Teamrecruiter.com – Investment Fund Accountant (Securities, TaxPrep, T2, T3, CPA, CSC) – Toronto, ON

Company: Teamrecruiter.com

Location: Toronto, ON

Expected salary:

Job date: Thu, 19 Jun 2025 23:25:41 GMT

Job description: Our Banking client is looking for an Investment Fund Accountant (Securities, TaxPrep, T2, T3, CPA, CSC)
Length: 12 months contract with the possibility of extension and conversion to full time employment
Location: Toronto, ON (Hybrid) – primarily remote but onsite during paper filings (during Tax season March 15th or March 31st)
Working Hours: 8am – 5pm
Line of Business: Fund Accounting“The start date of this job is flexible and in order to find the best candidate the job may remain open much longer than the date mentioned on this posting… or you may be asked to start sooner than the expected start date if you are able to do so !”Please read the job description below. If this interests you, please send a MS-Word version copy of your resume (ASAP) along with a telephone contact number: E-mail to ssingh@teamrecruiter.comPlease mention the job title above in the subject line
The recruiter in charge of this role is SunitaAfter you have submitted your resume via e-mail please complete the application for this specific job by clicking “Submit Your Resume for this Job” at the bottom of this page to match your resume to the job.If you are interested in further opportunities, why not also do a general registration in our database. By visiting our website and clicking on “Database Registration”If you do not think you are a match for this opportunity, but know someone who is, feel free to forward this email to them and you will be eligible for a referral bonus upon a successful hire.Requirements:
ROLE MANDATE
The primary responsibility is to complete the independent validation of information through the requirements that are in place, including analytical analysis. This position moves beyond the preparation and validation process to include an inherent analytical perspective of the product, to ensure the integrity of the data that supports the reporting of the financial statement and taxation processes. This position is responsible for preparing financial statement reporting and taxation responsibilities. In addition, this position is responsible for ensuring compliance with Company and Regulatory requirements as defined. The focus of this role is on producing results over a 3-6-month timeframe.ROLE RESPONSIBILITIES INCLUDE (but are not limited to):
Review the financial statements and ensure they are prepared in a timely and accurate basis and are compliant with the regulatory requirements
Review the T3 Returns and ensure they are prepared and filed on a timely and accurate basis and are complaint with the Income Tax Act of Canada
Review the T2 Returns and ensure they are prepared and filed on a timely and accurate basis and are complaint with the Income Tax Act of Canada
Analyze in detail the accounting and tax impact of complex corporate actions affecting the funds in a timely and accurate basis
Calculate and analyze income and capital gains distributions for the Mutual Fund Trusts, Mutual Fund Corporations and Pooled Funds and ensure the calculations are compliant with the Income Tax Act of Canada
Calculate and analyze tax factor calculations for each class or fund for T3 unitholder filingsQualifications:
MUST HAVE SKILLS
Ability to apply accounting and mathematical principles to work as needed
Analyze business trends and project future revenues and expenses
Knowledge of federal, state, and company policies, procedures and regulations as related to accounting
Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related accounting software
Verbal and written communication skills, attention to detail, and critical thinking
Ability to work independently and manage one’s timeNICE TO HAVE SKILLS
Previous experience with TaxPrep
Has or is working towards accounting designationKNOWLEDGE
Extensive Investment Fund Accounting experience
Strong comprehensive Business knowledge and understanding of the Investment Industry and derivatives
Strong understanding of the securities Industry relates to the requirements of Financial Reporting and Taxation of Trusts, Corporations and Pooled Funds
Fundamental understanding of tax issues as it relates to the Mutual Fund IndustryEDUCATION
University degree or equivalent
Accounting designation i.e. CMA or CGA
Canadian Securities Course or IFIC designation
Operational abilities in automated network and application software tools, including external softwarePlease note that this is the most up to date version of job description available at this time – During Client Interview you will receive additional information – variance may apply!When you have some time please register in our database (5 minutes process) to be considered for future openings; the link is available on our website at http://www.teamrecruiter.com in the Candidate section. Please follow us on LinkedIn at https://www.linkedin.com/company/teamrecruiter.com/, or on Twitter at https://twitter.com/TeamRecruiter.We thank all applicants for their interest. Only those who meet the qualifications will be contacted through telephone/email. You are encouraged to register with us in our database to be considered for future positions available.Have a great day.At Teamrecruiter.com we offer some of the most highly qualified professionals in the workforce. We dedicate an industry trained recruitment specialist to the following areas: IT, Finance, Admin, Sales, Executive Search and Contractors. If you would like to learn more about our full-service recruiting firm please visit our website at www.teamrecruiter.com.CAMSC and ACSESS certified“…All Offers are conditional on Client Post-Offer Conditions being met and removed by end client prior to written offer signing”“Please note that emails from our Recruitment Firm may inadvertently be sent to your Spam Folder. When contacted regarding an employment opportunity, please keep an eye on your Spam/Junk Folder to avoid missing important communication.”THE EMPLOYER OF RECORD FOR THIS ROLE WILL BE TEAM RECRUITER / SE.Accommodations are available upon request for all individuals with disabilities taking part in the recruitment and selection process.

