Why Verve?

At Verve Senior Living, we’re driven by a shared commitment to creating meaningful experiences for the older adults we serve. Our teams bring passion, creativity, and heart to everything they do, and it shows in our culture of collaboration, innovation, and continuous improvement. We’re proud to have received Canada's Best Managed Award in 2023, 2024, and 2025, and to have been recognized with the Best Managed Gold Standard designation in 2026, reflecting our continued excellence and long-standing dedication to service, leadership, and care.

What truly sets us apart are the people who choose to build their careers here. Whether you're supporting our residences or contributing within our corporate community, your work plays an important role in helping seniors live longer, better and you’ll be supported by a team that believes in growing together, celebrating success, and having fun along the way. If you’re looking for a place where your work has real impact, and where you can thrive personally and professionally, we’d love to meet you!

ACCOUNTABILITY OBJECTIVE

This role will be responsible for investor relations, corporate secretary activities including the following: drafting and circulating investor relations communications including meeting agendas, quarterly reports; memos to the various committees and boards; handling confidential information; coordinating investor, board, committee meetings (including preparing the agendas, coordinating the production of meeting materials, distributing meeting materials); attending committee and board meetings and recording minutes for the corporate office, the development office and all retirement residences; supporting the General Counsel; communicating information concerning investments to investors including annual tax filings; receiving and responding to investor questions. This role will also be responsible for the administration of distributions, and administration of finance and regulatory information.

This role requires a high degree of collaboration and communication with investors, the development team, the finance team, and Board members.

Key Responsibilities

Investor and General

Correspondence and communication with investors, including securing initial documentation requirements, banking information where necessary, contact information, preparation and circulation of correspondence.

- Working closely with the President and GC, streamline,



prepare and disseminate distribution of investor statements (i.e. typically 25 scheduled investor letters per year), distributions, update letters and miscellaneous documents, including preparation of a schedule for regular correspondence to the different investor groups, preparing all correspondence to investors, sending out correspondence and dealing with follow ups from investors.
- Distribute cheques and quarterly updates to investors as required. Co-ordinating with the Finance department to develop a timeline/deliverable dates for the payment of distributions and materials needed for updates to investors.
- General intake of correspondence with investors, banks, accountants (both corporate and those of the investors), law firms, owners, etc.
- Tax specific correspondence during tax season with investors and their accountants for details concerning investment, tax slips, historical data, etc.
- Oversee meeting logistics for Investor meetings including location, technology needs and setup and other logistics.
- Working closely with the GC, assist with investor cross-sales, investments and share/unit repurchases
- Maintain investor information database (changes of address, email address, etc.)

Annual General Meetings (AGM)
- Acts as primary contact for all matters AGM related
- Prepares AGM documents: notices, proxies, proxy collection/quorum calculation, co-ordinates with Operations, the President and the Development Office for the preparation of PowerPoint presentations for the AGMs, attends the AGMs and prepares minutes for each entity.

Board, Partners, Investors and Committee Meetings
- Coordinates and schedules Board, Investor, Partner and Committee meetings
- Communicates with Operations, Finance and Development team members to develop meeting material delivery dates and oversees the consolidation, review and delivery of all such meeting materials
- Ensures that meetings comply with governing and/or management agreements in terms of materials presented, those in attendance, notice, etc.
- Prepares notices, proxies, agendas and minutes for all applicable meetings.
- Coordinates, as appropriate,



on follow up items identified in meetings.
- Track attendance; payments for meeting attendance.

Accounting and Tax
- Support the year end audit process of requested documents to auditors and to the controllers in terms of Board items, investor information, etc.
- Working closely with the Finance department, liaise with auditors in their preparation and submission of business filings to CRA, etc.
- Provides year-end distribution amounts to report on T5’s and total annual distribution amounts (specifying between types of distributions) for relay to auditors.
- Circulates T5 statements to investors.

Administrative Support Ensures The Administrative Requirements For Meetings Are Met Including

- Oversee Board and Audit meeting logistics including location, technology needs, setup and other logistics;
- Assist and prepare with oversight by GC and the President, any communication to/for the Board Chair or members, including memoranda, agendas, minutes, arrangement of meeting venues, and supporting resource materials and requirements.

Assists with GC administrative matters including tracking, collecting signatures; processing legal invoices for payment, word processing, attending to KYC/AML requests.

Qualifications

- University degree and 1+ year financial support experience, administrative experience, or investor relations experience; or equivalent combination of education and experience.
- Advanced skills in MS Office products including Excel, Word, PowerPoint and Outlook; proficiency with Sharepoint, Yardi, and Datasite would be beneficial.
- Financial acumen with working knowledge of financial statements and analytical methods.
- Highly developed attention to detail.
- Robust analytical and quantitative skills.
- Excellent customer service skills with the ability to connect easily with others in person and by phone.
- Excellent written communication skills including proper grammar and professional writing.
- Exceptional organizational skills, ability to prioritize and manage multiple tasks.
- Ability to be resourceful in researching issues, solving problems, and offering creative solutions.
- Ability to manage multiple initiatives under pressure to meet deadlines.
- Self-motivated and collaborative team-oriented player with a positive attitude.
- Ability to organize workflow processes and coordinate with others to achieve desired outcomes.

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📌 Investor Relations, Recording Secretary and Legal Administration (North York)
🏢 Verve Senior Living
📍 North York