120 Investment jobs in Ontario

**Description**
As a **Senior Associate** on the Client Service team, you will be responsible for leading and coordinating consulting efforts to clients, while providing first class advice on a range of investment services to Defined Benefit and Defined Contribution plans and other institutional asset pools. These services include setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, statements of investment policy and procedures and global research services. You will liaise closely with senior consultants, clients, fund managers and other areas of the firm and take increasing responsibility for client relationships (supporting other consultants and gaining support from investment analysts as appropriate).
**The Role**
+ Lead and co-lead Investment consulting client engagements, ensuring quality of work and timely delivery of advice and services
+ Participate in providing a wide range of services to client committees, including defined benefit and defined contribution pension plans, endowments & foundations and other not-for-profit
+ Support asset allocation and asset/liability modeling studies, conveying to clients the role of different asset classes and interpreting risk-return tradeoffs
+ Assisting clients lead in analysis and selection of investment managers for various kinds of investment pools
+ Conduct investment analysis and investment structure reviews
+ Participate as a member of the team that works together effectively in delivering services to clients
+ Support the execution of large-scale engagements, acting as project manager
+ Establish a trusted advisor role with clients and provide consistent, superior relationship management
+ Producing work in accordance with Professional Excellence requirements
+ Complete project deliverables through effective resource utilization
+ Partner with internal lines of business to assist in better addressing the client's needs and objectives
+ Provide constructive feedback to junior associates, assist in the development of those associates' skills and capabilities
**Qualifications**
**The Requirements**
+ Undergraduate degree required; relevant professional qualifications such as CFA, FSA, MSc, and MBA are not required but may be preferred
+ At least 5 years of progressive investment experience, ideally gained in a client-service-oriented environment (consulting, investment management, or portfolio management).
+ Exceptional client focus and a record of supporting the management of client relationships
+ Understanding of investment management organizations and their role in client solutions
+ Excellent oral and written communication skills and ability to liaise with internal and external constituencies
+ Team player comfortable in a professional services environment with the ability to communicate effectively internally & externally at appropriate levels
+ Willingness to mentor junior colleagues to assist in developing our talent pool
+ Moderate travel required
+ This role follows a hybrid model, requiring a minimum of 2 days per week in the office.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**Equal Opportunity Employer**