8Twelve Mortgage – Director, Private Capital – Mortgage Fund – Markham, ON

Company: 8Twelve Mortgage

Location: Markham, ON

Expected salary: $120000 – 150000 per year

Job date: Sun, 18 May 2025 22:14:38 GMT

Job description: We’re hiring a relationship-first capital raiser to grow our mortgage investment fund.If you’ve built a book of accredited investors, worked with advisors or family offices, and understand private lending or fixed-income alternatives — this is for you.At 8Twelve Asset Management, we offer high-yield, asset-backed mortgage investments. You’ll help investors understand the opportunity and grow our capital base across Canada.RequirementsWhat You’ll Do

  • Raise capital from HNWIs, advisors, family offices, and EMDs
  • Present fund strategy, performance, and risk profile
  • Lead investor meetings, webinars, and in-person events
  • Track pipeline activity and keep the CRM up to date
  • Travel across Canada to meet investors face-to-face

What You Bring

  • 8+ years in financial sales, capital raising, or private lending
  • Proven ability to raise capital from accredited or institutional investors
  • Knowledge of MICs, MIEs, or exempt market products
  • Strong communication and presentation skills
  • Registered with an EMD (or willing to get licensed)

CSC or similar finance certification is a plusThis role would be based out of our Markham Office which would be hybrid + Remote | Travel Required (50%+)Full-Time | Base Salary + Commission/BonusBenefitsWhy Join Us?

  • Competitive pay with strong bonus potential
  • Flexible hybrid/remote setup
  • Direct access to senior leadership
  • A role that grows with you

About 8Twelve Asset Management8Twelve Asset Management is part of the 8Twelve group of companies. We manage a mortgage investment fund that gives accredited investors access to asset-backed, income-generating mortgage opportunities across Canada.Since 2023, we’ve funded over $200 million in private mortgages. Our in-house tech platform helps us find and evaluate thousands of mortgage opportunities each year.Our fund is eligible for RRSPs, TFSAs, and other registered accounts. We’re focused on strong returns, transparency, and building long-term investor relationships.

Teamrecruiter.com – Fund Accountant (Mutual Funds, TaxPrep, T2, T3, CPA, CSC) – Toronto, ON

Company: Teamrecruiter.com

Location: Toronto, ON

Expected salary:

Job date: Fri, 23 May 2025 04:06:11 GMT

Job description: Our Banking client is looking for a Fund Accountant (Mutual Funds, TaxPrep, T2, T3, CPA, CSC)
Length: 12 months contract with the possibility of extension and conversion to full time employment
Location: Toronto, ON (Hybrid) – primarily remote but certain requirements on site; paper filings (during Tax season March 15th or March 31st)
Working Hours: 8 am – 5 pm (flexible due to certain regulatory guidelines)
Line of Business: Fund Accounting“The start date of this job is flexible and in order to find the best candidate the job may remain open much longer than the date mentioned on this posting… or you may be asked to start sooner than the expected start date if you are able to do so !”Please read the job description below. If this interests you, please send a MS-Word version copy of your resume (ASAP) along with a telephone contact number: E-mail to talent@teamrecruiter.comPlease mention the job title above in the subject line
The recruiter in charge of this role is SanAfter you have submitted your resume via e-mail please complete the application for this specific job by clicking “Submit Your Resume for this Job” at the bottom of this page to match your resume to the job.If you are interested in further opportunities, why not also do a general registration in our database. By visiting our website and clicking on “Database Registration”If you do not think you are a match for this opportunity, but know someone who is, feel free to forward this email to them and you will be eligible for a referral bonus upon a successful hire.Requirements:
ROLE MANDATE
The primary responsibility is to complete the independent validation of information through the requirements that are in place, including analytical analysis. This position moves beyond the preparation and validation process to include an inherent analytical perspective of the product, to ensure the integrity of the data that supports the reporting of the financial statement and taxation processes. This position is responsible for preparing financial statement reporting and taxation responsibilities. In addition this position is responsible for ensuring compliance with Company and Regulatory requirements as defined. The focus of this role is on producing results over a 3-6 month timeframe.ROLE RESPONSIBILITIES INCLUDE (but are not limited to):
Review the financial statements and ensure they are prepared in a timely and accurate basis and are compliant with the regulatory requirements
Review the T3 Returns and ensure they are prepared and filed on a timely and accurate basis and are complaint with the Income Tax Act of Canada
Review the T2 Returns and ensure they are prepared and filed on a timely and accurate basis and are complaint with the Income Tax Act of Canada
Analyze in detail, the accounting and tax impact of complex corporate actions affecting the funds in a timely and accurate basis
Calculate and analyze income and capital gains distributions for the Mutual Fund Trusts, Mutual Fund Corporations and Pooled Funds and ensure the calculations are compliant with the Income Tax Act of Canada
Calculate and analyze tax factor calculations for each class or fund for T3 unitholder filingsQualifications:
MUST HAVE SKILLS
Ability to apply accounting and mathematical principles to work as needed
Ability to analyze business trends and project future revenues and expenses
Knowledge of federal, state, and company policies, procedures and regulations as related to accounting
Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related accounting software
Verbal and written communication skills, attention to detail, and critical thinking
Ability to work independently and manage one’s timeNICE TO HAVE SKILLS
Previous experience with TaxPrep
Has or is working towards and accounting designationKNOWLEDGE
Extensive Investment Fund Accounting experience
Strong comprehensive Business knowledge and understanding of the Investment Industry and derivatives
Strong understanding of the Securities Industry as it relates to the requirements of Financial Reporting and Taxation of Trusts, Corporations and Pooled Funds
Fundamental understanding of tax issues as it relates to the Mutual Fund IndustryEDUCATION
University degree or equivalent
Accounting designation i.e. CMA or CGA
Canadian Securities Course or IFIC designation
Operational abilities in automated network and application software tools, including external softwareINTERVIEW PROCESS
1st round – Reporting Manager – virtual via MS Teams (1 hour) – behavioural and technical
2nd round – Hiring Manager and Team Leads – virtual via MS Teams (1 hour) – behavioural and technicalPlease note that this is the most up to date version of job description available at this time – During Client Interview you will receive additional information – variance may apply!When you have some time please register in our database (5 minutes process) to be considered for future openings; the link is available on our website at http://www.teamrecruiter.com in the Candidate section. Please follow us on LinkedIn at https://www.linkedin.com/company/teamrecruiter.com/, or on Twitter at https://twitter.com/TeamRecruiter.We thank all applicants for their interest. Only those who meet the qualifications will be contacted through telephone/email. You are encouraged to register with us in our database to be considered for future positions available.Have a great day.At Teamrecruiter.com we offer some of the most highly qualified professionals in the workforce. We dedicate an industry trained recruitment specialist to the following areas: IT, Finance, Admin, Sales, Executive Search and Contractors. If you would like to learn more about our full-service recruiting firm please visit our website at www.teamrecruiter.com.CAMSC and ACSESS certified“…All Offers are conditional on Client Post-Offer Conditions being met and removed by end client prior to written offer signing”“Please note that emails from our Recruitment Firm may inadvertently be sent to your Spam Folder. When contacted regarding an employment opportunity, please keep an eye on your Spam/Junk Folder to avoid missing important communication.”THE EMPLOYER OF RECORD FOR THIS ROLE WILL BE TEAM RECRUITER / SE.Accommodations are available upon request for all individuals with disabilities taking part in the recruitment and selection process.

IG Wealth Management – Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (Ottawa) – Ottawa, ON

Company: IG Wealth Management

Location: Ottawa, ON

Expected salary:

Job date: Fri, 18 Apr 2025 22:43:45 GMT

Job description: Advisor, IG Wealth Management, Corporate ChannelReferral Level: Level 3Location(s): OttawaIGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.At IG Wealth Management, our vision is to inspire financial confidence.This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.IG Wealth Management is a diverse workplace committed to doing business inclusively – this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!Position Summary:This position requires the successful candidate to be Mutual fund licensed.Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance.Responsibilities:

  • Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.
  • Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
  • Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
  • Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools
  • Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.
  • Using reporting, tools, and analysis to support the identification of future business opportunities.

