9 meilleures offres (transit security officers, north york, on) (à pourvoir)

Wealth Operations Manager
The Successful Investor —North York, ON
- Temps plein
- Travail hybride
- Microsoft Word
- Microsoft Excel
- Expérience en gestion
- Assurance Dentaire
Postuler rapidement
Regulatory Compliance Specialist
The Successful Investor —North York, ON
- Temps plein
- Travail hybride
- Microsoft Excel
- Anglais
- Finance
- Assurance Dentaire
Postuler rapidement
Part-Time Mobile Patrol Supervisor (Weekend Shifts) - $21.00/hour
Wincon Security —Scarborough, ON
- De 21 $ à 22 $ de l’heure
- Fins de semaine uniquement
- Certification RCR
- Service à la clientèle
- Anglais
Postuler rapidement
il y a 12 jours
Vice President, Technology Governance, Risk & Performance
First National Financial —Toronto, ON
- Temps plein
- Baccalauréat
- Services financiers
- Affaires
Postuler rapidement
Director, Technical Operations - Infrastructure
Accommodations Plus International —Markham, ON
- De 160 000 $ à 180 000 $ par an
- Temps plein
- Hospitalité
- Informatique
- CAD
Postuler rapidement
Senior Manager Compliance and Safety
CAD Rail Fleet Services —Toronto, ON
- Temps plein
- Ingénierie
- Microsoft Office
- Gestion de projet
Safety Advisor
Aecon Group —Toronto, ON
- De 70 000 $ à 90 000 $ par an
- Gestion de projet
- Construction et rénovation
- Assurance Dentaire
Fund Accountant
The Successful Investor —North York, ON
- Temps plein
- Travail hybride
- Microsoft Excel
- Microsoft Office
- Esprit d'analyse
- Assurance Dentaire
Postuler rapidement
Vice President, Engineering
First National Financial —Toronto, ON
- Temps plein
- Informatique
- Ingénierie
- Baccalauréat
Postuler rapidement

Related jobs to explore

Based on your search for transit security officers

Mobile Alarm Response Security Guard
Gemstar Security Services —Vaughan, ON
They have been carefully screened and chosen for their proven skills in personal communication, crisis intervention, incident de-escalation, situational…
À partir de 17,75 $ de l’heure
Postuler rapidement
Security Operations Responder/Control Room Supervisor/Shift Supervisor
Securitas Security Services —Toronto, ON
Securitas Canada celebrates diversity, and we welcome and encourage applications from the four designated groups: namely women, aboriginal people, visible…
De 29,99 $ à 34,29 $ de l’heure
il y a 6 jours

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Wealth Operations Manager
The Successful Investor —North York, ON
Contribute toward the development and implementation of business strategy, plans, and processes for the wealth Management department that align with the…
Postuler rapidement
Regulatory Compliance Specialist
The Successful Investor —North York, ON
Bachelor’s degree in law, Finance/Accounting, Business, or related field. Conduct periodic and ad-hoc internal compliance audits and risk assessments across…
Postuler rapidement

Show more jobs in cities nearby

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : transit security officers (north york, on)

En vous connectant à votre compte, vous acceptez les conditions d'utilisation, la politique relative aux fichiers témoins et la politique de confidentialité de SimplyHired.

Découvrir les offres d'emploi dans d'autres lieux

transit security officers jobs near north york, on

Director Of Operations (Markham, ON) : offres d'emploi

Vice President Of Technology (Toronto, ON) : offres d'emploi

Safety Specialist (Toronto, ON) : offres d'emploi

Regulatory Specialist (Mississauga, ON) : offres d'emploi

Cyber Security Specialist (Toronto, ON) : offres d'emploi

Regulatory Specialist (Toronto, ON) : offres d'emploi

Infection Control Specialist Public Health (Ontario) : offres d'emploi

Regulatory Specialist (Brampton, ON) : offres d'emploi

Remote Implementation Specialist (Ontario) : offres d'emploi

Paid Board Of Director (Toronto, ON) : offres d'emploi

Art Director (Toronto, ON) : offres d'emploi

Director Of Operations (Toronto, ON) : offres d'emploi

Human Resource Management Director (Calgary, AB) : offres d'emploi

Director (Barrie, ON) : offres d'emploi

Director Of Operations (Ontario) : offres d'emploi

Director Of Operations (Alberta) : offres d'emploi

Vice President Of Technology (Montréal, QC) : offres d'emploi

Vice President Of Technology (Vancouver, BC) : offres d'emploi

Educational Technology (Calgary, AB) : offres d'emploi

Vice President Of Technology (Remote) : offres d'emploi

Wealth Operations Manager

The Successful Investor
North York, ON

Postuler rapidement

Détails du poste

Temps plein

Profil recherché

Microsoft Word
Investissement
Microsoft Excel
Expérience en gestion
Audit financier
Amélioration des processus
Anglais
Baccalauréat
Comptabilité
Sens de l'organisation
Affaires
Analyste financier agréé (CFA)
Leadership
Compétences en communication

Description complète du poste

WEALTH OPERATIONS MANAGER, Successful Investor Wealth Management Inc.

We are an established wealth management firm with 20+ years’ experience in independent portfolio management with assets under management of $1 billion and growing. We are transforming our business and experiencing significant growth, and as a result, we are currently hiring a new Wealth Operations Manager to oversee the overall operational functions of our Wealth Management team.

We are seeking a seasoned investment professional who excels as a leader with strong organizational skills. Utilizing their solid financial background, this individual will draw from their vast experience to oversee the efficient management of our wealth department including the areas of portfolio administration, fund accounting, compliance and team operations.