**The Opportunity:**
Manulife Private Wealth (MPW) provides discretionary investment management services to high-net-worth clients across Canada. At MPW, we believe in innovation, open-architecture solutions, and a global perspective as essential components of every Canadian's financial future.
As part of a leading global financial institution, MPW offers clients access to both public and private markets, backed by an investment presence in 19 geographies and a team of over 650 investment professionals worldwide. We are seeking driven, high-performing professionals to help us expand and enhance our client service capabilities.
The Investment Counsellor plays a critical role in delivering institutional-quality investment management, and wealth planning solutions to high-net-worth individuals and their families. This role requires the ability to cultivate and manage long-term client relationships, tailor investment strategies to unique needs, and collaborate with internal and external partners to drive business growth. If you are a strategic thinker, self-starter, and relationship-builder with a passion for providing personalized investment solutions, we invite you to explore this opportunity with us.
We are currently hiring for the following market: Toronto.
**Position Responsibilities:**
+ Develop and implement tailored investment strategies using MPW's open-architecture, multi-asset platform.
+ Proactively monitor and manage client portfolios in alignment with investment policy statements and industry best practices.
+ Lead client acquisition efforts, collaborating with MPW sales directors and independent advisors to identify opportunities and onboard new clients.
+ Drive business growth by strengthening client relationships and expanding Assets Under Management (AUM).
+ Utilize advanced financial planning tools and technology to deliver comprehensive, customized wealth plans.
+ Maintain a disciplined approach to portfolio rebalancing, risk assessment, and performance monitoring.
+ Communicate MPW's investment philosophy and risk management approach effectively to both existing and prospective clients.
+ Ensure full compliance with all regulatory and internal policies, mitigating risk for clients and the firm.
+ Collaborate with cross-functional teams to enhance service delivery, improve investment solutions, and optimize the client experience.
**Required Qualifications**
+ CFA designation, CIM designation or CFA candidate (TEP or CFP designations are considered an asset)
+ Eligible for registration as an Associate Advising Representative or Advising Representative with the provincial securities commissions
+ Minimum of 5 years of experience providing discretionary investment management services to high-net-worth clients.
+ Undergraduate degree in Commerce, Finance, or a related field preferred (MBA or equivalent considered an asset).
+ Deep expertise in global markets and investment strategies, with a strong understanding of portfolio construction, asset allocation, and risk management.
+ Strong knowledge of regulatory frameworks, compliance best practices, and the operational infrastructure of private wealth management.
+ Technologically proficient, with advanced skills in Microsoft Office and portfolio management tools.
**Preferred Qualifications**
+ Proven ability to develop and execute strategic wealth planning solutions, ensuring alignment with client goals.
+ Exceptional communication and relationship management skills, with a demonstrated ability to engage and influence high-net-worth clients.
+ Highly adaptable, solutions-oriented, and able to work both independently and collaboratively.
+ Strong ethical judgment, professional integrity, and commitment to excellence.
+ Active participant in community and professional networking initiatives.
+ Multilingual capabilities are an asset
**When you join our team:**
+ We'll empower you to learn and grow the career you want.
+ We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we'll support you in shaping the future you want to see
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
Híbrido
**Salario y beneficios**
El salario variará según las condiciones locales del mercado, la geografía y los factores relacionados con el trabajo pertinentes, como conocimiento, habilidades, calificaciones, experiencia y educación/capacitación. Los empleados también tienen la oportunidad de participar en programas de incentivos y obtener una compensación de incentivos vinculada al desempeño comercial e individual. Póngase en contacto con para obtener más información.
Manulife ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera. Nuestro generoso programa de tiempo libre remunerado en Canadá incluye feriados, vacaciones, días personales y días por enfermedad, y ofrecemos la gama completa de ausencia laboral reglamentaria. Si se está postulando para este puesto en los EE. UU., póngase en contacto con para obtener más información sobre las disposiciones relativas al tiempo libre remunerado específicas de EE. UU.

**Work Location:**
Toronto, Ontario, Canada
**Hours:**
37.5
**Line of Business:**
TD Wealth
**Pay Details:**
$108,800 - $163,200 CAD
This role is eligible for commission based earnings.
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions. Based on a commitment to discovering and achieving what truly matters to each client, PWM leverages a distinct discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs. As part of the commitment to OneTD, team members collaborate closely with each other to fully franchise the client while delivering the full spectrum of PWM services - Private Investment Advice, Private Investment Counsel, Private Banking, Private Trust and Wealth Advisory Services.
TD Waterhouse Private Investment Advice (TDW PIA) is one of Canada's premier full-service brokerage firms for clients who want to stay involved in decisions about their portfolios. TDW PIA offers high-net-worth clients the opportunity to establish a one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their financial affairs. PIA Investment Advisors will conduct an in-depth review of the client's investment goals, philosophies and risk tolerance, and work with them to develop and document their personalized investment strategy.
The Investment Advisor will attract and advise on the financial assets of affluent clients looking for the opportunity to establish a one-on-one relationship with a dedicated professional while maintaining active participation in the decisions regarding their financial affairs. The IA will conduct an in-depth review of the client's investment goals, philosophies and risk tolerance, and work with them to develop and document their personalized investment strategy which includes advice on financial products, insurance and estate planning.
**Accountabilities**
+ Develop and leverage your wealth planning discovery skills and expertise to produce a high-quality plan that is relevant to your client's wealth considerations
+ Provide goals-based wealth advice across a full range of product and service solutions
+ Make recommendations to the client regarding their portfolio's construction, security selection, monitoring, rebalancing and make referrals to Wealth or TDCT partners that match the client's needs
+ Prospect, market and develop pipeline for the process of putting business plan into action by identifying and cultivating relationships with potential clients and external referral sources to build client base and market share
+ Develop / implement sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth
+ Protect the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
**Requirements**
+ Minimum three (3) years of experience working directly in a client-facing, sales or relationship-focused role
+ You have strong relationship building skills and an ability to connect with all types of individuals.
+ You have a passion for financial advisory & planning and a keen interest in portfolio management.
+ Undergraduate Degree
+ Licensed with CIRO as a Registered Representative (RR)
+ Life Insurance License (LLQP) must be obtained with within 3 months of hire
+ CIWM, CFP is an asset
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
**Language Requirement (Quebec only):**
Sans Objet
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

