Join a dynamic team in Toronto as a part-time CFO specializing in wealth management. This role demands strong leadership in financial reporting and compliance for the Dealer's operations.

The part time CFO is crucial to maintaining IIROC compliance for our Toronto-based wealth management firm. This position includes establishing policies, overseeing financial reporting accuracy, and addressing compliance issues proactively. You will play a key role in guiding the finance team through financial reporting, cash flow management, and external relationships.

Key Responsibilities:

- Establish financial policies and procedures for IIROC compliance
- Monitor adherence to internal policies for regulatory assurance
- Identify and report breaches of capital usage limits




- Supervise financial reporting and accounting functions
- Participate in executive management meetings for operational insights

Requirements:

- Proven experience as a CFO, particularly in wealth management
- Strong knowledge of IIROC regulations and compliance
- Leadership in financial reporting and team management
- Ability to work part-time (30-40 hrs/month)
- Excellent risk management and communication skills

Drive financial stability and compliance with your expertise as a part-time CFO in our wealth management team.

#J-18808-Ljbffr

📌 Part-Time CFO for Wealth Management (Mississauga)
🏢 Peak Associates
📍 Mississauga