kitchener on finance associate Jobs – 22 Openings This Week

Associate, Wealth Operations
TriCert Investment Counsel Inc. —Waterloo, ON
- $45,000–$55,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Finance
- Bachelor's
- Profit sharing
- Dental care
Quick apply
8d
Business Accounting Associate
Nutrasource —Guelph, ON
- $60,000–$70,000 a year
- Full-time
- Microsoft Excel
- Oracle
- Microsoft Office
Quick apply
7d
Sales Representative - High ticket sales
EZ Rides —Cambridge, ON
- $17.20–$40.00 an hour
- Part-time
- Microsoft Excel
- Sales
- Customer service
Quick apply
Director, Corporate Services (Renfrew, ON)
Palmer & Associates Executive Search Firm —Ontario
- $133,000–$155,000 a year
- Full-time
- Business
- Leadership
- Dental care
- Life insurance
Quick apply
8d
Associate, Corporate Finance
KPMG —Waterloo, ON
- $69,000–$107,500 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Accounting & Finance Specialist
NERv Technology Inc. D.B.A. FluidAI Medical —Kitchener, ON
- $75,000–$90,000 a year
- Full-time
- Microsoft Excel
- Finance
- Accounting
- Dental care
Quick apply
13h
Associate Director, Finance
Perimeter Institute for Theoretical Physics —Waterloo, ON
- $124,200–$131,100 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Finance
- Dental care
6d
Supply Chain Planner - Royal Canin
Mars —Guelph, ON
- $71,111–$93,333 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Inventory management
12d
Chief Information Security Officer
University of Waterloo —Waterloo, ON
- $157,251.41–$196,564.26 a year
- Full-time
- Bachelor's
- Leadership
- Communication skills
Revenue Analyst
University of Waterloo —Waterloo, ON
- $71,827.90–$89,784.87 a year
- Temporary
- Microsoft Word
- Microsoft Excel
- ERP systems
Data Engineer
Ontario One Call —Guelph, ON
- $96,000–$110,000 a year
- Azure
- Computer Science
- Engineering
5d
Admissions Coordinator
University of Waterloo —Waterloo, ON
- $51,306.48–$75,481.00 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Marketing Manager
Marriott International, Inc —Waterloo, ON
- $76,000–$103,000 a year
- Full-time
- Hospitality
- Sales
- Marketing
Financial Coordinator
University of Waterloo —Waterloo, ON
- $60,384.87–$75,481.09 a year
- Temporary
- Microsoft Excel
- Customer service
- Databases
Full-Time Dental Hygienist-Arvanitis & Associates
123Dentist —Waterloo, ON
- $47–$53 an hour
- Full-time
- Communication skills
Quick apply
Senior Manager, Legal Learning & Development
Gowling WLG —Kitchener, ON
- $152,000–$191,000 a year
- Full-time
- Hybrid work
- Bilingual
- English
- Project management
- Disability insurance
- Dental care
Quick apply
Summit Readiness Associate, Commercial Development Programs (Relationship Manager Stream)- Waterloo
Scotiabank —Waterloo, ON
- Full-time
- Finance
- Business development
- Business
Actuarial Consultant
The Co-operators Group Limited —Guelph, ON
- $83,774–$133,700 a year
- Hybrid work
- Bilingual
- English
- SQL
- Disability insurance
- Dental care
Quick apply
13d
Project Engineer (Geotechnical Construction)
Canada Geo-Solutions, Inc. —Canada
- $75,000–$120,000 a year
- Full-time
- AutoCAD
- English
- Master's degree
- Mileage reimbursement
- Disability insurance
Quick apply

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Accounts Receivable
unique employment solutions —Oshawa, ON
Assist in collections activities by contacting customers for outstanding payments and ensuring compliance with credit terms.
$21–$25 an hour
Quick apply
1d
Actuarial Associate, Fin Planning & Analysis
IVARI —Toronto, ON
Perform detailed drivers of earnings variance analysis versus plan, forecast, and prior periods, identifying key drivers and emerging trends.
$83,500–$115,000 a year
Quick apply

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Associate, Wealth Operations

TriCert Investment Counsel Inc.
Waterloo, ON

Quick apply

Job details

Permanent | Full-time
$45,000–$55,000 a year
8 days ago

Qualifications

Microsoft Excel
Finance
Chartered Professional Accountant
Bachelor's
Accounting
Customer support
CSC
Business
Communication skills
Time management

Full job description

TriCert Investment Counsel was founded over 25 years ago by two visionary accountants who recognized their clients could be better served by providing a sound, disciplined investment management approach alongside the integration of trusted accounting expertise into financial planning and wealth optimization. Today, we proudly manage over $4 billion in assets on behalf of thousands of clients. Our QSect approach matches a client’s investment profile with a tailored portfolio designed to meet their goals and provide peace of mind through volatile markets.

