Manage user access across enterprise systems by provisioning, modifying, and revoking access rights, ensuring compliance and security. Support identity governance initiatives.

The Manager of AML Compliance oversees compliance activities related to anti-money laundering and fraud prevention, managing staff and ensuring adherence to regulatory requirements.

The Reconciliations Administrator completes financial reconciliations, resolves discrepancies, and collaborates with teams to ensure compliance with deadlines.

The Bilingual Tax Administrator handles tax documentation, remittances, audits, and ensures compliance with CRA, MRQ, and IRS regulations, requiring collaboration with multiple teams and stakeholders.

The New Accounts Administrator processes new accounts and fee-based accounts while ensuring compliance with regulations, and contributes to improving efficiencies.

The bilingual tax administrator is responsible for ensuring compliance with tax regulations, processing monthly tax withholdings, producing tax forms, and collaborating on regulatory requirements while keeping abreast of any legislative changes.

The Product Owner will manage the product backlog, work with delivery teams to realize product vision, prioritize and assess user stories, and ensure client needs drive product decisions to enhance the user experience.

The Director, Strategic Finance leads financial planning, analysis, and budgeting processes while partnering with business leaders to drive strategic outcomes. Key responsibilities include financial reporting, pricing analysis, and mergers & acquisitions support.

The Administrator of Transfers will process daily transfer requests, manage escalations, and provide operational support, ensuring client satisfaction. They will collaborate with the team and contribute to continuous improvement initiatives.

The Bilingual Transfers Administrator processes transfer requests, monitors inquiries, provides operational support, and collaborates on departmental tasks.

The role involves managing estate settlements, preparing tax documents, assisting clients, and ensuring compliance with regulations. Collaboration and proactive problem-solving are essential.

The Bilingual Estates Administrator manages estate settlements and tax reporting, collaborates with teams, and maintains client-focused service excellence.

The Bilingual New Account Administrator processes new accounts, provides administrative support, ensures compliance, and fosters continuous improvement within the operations team.

The administrator processes new accounts accurately and quickly, interacts with team members, ensures compliance, and fosters continuous improvement.

The National Vice President, Priority Clients leads a team to service HNW/UHNW clients, managing relationships and driving business development initiatives.

Design, build, and maintain scalable client-side software applications. Responsibilities include coding, testing, and collaborating with cross-functional teams.

The Compliance Analyst will support compliance projects, ensure regulatory adherence, analyze financial data, and collaborate with various teams to maintain compliance standards.

The Wealth Consultant provides financial planning and investment advice, develops portfolios, complies with regulations, and fosters business relationships.

The Product Analyst supports investment management solutions by conducting research, analyzing products, and collaborating with internal and external stakeholders to enhance the product shelf.

The Sales Compensation Manager oversees the design and implementation of sales incentive programs to align with business goals, driving performance through effective communication and collaboration with various teams and stakeholders.