36 Wealthsimple jobs in Toronto

Job Description

Job Description

Company Description

Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. 

Strategy & Management Consulting 

Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy.   

Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems.  Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. 

Job Description

Consulting Skills   

• Client delivery as part of an on-site or remote project team   

• Demonstrate the capacity to plan assigned work and identify priorities/interesting parties of the project/assignment, conducts regular points of progress  

• Present complex ideas, critical points and decisions required to team members and client contacts, including middle and top management   

• Manage, organize and prioritize work activities & assignments to achieve deadlines while communicating effectively with clients, internal stakeholders and leadership   

• Perform simple and complex research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative data   

• Utilize higher-level methodological concepts to prepare client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and Visio, designing key deliverables for projects and supporting other consultants in the production of their deliverables   

• Collaborate with internal and client project team members, and contribute to internal communications and readiness activity within the program team and with client groups  

• Provide status reporting of progress, dependencies, issues, risks and overall program health   

• Responsible for the work streams of a complex project and takes the lead on simple projects   

• Maintain program sites as a repository for all project information  

Business Expertise Skills  

• Support practice, thought leadership, and people development activities firmwide  

• Cultivate knowledge related to a specific business challenge, issue, or deepen understanding within a sector and function domain  

• Share experiences related to business issues and demonstrate a capacity for knowledge transfer amongst peers and junior staff   

• Help contribute and support Sia’s growing U.S. Wealth & Asset Management practice 

• Be a great teammate 

Business Development Skills   

• Write business proposals and presentations autonomously   

• Detect, trace, and qualify business opportunities   

• Relay information relevant to new business activities and prospects to manager, team, and business unit/line leaders  

People Management Skills  

• Supervise a project team internally and on client assignment  

• Embody the firm’s values of excellence, entrepreneurship, innovation, teamwork, care and support, and employee wellbeing into their management style  

Qualifications

• Bachelor’s degree required preferably in a Business or related field  

• 6+ years of recent client-facing management consulting experience (FS background preferred) 

• Leadership and mentorship experience

• Moderate knowledge and skill in consumer banking and payments  

• Trained to moderate knowledge and skill in project management 

• Experience supporting client interview sessions - taking accurate notes, providing meeting minutes, scheduling client meetings, etc. 

• Experience supporting the construction of executive presentations 

• Proven communication, interpersonal, and organizational skills 

• Act as a supportive team player who actively develops relationships and is eager to share knowledge with colleagues and our clients 

• Flexibility in approach and a willingness to adapt quickly and take initiative when working in unstructured environments with limited supervision 

• An ability to transform your domain knowledge and project experiences into published content for Sia Partners Insights 

Additional Information

ADDITIONAL INFORMATION  

All your information will be kept confidential according to EEO guidelines. 

Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.  

Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. 

Job Description

Job Description

Drive Autogroup

We have a vision of providing unforgettable guest experiences and our guest experience is driven by a dedicated team of employees whose job satisfaction is of equal importance to us.

We believe that every employee plays a pivotal role in our success, and we are dedicated to making each opportunity with us just as rewarding. At Drive Autogroup you will experience the innovative, creative, and collaborative approach behind all our brands.

Career Opportunity

Brimell Toyota, a member of Drive Autogroup is seeking to hire a Full-Time Financial Services Manager. The Financial Services Manager is a key member of the sales team in providing high quality service to every valued customer. The Financial Services Manager is extremely skilled in providing our guests financing solutions and insurance products that fit their needs and lifestyles. You will be responsible for providing solutions in financing, mechanical repair service contracts, GAP insurance, credit insurance and other aftermarket products to clients.

Responsibilities

• Establish and maintain strong relations with our customers as well as lenders.
• Maintain accurate monthly, quarterly, and year-end reports.
• Identify the customer’s need for financing/leasing and explore different payment options.
• Present finance options, warranties, insurance, parts and accessories and protection packages offered by the dealership.
• Secure and finalize transactions in a legal and ethical manner while maintain a high level of productivity.
• Accurately prepare all loan documentation, warranty information etc. and dealer paperwork related to the transaction.
• Stay up to date on product changes and new products.
• Understand and comply with National, Provincial, and local regulations that affect the Financial Services and the administration of the various products and services
• Deliver memorable guest experience during your interactions with our guests.
• Establish professional relationships with customers to encourage repeat and referral business.
• Handle customer complaints tactfully, promptly, and with concern for the customer.

Qualifications

• Experience in the automotive industry and holds a valid driver’s and OMVIC license.
• Strong facilitation skills and the ability to work with customers to understand their needs.
• Model of confidence in their approach with customers and ability to negotiate win-win.
• Demonstrate Honest, Reliable, and Ethical business practices.
• Results-oriented with perseverance to bring projects to completion.
• Has an eye for details to go the extra mile to exceed customer expectations.
• Takes self-initiative to execute tasks but is also motivated in a team environment to achieve common goals.

