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166 Api Documentation jobs in Canada

Documentation Specialist

Toronto, Ontario Insight Global

Posted 21 days ago

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Job Description
Seeking a Documentation Specialist to join our leading Commercial Banking team. Support our corporate card implementation and Card Sales Teams by coordinating the submission and return of legal agreements, KYC & AML artifacts required to onboard corp card clients
Act as a trusted advisor to both clients and internal partners sales/relationship managers/Vendor
Responsible for providing standard legal agreements or work with appropriate internal praters to have negotiated agreements drafted.
Instruct clients on needed KYC and AML artifacts required to facilitate the documentation review and approval process.
Communicate and follow-up with clients and internal partners to ensure necessary legal docs and pre-requisite are met to advance the onboarding process
Respond to clients' and internal partners' inquiries related to legal agreements, AML & KYC related questions
Utilize email, phone , conference call settings to communicate with clients and internal partners
Ensure all agreements, AML & KYC documents are accurate, execute correctly by client and archived in system of records
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
- 1+ years in documentation/banking/customer service/client facing
 - Bachelor/college/university - in business, finance, or related field
 - Background in banking, card, financial institutions, universities, insurance companies
 - Comfortable learning and adapting to changing tech tools and work process
 - Working knowledge of Microsoft Outlook, Microsoft Teams, and other Microsoft Office Product suites
 - Access to quiet (non-public) professional work environment given role is remote
 - Access to reliable and High Speed Internet banking/FI experience
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Site documentation specialist

Niagara Falls, Ontario GE Vernova

Posted 1 day ago

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**Job Description Summary**
**Job Description**
GE Vernova Canada, Inc. is seeking an experienced Site documentation specialist to support our hydropower division in the Niagara region. This critical role contributes to the successful execution of multiple major Engineering, Procurement, and Construction (EPC) hydropower projects. The Documentation controller will assist Ontario-based execution team and coordinate with global EPC project teams, ensuring seamless communication and material management throughout project lifecycles.
GE Vernova Canada, Inc. and Ontario Power Generation have joined into a collaborative agreement to refurbish their two stations; Sir Adam Beck I and Sir Adam Beck II over the next 15 years.
Sir Adam Beck 1 (SAB1) Generating Station is a ten (10) unit station located on the Niagara River. The units were placed in service during 1921 to 1930. Recent Overhauls began in 2009 with 3 units remaining as: G4, G6, G8 which is planned to be completed in this program.
Sir Adam Beck 2 (SAB2) Generating Station is a hydro power plant of sixteen (16) unit of 104.5 MW each located on the Niagara River. The units were placed in service during the years 1954 -1958. The Sir Adam Beck 2 Overhaul Refurbishment project will consist in refurbishing or replacing the major equipment and auxiliaries of all 16 units from 2025 to 2037.
**Responsibilities:**
+ Serve as the main site contact for all matters relating to drawings, engineering directives, and document version control.
+ Provide weekly updates to the site team regarding document changes, new issues, and customer comments impacting design.
+ Act as the liaison between engineering document changes and their effects on the Bill of Materials (BOM) for ongoing projects.
+ Develop a deep understanding of the project documentation and supply chain structure to effectively support the execution team (site manager, superintendent, etc.).
+ Manage drawings in circulation and coordinate redline inputs to ensure transparent progress during the construction stage to complete accurate as-built version control.
+ Coordinate with cross-functional teams, both locally and globally, to facilitate effective communication and problem-solving.
+ Support site quality activities within the scope of the Site Quality Specialist role as needed, mainly regarding material receiving and coordination to/from warehouses when needed.
+ Promote and uphold a culture of respect, inclusion, and collaboration within a diverse team environment.
**Qualifications:**
+ Diploma or Bachelor's degree in Engineering, Supply Chain Management, Construction Management, or a related field. Equivalent combination of education and experience will be considered.
+ 3+ years of relevant experience in material management, site coordination, or related roles within the construction, engineering, or hydropower industry.
+ Demonstrated experience managing engineering documentation and BOM processes.
+ Strong organizational skills with the ability to handle multiple tasks and priorities in a fast-paced environment.
+ Excellent interpersonal and communication skills, with the ability to work effectively in a culturally diverse, global team.
+ Proficiency in document management systems (e.g., Aconex, SharePoint) and Microsoft Office Suite.
+ Knowledge of procurement, logistics, and supply chain processes.
+ Attention to detail and a proactive approach to problem-solving.
+ Ability to work both independently and collaboratively.
+ Knowledge of hydropower projects or similar EPC environments is an asset.
+ Bilingual or multilingual abilities are an asset.
**Additional Information**
**Relocation Assistance Provided:** No
GE Vernova is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
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Learning & Documentation Specialist

