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Reposted 2 Days AgoSaved
In-Office
6 Locations
85K-125K Annually
Senior level
85K-125K Annually
Senior level
Fintech • Payments • Financial Services
The Sr. Analyst, Fund Administration oversees fund valuations, pricing, audit support, and tax compliance, and trains junior analysts while ensuring operational controls and efficient processes.
Top Skills: Excel
2 Days AgoSaved
In-Office
Toronto, ON, CAN
Expert/Leader
Expert/Leader
Fintech • Payments • Financial Services
Lead CIBC's Securities Finance & Collateral Management, driving strategy and transformation, optimizing collateral, and enhancing client solutions with advanced technology.
Top Skills: AIDistributed Ledger TechnologyFmc (Ss&C)
2 Days AgoSaved
In-Office or Remote
27 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
As a Financial Services Representative, you will build relationships with clients by understanding their financial goals and providing tailored services. Responsibilities include client engagement, relationship building, and leveraging technology for banking solutions.
2 Days AgoSaved
In-Office
Ontario, CA, USA
Entry level
Entry level
Fintech • Payments • Financial Services
Assist Mortgage Advisor with client inquiries, facilitate mortgage applications, provide administrative and business development support in a fast-paced banking environment.
Top Skills: ExcelMS OfficePowerPointWord
2 Days AgoSaved
In-Office
Waterloo, ON, CAN
Junior
Junior
Fintech • Payments • Financial Services
The Financial Services Representative will engage clients, provide tailored financial solutions, leverage technology for banking needs, and foster relationship building.
Top Skills: Mobile Banking Applications
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Reposted 2 Days AgoSaved
In-Office
New York, NY, USA
125K-140K Annually
Senior level
125K-140K Annually
Senior level
Fintech • Payments • Financial Services
The Financial Planning Strategist will assist Relationship Managers and clients in developing and implementing financial strategies, analyze financial data, and deliver tailored financial plans while managing multiple requests efficiently.
Top Skills: AdobeEmoneyExcelMicrosoft WordOutlookPowerPoint
2 Days AgoSaved
In-Office
Vancouver, BC, CAN
49K-54K Annually
Entry level
49K-54K Annually
Entry level
Fintech • Payments • Financial Services
As an Administrative Assistant, you'll provide support to the Investment Advisor team by managing client files, assisting with investment plans, enhancing client relationships, and ensuring compliance standards are met.
2 Days AgoSaved
In-Office
Boston, MA, USA
175K-240K Annually
Senior level
175K-240K Annually
Senior level
Fintech • Payments • Financial Services
The Senior Relationship Manager is responsible for managing high-net-worth client relationships, driving revenue growth, ensuring compliance, and delivering exceptional investment and advisory services.
Top Skills: Financial PlanningInvestment AdvisingWealth Management
2 Days AgoSaved
In-Office
Toronto, ON, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
Lead design and implementation of data and application solutions for financial crime detection while ensuring compliance with regulatory standards. Oversee system lifecycles and mentor teams.
Top Skills: SparkDatabricksEtl Data ToolsInformaticaAzureOracleSQL
2 Days AgoSaved
In-Office
Nanaimo, BC, CAN
Entry level
Entry level
Fintech • Payments • Financial Services
As a Client Engagement Representative, you engage clients, assist with account management, identify needs, and leverage technology to enhance customer experience while facilitating connections to appropriate team members.
Top Skills: Banking ApplicationsDigital ToolsMobile Banking Applications
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