Manager, Wealth Management Services

Create Exceptional Financial ExperiencesAt Wealthsimple, our mission is to empower individuals to attain financial freedom through simplified, transparent, and affordable financial services. As Canada’s leading fintech company, we proudly serve over 3 million clients with assets surpassing $100 billion. We are fast-paced, take ownership of our tasks, and genuinely care about the people who utilize our services. If you resonate with these values, we invite you to explore this opportunity.We are excited about our achievements thus far and are eager to continue our journey. Discover our Culture Manual and find out more about our work environment.Your TeamThe Wealth Management team at Wealthsimple is dedicated to providing outstanding service to high-net-worth individuals, a demographic that often experiences subpar service unless they have over $3 million in assets. We believe this segment deserves a tech-driven approach that delivers enhanced value, transparency, and superior advice at a reduced cost.In your position as Manager of Wealth Management Services, you will lead a team of licensed advisors and financial planners catering to clients across two distinct service models: On-Demand Advice ($100K-$1MM) and Dedicated Advice ($1MM+). As part of the management team, you will help shape the client journey within each model to maximize impact while consistently elevating quality, efficiency, and client outcomes.This is a unique opportunity to construct an innovative wealth management team where advisors are incentivized to prioritize client needs rather than merely focusing on accumulating book value. In a structure devoid of book ownership and featuring a fully salaried team, your success will hinge on your capacity to create effective systems, nurture talent, and deliver exceptional client experiences at scale.Key ResponsibilitiesLead & Enhance a Dual-Model Advisory TeamOversee and mentor a team of licensed advisors operating under both service models.Assess each advisor's strengths and experiences to align them with the service model where they will excel.Develop tailored onboarding, training, and development pathways for each model.

Role overview Capco seeks a Managing Principal to lead its Wealth and Asset Management division in Toronto. This executive role involves setting the division’s strategy, overseeing major client projects, and influencing the overall direction of the practice. What you will do Direct client engagements in wealth and asset management, focusing on high-quality and consistent project delivery. Develop and implement strategic initiatives that support the division’s growth. Encourage innovation and contribute to designing effective solutions for clients. Collaborate with teams across different functions to maintain standards and drive performance. Location This position is based in Toronto, Canada.

Affinity Financial Strategies (AFS), in collaboration with GP Financial Services, is on the lookout for dynamic candidates for the position of Wealth Coordinator or Associate Wealth Advisor. With over 30 years of established expertise in wealth management, GP Financial Services offers tailored financial planning, investment, and insurance services to its valued clients, credit union members, and the wider community.In this pivotal role, you will provide essential support to a Senior Wealth Advisor by managing administrative and sales tasks. Your responsibilities will encompass engaging with existing clients and credit union members, assisting in the creation of personalized financial strategies that align with individual objectives, overseeing marketing initiatives, preparing documentation, and managing client relationships effectively.Ideal candidates will possess a minimum of two years of relevant experience in financial advisory roles, a keen attention to detail, and a strong desire to learn and grow within the industry.Key Responsibilities: Coordinate and participate in client meetings alongside the Senior Wealth Advisor, contributing to the strategic financial planning process. Assist in office administration and support ongoing client relationship management to foster engagement and operational efficiency. Ensure compliance by creating and maintaining accurate client files. Promote and market the firm’s investment and insurance offerings to both internal and external audiences. Collaborate with Credit Union staff to facilitate referrals for investment and estate planning solutions, adhering to the Credit Union Act. Stay informed on the latest trends in financial planning, investment opportunities, and insurance products, maintaining a comprehensive understanding of the competitive landscape. This position is located at the GP Financial Services/AFS office in Regina, SK, where teamwork and relationship-driven service are prioritized. Candidates should have completed or be currently enrolled in relevant post-secondary programs; completion of the Canadian Securities Course (CSC) or Life License Qualification Program (LLQP) is preferred. Successful applicants must fulfill the educational requirements to become a CIRO licensed Investment Representative within an agreed timeframe. A Financial Planning designation or enrollment in a related program is an advantage.Benefits include: Pathways for advancement to a Wealth Advisor role Ongoing training, coaching, and educational opportunities A supportive and professional work environment Competitive base salary with bonus potential For more information about Affinity Financial Strategies, please visit: Affinity Financial Strategies

Capco is seeking an experienced Managing Principal to lead our Wealth & Asset Management division on a contractual basis. This role requires a strategic thinker with a proven track record in financial services. You will be responsible for driving business growth, managing client relationships, and leading high-performing teams to deliver innovative solutions in wealth and asset management.

