Fidelity Investments – Senior Private Wealth Operations Analyst – Toronto, ON

Company: Fidelity Investments

Location: Toronto, ON

Expected salary:

Job date: Sat, 05 Apr 2025 01:56:17 GMT

Job description: Job DescriptionThis is a hybrid role with a mix of remote and in-office workingCurrent work authorization for Canada is required for all openings.Who We AreAt Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services – and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best – both personally and professionally.What We DoLaunched in 2022, Fidelity Private Wealth is bringing the full strength of Fidelity to our private wealth clients. That means combining our world class research and investment management expertise to help our clients accomplish their wealth goals. As a privately held company, we can take a big-picture, long-term view of the world and its markets. This gives us the opportunity to provide unique insight to our clients, extensive thought leadership to the marketplace and uncommon opportunities for our employees.As a new business, we can establish and enhance processes and procedures, operations support, and the overall client experience. These goals will be accomplished by working with the relationship managers, portfolio services groups, legal, finance and other Fidelity counterparts. The operations group is responsible for running the day-to-day management operations of Fidelity Private Wealth. A core objective of this role is to increase the control, efficiency, and consistency of private wealth operations.Success in this role requires collaboration with business partners and a focus on process improvements. The successful candidate requires exceptional business acumen paired with strong analytical/communication skills to help facilitate the development and adoption of effective solutions for the wealth management business.How You’ll Make an ImpactClient SupportProvide active support to the client-facing team by providing client onboarding support and resolving issues throughout the client lifecycle.Act as a critical bridge between back office, client-facing teams, compliance, and portfolio management teams.Assist with the generation of recurring client-facing reports, including quarterly statements, CRM2, and tax packages.Become a subject matter expert (SME) on internal systems, such as advisor platforms, Salesforce, and other tools.Provide support for internal process tracking, issue resolution, and escalations for Relationship Managers and client-facing teams.Process ImprovementDrive process improvement initiatives within the Private Wealth business, identifying opportunities for increased efficiency and eliminating waste.Support the development and documentation of end-to-end operational workflows.Collaborate on the agile integration of new technology solutions.Data ManagementEnsure the integrity and accuracy of data across internal systems such as the CRM platform, custodian system, and other tools.Contribute to the development and maintenance of internal reporting, including dashboards, SLA tracking, and issue resolution metrics.Process DocumentationCollaborate with the Product Owner to craft and maintain clear, user-friendly process documentation for internal stakeholders.Support change management efforts for new technology deployments and integrations within the department.What We’re Looking ForCompletion of a university degree or equivalent work experience3+ years of direct operations experience in wealth management industry, 5+ years of relevant experience in total preferably in the financial services industry.Risk and change management experience is an asset.Experience supporting technology integration efforts.CFA, CPA/CA, or additional designations/certifications is a nice to haveWhat You Will BringClient experience mindset and a passion for driving change.Excellent communication skills with an ability to articulate medium to complex issues to a variety of audiences clearly and succinctly.Quick learner and solutions-oriented problem solverExperience with middle- and back-office operations, procedures, and policies.Excellent analytical skills with a strong ability to apply them to solve complex problems.Data driven decision making abilities.Innovation: Ability to challenge conventional thinking and drive development of innovative operational processes.Unique skills in identifying pain points, recommending improvements, and implementing value driven solutions.Results oriented, strong sense of accountability, delivering on key priorities and sustaining momentum post implementation.Some of the ways we’ll help you feel valued and supported as part of our team:Flexible working arrangements – 100% remote, hybrid, and in office optionsCompetitive total compensation, including company contributions to your group RRSP without a matching requirement from youComprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapyParental leave top-up to 100% of your salary for a period of 25 weeksUp to $650 for home office equipmentGenerous time off policy, including 2 paid days annually to volunteer at a charity of your choiceDiversity and inclusion programs, including an active network of Employee Resource GroupsExtensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designationWe care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.Fidelity Canada is an equal opportunity employerFidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.Accommodation during the application processFidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at .No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.Why Work at Fidelity?We are proud to be recipients of the following:Awards

  • Canada’s Top 100 Employers

o Greater Toronto’s Top Employers
o Canada’s Top Family-Friendly Employers
o Canada’s Top Employers for Young People

  • Great Place To Work® Certified

o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today’s Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

  • LinkedIn Top Companies in Canada
  • Human Resource Director (HRD) – Best Place To Work

o HRD – 5-Star Benefit Program
o HRD – 5-Star Diversity & Inclusion EmployerDesignations

  • Canadian Compassionate Companies – Certified
  • Benefits Canada’s Workplace Benefits Award – Future of Work Strategy
  • TalentEgg National Recruitment Excellence Award – Special Award for Diversity & Inclusion in Recruiting
  • Canadian HR Reporter’s Most Innovative HR Team

IG Wealth Management – Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (Sault St Marie) – Sudbury, ON

Company: IG Wealth Management

Location: Sudbury, ON

Expected salary:

Job date: Sat, 05 Apr 2025 22:03:06 GMT

Job description: Advisor, IG Wealth Management, Corporate ChannelReferral Level: Level 2Location(s): Sault St MarieIGM 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.