**Investment Administrator** (Hybrid)
_Hub Financial_
Hub Financial, a division of HUB International, is one of Canada's largest independent Managing General Agencies (MGA). Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help their business succeed. Our services include access to top-tier insurance solutions, cutting-edge technology platforms, and operational support all designed to streamline business processes and improve client outcomes. At Hub Financial we empower independent advisors to grow their practices, enhance their client service, and deliver comprehensive financial solutions.
**About The Role**
The **Investment Product Administrator** will play a key role in building strong relationships with our clients (Advisors) through seamless customer service. This individual will work closely with the entire National Investments team handling account updates and openings, processing business transactions, and liaising with carriers and fund companies. They will ensure transactions are accurately processed and timely, identify and correct errors as required, and respond to incoming advisor inquiries promptly.
**What You'll Do**
+ Follow up on business transactions, NIGO notices, account updates, openings, and processing transfers at a national level.
+ Process incoming mutual and segregated fund trades, including new account opening, non-financial trades, and investment transfers as required.
+ Ensure accurate and timely processing of transactions.
+ Identify and correct transaction errors promptly.
+ Respond to incoming advisor inquiries promptly.
+ Act as a liaison with carriers and fund companies on behalf of advisors.
+ Perform other duties as assigned.
**What You'll Need for Success**
+ Minimum requirement of a High School Diploma, with post-Secondary education preferred.
+ Prior experience in the investment industry dealing with Mutual Funds and/or Segregated Funds.
+ Previous administrative experience is desirable.
+ Proficiency in typing and utilizing computer applications, including the MS Office suite.
+ Demonstrated ability to communicate effectively both in written and verbal forms.
+ Possess a positive attitude, a continuous willingness to assist others, curiosity, and the capability to maintain consistent results.
+ Strong attention to detail and excellent problem-solving abilities.
+ Excellent time management skills.
**What's in it for you?**
Your well-being is our priority, and we back this up with a wealth of benefits:
+ **Competitive Compensation:** Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.
+ **Work-Life Balance:** Enjoy flexible work arrangements and generous time off to support your personal and professional life.
+ **Tailored Benefits:** Access a personalized benefits package, including company-matched RRSPs, designed to meet your unique needs.
+ **Career Growth and Support:** Invest in your future with HUB! Take advantage of our sponsored training and development programs, tuition reimbursement opportunities, and coverage for professional license fees and membership dues-everything you need to support your growth and excel in your career.
+ **Exclusive Perks:** Take advantage of discounts on events, travel, accommodations, and personal home & auto insurance.
At HUB, we believe that diversity drives innovation, equity fosters opportunity, and inclusion creates a culture where everyone thrives. We are committed to building a workplace that reflects the communities we serve and where every employee feels valued, respected, and empowered to bring their whole self to work. By embracing diverse perspectives and fostering an inclusive environment, we cultivate a collaborative and dynamic team that delivers exceptional results for our clients and communities.
**Compensation**
The expected salary range for this position is $45,000 - $50,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.
HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.
**Why Choose HUB?**
When you choose HUB, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit - About Us - HUB International ( HUB International**
Headquartered in Chicago, Illinois, Hub International Limited ( is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 19,000 employees in offices located throughout North America, HUB's vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.
We're not just an insurance broker, we bring clarity to a changing world with tailored solutions and unrelenting advocacy.
If you're interested in learning how you can grow your career at HUB, visit our Careers Page ( to explore our opportunities.
#LI-hybrid
#LI-EM
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