Role Overview Capco is hiring a Technical Delivery Lead for Wealth Management in Toronto. This position centers on guiding technical delivery for projects that improve client experiences in the wealth management sector. What You Will Do Lead technical delivery efforts for wealth management initiatives Coordinate integration and execution of projects from start to finish Work with cross-functional teams to achieve project goals Apply expertise in wealth management technologies to address complex challenges Support innovation and continuous improvement throughout the delivery process Location Toronto, Canada

Role Overview Capco is hiring a Data Architect focused on Wealth and Asset Management in Toronto, Canada. This position centers on designing and building data solutions that support clients in the financial sector. The work directly impacts how clients manage information and make decisions. What You Will Do Design data architectures tailored to the needs of wealth and asset management clients Implement data solutions that improve operational efficiency and support informed decision-making Apply domain knowledge to help clients adapt to changing demands in financial services

Join System Canada Technologies as a Business Analyst specializing in Wealth Management. In this full-time role, you will leverage your analytical skills to enhance our financial services and drive strategic initiatives. Collaborate with stakeholders to gather requirements, analyze data, and provide insights that will shape our wealth management strategies.

We are seeking a motivated and skilled Business Analyst / Quality Assurance Specialist with a strong background in Wealth Management and Retail Brokerage to join our team at System Canada Technologies. In this role, you will be responsible for analyzing business requirements, developing testing strategies, and ensuring the quality of deliverables.The ideal candidate will have a solid understanding of financial services and possess excellent analytical and problem-solving skills. You will work closely with cross-functional teams to facilitate project success and improve operational efficiencies.

Join Westminster Toyota as an Automotive Finance & Wealth Specialist, where you will play a vital role in helping clients navigate their financing options for vehicle purchases. You will utilize your financial expertise to provide tailored solutions that meet our customers' needs, ensuring a seamless and satisfying experience.

Farm Boy Inc. seeks a Service Department Manager to lead the service team at its Toronto location. This position centers on supervising daily operations, guiding staff, and maintaining high standards for customer service. Key Responsibilities Direct daily activities within the service department Coach, manage, and support team members to reach department goals Design and implement strategies that improve efficiency and productivity Ensure customers receive attentive, effective service Apply best practices so the department aligns with company and industry standards Requirements Leadership experience in a service or customer-facing setting Strong organizational and communication abilities Dedication to excellent customer service and supporting team development

Farm Boy Inc. seeks a Service Department Manager to lead daily operations at the Burlington location. This position centers on delivering excellent customer service and ensuring the team works efficiently together. Key responsibilities Direct and coordinate all activities within the service department Support team members in reaching operational targets and upholding service quality Design and apply strategies that improve service delivery and streamline workflow Promote a positive and cooperative workplace Requirements Management experience, preferably in a service-driven environment Strong leadership abilities and a track record of developing teams Dedication to outstanding customer service Skill in establishing and improving operational processes This role is ideal for those who combine a commitment to service with leadership experience. Farm Boy Inc. welcomes candidates interested in joining the Burlington team.

Join the dynamic team at Flynn Canada Ltd. as a Service Account Manager in Victoria! In this vital role, you will leverage your expertise to expand our Service business by fostering strong relationships with clients. You will also play a key role in estimating the costs associated with providing high-quality products and services necessary for completing repairs. Collaborating closely with the service manager, you will stay informed about department workloads, customer leads, and internal communications. As a dedicated member of our Service operations, you’ll be tasked with managing multiple requests and prioritizing them effectively to ensure seamless service delivery.

Join EntireHire as an Account Manager, where you will be at the forefront of our client services. Your role will involve managing client relations, understanding their needs, and ensuring they receive top-notch service. This is an exciting opportunity to contribute to our dynamic team while helping our clients achieve their goals.

Join our dynamic team as an Assistant Service Manager at Farm Boy Inc. in Barrie, Ontario. In this pivotal role, you will assist in overseeing service operations, ensuring our customers receive exceptional service and support. You will collaborate closely with the Service Manager to implement strategies that enhance customer satisfaction and operational efficiency.

We are seeking a dedicated and skilled Service Food Manager to join our team at Gorh in Blainville, QC. The ideal candidate will oversee food service operations, ensuring the highest quality standards are met while managing staff and resources effectively. If you have a passion for food service and leadership, we invite you to apply!