IG Wealth Management – Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (Sault St Marie) – Sudbury, ON

Company: IG Wealth Management

Location: Sudbury, ON

Expected salary:

Job date: Sun, 06 Apr 2025 05:42:19 GMT

Job description: Advisor, IG Wealth Management, Corporate ChannelReferral Level: Level 2Location(s): Sault St MarieIGM 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.

Outside Representative with Teaching Background – Diverse Wealth – Orlando, FL

Company: Diverse Wealth

Location: Orlando, FL

Expected salary: $86000 – 159000 per year

Job date: Wed, 02 Apr 2025 00:09:10 GMT

Job description: As a marketing professional at Northwestern Mutual, you will play a vital role in promoting the company’s brand and services to potential clients. Your responsibilities may include creating and implementing marketing strategies, conducting market research, analyzing data to identify trends, developing promotional materials, and collaborating with internal teams to ensure consistent messaging.

Your work will be instrumental in driving brand awareness, attracting new customers, and ultimately growing the company’s client base. Northwestern Mutual values creativity, collaboration, and innovation, and as a member of the marketing team, you will have the opportunity to contribute to the company’s success in a dynamic and fast-paced environment.

Positive recognition for your efforts and contributions to the marketing team at Northwestern Mutual is encouraged and celebrated. Whether it is through awards, bonuses, or promotions, your hard work and dedication will be recognized and rewarded as you help to drive the company’s continued success in the financial services industry. Join us at Northwestern Mutual and be a part of a collaborative and supportive team that values innovation and recognizes the importance of marketing in achieving our goals.

Client Representative – Seeking Diverse Voices – Diverse Wealth – Orlando, FL

Company: Diverse Wealth

Location: Orlando, FL

Expected salary: $83000 – 158000 per year

Job date: Wed, 02 Apr 2025 04:37:33 GMT

Job description: The Marketing role at Mutual offers the opportunity to work with a dedicated planning team, access to valuable marketing resources, and guidance from experienced mentors. As a part of The Northwestern Mutual Life Insurance Company, based in Milwaukee, WI, you will have the chance to contribute to impactful marketing campaigns and strategies. Enjoy the flexibility to design your own work schedule and shape your career in the dynamic and rewarding field of marketing. Join Mutual and be a part of a team that is committed to helping clients achieve their financial goals.

Total Wealth Manager – Vancouver, BC – Scotiabank – Vancouver, BC

Company: Scotiabank

Location: Vancouver, BC

Expected salary:

Job date: Fri, 04 Apr 2025 22:24:18 GMT

Job description: embed a total wealth approach into their business planning activities, client marketing processes, and end-to-end client… marketing and promotion experience Knowledge of multiple front and back office systems and processes is desirable, including…

Total Wealth Manager – Vancouver, BC – Scotiabank – Vancouver, BC

Company: Scotiabank

Location: Vancouver, BC

Expected salary:

Job date: Fri, 04 Apr 2025 22:18:50 GMT

Job description: embed a total wealth approach into their business planning activities, client marketing processes, and end-to-end client… marketing and promotion experience Knowledge of multiple front and back office systems and processes is desirable, including…

Manager, Communications, RBC Wealth Management Canada – Royal Bank of Canada – Toronto, ON

Company: Royal Bank of Canada

Location: Toronto, ON

Expected salary:

Job date: Wed, 02 Apr 2025 02:12:08 GMT

Job description: Job SummaryJob DescriptionWhat is the opportunity?This Manager will support the RBC Wealth Management Canada communications team, providing support on internal and external communications for various Wealth Management Canada business lines, including RBC Investor Services, RBC Dominion Securities, RBC Royal Trust.The Manager will help develop and execute on communications activities designed to engage employees, drive understanding of business goals, enhance brand value and manage reputational risk.Working closely with business stakeholders and functional partners across Communications and Marketing, the Manager will contribute to creative internal storytelling, producing and managing intranet content, promoting Wealth Management businesses internally across RBC, and supporting always-on media relations initiatives. The Manager will support the team on day-to-day communications needs such as employee events, leader messaging, HR-driven communications and the production of research, reporting, and analytics.*Please be sure to include a cover letter with your application.What will you do?