New
Mississauga, Ontario goeasy

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Job Description

Join one of Canada’s fastest-growing companies and be part of something extraordinary – welcome to goeasy ! At goeasy, our people and culture are at the heart of everything we do, and we’re proud to be recognized for it. We’ve earned prestigious accolades such as Waterstone Canada’s Most Admired Corporate Cultures , Canada’s Top Growing Companies , and the TSX30 , highlighting us as one of the top performers on the TSX. We’re also honoured to be named a Greater Toronto Top Employer and recognized by Great Place to Work® as having the Best Workplaces for Women & Most Trusted Executive Teams , and included on TIME Magazine’s 2025 list of Canada’s Best Companies .  These honours reflect our commitment to fostering an inclusive, high-performance culture where talent thrives and innovation drives us forward.

As one of Canada’s leading alternative consumer lenders, we’re passionate about helping everyday Canadians create a brighter future. Our vision is to provide a path to a better tomorrow, today. We offer a full range of products, including non-prime leasing, unsecured and secured loans, and point-of-sale financing through easyhome , easyfinancial , and LendCare .

If you're seeking an exciting, high-growth environment where your contributions truly matter, we want to hear from you! Join us, and together, let's create a future of financial empowerment.

goeasy Ltd. seeking a Learning & Documentation Specialist to create engaging learning material for our frontline. In this role, you’ll be partnering with stakeholders to identify business needs and how training fits into their business objectives. Each project you work on requires a deep analysis to ensure we come up with the best learning solution for our frontline. You’ll also be responsible for measuring the success of your learning deliverables and providing recommendations to stakeholders on next steps for the learning topic.

What will you be doing?

  • Instructional Design:

    • Conduct intensive gap analyses with SMEs and stakeholders to identify the best medium and platform for delivering learning.
    • Align each initiative and learning material with the organization’s sales and collections methodology.
    • Define measurable learning objectives that drive improvements in frontline performance and KPIs.
    • Create lesson plans and storyboards using tools such as Microsoft Office, Articulate 360, and Adobe.
    • Design visuals and graphics using Adobe Illustrator, InDesign, or Adobe Animate.
    • Collaborate with content developers to determine graphic and visual requirements.

    Content Review & Analysis:

    • Support scheduled and ad hoc reviews of existing learning content.
    • Apply evaluation methods to measure learning outcomes and instructional impact of both new and existing materials.
    • Maintain an up-to-date project tracker and provide regular updates on all activities.
    • Stay informed on trends in adult learning, accessibility, and instructional technology.
    • Contribute to the development and refinement of internal standards, instructional templates, and content libraries to ensure consistency and quality in design.

What experience do you have?

  • Ability to think critically and ask targeted questions to determine needs and respond appropriately.
  • Adult education certificate is an asset.
  • Experience in basic project management practices.
  • Ability to analyze learner performance data and LMS reports to inform content improvements.
  • Proficiency in tools such as Articulate Rise/Storyline and Adobe suite.
  • Strong organizational and interpersonal skills.
  • Excellent verbal and written communication skills.
  • A minimum of three (3) years of instructional design and development experience, particularly in eLearning.

We offer a Flexible Work Program that provides you the ability to work three days onsite per week , from our Mississauga office.

Internal Applicants: please apply through the link and provide written endorsement from your current manager.

Why should you work for goeasy?