What We Offer

• Competitive compensation plans
• Collaborative team dynamic and Family-like atmosphere
• Supportive work environment
• Health and wellness initiatives
• Community involvement activities
• Exciting company events
• Employee purchase plans and company discounts

Your professional journey is more than a series of job titles and responsibilities and we encourage your application even if you don’t meet all the qualifications. If you’re looking to further your career with a growing organization where you can use your knowledge, skills, and talents, then we are looking forward to hearing from you.

Drive Autogroup is an equal opportunity employer committed to fostering an inclusive, equitable, and accessible workplace where every team member feels valued, respected, and supported. Should you require accommodation or support throughout the recruitment process, we will work with you to meet your needs.

Job Description

Job Description

Are you ready to take the first step towards an exciting finance career in a company committed to your success? Marino’s Automotive Group is looking for a Financial Services Manager at Marino's Fine Cars SUBARU in Etobicoke!

The Financial Services Manager will be responsible for helping customers secure financing options, such as auto loans or leases, and explaining the terms and conditions of the financial agreements. Additionally, you may offer extended warranty plans, insurance products, and other financial services to enhance the overall buying experience. If you have strong interpersonal skills, in-depth knowledge of financing options, and the ability to ensure a seamless and satisfactory transaction for customers then this is the role for you!

Job Duties:

• Responsible for selling financing, mechanical repair service contracts, GAP insurance, credit insurance and other Aftermarket products to clients.
• Utilization of dealership management systems and procedures to deliver exceptional customer service. 
• Maintain a current knowledge of manufacturer products, rebates, financing, leasing and incentive programs.
• Read, understand and adhere to all rules, regulations and procedures as required by the employer.
• Work in strict compliance with the laws of Ontario and Canada.
• Ensure all work performed is thorough, accurate and completed on time. 
• Preparation of all documentation, contracts, registration, submission, funding, commissioning, etc. related to all transactions and sales/leases of vehicles.
• Maintain all reports and records as required by the manufacturer, dealership and suppliers. 
• Attend sponsored training as scheduled. 
• Ensure quotes for products and services are competitive. 
• Establish and maintain strong and professional relationships with all financial institutions, manufacturer finance centres and third-party vendors.
• Keep customers and staff updated on the progress of a vehicle delivery.
• Consistently meet and exceed customer expectations.
• Handle and resolve customer complaints in a courteous and professional manner, insuring a positive outcome and maintaining a high level of customer satisfaction.

Successful Candidates Possess:

• Valid OMVIC certification an asset.
• Possess a valid driver’s license and a clean driving record.
• Professional demeanour and appearance.      
• Ability to work in a team and possesses strong interpersonal skills with an upbeat and engaging attitude.
• Excellent listening skills.
• Self-motiving with excellent work ethic
• Ability to problem solve and high attention to detail.
• Loves a fast pace environment.
• Computer skills and understanding of technology.
• Experience with Dealership Management Systems considered an asset.

Why Work for Marino’s Automotive Group:

• A competitive benefits and compensation plan.
• A leadership team that believes personal growth, mentorship, ongoing training and support.
• As a family owned and operated organization servicing the GTA for 50 years, we have a family-like culture, where camaraderie and a sense of belonging make our workplace feel like a second home.
• A culture of inclusivity where every individual's unique perspective is valued and respected.
• We embrace a customer-centric culture, where every decision and action is guided by our commitment to providing exceptional service.

Marino’s Auto Group is committed to providing equal employment opportunities to all individuals, regardless of their race, color, religion, sex, gender identity, sexual orientation, national origin, disability, age, or any other characteristic protected by applicable law. We value diversity and believe that a diverse workforce enhances our ability to innovate, serve our customers, and create a more inclusive and dynamic workplace.

We strive to create a work environment that promotes fairness, equity, and respect for all employees and applicants. Our commitment to equal opportunity employment is reflected in every aspect of our employment practices, including recruitment, hiring, training, promotion, compensation, benefits, and disciplinary actions.

No Agencies Please

Job Description

Job Description

Are you ready to take the first step towards an exciting finance career in a company committed to your success? Marino’s Automotive Group is looking for a Financial Services Manager in Etobicoke!

The Financial Services Manager will be responsible for helping customers secure financing options, such as auto loans or leases, and explaining the terms and conditions of the financial agreements. Additionally, you may offer extended warranty plans, insurance products, and other financial services to enhance the overall buying experience. If you have strong interpersonal skills, in-depth knowledge of financing options, and the ability to ensure a seamless and satisfactory transaction for customers then this is the role for you!