**Investment Specialist** (Hybrid)
_Hub Financial - Southwest Ontario_
HUB Financial, a division of HUB International, is one of North America's leading insurance brokerages. Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help them succeed. Our services include access to top-tier insurance solutions, cutting-edge technology platforms, and operational support, all designed to streamline business processes and improve client outcomes. At HUB Financial, we empower advisors to grow their practices, enhance their client service, and deliver comprehensive financial solutions.
**About The Role**
We're looking for a motivated and knowledgeable **Investment Specialist** to join our HUB Wealth Management team. Reporting to the Vice President of Investments, this role is pivotal in supporting Advisors and driving regional sales of HUB Wealth Management products.
As an Investment Specialist, you will provide Advisors with strategic guidance on investment solutions, share your expertise in segregated and mutual funds, and contribute to their ongoing professional growth. Your ability to communicate effectively, solve problems, and deliver results will be instrumental in this position.
**What** **You'll** **Do**
+ Driving regional sales in all lines of HUB Wealth Management products, including Mutual Funds, Segregated Funds, and Fixed Income products.
+ Be an expert on your Advisors to efficiently direct them to the right channels as needed.
+ Assist Advisors in growing their investment block, and provide support with portfolio solutions, fund options and product analysis.
+ Assist Advisors with their continuing education requirements.
+ Any other assistancerequired to help advisors.
**What You'll Need for Success**
+ Up to 5 years of relevant experience within the financial or banking sector.
+ Advanced knowledge of segregated funds and mutual funds.
+ A positive attitude, strong desire to assist others, intellectual curiosity, and a track record of consistent performance.
+ Excellent written and verbal communication skills.
+ Strong problem-solving abilities with exceptional attention to detail.
+ Proficiency in the Microsoft Office Suite and familiarity with popular online meeting platforms.
+ Post-secondary education from an accredited university or college
**What's in it for you?**
Your well-being is our priority, and we back this up with a wealth of benefits:
+ Enjoy a competitive pay structure that includes incentives, bonuses, and more ways to increase your earnings.
+ Balance your life with flexible work arrangements and generous time off.
+ Benefit from a comprehensive package tailored to your needs, including company matched RRSPs.
+ Invest in your future with HUB-sponsored training and development programs. We even offer tuition reimbursement opportunities.
+ Rest easy with reimbursements for professional license fees and membership dues.
+ Special perks including discounts on events, travel, accommodations, and personal home & auto insurance.
At HUB, we celebrate diversity, equity, and inclusion. We are committed to creating an environment where all our employees feel valued and empowered. In this light, we've designed our selection process to be accessible to everyone. We encourage you to let us know if you need any assistance or accommodation during the recruitment process. We believe in providing every candidate with an equal opportunity to succeed and thrive in our inclusive work environment.
For us, service is not just a value; it's our commitment. We uphold this commitment to our employees, clients, and communities. Each of our regional offices actively contributes to local causes, making a difference where it's needed most.
**Why Choose HUB?**
When you choose HUB, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit .
**About HUB International**
Headquartered in Chicago, Illinois, Hub International Limited ( is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 19,000 employees in offices located throughout North America, HUB's vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.
We're not just an insurance broker, we bring clarity to a changing world with tailored solutions and unrelenting advocacy.
If you're interested in learning how you can grow your career at HUB, visit our Careers Page ( to explore our opportunities.
_HUB International is committed to creating an inclusive and accessible recruitment process for all candidates. If you require accommodations at any stage of the interview process, please let us know, and we will work with you to ensure a fair and equitable experience._
#LI-hybrid
#LI-EM
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: Up to 25%
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