In keeping with our mission to create better tomorrows for our employees, each year goeasy commits to continuously enhancing its total rewards. Here are some of the perks we offer…

Financial Benefits:

  • RRSP matching and Employee Share Purchase Plan programs.
  • Annual bonus that rewards your hard work and dedication.
  • Employee discounts on furniture, electronics, and appliances.
  • MAT & PAT leave top-up.
  • Expand your financial knowledge through engaging Financial Literacy Learning opportunities.

Health and Lifestyle:

  • Enjoy company-paid volunteer days to give back to the community.
  • Access 24/7 healthcare with Virtual Doctor Appointments.
  • Personalize your benefits with a flexible modular benefits package.
  • Stay fit and energized with exclusive access to our on-site private gym at our head office.

Employee Perks:

  • Fuel your growth with the Tuition Assistance Program.
  • Double the impact of your generosity with Company Matched Charitable Donations.
  • Internal development training programs and platforms including job-specific training, career coaching, leadership excellence, mentorship, and many others.
  • Enjoy a state-of-the-art office space with perks like a games room, a healthy snack program, a fitness studio, free gated parking, and more!

Diversity, Inclusion, and Equal Opportunity Employment :

At goeasy, we believe that we can only be the best when people are able to bring their best selves to work every day. goeasy is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. As an equal opportunity employer, we are committed to providing accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. Please let the talent acquisition team know if you require an accommodation during any aspect of the recruitment process and we will work with you to address your needs. 

Additional Information:

All candidates considered for hire must successfully pass a criminal background check, credit check, and validation of their work experience to qualify for hire. We thank all interested applicants; however, we will only be contacting those for interview who possess the skills and qualifications outlined above. 

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*Legal Documentation Specialist

H3B 4W5 Montréal, Quebec Recrute Action

Posted 2 days ago

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Legal Documentation Specialist A leader in business law in Canada, our client is a top-tier firm advising Canadian executives as well as U.S. and international clients with interests in Canada. As part of its operations, the firm is seeking a meticulous and organized individual to provide essential support in the production and management of legal and administrative documents.What is in it for you: • Competitive salary: Between $60.000 and $0.000 per year.• Permanent, full-time position: 35 hours per week.• Flexible schedule: Monday to Friday, with working hours from 8:30 am to 4:30 pm or 9:00 am to 5:00 pm.• Hybrid work model: 3 days in-office and 2 days remote. Wednesdays are mandatory in-office, with flexibility to choose the other two days.• Group insurance: Comprehensive coverage including dental, vision, and mental health support up to $3.000, ith fully employer-funded family coverage.• Wellness program: Up to $7 0 reimbursement for remote work equipment (headphones, Apple Watch, etc.).• Training: $7 0 annual reimbursement for professional development, plus 4 days of in-person training per week.• RRSP: 2% employer contribution after one year of service.• Vacation: 4 weeks starting from the date of hire, prorated to the number of months worked.Responsibilities: • Proofread and verify documents (formatting, spelling, and grammar in both official languages).• Produce, format, modify, redact, convert, compile, and print various documents (legal procedures, reports, PowerPoint presentations, organizational charts, Excel spreadsheets, graphs, PDFs, etc.).• Create complex and high-volume legal or other documents through transcription or digitization.• Print and assemble documents for court filing.• Conduct information research (court rolls, SEDAR, CANLII, business registries).• Provide formatting solutions and guidance on document presentation in accordance with the firm’s quality standards.• Maintain communication with stakeholders regarding document production and their requirements.• Ensure high-quality, timely work, including any other related tasks.What you will need to succeed: • Bilingual in French and English, both spoken and written, to support a national and international clientele.• 3+ years of experience in a similar legal role.• Excellent written and verbal communication skills.• Advanced knowledge of Microsoft Office Suite (Word, Excel, Adobe Acrobat, PowerPoint).• Strong organizational skills, attention to detail, and proofreading expertise.• Ability to learn quickly and a desire to stay up to date professionally.• Highly autonomous, flexible, versatile, and able to work under pressure.• Excellent customer service skills.• Team spirit and strong interpersonal skills.Why Recruit Action? Recruit Action (agency permit: AP- ) provides recruitment services through quality support and a personalized approach to job seekers and businesses. Only candidates who match hiring criteria will be contacted.# OSL
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Temporary Documentation Specialist (22 months)

New
Quesnel, British Columbia West Fraser Sales Ltd

Posted today

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Job Description

Job Description

West Fraser offers a range of exciting career opportunities for individuals seeking challenging and rewarding careers. Quesnel Corporate Office is currently recruiting for a Temporary Documentation Specialist (22 months).