Qualifications:

  • Mutual fund licensed
  • 3+ years of client facing financial planning experience
  • Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
  • University Degree in a relevant field
  • LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.
  • ETF approved for trading completed.
  • Proficiency in the use of digital tools, including CRM and Financial Planning software
  • Certified Financial Planner (CFP) or Financial Planner (“F.Pl”) designation preferred or willing to actively pursue within first 2 years in role
  • Understanding of the industry, competitive landscape, and economic market issues
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
  • Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
  • The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.
  • Bilingualism (French-English) is required
  • Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careersWe thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

IG Wealth Management – Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (Ottawa) – Ottawa, ON

Company: IG Wealth Management

Location: Ottawa, ON

Expected salary:

Job date: Sat, 19 Apr 2025 03:26:01 GMT

Job description: Advisor, IG Wealth Management, Corporate ChannelReferral Level: Level 3Location(s): OttawaIGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.At IG Wealth Management, our vision is to inspire financial confidence.This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.IG Wealth Management is a diverse workplace committed to doing business inclusively – this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!Position Summary:This position requires the successful candidate to be Mutual fund licensed.Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance.Responsibilities:

  • Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.
  • Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
  • Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
  • Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools
  • Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.
  • Using reporting, tools, and analysis to support the identification of future business opportunities.

Qualifications:

  • Mutual fund licensed
  • 3+ years of client facing financial planning experience
  • Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
  • University Degree in a relevant field
  • LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.
  • ETF approved for trading completed.
  • Proficiency in the use of digital tools, including CRM and Financial Planning software
  • Certified Financial Planner (CFP) or Financial Planner (“F.Pl”) designation preferred or willing to actively pursue within first 2 years in role
  • Understanding of the industry, competitive landscape, and economic market issues
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
  • Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
  • The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.
  • Bilingualism (French-English) is required
  • Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careersWe thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

Robert Half – Associate Director Fund Administration – Toronto, ON

Company: Robert Half

Location: Toronto, ON

Expected salary:

Job date: Sun, 20 Apr 2025 07:00:58 GMT

Job description: Our client, a Global Fund Administrator is seeking an Associate Director of Fund Administration. The Associate Director is responsible for second-level and occasional final-level reviews to ensure compliance, accuracy, and efficiency within fund administration. This client-focused role prioritizes service delivery (70%) alongside administrative tasks (30%) and oversees diverse fund assignments, including vanilla structures and Special Purpose Vehicles (SPVs). The position requires a strategic leader who can effectively balance client interactions, fund oversight, and operational responsibilities.PLEASE NOTE THAT THIS ROLE IS PREDOMINANTLY REMOTEKey Responsibilities include, but are not limited to:
Client Service Functions:
· Manage, support, and coach team members (Associates, Senior Associates, Supervisors) toward client service objectives.
· Ensure accurate and timely preparation of financial statements, reporting packages, and ad-hoc client requests.
· Conduct fund reviews (second or final level) for quality assurance and address accounting-related challenges in collaboration with the technical team.
· Maintain performance standards, resolve fund-related issues, and establish task budgets based on fund complexities.
Administrative Functions:
· Lead team coordination for fund assignments and ensure compliance with deadlines.
· Mentor and train team members, monitor performance objectives (KRAs, KPIs), and facilitate their growth.
· Participate in recruitment, evaluations, and issue resolution within the supervised team.
· Perform operational and project management tasks, including invoice approvals, fee reviews, collections, and process improvements.Qualifications
· Undergraduate Degree (in Accounting or Equivalent); CPA/CA preferred.
· At least 5 years of people management experience with expertise in fund administration accounting, compliance, U.S. taxation, financial reporting, and regulatory frameworks.
· Strong leadership, communication, and organizational skills, with advanced Microsoft Excel proficiency.
· Experience with PAXUS or Geneva preferred.If you are looking to join a global firm that is committed to providing their clients with tailored services and knowledgeable team members that will assist in all alternative investment needs, then please apply online referencing “Associate Director Fund Administration.” Please kindly note that, due to the high volume of applicants, we will only be able to further engage with those whose profiles most closely match our client’s requirements. Robert Half expresses sincere gratitude to all prospective candidates for their continued interest.Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – whenever you choose – even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.Questions? Call your local office at 1.888.490.5461. All applicants applying for Canadian job openings must be authorized to work in Canada.Only job postings for jobs located in Quebec appear in French.© 2025 Robert Half. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.Robert HalfRobert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting,…

