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 professional for its agile operations team. This role requires a robust 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
Robust 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 new heights.

📌 Wealth Operations Manager In North York Toronto
🏢 Ottawa Riverkeeper | Sentinelle de la rivière des Outaouais
📍 Toronto