Reporting to the Logistics Manager- Shared Services, and working out of our Quesnel office, this role will be responsible for all sales and transportation related documentation. The position works closely with our Sales and Logistics teams to ensure our products are delivered to our customers.

The Documentation Team is responsible for all documentation matters related to getting our products to market including interactions with Custom Brokers and Transportation partners, Rates, Accounts Payable, Invoicing and Claims Processing. The Shared Services Team provides centralized documentation services for all West Fraser commodities from our North American Divisions.

You'll do:

  • Support sales and transportation documentation requirements in all West Fraser’s commodities across our North American divisions.
  • Accurately verify and process invoices
  • Perform weekly reconciliations.
  • Investigate and resolve invoice issues.
  • Support various documentation functions as required.
  • Collaborate with teams across West Fraser

You have:

  • Strong attention to details
  • Ability to effectively work with deadlines and quickly change priorities.
  • Strong communication and organizational skills
  • Computer literacy in Microsoft Office

Our highly competitive compensation package includes:

  • Competitive base salary with annual bonus opportunity and the salary range is between $52,000-$62,000 depending on education and work experience.
  • Outstanding benefits package including medical, dental, pension, life insurance, disability, accident insurance, vacation, and holidays.

Your Workplace Location:

Quesnel has a population of approximately 25,000 and features all major conveniences, including its own airport. Quesnel offers affordable housing, modern recreational and educational facilities, regular community events, and a range of recreational activities for outdoor enthusiasts. It doesn’t take long to feel part of Quesnel’s welcoming community.

About Us:

Today, West Fraser is a diversified wood products company with more than 50 facilities in Canada, the United States, the United Kingdom, and Europe, which promotes sustainable forest practices in its operations. The Company produces lumber, engineered wood products (OSB, LVL, MDF, plywood, and particleboard), pulp, newsprint, wood chips, and other residuals. West Fraser's products are used in home construction, repair and remodelling, industrial applications, papers, tissue, and box materials.

Diversity:

At West Fraser, we strongly believe promoting diversity and inclusion is essential to our success. Our commitment to creating inclusive workplaces is reflected in our core values, and we constantly strive to foster a culture that values and respects every individual’s unique background and perspective. By joining us, you will have the opportunity to be a part of a team dedicated to shaping a brighter future by embracing diversity and promoting inclusivity. Join our team at West Fraser and help us build a more diverse and inclusive community.

Sustainability :

West Fraser is fully committed to sustainable forest management as defined in our environmental policy, which is reflected in every aspect of our work. We adopt new technologies and innovations to create exceptional building materials. Wood products are a natural, renewable, recyclable, and environmentally sustainable choice for consumers who prioritize sustainability.

Sustainability Report | West Fraser

Learn more about us!

Discover West Fraser in Western Canada (youtube.com)

What's it like to work in Forestry at West Fraser? Shayna's story (youtube.com)

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Intermediate API Developer

New
London, Ontario WinAir

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Job Description

Company Description

Company Profile

In the mid-1980s, WinAir’s founders, Bert and Helen Vergeer, recognized the inefficiencies in aviation maintenance, which relied heavily on paper-based processes. Their vision led to the development of AV-BASE, one of the first digital aviation record-keeping and inventory management systems. Today, WinAir is a fully browser-based solution, used in more than 30 countries. As it celebrates over 35 years in operation, WinAir remains the longest-standing aviation management software provider, continuously innovating to support clients worldwide. With a legacy built on reliability, adaptability, and industry expertise, WinAir continues to shape the future of aviation maintenance management.

Vision Statement

To be the global standard in aviation software—powering safe, efficient, and connected operations through innovation, dependability, and passion.

Mission Statement

We deliver intuitive, reliable aviation software that empowers operators and maintenance teams to work smarter. By combining deep industry knowledge with cutting-edge technology, we streamline operations, ensure compliance, and help our clients keep aircraft flying safely and efficiently.

