The Company

Univeris, headquartered in Toronto, Canada, is a privately held company and is the leader in enterprise wealth management for the Canadian market. Founded in 1991, Univeris has over 75 staff and 15 leading financial services clients representing over 17,000 financial advisors on the platform. It offers the most comprehensive wealth management solution for financial advisors in the credit union, banking, insurance, and investment dealer sectors.

Univeris is a world-class technology platform that boasts a number of firsts in Canadian mutual fund distribution including real-time processing, web access, built-in compliance, plus GIC and segregated funds processing capabilities. Technology innovation is one of the cornerstones of Univeris' product development strategy and through its Evergreen approach to technology, new features and capabilities transparently integrate into the platform.

At Univeris, when we are faced with new problems we work together to find solutions, we do what we say, and we are lifelong students.

The Opportunity

At Univeris, we believe that delivering mission-critical enterprise wealth management technology requires an uncompromising standard of talent. As we scale our international operations, the Human Resources Generalist serves as the core operational anchor of our Human Resources department and an essential evaluator of inbound talent.

Supporting a distributed workforce across Canada, Spain, and Latin America, this role balances daily operational excellence with genuine evaluative ownership. Beyond managing HR workflows, systems,



and compliance,you will play an active role in candidate assessment—conducting initial screenings across all organizational levels.

This position is built for a structured, detail-oriented HR skilled who excels in process execution, brings strong bilingual communication skills, and seeks a defined growth path into senior human resources management.

Core Responsibilities

1. Talent Acquisition & Candidate Evaluation

- Inbound Screening & Evaluation: Conduct initial competency pre-screens for open roles across all departments against established performance rubrics and talent scorecards.
- North American Full-Cycle Recruitment: Partner with hiring managers to manage the candidate pipeline across Canada and the US—from posting and active sourcing through to assessment coordination and offer issuance.
- Assessment Administration: Coordinate and interpret pre-hire capability and behavioral assessments using tools like Workwolf and TestGorilla.

2. Onboarding, Offboarding & Integration

- Onboarding Execution: Facilitate the operational onboarding process for new team members, coordinating orientations, system setups, and introductory touchpoints.
- Compliant Offboarding: Administer departure workflows, conduct offboarding documentation, issue separation agreements, coordinate asset recovery, and partner with IT to ensure system access deprovisioning aligns with SOC 2 compliance standards.

3.



Global HR Systems, Operations & Automation

- System Integrity: Maintain the accuracy and completeness of employee records across global jurisdictions within BambooHR.
- Employee Helpdesk & Support: Act as the first point of contact for employee inquiries regarding company policies, employment confirmation letters, remote work parameters, and leave requests.
- Data Audits & Analytics: Run routine data integrity audits and prepare monthly operational HR metrics (retention, time-to-fill, onboarding completion) for leadership review.
- Workflow Automation: Assist in deploying and maintaining internal HR automation tools (including conversational HR bots and structured knowledge bases) to streamline routine administrative requests.

4. Total Rewards, Workplace Culture & Compliance

- Benefits Coordination: Oversee Canadian and US group benefit enrollments, status changes, and plan administration starting from day one of employment.
- Payroll Liaison: Collaborate with external payroll partners, verifying and submitting bi-weekly payroll changes, deductions, and adjustments.
- Culture & Engagement: Lead workplace engagement initiatives and social committees (virtual and in-person events, wellness programs, and annual celebrations).
- Audit & Regulatory Compliance: Support annual HR audit readiness for SOC 2 security controls, maintain workplace health and safety (JHSC) documentation, and ensure adherence to Ontario employment standards (ESA, AODA).

Candidate Qualifications

Required:

- Experience: 2 to 4 years of progressive HR operations, people operations, or tal

📌 Human Resources Generalist (Toronto)
🏢 Univeris
📍 Toronto