Job Duties:

• Responsible for selling financing, mechanical repair service contracts, GAP insurance, credit insurance and other Aftermarket products to clients.
• Utilization of dealership management systems and procedures to deliver exceptional customer service. 
• Maintain a current knowledge of manufacturer products, rebates, financing, leasing and incentive programs.
• Read, understand and adhere to all rules, regulations and procedures as required by the employer.
• Work in strict compliance with the laws of Ontario and Canada.
• Ensure all work performed is thorough, accurate and completed on time. 
• Preparation of all documentation, contracts, registration, submission, funding, commissioning, etc. related to all transactions and sales/leases of vehicles.
• Maintain all reports and records as required by the manufacturer, dealership and suppliers. 
• Attend sponsored training as scheduled. 
• Ensure quotes for products and services are competitive. 
• Establish and maintain strong and professional relationships with all financial institutions, manufacturer finance centres and third-party vendors.
• Keep customers and staff updated on the progress of a vehicle delivery.
• Consistently meet and exceed customer expectations.
• Handle and resolve customer complaints in a courteous and professional manner, insuring a positive outcome and maintaining a high level of customer satisfaction.

Successful Candidates Possess:

• Valid OMVIC certification an asset.
• Possess a valid driver’s license and a clean driving record.
• Professional demeanour and appearance.      
• Ability to work in a team and possesses strong interpersonal skills with an upbeat and engaging attitude.
• Excellent listening skills.
• Self-motiving with excellent work ethic
• Ability to problem solve and high attention to detail.
• Loves a fast pace environment.
• Computer skills and understanding of technology.
• Experience with Dealership Management Systems considered an asset.

Why Work for Marino’s Automotive Group:

• A competitive benefits and compensation plan.
• A leadership team that believes personal growth, mentorship, ongoing training and support.
• As a family owned and operated organization servicing the GTA for 50 years, we have a family-like culture, where camaraderie and a sense of belonging make our workplace feel like a second home.
• A culture of inclusivity where every individual's unique perspective is valued and respected.
• We embrace a customer-centric culture, where every decision and action is guided by our commitment to providing exceptional service.

Marino’s Auto Group is committed to providing equal employment opportunities to all individuals, regardless of their race, color, religion, sex, gender identity, sexual orientation, national origin, disability, age, or any other characteristic protected by applicable law. We value diversity and believe that a diverse workforce enhances our ability to innovate, serve our customers, and create a more inclusive and dynamic workplace.

We strive to create a work environment that promotes fairness, equity, and respect for all employees and applicants. Our commitment to equal opportunity employment is reflected in every aspect of our employment practices, including recruitment, hiring, training, promotion, compensation, benefits, and disciplinary actions.

No Agencies Please

Job Description

Job Description

About Clutch:

We're on a mission to reinvent the way people buy, sell, and own cars. Are you game?

Clutch is Canada's largest online used car retailer, delivering a seamless, hassle-free car buying and selling experience to drivers everywhere. Customers can browse hundreds of cars from the comfort of their homes, get the right one delivered to their door, and enjoy peace of mind with our 10-Day Money-Back Guarantee… and that's just the beginning.

Named two years in a row to the Globe & Mail's list of the Top Growing Companies in Canada and also awarded spots on Deloitte's Technology Fast 50™ and Fast 500™ lists, we're looking to add curious, hard-working, and driven individuals to our growing team.
Headquartered in Toronto, Clutch was founded in 2017 and currently services Ontario, New Brunswick, Nova Scotia, and Prince Edward Island. Clutch is backed by a number of world-class investors, including D1 Capital, Canaan, Real Ventures, BrandProject, and Upper90. To learn more, visit clutch.ca.

About the role:

Clutch is in search of a Financial Services Manager to champion the online used car buying process.
This is a fantastic opportunity to join a rapidly growing team and create a huge impact, as we expand in new cities across Canada!
Take part in disrupting the age-old mundane process of buying a car & redefine what it means to sell used vehicles.

What you'll do:

• Kick off the purchasing process once customers have placed a deposit on our website and be their guide through the transaction - set expectations for the next steps and ensure customer satisfaction
• Update all relevant information and details in our CRM, verify and generate documents
• Submit credit applications through systems like RouteOne, Dealertrack to structure deals for our customers that are looking to finance
• Communicate lender decisions to customers in an accurate and timely manner
• Build the business by upselling ancillary products that Clutch offers including but not limited to: extended warranties, GAP, undercoating etc
• Effectively handle customer objections

All about you:

• Minimum 2-3 year sales experience
• Experience in lending or banking is preferred
• You should be comfortable in a fast-paced environment and able to juggle a large number of customers at a time
• Stoked about disrupting and redefining an age-old industry and a drive to win
• Self-starter attitude
• Attention to detail and high level of organization
• Exceptional communication and negotiation skills
• Must be comfortable to work 100% on-site at our Mississauga facility
• Must be willing to work on weekends and evening shift

Why you'll love it at Clutch:

• Autonomy & ownership -- create your own path, and own your work
• Competitive compensation -- This role offers a base compensation + sales incentive plan!
• Health & dental benefits

Clutch is committed to fostering an inclusive workplace where all individuals have an opportunity to succeed. If you require accommodation at any stage of the interview process, please email .