The ideal candidate will bring a deep understanding of wealth management processes, regulatory and compliance requirements, and operational excellence. This, combined with previous management experience, proven success in process improvement and operational efficiency, as well as exceptional analytical and problem-solving skills will help ensure success in this role.

KEY RESPONSIBILITIES

Operational Management

Oversee business operations, developments, project timelines, and employee productivity within the wealth management department to ensure optimal efficiencies are met and the department runs smoothly.
Contribute toward the development and implementation of business strategy, plans, and processes for the wealth Management department that align with the company's goals; Monitor and maintain the department’s technology and tools to enhance productivity.
Develop, implement, and optimize operational workflows for portfolio administration and fund accounting.
Analyze internal operations to identify areas of development and make recommendations for enhancements.
Collaborate with Portfolio Managers to align operational processes with investment strategies and client needs.
Manage relationships with third-party vendors, such as banks, software providers, and compliance partners.
Negotiate contracts and service agreements to ensure cost-effectiveness and quality service.
Collaborate with Senior Management to align operational goals with the organization’s strategic objectives.
Establish and ensure adherence to wealth management compliance, standards and procedures; maintain the documentation of department processes, policies, procedures, etc.

Portfolio Administration and Management

Oversee the administration of client portfolios, ensuring accuracy in reporting and recordkeeping.
Maintain portfolio records, contracts, and compliance documentation to meet regulatory requirements and audit readiness.
Ensure timely and effective responses to client inquiries.
Oversee the development of client communication materials, such as statements, summaries, and notices.
Ensure the Client information, KYCs, and detailed and accurate notes are well-maintained in our client database.

Team Leadership and Collaboration

Manage, Lead and mentor a team, ensuring alignment with company values and department goals.
Provide training and support to maintain and enhance team members’ knowledge of systems, policies, and processes while always displaying a professional and courteous manner when dealing with clients.
Liaison with the Client Care Manager to ensure our Portfolio Manager's client service delivery is aligned with the company practices and guidelines.
Motivate, Lead, and foster a high-functioning team to drive their performance, engagement, and overall development.
Manage multiple team members through objective setting and periodic performance evaluations. Coach and discipline as necessary.
Oversee recruiting, new hiring training, and orientation for the department.
Work jointly with the Chief Compliance Officer to ensure regulatory requirements are met

REQUIREMENTS (Qualifications, Experience & Skills)

Required:

University degree in Business, Finance, or related discipline.
5+ years of experience in wealth management operations, portfolio management, or similar roles.
The successful candidate in this role must be eligible for, and able to obtain, registration with the Ontario Securities Commission (OSC) as an Advising Representative (Portfolio Manager); Current registration and in good standing with the Ontario Securities Commission as an Advising Representative (Portfolio Manager), is considered a strong asset.
CFA designation is considered a strong asset.
Knowledge of Finance and Fund Accounting.
Excellent spoken and written English communication skills.
Experience in a management role with direct reports, including coaching, motivating and disciplining.
Proficient in Microsoft Word and Excel.
Strong knowledge of investment operations, regulatory compliance, and accounting principles.
Proven experience in process improvement and operational efficiency.
Exceptional analytical, organizational, and problem solving skills.

Other Requirements

Highly organized and detail oriented.
Proactive, self-motivated, and driven.
Positive attitude, with a strong customer service focus.
Ability to exercise sound business judgement and strategic problem-solving.
Strong verbal and written communication skills.
Flexible and adaptable to change.
Ability to learn quickly and proven capability to master new business process software/systems is a must.
Excellent mentoring, coaching, and people management skills.
Leadership and team-building skills with a focus on operational excellence.
Detail-oriented mindset with a proactive approach to resolving operations challenges.

This role is hybrid—one day remote and four days required in our office located near Yonge St. and Sheppard Ave. in North York, Toronto. We are seeking a dynamic and adaptable team member who can thrive in a fast-paced work environment to achieve our goals.

Pre-employment work references, credit and criminal background checks are required.

Additional Information

Benefits

After the standard three-month waiting period, successful new hires are eligible to join the Company’s Group Benefits Plan, which provides a range of life, health, and dental benefits, with premiums fully paid by the Company. After this same waiting period, transit commuters will also be eligible to participate in a generous reimbursement program to help subsidize public transportation costs to-and-from the office. To help foster our culture of appreciation, employees have an opportunity to participate in our company wide program to give and receive rewards and recognition for high performance and service.

Other

This posting is for an existing job vacancy.

Successful Investor Wealth Management does not use artificial intelligence (AI) or automated decision-making systems to screen, assess, or select applicants for employment. All hiring decisions are made through human review of application materials, interviews, and assessments conducted by our recruitment team.

Successful Investor Wealth Management Inc. welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Postuler rapidement

Affinez votre recherche

transit security officers emplois - north york, on

Wealth Operations Manager

Regulatory Compliance Specialist

Part-Time Mobile Patrol Supervisor (Weekend Shifts) - $21.00/hour

Vice President, Technology Governance, Risk & Performance

Director, Technical Operations - Infrastructure

Senior Manager Compliance and Safety

Safety Advisor

Fund Accountant

Vice President, Engineering

Related jobs to explore

Explore jobs in cities nearby

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : transit security officers (north york, on)

Découvrir les offres d'emploi dans d'autres lieux

Outils pour les chercheurs d'emploi

Outils Employeurs

Parcourir

Garder le contact