Our Values

  1. Curiosity – A drive to explore, learn, and innovate by asking questions and seeking better solutions.

  2. Collaboration – Working together openly and respectfully to achieve shared goals and create stronger outcomes.

  3. Dependability – Being reliable, consistent, and accountable in delivering on promises and responsibilities.

  4. Efficiency – Maximizing productivity and resources by working smart, staying organized, and reducing waste.

  5. Passion – Bringing energy, enthusiasm, and dedication to everything we do, inspiring others through commitment.

Job Description

Reporting to the Development Manager, the Intermediate API Developer will be a proactive, enthusiastic team member responsible for designing, developing, and maintaining robust integration solutions that connect WinAir with third-party systems and services. This role involves hands-on coding, testing, debugging, and applying analytical skills to ensure reliable, scalable, and secure API-driven data exchange. The Intermediate API Developer will collaborate with both technical and non-technical stakeholders to implement and document business-critical integrations, while assisting with other duties as assigned to support ongoing product development.

Responsibilities

  • Collaborate with both technical and non-technical teams, effectively communicating integration concepts and providing clear documentation for API and data-flow implementations.

  • Design, develop, and maintain RESTful and RPC-based services using Spring to enable seamless data exchange.

  • Implement and optimize database interactions in PostgreSQL.

  • Consume and integrate with third-party APIs, handling authentication and ensuring robust error handling and retry logic.

  • Write clean, reusable code while adhering to established corporate standards and requirements documentation.

  • Actively contribute to product design during team-driven design and scoping sessions.

  • Perform code reviews and offer constructive feedback.

  • Review requirements documentation and provide feedback to ensure alignment with project goals.

  • Assist in identifying and resolving design issues.

  • Engage in continuous learning and development to enhance technical skills.

  • Propose creative solutions to development challenges.

Qualifications

Education & Experience

  • Minimum of College Diploma in Computer Science or related field (or equivalent job experience).

  • 2-4 years of commercial experience in web application development or software development.

  • Experience with partial to full remote operations is an asset.

Skills & Aptitudes

  • Experience managing object-oriented programming/modular programming

  • Experience with Java 8/11 frameworks, Tomcat (webserver), Ajax, Hibernate, PostgreSQL.

  • Experience designing and maintaining REST APIs, including API documentation and troubleshooting

  • Experience with API security standards and best practices

  • Experience in developing and maintaining unit tests for a large, interconnected codebase is preferred

  • Experience working in and problem solving in a PostgreSQL environment

  • Ability to analyze and optimize performance of both application code and database queries

Environment & Physical

  • Candidate must reside in Ontario, Canada

  • Work in a fast-paced environment with changing priorities

  • Be able to work remotely and on-site upon request

  • Be able to sit for prolonged periods



Additional Information

Why Work for Us?

We offer a competitive compensation package  based on experience and a proven track record of success relative to the deliverables of the role. Benefits offered at WinAir include extended healthcare, dental, EAP, RRSP matching, etc.

We are also proud to offer a flexible work schedule,  including "Summer Friday hours"  maximizing good work-life balance, different social committee events , and quarterly Town Hall meetings  to foster teamwork and a strong, long-lasting work relationship.

Do you want to hear more about what we can offer? Why not check out our website and see what is available? We are hiring for different roles and would love to hear from qualified individuals like yourself!

To Apply

Please submit your resume and a detailed cover letter explaining your experience, knowledge, and ability towards this career path, and why we need to speak with you.

Thank you in advance for your interest. Only those candidates selected for an interview will be contacted. If you require any accommodation at any point of recruitment process, please let us know.

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Sr Specialist, Lease Documentation

New
Montréal, Quebec Reitmans (Canada) Ltée/Ltd

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Job Description

Company Description

Who we are:

At RCL - Reitmans Canada Limited, every moment of every day revolves around our customers and our love of fashion. We believe fashion empowers our customers to put their best foot forward when it matters the most. From the design table to the stores and our digital channels, we are always finding new ways to create memorable customer experiences, backed by a strong brand portfolio and powered by the most passionate people in the industry.

