“NBIN” jobs in Canada

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• 13h

  Manager, PMO & Strategic Initiatives

  Toronto, ON

  Full Time

  

  Quintessence Wealth

  7+ YOEQuintessence Wealth needs candidates with 7+ years of project or program management leading complex initiatives across several teams. Strong executive communication, stakeholder management and risk management skills are required, with experience in financial services or another regulated industry preferred.

  Monday.com, Jira

  19d

  Director, Transitions & Operations

  Toronto, ON

  Full Time

  

  Quintessence Wealth

  Candidates need senior operations experience, people leadership ability, and strong skills in planning, process design and training delivery. Experience with wealth management transitions, custodians and compliance-sensitive client communications is valuable. Comfort using AI tools for reporting is expected.

  Q Central, DocuSign, AI reporting tools

  19d

  Administrator

  Toronto, ON

  Full Time

  

  Quintessence Wealth

  3+ YOECandidates need 3+ years at a Canadian wealth management or brokerage firm, with client account administration experience. They also need strong communication skills, knowledge of registered investment account types, AML/FATCA know-how and solid Microsoft Office skills.

  Microsoft Office, CRM software, DocuSign, d1g1t, NBIN, QCentral

  24d

  Manager/Associate Director, Investment Operations & Reporting Location: North York, Ontario Reports To: Chief Operating Officer

  Toronto, ON

  Full Time

  

  Quintessence Wealth

  8+ YOECandidates need 8+ years of wealth management, asset management or investment operations experience, with people leadership and project management skills. Hands-on experience with NBIN and D1g1t is required, and knowledge of NI 31-103 and CRM2 is expected.

  NBIN, D1g1t, Schwab

• 24h

  Private Client Services Coordinator

  Toronto, ON

  Full Time

  CI

  CI 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.

• 24d

  Client Service Associate

  Ontario

  HybridFull Time

  TS

  The Successful Investor

  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.

  CRM database, Microsoft Word, Microsoft Excel

• 25d

  Quality Assurance Analyst

  Toronto, ON

  

  Richardson Wealth Ltd

  5+ YOECandidates need 5+ years of hands-on quality assurance experience on complex enterprise applications, including Salesforce testing, API testing and automation tools such as Playwright or Selenium. Strong SQL skills and experience with Azure DevOps are also required.

  Salesforce, Playwright, Selenium, Tricentis, BrowserStack, Postman

4 companies