Top Tech Jobs & Startup Jobs

Process segregated fund trades, GICs and other investment products; manage WealthServ account setup; track transfers; follow up on missing information; resolve investment issues and complaints; manage investment mail and support advisors to meet service standards.

Ensure accuracy and regulatory compliance of fund financial statements, analyze and resolve discrepancies, implement internal controls and data governance, modernize reporting by migrating Excel/VBA tools, build Python-based solutions, leverage Power BI and generative AI tools, and collaborate with stakeholders to optimize institutional client reporting.

Develop and grow a sales territory by prospecting dealerships, building long-term relationships, training sales and finance teams on warranty products, supporting dealerships to increase warranty sales, providing after-sales service, and representing the company at industry events.

Lead process diagnostics and optimization initiatives using Lean and Kaizen. Design and facilitate workshops, support teams to deploy improvements, map processes, and quantify financial and non-financial gains while ensuring follow-up until benefits are realized.

Lead active management of public corporate bond portfolios (mainly Investment Grade), generate relative-value outperformance, monitor performance versus benchmarks, collaborate with research/trading, present strategies to committees, drive process improvements, lead projects, and coach junior team members.

Drive business development and retention with consultant partners, deliver and present tailored group insurance proposals, manage client portfolios, develop and implement sales strategy, represent the brand at industry events, and collaborate internally to evolve service offerings and solutions.

Lead and mature the Legal Operations function across Canada and the U.S.: drive process improvement, automation, governance, KPI reporting, vendor and budget management, cross-functional initiatives, risk and business continuity planning, and support strategic planning and talent development for Legal Services.

Plan, coordinate and execute Salesforce releases; manage sandboxes and production environments; oversee versioning, deployments and CI/CD pipelines; identify and mitigate deployment risks; collaborate with development, QA, product and architecture teams; and drive DevOps and release governance improvements.

Develop and execute strategic, on-brand communications and integrated plans for advisors, leadership forums, and enterprise initiatives. Create high-impact content, manage communication calendars and channels, coordinate stakeholders, and measure effectiveness to drive engagement and alignment across the organization.

Lead analysis phase across initiatives: define and scope initiatives, structure epics, identify impacts/risks/interdependencies, set analysis strategies, ensure solution consistency, coach and review analysts, maintain integrated view of projects, and evolve business analysis practices and standards.