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4 Days AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech • Payments • Financial Services
The Fund Accountant supports the internal administration of Mutual Fund Trusts and Limited Partnerships, reviewing NAV calculations, fund distributions, handling tax-related tasks, and ensuring accurate fund operations.
Top Skills: Excel
Reposted 5 Days AgoSaved
In-Office
2 Locations
Mid level
Mid level
Fintech • Payments • Financial Services
The Project Manager leads and manages operational initiatives, ensuring projects align with strategic goals, driving process improvements, and facilitating stakeholder collaboration.
Top Skills: AgileHybridPresentation SoftwareProject Management SoftwareSpreadsheet SoftwareWaterfallWord Processing Software
6 Days AgoSaved
In-Office
2 Locations
Expert/Leader
Expert/Leader
Fintech • Payments • Financial Services
The Vice President of Marketing and Communications will develop and implement marketing strategies to enhance brand engagement and support growth objectives in a wealth management firm, leading a cross-functional team while collaborating with executives.
Top Skills: AnalyticsMarketing Tools And PlatformsMS OfficeSeo
Reposted 8 Days AgoSaved
In-Office
Vancouver, BC, CAN
Junior
Junior
Fintech • Payments • Financial Services
The Administrative Associate provides vital administrative support to Wealth Advisors and Wealth Planning Associates, enhancing client service and operational efficiency. Responsibilities include managing client interactions, preparing reports, supporting cash management, and coordinating corporate projects.
Top Skills: ExcelMs WordOutlookPowerPointSalesforce
Reposted 8 Days AgoSaved
In-Office
Vancouver, BC, CAN
Mid level
Mid level
Fintech • Payments • Financial Services
Support Wealth Advisors with financial planning and wealth management services, manage client meetings, and handle administrative tasks to ensure excellent customer service.
Top Skills: Salesforce
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13 Days AgoSaved
In-Office
Vancouver, BC, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
The Senior Accountant prepares financial statements, manages cash flows, reconciles accounts, coordinates audits, and seeks process improvements.
Top Skills: Sap ConcurWorkday Adaptive PlanningWorkday Finance
Reposted 16 Days AgoSaved
In-Office
Vancouver, BC, CAN
Junior
Junior
Fintech • Payments • Financial Services
The In Force Associate supports insurance policy administration, manages documentation, communicates with teams, and delivers client service effectively.
Top Skills: ExcelMs WordOutlookPowerPointTeams
Reposted 17 Days AgoSaved
In-Office
Vancouver, BC, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
As a Wealth Advisor, you'll provide comprehensive wealth and investment planning, manage client relationships, and ensure client satisfaction through tailored financial solutions.
Top Skills: Estate PlanningFinancial PlanningInsuranceInvestment ManagementRisk ManagementTax Planning
20 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Payments • Financial Services
The Senior Fund Accountant manages fund administration duties including audits, tax compliance, NAV reconciliations, and overseeing fund operations, contributing to growth in mutual fund trusts and partnerships.
Top Skills: Canadian Tax ComplianceCpaExcelUs Tax Compliance
Reposted 21 Days AgoSaved
In-Office
Vancouver, BC, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
The Senior Salesforce Administrator maximizes the value of Salesforce, ensuring data integrity, optimizing configurations, and collaborating with stakeholders for effective platform use.
Top Skills: Dynamic FormsFinancial Services CloudLightning App BuilderMarketoSalesforceSalesforce Flow
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