RCL has been a proudly Canadian company since our founding in Montréal, Quebec almost 100 years ago. Our product design teams, home office and stores are all based in Canada.

Job Description

Position Overview: 

The Sr Specialist, Lease Documentation will be responsible for the accuracy, sufficiency and opposability of all legal documentation pertaining to the company’s real estate interests.  Since most of the company’s premises are leased, the emphasis of the employee’s day-to-day duties and responsibilities will focus on leasing documentation.  Will report to Director, Lease Documentation.

Tasks and responsibilities: 

  • Draft, review, and negotiate a variety of lease documents (offers, agreements to lease, leases, amendments) for retail locations across Canada.
  • Collaborate with internal stakeholders and external parties (landlords, brokers, legal counsel) to ensure lease terms align with company policies.
  • Ensure accuracy and consistency of lease data and documentation through effective tracking and process management.
  • Liaise with Rentals Department to ensure that automated real estate data is kept accurate and up-to‑date for each store facility;
  • Support legal and real estate teams by providing input on leasing matters and coordinating with outside counsel as needed.
  • Supervise and prioritize the work of the Real Estate Document Coordinator.
  • Manage registration of lease-related documents (e.g., notices, caveats) and handle supplementary agreements (e.g., NDAs, estoppels).
Qualifications

What Sets You Apart:

  • Certificate in Paralegal Studies or equivalent.
  •  8+ years of experience in commercial leasing (for landlords or tenants).
  • Strong knowledge of real estate law in both Quebec (Civil Code) and common law provinces.
  • Proficient in Microsoft Office and Adobe tools.
  • Advanced skills in legal drafting, negotiation, and analysis.
  • Exceptional attention to detail and strong analytical abilities.
  • Proven team player with excellent collaboration skills.
  • Highly autonomous and effective in a fast-paced environment with tight deadlines.
  • Bilingualism (French and English) is required.


Additional Information

What Sets Us Apart:

  • Ultimate flexibility : Enjoy a hybrid work environment that ensures the perfect balance between work and personal life.
  • Well-being first : Access a comprehensive benefits program designed to take care of you.
  • Flexible time off : Paid leave, sick days, and vacation time to recharge and spend quality time with loved ones.
  • Exclusive discounts : Enjoy 50% off regular-priced items from PENN. (Penningtons), Reitmans, and RW&CO.
  • Referral rewards : Refer your professional network and earn a bonus for helping us grow our talented team (Certain conditions apply)
  • Growth opportunities : Annual bonuses, career advancement, and tuition reimbursement to help you reach your professional goals.

Total rewards are aligned with your employment status, offering different perks depending on whether you're full-time, part-time, or under contract.

Did you know that RCL - Reitmans Canada Limited operates hundreds of stores across Canada and boasts three iconic fashion banners? Join one of Canada’s leading retail brands with a rich history of success, where you’ll have the opportunity to make your mark and have your voice heard. At RCL, there are many ways to build and advance your career! #ReadytoRCL

RCL is an equal opportunity employer. We are committed to fostering a diverse and inclusive workplace for all. We believe that our future success relies on the perspectives and contributions of all our employees—their diverse backgrounds, skills, and experiences strengthen our business. If you are selected for an interview, please let us know if you require any accommodations to ensure a fair and equitable recruitment and selection process. All accommodation information will be kept confidential and used solely to support accessibility for candidates.

We thank all applicants. Only selected candidates will be contacted.

#LI-MB1

#LI-HYBRID

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API Developer - Python, AWS cloud-native

M4C Ontario, Ontario Astra North Infoteck Inc.