Farm Boy Inc. seeks an Assistant Service Manager for its Toronto store. This role works closely with the Service Manager to keep daily operations on track and ensure customers feel welcome every time they visit. Key responsibilities Support service operations so the store runs smoothly Contribute to a positive shopping experience for all customers Train and guide team members to meet Farm Boy’s service standards Assist the Service Manager with daily leadership tasks What we look for Background or strong interest in retail management Comfort working in a busy, customer-focused environment Ability to motivate and support a team Dedication to high standards and a positive workplace culture This position offers a chance to build retail management skills while shaping the customer experience at Farm Boy.

Aviso Wealth:At Aviso Wealth, we strive to enhance the financial well-being of Canadians. As a premier wealth management organization, we emphasize leadership, innovation, collaboration, accountability, and community engagement. You will find that our dynamic 'oneaviso' culture and the passion of our talented professionals set us apart. If you're seeking a workplace committed to its employees and offering engaging and meaningful work, discover more about us at www.aviso.ca.The Opportunity:We are excited to announce an opening for a New Accounts Administrator to join our Operations team for a 6-month term.In this role, reporting to the Supervisor of Account Opening and Specialized Accounts, you will be responsible for the meticulous and timely processing of new and fee-based accounts within the CISO (formerly IIROC) Dealer Member space.As a New Account Administrator, you will collaborate closely with the Operations team and our dedicated advisor service team. Your contributions towards continuous improvement initiatives will be highly valued.Who You Are:Service: You prioritize client needs and advocate for service excellence by delivering client-focused solutions and fostering strategic partnerships, establishing Aviso as a trusted advisor.Execution: You are dedicated to achieving your goals and are proactive in identifying and seizing opportunities. You strive for continuous improvement and take accountability for your actions.Collaboration: You excel in working collaboratively with others, contributing meaningfully to team objectives, and fostering trust and inclusion in your relationships both within the organization and externally.Your Daily Responsibilities:Process new accounts in compliance with established service level agreements.Provide administrative support and ensure that operational efficiencies are met.

Aviso Wealth:At Aviso Wealth, we are dedicated to enhancing the financial well-being of Canadians. As a leading wealth management organization, we pride ourselves on our leadership, innovation, and responsibility, while fostering partnerships within the community. By collaborating with talented and dynamic professionals who embody our values, you will quickly discover that our employees and the vibrant 'oneaviso' culture set us apart from other firms. If you are in search of an exciting and challenging role within a people-centric organization, explore what Aviso has to offer by visiting www.aviso.ca/fr.Your Challenge:We are seeking a Registered Plans Administrator to join our Operations team.Reporting to the Supervisor of Registered Plans, the successful candidate will be responsible for processing registered plan applications through the OCRI platforms (formerly IIROC and MFDA).

At Flynn, your career takes flight!Join the Flynn Group of Companies as a Service Account Manager. Based in our Kelowna Branch located in Lake Country, BC, you will play a crucial role in ensuring customer satisfaction and operational excellence. This position reports directly to the Service Manager and offers an opportunity to make a significant impact within our team.

Semperis has earned recognition from Inc. 5000, DUNS 100, and multiple Inc. Best Workplace awards. The company emphasizes purpose, growth, and a healthy work-life balance, aiming to create a workplace where people feel valued and empowered. Role overview The Services Engagement Manager oversees all phases of Professional Services projects at Semperis. This position manages engagement logistics, clarifies requirements for both clients and consultants, and ensures that project goals, objectives, and scope are clearly understood by everyone involved. What you will do Risk management: Identify, assess, and address project risks, developing contingency plans when necessary. Budget management: Prepare project hour and cost estimates, monitor budgets, and collaborate with Finance to support accurate revenue forecasting. Task assignment: Assign responsibilities to team members and set clear expectations for each role. Project planning and monitoring: Track progress, identify issues early, and take corrective actions to keep delivery on schedule and within budget. Quality assurance: Ensure all deliverables meet quality standards and that every task is completed as required. Communication: Maintain strong engagement with clients, team members, and stakeholders to align project goals with business objectives and manage expectations. PSA management: Use the Semperis PSA toolset to build and manage projects, and contribute to improving workflows, financial forecasting, and reporting methods. Location This role is based in Toronto.