Toronto On Wealth management associate Jobs – 168 Openings This Week

Associate, Account Transfers
Canaccord Genuity Corp. —Toronto, ON
- $50,000–$55,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
9d
Wealth Management Associate
Questrade Financial Group —Toronto, ON
- $60,000–$70,000 a year
- Full-time
- Hybrid work
- Bilingual
- Google Suite
- Microsoft Excel
Quick apply
10d
Client Experience Associate
Wellington-Altus Private Wealth Inc. —Toronto, ON
- $75,000–$125,000 a year
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Life insurance
14d
Investment Associate
Royal Bank of Canada —Toronto, ON
- $55,000–$90,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
13d
Private Wealth Associate
Fidelity Investments —Toronto, ON
- $68,000–$79,000 a year
- Full-time
- CRM software
- Microsoft Office
- Finance
- Tuition reimbursement
- Paid time off
Wealth Associate (Toronto)
Fidelity Investments —Toronto, ON
- $79,000–$90,000 a year
- Full-time
- Hybrid work
- Bilingual
- Salesforce
- Writing skills
- Tuition reimbursement
- Paid time off
Associate Wealth Advisor
PWL Capital Inc. —Toronto, ON
- $70,000–$90,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Bachelor's
- Commuter benefits
- Disability insurance
Quick apply
Wealth Associate
National Bank of Canada —Richmond Hill, ON
- Full-time
- Hybrid work
- Customer service
- English
- Microsoft Office
- Wellness program
- Employee assistance program
Associate Private Banker
TD Bank —Mississauga, ON
- $69,700–$98,400 a year
- Full-time
- Bachelor's
- Cash handling
- Paid time off
1d
Advisor Success - Associate, Account Management
Purpose Unlimited —Toronto, ON
- $70,000–$75,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Communication skills
- Dental care
- Life insurance
Quick apply
7d
Client Service Associate
NFP Corp —Markham, ON
- $50,000–$60,000 a year
- Full-time
- Microsoft Excel
- Medical office experience
- Microsoft Office
- Dental care
- Life insurance
14d
Equity Research Associate - Metals & Mining
Canaccord Genuity Corp. —Toronto, ON
- $100,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Investment Associate
Wellington-Altus Private Wealth Inc. —Toronto, ON
- $60,000–$90,000 a year
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Life insurance
1d
Insurance and Wealth Associate, Prospr by Sun Life
Sun Life —Toronto, ON
- $51,000–$80,200 a year
- Full-time
- Hybrid work
- Customer service
- Salesforce
- Financial services
7d
Private Client Associate
Harbourfront Wealth Management —Toronto, ON
- $65,000–$80,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick apply
Client Service Associate
CI Financial —Toronto, ON
- $42,500–$71,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Designated paid holidays
- Disability insurance
11h
Associate, Portfolio Administration & Analysis
Ventum Financial Corp. —Toronto, ON
- $80,000–$90,000 a year
- Full-time
- Microsoft Excel
- Finance
- Administrative experience
Quick apply
Portfolio Associate Modelled Accounts
National Bank of Canada —Toronto, ON
- Full-time
- Microsoft Excel
- English
- Microsoft Office
- Wellness program
- Employee assistance program
2h
Client Service Associate
The Successful Investor —North York, ON
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Customer service
- Dental care
Quick apply
Senior Business Management Associate, Wealth Solutions (WS)
Raymond James Financial, Inc. —Toronto, ON
- $85,000–$100,000 a year
- Full-time
- Finance
- Bachelor's
- Travel
- Employee stock purchase plan
- Tuition reimbursement

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Associate, Account Transfers

Canaccord Genuity Corp. -
Toronto, ON

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Job details

Full-time
$50,000–$55,000 a year
9 days ago

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Customer service
Microsoft Office
Administrative experience
Organizational skills
Information processing
Communication skills

Full job description

Salary Range: $50,000 – $55,000

Who we are:

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for an Associate, Account Transfers to join our Transfers Department in Vancouver or in Toronto. This is a full time, permanent role, applicants from both locations will be considered. The role will be reporting to the Supervisor, Client Account Transfers.

Responsibilities:

Receive and respond to day-to-day inquiries/requests from internal and external sources and escalate issues accordingly;
Act as a subject matter expert on all transfer related processes;
Ensure departmental resources are kept current;
Participate in departmental statistical reporting when required;
Receive in and deliver out residual balances;
Set up CDS, DTC and ARROW trades as required;
Post journal entries;
Initiate account transfers (ATON in and out; Non-ATON in and out);
Follow up through phone, fax or email on all incoming outstanding transfers for the sole purpose of bringing in the assets;
Follow up through phone, fax or email on all outgoing outstanding transfers for the sole purpose of sending out the assets;
Perform additional responsibilities and project related tasks as required.

Skills & Qualifications:

1- 3 years administrative and data processing experience, preferably within the brokerage industry;
Excellent verbal and written communication skills;
Customer service orientated with professional telephone manner;
Ability to work under high pressure and meet strict deadlines in a busy and fast-paced environment;
Ability to demonstrate flexibility and deal with simultaneous priorities, pressures and deadlines;
Excellent problem-solving skills;
Excellent prioritization and organizational skills;
Willingness to adapt to changing processes and industry regulations;
Intermediate MS Office skills (Word, Excel and Outlook);
Flexibility to work additional hours, if required;
Familiarity with Dataphile, ARROW, CDS, DTC and FundSERV is an asset;
Ability and willingness to learn new systems applications.

#INDHP, #LI-Onsite and LI-VP1

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

Apply Now

Refine Your Search

wealth management associate jobs in toronto on

Associate, Account Transfers

Wealth Management Associate

Client Experience Associate

Investment Associate

Private Wealth Associate

Wealth Associate (Toronto)

Associate Wealth Advisor

Wealth Associate

Associate Private Banker

Advisor Success - Associate, Account Management

Client Service Associate

Equity Research Associate - Metals & Mining

Investment Associate

Insurance and Wealth Associate, Prospr by Sun Life

Private Client Associate

Client Service Associate

Associate, Portfolio Administration & Analysis

Portfolio Associate Modelled Accounts

Client Service Associate

Senior Business Management Associate, Wealth Solutions (WS)

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