As an award-winning company, PFSL/ Primerica Inc. prides itself on bringing Wall Street Concepts to Main Street Families. Since our founding on February 10th, 1977, we have been committed to serving middle-income families across North America by helping them earn more money, become adequately protected and debt-free and save more money for their future. Our unique Financial Needs Analysis reviews clients' financial circumstances and objectives to develop appropriate strategies and solutions to meet their short-term and long-term needs. With over 6,200 branch offices across the United States and Canada, Primerica has become one of North America's most respected financial companies. Primerica has been recognized by various reputable organizations, such as Forbes Magazine as "The Best Employer for Women" in 2019, 2020,2021 and 2022, and "The Best Employer for Diversification" in 2021 and in 2022. Investors Business Daily has recently named us the Most Trusted Financial Company. What will you do? Client Assessment: Conduct thorough assessments of clients' financial status, including income, expenses, assets, and liabilities, to understand their financial goals and needs. Tax Planning: Collaborate with clients and tax professionals to develop tax-efficient strategies, such as maximizing deductions and credits, managing capital gains, and utilizing tax-advantaged investment options. Financial Education: Educate clients about financial concepts, investment principles, and best practices to enhance their financial literacy and empower them to make informed decisions. Compliance and Ethics: Adhere to legal and ethical standards in all client interactions, maintaining client confidentiality, and complying with industry regulations and guidelines, such as those set by regulatory bodies like the Financial Services Regulatory Authority of Canada (FSRA). You must have: Strong communication skills with the ability to work collaboratively and independently, provide assistance and build relationships. Fluency in a second language is an asset. Basic understanding of government programs and policies, including but not limited to Registered Accounts, Cash Accounts and Trust accounts. 3 to 5 years of experience in a customer-oriented position A diploma or Bachelor's degree is an asset.

**Our client, a large financial services software company, is currently looking to hire for a bilingual financial services representative to join their team in Dartmouth, NS! The ideal candidate will have experience working in a contact center and is fluent in English and French.**
Job Description
The Financial Services Representative (FSR) is responsible for handling internal and external requests in a centralized call center environment, with the inbound component comprising roughly ¾ of the potential call volume. The FSR is expected to provide service excellence to both internal and external clients by processing requests accurately and professionally in adherence with Government Agency/Financial Partners' outlined policies.
- Own the client experience, strive for one-call resolution
- Field inbound requests via call (40-50 per day), chat (10-20 per day) and other channels in a timely manner
- Coordinate client/internal requests for exceptions to payroll (i.e. stop payments on cheques/recalls on direct deposits).
- Respond to client/internal inquiries regarding employees that did not get paid and debits/credits to client's account.
- Coordinate client/internal requests for tax adjustments and changing tax business numbers, rates or frequencies.
- Respond to client/internal inquiries regarding notices from tax authorities.
- Collaborate within the call centre to ensure KPIs are maintained/exceeded while providing service excellence and an effortless client experience.
- Resolve/escalate as required any emergency banking or company level tax situations (i.e. best effort employee direct deposit recalls, accelerated employer refunds, NSF payrolls, etc).
- Continually monitor and remain current on organizational/department initiatives/issues as they pertain to the business unit by attending and participating in client Projects, committees, meetings and presentations.
Must Haves:
1) 1-3 Years of experience in a call center environment (Preferably in the banking/financial services space)
2) Bilingual in French and English
3) Ability to go into the office 3 times a week (Monday-Friday -> 8AM- 8PM)
This person will be taking 25-40 calls per day and will be related to banking/tax questions from customers. They will predominantly be interacting with Payroll Managers, Accounting, and Finance Teams. The Banking calls will be related to people who didn't get paid, changes to information, or updates on payroll statuses. The tax calls will be related to company taxes, where to find specific forms, and reconciliations. Calls will be predominantly inbound but may be some outbound through emails and chat functions as well.
Training will be 2 weeks and 9AM-5PM - First day is in person
Typical Hours: Monday - Friday shift -> 8AM- 8PM, (Friday 8AM-6PM) - 3 days in office - Monthly shift schedule. Office is in Etobicoke, ON
KPIs:
Total calls, calls per hour, AHT, Quality
Duration: 12 month contract with opportunity of extension OR conversion to permanent
Pay: $25.50 - $7.50/hr
Pay and Benefits
The pay range for this position is 27.60 - 27.60/hr.
Workplace Type
This is a hybrid position in Toronto,ON.
À propos de TEKsystems et TEKsystems Global Services
Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de l'entreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises d'Allegis Group. Découvrez d'autres informations à TEKsystems.com.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.