Top Tech Jobs & Startup Jobs

Creates and produces print and digital marketing materials, advisor communications, web assets, social content, presentations, and event collateral. Partners with marketing stakeholders, manages multiple projects, applies brand systems, prepares production-ready artwork, coordinates print vendors, and maintains organized creative assets. The role requires strong design fundamentals, Adobe Creative Cloud proficiency, attention to detail, and the ability to independently manage projects from brief through completion.

Provides administrative and client-service support to Investment Advisors in a wealth management team. Responsibilities include processing and confirming transactions, executing trading orders, maintaining account records, compiling reports, managing client documentation, servicing clients, and supporting marketing initiatives. The role requires securities-industry knowledge, strong organization and communication skills, attention to detail, multitasking ability, and proficiency with Microsoft Office. Experience with Dataphile, Salesforce, and netx360 is beneficial.

Supports Investment Advisors by preparing financial plans, investment proposals, client communications, and account documentation. Participates in client meetings, assists with client relationship management, supports business development, and performs administrative duties. The role requires at least three years of financial services experience and offers development toward a Financial Planner career.

Supports high-net-worth and ultra-high-net-worth client relationships, wealth planning, investment advisory, business development, and asset growth. The role coordinates advice across investments, tax, estate, insurance, and financial planning; participates in client and prospect meetings; supports portfolio analysis and strategy implementation; maintains client records and compliance; and contributes to strategic initiatives, presentations, and workflow improvements.

Supports enterprise data platforms, ETL processes, reporting environments, and data integration initiatives. Responsibilities include monitoring data loads, troubleshooting database and reporting issues, developing SQL queries and procedures, validating data, creating Power BI dashboards, supporting Snowflake and Microsoft data platforms, and contributing to data governance, migration, automation, and quality improvements.

Internal Auditor for a 10-month contract performing complex assurance and advisory audits, including ICFR planning, control testing, fieldwork, documentation, and reporting. The role requires coordination with external auditors, recommendations to executive management and the Board, peer reviews, and coaching team members. Candidates should understand brokerage operations, IFRS, COSO, internal audit standards, and risk management, with professional audit or accounting credentials preferred.

Provides administrative and client-service support to a wealth management advisory team. Responsibilities include preparing account applications and KYC updates, maintaining records and databases, processing client transactions, servicing clients, coordinating priorities, and supporting special projects. The role requires strong communication, confidentiality, organization, attention to detail, teamwork, and intermediate Microsoft Office skills. Experience with Dataphile, Salesforce, or netx360 and securities-industry knowledge are assets.

Supports investment advisors in wealth management by processing and confirming client transactions, executing trading orders, maintaining account records, preparing reports, managing client documentation, and providing professional client service. The role also supports marketing initiatives and general administrative activities while requiring strong organization, communication, multitasking, and Microsoft Office skills.

Coordinates and records revenue from corporate finance financings and underwriting transactions. Responsibilities include calculating cash and non-cash commissions, processing accounting system entries, preparing account reconciliations, and completing administrative tasks. The role requires accounting knowledge, strong organization and attention to detail, deadline management, intermediate Microsoft Office skills, and preferably prior brokerage experience in corporate finance or underwriting.

Manage relationships with ultra-high-net-worth families, lead client reviews, deliver wealth management and investment advice, and coordinate integrated planning with professional advisors. Drive business development, referrals, asset growth, and prospect conversion while supporting investment reviews, strategic initiatives, mentoring, compliance, reporting, and practice operations. The role serves entrepreneurs, executives, professionals, and multigenerational family clients in a boutique wealth management environment.