**About The Role**
A Consultant leads client relationships and also supports other Consultants with their client relationships. They work in a flexible, fast-paced, dynamic environment, often balancing multiple tasks and projects simultaneously. The position is expected to meet tight deadlines, deal with complex issues and assist with managing client and prospect expectations. The position can involve travel to visit client sites for meetings.
**What You'll Do**
+ Lead and manage client relationships by researching and developing tailored solutions.
+ Support other clients by assisting the Lead Consultant
+ Prepare and present clear, well-structured reports and recommendations at client meetings.
+ Prepare responses to RFPs
+ Peer-review the work of colleagues and add client-specific insights.
+ Stay informed on industry regulations and governance impacting institutional clients.
+ Lead and execute projects to improve internal systems and technology.
+ Proactively identify issues and implement creative solutions.
+ Independently manage projects and coordinate with team members to ensure timely delivery.
+ Communicate and maintain strong relationships with Investment Managers, Custodians, and Recordkeepers.
+ Mentor and guide team members to support their growth.
**Qualifications and expertise that pave the way for Success**
+ Five or more years of experience working in investment consulting or a related field.
+ Bachelor's Degree in Finance, Economics, Business Administration, or a related field. A Master's degree (e.g., MBA, MFin) is advantageous.
+ Professional designations or certifications like CFA (Chartered Financial Analyst) or CIPM (Certificate in Investment Performance Measurement), which demonstrate commitment to professional development and expertise in investments.
+ Strong knowledge of investment strategies, asset allocation, portfolio analysis, risk management, portfolio management, and financial markets.
+ Advanced analytical abilities for reviewing, interpreting, and presenting complex data clearly to support clients in decision-making.
+ Skills in problem-solving and solution sourcing to manage diverse client needs and provide innovative approaches to evolving challenges. Strong interpersonal skills for client management and relationship-building with stakeholders and cross-functional teams.
+ Demonstrated initiative and proactive approach to identifying opportunities for operational improvements and supporting organizational goals.
+ Proficiency in investment analysis software (e.g., eVestment, Morningstar Direct) and Microsoft Office Suite (Excel, PowerPoint, Word).
**Elevate Your Career with HUB International**
Choosing HUB International means aligning your career with a premier insurance brokerage. Our expansive network, powered by over 20,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision, we invite you to explore: .
**Culture and Belonging: Our Commitment**
At HUB International, we are dedicated to fostering a culture where everyone feels a sense of belonging. We value the unique experiences and perspectives that each team member brings, creating an environment where all voices are welcomed and respected. If you require assistance or accommodation at any stage of the recruitment process, we encourage you to let us know-we're here to support you. At HUB, building an inclusive workplace isn't just part of what we do-it's at the heart of who we are.
**Service: Our Ethos**
At HUB International, service defines who we are. This dedication extends not only to our clients but also to our employees and the communities we're proud to support. Our regional offices are actively engaged in local initiatives, reflecting our commitment to giving back and making a meaningful difference.
When you join HUB, you'll find more than just a career-you'll become part of a team where your skills are valued, your growth is encouraged, and your contributions have a lasting impact.
Department Sales
Required Experience: 5-7 years of relevant experience
Required Travel: Negligible
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Job Description

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 diligent and detail-oriented Investment Advisor to join our CI Assante team. The ideal candidate will assist in managing client portfolios, developing financial strategies, and providing exceptional support to our Wealth Advisor. This role requires a strong understanding of financial planning, investment management, and current economic trends.

WHAT YOU WILL DO

• Assist in the development and implementation of financial plans and strategies.
• Analyze financial data to determine the best investment strategies for clients.
• Maintain regular contact with clients to understand their financial needs and goals.
• Monitor financial market trends to ensure that plans are effective and identify any necessary updates or adjustments.
• Prepare reports on client accounts and create presentations for client meetings.
• Collaborate with wealth managers and other financial professionals to ensure clients receive comprehensive financial advice.
• Handle administrative duties such as managing client information, processing paperwork, and coordinating with different departments.
• Ensure compliance with financial regulations and adhere to company policies and procedures.
• Participate in continuing education and training programs to stay current with industry standards and trends.
• Provide administrative support as needed.

