, Communication skills, CSC, Cleaning, Relationship building
Private Client Operations Specialist
Toronto, ONCI Investments Inc.
Candidates need post-secondary education in business or a related field, strong analytical and arithmetic skills, and accurate data entry. Financial services or mutual funds experience and proficiency in Excel, Outlook and Word are assets.
Excel, Outlook, Word