Robert Half – Associate Director Fund Administration – Toronto, ON

Company: Robert Half

Location: Toronto, ON

Expected salary:

Job date: Sun, 20 Apr 2025 07:11:33 GMT

Job description: Our client, a Global Fund Administrator is seeking an Associate Director of Fund Administration. The Associate Director is responsible for second-level and occasional final-level reviews to ensure compliance, accuracy, and efficiency within fund administration. This client-focused role prioritizes service delivery (70%) alongside administrative tasks (30%) and oversees diverse fund assignments, including vanilla structures and Special Purpose Vehicles (SPVs). The position requires a strategic leader who can effectively balance client interactions, fund oversight, and operational responsibilities.PLEASE NOTE THAT THIS ROLE IS PREDOMINANTLY REMOTEKey Responsibilities include, but are not limited to:
Client Service Functions:
· Manage, support, and coach team members (Associates, Senior Associates, Supervisors) toward client service objectives.
· Ensure accurate and timely preparation of financial statements, reporting packages, and ad-hoc client requests.
· Conduct fund reviews (second or final level) for quality assurance and address accounting-related challenges in collaboration with the technical team.
· Maintain performance standards, resolve fund-related issues, and establish task budgets based on fund complexities.
Administrative Functions:
· Lead team coordination for fund assignments and ensure compliance with deadlines.
· Mentor and train team members, monitor performance objectives (KRAs, KPIs), and facilitate their growth.
· Participate in recruitment, evaluations, and issue resolution within the supervised team.
· Perform operational and project management tasks, including invoice approvals, fee reviews, collections, and process improvements.Qualifications
· Undergraduate Degree (in Accounting or Equivalent); CPA/CA preferred.
· At least 5 years of people management experience with expertise in fund administration accounting, compliance, U.S. taxation, financial reporting, and regulatory frameworks.
· Strong leadership, communication, and organizational skills, with advanced Microsoft Excel proficiency.
· Experience with PAXUS or Geneva preferred.If you are looking to join a global firm that is committed to providing their clients with tailored services and knowledgeable team members that will assist in all alternative investment needs, then please apply online referencing “Associate Director Fund Administration.” Please kindly note that, due to the high volume of applicants, we will only be able to further engage with those whose profiles most closely match our client’s requirements. Robert Half expresses sincere gratitude to all prospective candidates for their continued interest.Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – whenever you choose – even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.Questions? Call your local office at 1.888.490.5461. All applicants applying for Canadian job openings must be authorized to work in Canada.Only job postings for jobs located in Quebec appear in French.© 2025 Robert Half. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.Robert HalfRobert Half est la première et la plus grande firme de solutions de gestion des talents spécialisées au monde, qui met en relation des chercheurs d’emploi hautement qualifiés avec des opportunités au sein de grandes entreprises. Nous offrons…

IG Wealth Management – Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (Mississauga) – Mississauga, ON

Company: IG Wealth Management

Location: Mississauga, ON

Expected salary:

Job date: Thu, 03 Apr 2025 22:20:58 GMT

Job description: Advisor, IG Wealth Management, Corporate ChannelReferral Level: Level 2Location(s): MississaugaIGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.At IG Wealth Management, our vision is to inspire financial confidence.This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.IG Wealth Management is a diverse workplace committed to doing business inclusively – this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!Position Summary:This position requires the successful candidate to be Mutual fund licensed.Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance.Responsibilities:

  • Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.
  • Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
  • Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
  • Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools
  • Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.
  • Using reporting, tools, and analysis to support the identification of future business opportunities.

Qualifications:

  • Mutual fund licensed
  • 3+ years of client facing financial planning experience
  • Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
  • University Degree in a relevant field
  • LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.
  • ETF approved for trading completed.
  • Proficiency in the use of digital tools, including CRM and Financial Planning software
  • Certified Financial Planner (CFP) or Financial Planner (“F.Pl”) designation preferred or willing to actively pursue within first 2 years in role
  • Understanding of the industry, competitive landscape, and economic market issues
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
  • Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
  • The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careersWe thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.