WHAT YOU WILL BRING

• Post Secondary education in related field.
• Relevant financial licenses (CSC, CPH, CIM, CFP).
• Proven experience in wealth management or a related field.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to manage multiple work flows simultaneously.
• Proficiency in financial software and Microsoft Office Suite.
• High level of integrity and professionalism.

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 Savings Plan (ESP)
• Corporate Discount Program
• Enhanced Group Benefits
• Parental Leave Top–Up Program
• Fitness Membership Discounts
• Paid Volunteer Day

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.

Job Description

Job Description

Hybrid role based in Toronto, Canada

We are looking to hire for this role on a B2B consultancy agreement while still providing all the benefits outlined in the job description.

Role Overview ?

Are you a detail-oriented, analytical thinker looking to make a meaningful impact in the world of start-ups? At Uncapped, we invest in growing businesses and in ambitious founders and we are looking for a talented Investment Analyst to join our Investment team.

This is an exciting opportunity to learn how to assess digital / e-commerce companies and be a part of the venture ecosystem. We are a small team and you will have the opportunity to work directly with our portfolio companies and play a role in our investment decisions.

In this role, you'll get to work with a diverse group of e-commerce founders and help them secure the financing they need to grow their businesses. You'll use your expertise in financial analysis and credit assessment to make strategic recommendations to the Credit Committee. You'll need to be able to analyse financial statements and business plans and communicate your findings in a clear and concise manner. You will act as the gatekeeper for our company, evaluating the potential risks and liabilities of businesses seeking investment. But don't think this job is all about numbers and spreadsheets - we encourage our analysts to think outside the box and come up with creative solutions for our clients, and in doing so, help fund thousands of growing businesses that are the lifeblood of the global economy and Uncapped’s future success.

About Uncapped ?

Founded in 2019, Uncapped is a fintech company focused on providing working capital to SMEs in North America and Europe.

We leverage multiple data sources to make credit decisions faster, safer and more conveniently. We are working with the largest platforms in the world, including Amazon and Walmart, and strive to be the best alternative-lender globally.

What you will do ️

• Analyse business performance and credit risk, by reviewing financial statements and other materials to make recommendations on size, length and structure of capital advances
• Attend calls with founders and management teams, ask questions and form an opinion on new opportunities
• Prepare and present approval packages for large deals for the Uncapped Credit Committee
• Collect, review and report on the financial performance of portfolio companies
• Work with the risk team and the Director of Investments to improve our underwriting capabilities through continuous process improvements
• Contribute to Credit Committee retrospective reviews
• Work closely with our Product teams to improve customer experience and satisfaction

Requirements

Who you are ?

• Must have at least 2 years of experience in a similar role

• Must have a finance education, preferably a finance degree or an MBA
• High level of curiosity and a passion for technology
• Very strong analytical skills - we will require you to review and decipher complex financial models for underwriting purposes
• Organised, flexible and focused, with the ability to context switch
• Strong commercial acumen - intricately understand e-commerce business models
• Confidence to challenge decisions and to explain decision rationale to stakeholders
• Hawk-eye level attention to detail, ability to zoom in and spot what others may miss
• Entrepreneurial mindset - you should constantly look to make the most of available opportunities, overcome quickly to learn from setbacks, be decisive and have a bias towards action
• Collaborative mindset, not afraid to over communicate in a remote environment

Benefits

Benefits

What we offer ?

At Uncapped, our people make us successful. We are a start-up with big goals, and we work hard, so we want to give everyone the benefits they really want. We are continually adding to this list as new people join -- here are some of the things you can expect:

• Unlimited holiday: we believe that well-rested and happy people make the best employees
• Competitive compensation plan
• Personal growth fund: Raise your game from great to spectacular
• The opportunity to make a big impact every day on the lives of European and US entrepreneurs.
• Workspaces in Warsaw, London, Atlanta and Toronto

We can only consider applications from candidates eligible to work in Canada without requiring visa sponsorship.