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Exp Required: 6-8 Developer Skills Required: Digital: Python Digital: Amazon Web Service(AWS) Cloud Computing Digital : Ansi-ble Job Description: • Design, develop, and maintain API interfaces. Understand and analyse user re-quirements to ensure effective API design. Write clean, readable and testable code. • Ensure API functionality and reliability through regular testing and troubleshooting. • Work with other software developers to ensure compatibility and integration of APIs. • Stay up to date with industry standards and emerging technologies to ensure effective API development. Document API design and usage to facilitate understanding and future maintenance. • Communicate effectively with team members and stakeholders to ensure API functionality aligns with business goals. • Design, develop, and implement high-performance, reusable, and reliable APIs Collaborate with other software developers and business analysts to understand user needs and translate them into technical requirements Integrate APIs with existing data and software systems Optimize APIs for speed, efficiency, and scalability Test APIs to ensure responsiveness and efficiency Identify and fix bugs or bottlenecks in the API performance Keep up-to-date with the latest industry trends and technologies to ensure APIs are modern and competitive Document API development processes, standards, and guidelines for future reference and other developers Provide technical support for APIs, including troubleshooting and problem resolution Ensure API security by implementing ap-propriate encryption and data protection measures Good Understanding on the Certificate man-agement.

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Tax Specialist, Client Tax Documentation

New
Toronto, Ontario CI Financial Corp.

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Job Description

Description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

We are seeking a dedicated and detailed oriented Tax Specialist to focus on managing client tax documentation and compliance under global tax regimes, including Qualified Intermediary (QI), Foreign Account Tax Compliance Act (FATCA), and Common Reporting Standard (CRS). This role will support the Senior Manager, U.S. Tax Operations, in ensuring all client documentation is compliant with regulatory requirements. The ideal candidate will have strong knowledge of tax documentation processes and global tax regulations, with a focus on accuracy and efficiency.

WHAT YOU WILL DO

  • Review and spot-check client tax documentation (such as W-8BEN, W-8BENE, W-8IMY, W-9, and self-certification forms) to ensure compliance with QI, FATCA, and CRS requirements.
    Monitor and maintain up-to-date client tax records, ensuring that all documentation is complete, accurate, and current.  
    Coordinate the solicitation, collection, and validation of U.S. tax forms, ensuring documentation is in line with all IRS/CRA regulations.
    Administer the process for updating expiring forms and treaty statements to ensure continuous compliance.
    Escalate incomplete or non-compliant documentation to the Senior Manager and collaborate on corrective actions.
    Assist in the preparation and submission of tax reports related to QI, FATCA, and CRS obligations.
    Participate in the annual client onboarding process by validating tax documentation and ensuring that all necessary information is captured in the system.
    Help coordinate responses to inquiries regarding tax documentation and reporting from internal stakeholders and clients.
    Stay updated on changes to tax laws and regulations impacting QI, FATCA, and CRS documentation and assist in integrating these changes into the organization’s processes.
    Respond to client inquiries about tax documentation, providing clear explanations and guidance on requirements under multiple tax regimes.
    Collaborate with the senior manager to organize and deliver internal training sessions on tax documentation procedures and compliance best practices.        
    Liaise with relevant parties on projects and provide specific knowledge of tax documentation requirements.
    Perform data validation and process review of current reports and develop enhancements where necessary.
    Ensure all findings or discrepancies in client documentation are escalated, documented, and addressed in a timely manner.
    Support the Tax team in tax package mailouts, slip amendment process, and answering client tax inquiries during peak periods of tax season.
    Complete various ad-hoc duties & projects within the Tax department.

WHAT YOU WILL BRING

  • Minimum of 3 years of experience in tax function with a focus on QI, FATCA, and CRS
  • Completion of a post-secondary program
  • Strong understanding of tax documentation, including US. Tax forms such as W-8BEN, W-8BEN-E, W-8IMY, W-9, and self-certification forms.
  • Intermediate knowledge of Microsoft Office products, primarily Excel and Access
  • Strong analysis and reconciliation skills
  • Excellent attention to detail and ability to manage large volumes of documentation efficiently.
  • Knowledge of the broker-dealer industry is an asset
  • Strong organizational, time management, and communication skills
  • Capable of working independently and as part of a team
  • Overtime may be required during peak periods of the tax season (Jan-Apr)

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

WHAT WE OFFER

  • Modern HQ location within walking distance from Union Station
    Training Reimbursement
    Paid Professional Designations
    Employee Share Purchase Program (ESPP)
    Corporate Discount Program
    Enhanced Group Benefits
    Parental Leave Top–Up Program
    Fitness Membership Discounts
    Paid Volunteer Days


We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further. Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.

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