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St Lawrence-East Bayfront-The Islands, Toronto, ON M5E, Canada ● Req #392Friday, March 28, 2025Position OverviewThe Advisor Services Representative provides general support across the uniFide platform and with operational processes. This includes things like; helping Advisor teams open accounts, resolving of any payment queries and an overall understanding of how the platform operates. The Advisor Services Representative is the first point of contact for incoming support issues and requests via email and phone, triaging tickets and routing to the appropriate team/tier for resolution. This ...Read more about Advisor Service RepresentativeMore
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St Lawrence-East Bayfront-The Islands, Toronto, ON M5E, Canada ● Req #386Wednesday, March 26, 2025Position OverviewReporting to the Manager of Managed Accounts, the incumbent will be responsible for account data management and trading operations within the Managed Accounts group. The ideal candidate will have a solid understanding of investment markets, strong organizational skills, a client-service mindset, and the ability to work effectively under time constraints. Duties and Responsibilities• Trading and Modeling: Implementing model changes from Investment Advisors and third-party sub ...Read more about Managed Accounts AnalystMore
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215, 343 Preston St, Ottawa, ON K1S 1N4, Canada ● Req #323Monday, March 24, 2025Position OverviewThe WCA is a resource for the Branch Management Team and Advisor teams regarding industry regulations, requirements and best practices. The WCA is accountable to ensure that the region meets all its compliance requirements as the designee for compliance and risk operations. This role is also accountable to provide advice and guidance on Compliance related policies, processes and other key execution activities to the branch management teams within the region. By ensuring strong c ...Read more about Wealth Compliance AdvisorMore