Senior Specialist Wealth Operations

Canada, Manitoba, Canada • Posted March 23, 2026

Job Type: Full-time

Location: Canada, Manitoba

Posted: March 23, 2026

Category: Business Operations Specialists

Application Deadline: May 02, 2026

Role Description

POSITION SUMMARY
The Senior Specialist supports clients, Portfolio strategist and investment dealer advisors through the accurate and efficient execution of trades through their broad knowledge on products, services, procedures and regulatory requirements of the company and the industry. There is one position that will be filled in Montreal or Winnipeg.
DUTIES INCLUDE:
Responsible for the professional servicing of in-coming telephone and email contacts from clients, Portfolio Strategists, Advisors and other internal departments

Complete suitability assessment of orders and help client with KYC completion and or update 

Accurately executes client trades ensuring the adherence to industry and company regulations

Maintains up-to-date knowledge on the industry and company policies, products and procedures

Upholding ethical and professional requirements as an CIRO registrant

Participates...
                

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