  • Promote business priorities and successes internally through creative storytelling, including writing internal newsletters, employee profiles and business updates for intranets and social channels.
  • Maintain a robust internal content calendar that aligns to business priorities and engages employees.
  • Manage intranet platforms, including the production of editorial content, scheduling and site maintenance.
  • Working with the team, support media relations activities and tactics (story ideas, news releases, media pitches, monitoring/analytics).
  • Develop relationships with internal stakeholders / business leaders and work collaboratively with key internal partners to enhance the profile of Wealth Management businesses across RBC.
  • Prepare speaking remarks, emails, quarterly notes, presentations and other communications materials for senior leaders in Wealth Management and materials for regional and global employee events, including invitations, agendas, presentation decks and follow-up surveys.

What do you need to succeed?Must-have

  • An undergraduate degree or diploma in journalism, public relations, communications or related studies
  • A minimum of 3+ years of experience in media relations, employee communications and social media programs
  • Outstanding written and verbal communications skills with experience writing media materials, pitches, blog/LinkedIn posts, presentation decks, speaking notes, creating videos, employee-facing articles, etc.
  • Experience managing online / intranet content (writing, posting, editing, maintenance).
  • Strong presentation skills and ability to provide clear and concise communications counsel
  • Experience using storytelling concepts to engage audiences and bring topics to life.
  • Ability to meet consistently high standards of quality while handling multiple projects and deadlines simultaneously.

Nice-to-have

  • Bilingual (French/English)
  • Knowledge of financial services / wealth management industry
  • Experience working within a large / global matrixed organization
  • Experience with digital design tools (e.g., Photoshop / Canva), content management systems and video editing software

What’s in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation
  • Leaders who support your development through coaching and educational opportunities
  • Work on a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work

Job Skills Communication, Decision Making, Event Planning, External Communication, Industry Knowledge, Internal Communications, Internal Corporate Communications, Interpersonal Relationships, Intranet Content, Knowledge Organization, Long Term Planning, Media Relations, Oral Communications, Organizational Communications, Time ManagementAdditional Job DetailsAddress: RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity: TORONTOCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: HUMAN RESOURCES & BMCCJob Type: RegularPay Type: SalariedPosted Date: 2025-03-31Application Deadline: 2025-04-11Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .

The job summary is for a Manager position in the RBC Wealth Management Canada communications team, supporting internal and external communications for various business lines. The Manager will work on creative storytelling, intranet content, media relations, and more. Requirements include a degree in communications or related field, 3+ years of experience, exceptional written and verbal communication skills, and the ability to manage multiple projects. Bilingualism, financial services knowledge, and experience in a large organization are assets. The job offers competitive compensation, development opportunities, and a collaborative work environment. Applications are accepted until April 11, 2025.

J.P. Morgan Wealth Management – Private Client Investment Associate – Orlando,FL – JPMorgan Chase – Orlando, FL

Company: JPMorgan Chase

Location: Orlando, FL

Expected salary:

Job date: Mon, 31 Mar 2025 22:58:08 GMT

Job description: As a Private Client Associate within Wealth Management, you will play a key role in providing operational marketing and administrative support to Private Client Advisors. This role involves utilizing a broad investment product and thought leadership platform, as well as cutting-edge digital technology, to assist advisors in serving high-net-worth clients. Your responsibilities will include managing client communications, preparing investment reports, coordinating meetings and events, and ensuring smooth day-to-day operations. Additionally, you will have the opportunity to contribute to the development and execution of marketing strategies to attract and retain clients. This position requires strong organizational skills, attention to detail, and the ability to multitask in a fast-paced environment.

Client Advisor, Seeking Athletes – Diverse Wealth – Orlando, FL

Company: Diverse Wealth

Location: Orlando, FL

Expected salary: $81000 – 156000 per year

Job date: Fri, 28 Mar 2025 07:29:26 GMT

Job description: Northwestern Mutual is seeking a motivated individual to join their team as a marketing specialist. In this role, you will have access to a dedicated planning team, marketing resources, and experienced mentors to support you in helping individuals and families secure their financial future. Enjoy the flexibility to design your own work schedule, allowing for a healthy work-life balance. By making a lasting difference in the community through impactful financial planning, you will be part of a supportive and collaborative environment dedicated to your professional growth and success. Join Northwestern Mutual as a marketing specialist and bring your passion for helping others to the forefront.