Drive success as a Wealth Operations Manager at Successful Investor Wealth Management Inc. in North York, Toronto. Your expertise will enhance operational efficiency, compliance, and team performance.

Successful Investor Wealth Management Inc. seeks an experienced leadership qualified for its agile operations team. This role requires a strong background in wealth management processes, fund accounting, and compliance. Your success in previous management positions will contribute to ensuring operational excellence and process improvements.

Key Responsibilities:
• Oversee daily operations for the wealth management department
• Collaborate on business strategies and technology enhancements
• Develop workflows for portfolio administration and fund accounting




• Analyze operations to identify and recommend improvements
• Manage relationships with third-party vendors for cost-effective services

Requirements:
• University degree in Business or Finance
• 5+ years in wealth management operations
• Registered with the Ontario Securities Commission as an Advising Representative
• Strong knowledge of investment operations and compliance
• Exceptional organizational and analytical skills

Utilize your leadership, operational expertise, and compliance knowledge to propel Successful Investor Wealth Management Inc. to recent heights.
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📌 Wealth Operations Manager In North York Ontario
🏢 Ottawa Riverkeeper | Sentinelle de la rivière des Outaouais
📍 Ontario