We believe that great wealth management begins with great people. At TriCert, our team works collaboratively across investment management, financial planning and tax expertise to deliver integrated, client-centered outcomes. We are currently seeking a motivated and detail-oriented professional to join our Wealth Operations team.

As a registered Portfolio Manager and Investment Fund Manager in Ontario, and a proud member of the Portfolio Management Association of Canada, TriCert operates within a regulated professional environment – offering employees a stable, compliance-driven workplace with strong industry credentials.

Joining TriCert means becoming part of a close-knit, high-performing team with values precision, integrity, and continuous growth. We offer a collaborative culture where your contributions directly support the success of our clients and the firm.

Duties and Responsibilities:

The Wealth Operations team provides frontline support to our Wealth Management Partners and referring CPA firms. They are responsible for delivering high quality, reliable and consistent support while handling core business processes.

Provide a broad range of client service and operational support to our affiliated referring CPA firms such as processing funds withdrawals, TFSA/RSP contributions, asset transfers in/out, operational and transfer inquiries, monitoring client onboardings, account maintenance activities and tax reporting.
Interact with FSE partners by responding to/processing requests, with a high level of quality and detail in an effective and timely manner.
Demonstrating agility to respond to changes in processes and priorities across internal and external stakeholder groups.
Analyze service and productivity to assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exist.
Responsible for the first point of escalations with our internal partner and affiliated referring CPA firms.
Identify opportunities to improve service delivery, both within the Wealth Operations group as well as across TriCert as a whole.
Updating and maintaining book of record in multiple software systems for continuity.
Support training for staff and affiliated referring CPA firms including data entry into various online portals, walk-through of processing tasks and operational guidance for new employees.
Use effective relationship skills when communicating with partners / colleagues and in dealing with difficult conversations.

Who You Are:

Strong passion for building client relationships and delivering services to clients.
Results oriented.
Ability to process large volumes of data with high attention to detail.
Ability to prioritize and optimally manage demanding workloads.
Demonstrates excellent communication and interpersonal skills - easily articulating ideas both verbally and in written form, adapting to meet the needs of different stakeholders.
Commitment to continuous learning and development in wealth management and industry knowledge.

The Successful Candidate Will Have:

A bachelor’s degree or diploma in Business Administration, Finance, or relevant area of study
Canadian Securities Course is an asset
Have broad-based business experience, supporting and collaborating in the wealth space and delivering services to external clients.
2+ years related work experience within Wealth Management operations support.
Knowledge of Client Account Opening and Client Account activity
Cash & Registered (contributions, de-reg, cash/security in kind)
Knowledge of Client Account transfer process (in-kind and or in cash & security positions)
Knowledge of Registered Plans (RRSP/RIF's)
Knowledge of Year-end tax reporting
Excellent time management, problem solving, communication (oral, written and interpersonal) skills;
Exceptional attention to detail.
Effectively manage the expectations of a diverse and demanding client base.
Exhibit outstanding analytical and problem-solving skills.
Display a high level of ownership and accountability.
Able to work in an evolving environment, adapting to change and comfortable working with ambiguity.
Experience working in a team-oriented, collaborative environment.
Proven relationship building skills, ability to work with a wide range of stakeholders at all levels.
Highly self-motivated and directed, able to effectively prioritize and execute tasks while under time constraints.
Strong proficiency with Microsoft Excel.

Why Work For Us?:

Competitive wage
Opportunity to grow in the role, with the team and within the organization
Rewarding career with a growing organization
Flexible Hybrid work environment – Requirement to work on-site 2 days per week at our Waterloo office
Extended health care/Dental care/Vision care
Profit sharing

If are you interested in a position with a successful and growing organization, please submit your resume to [email protected]

We are committed to providing a barrier free workplace. If accommodation is required during the selection or interview process, it will be available upon request. This job posting is available in an accessible format upon request.

We thank all candidates for their interest; however only those candidates selected for further screening will be contacted.

Pay: $45,000.00-$55,000.00 per year

Benefits:

Casual dress
Company events
Dental care
Extended health care
On-site parking
Paid time off
Profit sharing
Vision care
Work from home

Work Location: Hybrid remote in Waterloo, ON

Quick apply

Refine Your Search

finance associate jobs in kitchener on

Associate, Wealth Operations

Business Accounting Associate

Sales Representative - High ticket sales

Director, Corporate Services (Renfrew, ON)

Associate, Corporate Finance

Accounting & Finance Specialist

Associate Director, Finance

Supply Chain Planner - Royal Canin

Chief Information Security Officer

Revenue Analyst

Data Engineer

Admissions Coordinator

Marketing Manager

Financial Coordinator

Full-Time Dental Hygienist-Arvanitis & Associates

Senior Manager, Legal Learning & Development

Summit Readiness Associate, Commercial Development Programs (Relationship Manager Stream)- Waterloo

Actuarial Consultant

Project Engineer (Geotechnical Construction)

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