Job Description

Job Description

About Moomoo Canada Financial Inc. (MFC)

Moomoo Canada Financial Inc. (MFC) is a subsidiary of FUTU Holdings Inc. (NASDAQ: FUTU), a global leader in online brokerage and wealth management solutions. Moomoo is one of the most trusted and innovative retail trading platforms, serving over 24 million active users worldwide. We offer an advanced, user-friendly trading platform for do-it-yourself traders, empowering them to take control of their financial futures.

Having launched in Canada just over a year ago, MFC has experienced significant growth and success. Based in Toronto, with convenient access to the city’s Line 1 TTC subway, our new office boasts bright, open spaces and spectacular views of the city. As we continue to scale, we are seeking to expand our team with a dynamic Investment Representative.

The Opportunity

We’re looking for an Investment Representative to join our growing Canadian team. This role is pivotal — you’ll support our retail, active trader, and high-net-worth clients through trade support, proactive retention, and expert service delivery. If you thrive in a fast-paced environment, understand the markets, and have a passion for client success — this is your moment.

This role reports directly to the Vice President, Customer Success.

What You’ll Be Doing

• Drive Client Success: Provide frontline support for client trades, account inquiries, and platform navigation across multiple asset classes.

• Client Retention & Relationship Building: Identify clients at risk of attrition and engage with strategic retention efforts to re-ignite their experience with Moomoo.
• Resolve with Impact: Tackle client complaints with a solution-oriented mindset while ensuring compliance with CIRO standards.
• Collaborate Across Teams: Partner with Compliance, Risk, and Product teams to elevate client experience while adhering to regulatory requirements.
• Market Expertise: Stay informed on market developments to provide clients with relevant insights and context for their trading decisions.
• Communication Excellence: Use tools like Feishu, BBM, and Excel to document, analyze, and communicate effectively across teams.
• Be Adaptable: Thrive in a dynamic, high-growth environment where every day brings new challenges and opportunities.

Requirements

• Education: University degree in Finance, Business, Economics, or related discipline.
• Certifications: CSC (Canadian Securities Course) and CPH (Conduct and Practices Handbook) — both required.
• Experience: Minimum 3-5 years in financial services, preferably within a brokerage setting.
• Skills & Strengths:
• Strong understanding of capital markets, trading strategies, and investment products.
• Exceptional communicator with fluency in English; French is an asset.
• Proficient in Microsoft Excel and familiar with internal communication platforms like Feishu and BBM.
• Highly organized, adaptable, and capable of thriving under pressure.
• Collaborative spirit with the ability to work cross-functionally.
• Deep understanding of compliance and risk management within Canadian investment regulations.

Benefits

How to Apply

If you are a results-driven individual with a passion for operations and technology in the trading world, we want to hear from you. Please submit your resume and cover letter outlining your relevant experience and why you are the ideal candidate for this role.

Join Moomoo Canada and help shape the future of retail trading in Canada!

Thank you for your interest in Moomoo Financial Canada. If you would like to download our App and give it a try, you do not need to deposit funds and can explore what the future of investing looks like. Click to download our App now.

Thank you for your interest in Moomoo Financial

Moomoo Canada Human Resources Team

Disclaimer:

Moomoo Financial Canada (MFC) is an equal opportunity employer committed to fostering an inclusive and diverse workplace. WE welcome applications from all qualified individuals, including but not limited to those from racialized communities, Indigenous peoples, persons with disabilities and members of the LGBTQ+ community.

MFC is committed to providing reasonable accommodations throughout the recruitment process in accordance with the Accessibility For Ontarians with Disabilities Act (AODA) and the Ontario Human Rights Code. If you require accommodation at any stage, please let us know, and we will work with you to meet your needs.

All employment offers are contingent upon meeting any applicable regulatory, licensing, or background check requirements. Candidates must be legally authorized to work in Canada at the time of application.

By applying to this position, you acknowledge that your personal information will be collected and used for recruitment purposes in accordance with applicable privacy laws.

Warning about fake job posts : Please be aware of fraudulent job postings by persons not affiliated with Moomoo Financial Inc., or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local police or call the Canadian Anti-Fraud Centre at .