Top Tech Jobs & Startup Jobs

Provide administrative support to wealth advisors: schedule and prepare for member appointments, handle member requests and account updates, process applications, payments, deposits/withdrawals, maintain member files and reports, manage calendars, mail and courier, and improve member service.

Lead a small L&D team and design, develop, and deliver advisor-focused curriculum using modern adult learning methods and learning technologies. Own program lifecycle and governance, consult with stakeholders to translate needs into prioritized plans, measure outcomes, and continuously improve learning to boost advisor proficiency, compliance, and client experience.

Lead design and implementation of enterprise Identity & Access Management: define policies, build and configure platforms (SSO/MFA, IGA, PAM, federation), automate lifecycle and provisioning, run access reviews and recertification, support audits and regulatory compliance, and translate access risk into business-level guidance.

Process and track incoming and outgoing account transfers according to SLAs, monitor transfer inbox/mail, initiate manual and ATON transfers, follow up on statuses, support external institution transfers, file/shred documents, respond to inquiries, cover colleagues, and handle special projects.

Lead design and administration of compensation, recognition, benefits and retirement programs. Manage annual compensation planning, incentive and executive pay processes, vendor relationships, HRIS governance, pay equity/transparency compliance, and enterprise recognition strategy. Provide strategic Total Rewards counsel to leaders and support cross-functional budgeting, analytics, and program documentation.

Administrer et traiter les demandes liées aux régimes enregistrés (REEE, REER, CELI, FRR, CELIAPP), assurer conformité réglementaire et délais, réaliser audits, collaborer avec équipes fiscales et opérationnelles, mettre à jour procédures et soutenir le service à la clientèle.

Lead taxation strategy and implementation for mutual funds, oversee distributions and tax filings, support fund events (launches, mergers), monitor tax regulations, provide tax disclosure for regulatory documents, and assist with fund reporting such as financial statements and MRFPs.

Manage financial and regulatory reporting for NEI investment funds; coordinate with fund administrators, auditors and internal teams; ensure IFRS-compliant filings; support fund launches, mergers and tax reporting; and drive process improvements and internal controls.

Lead and enhance enterprise crisis management, business continuity, and third-party risk programs. Develop and test plans, conduct risk assessments, deliver training, mentor stakeholders, produce senior- and Board-level risk reporting, and drive mitigation strategies across the organization.

The Wealth Coordinator or Associate Wealth Advisor supports a Senior Wealth Advisor through administrative and sales tasks, assists in client interactions, manages files, and helps with marketing activities while learning about financial strategies and industry trends.