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Keywords: Customer Success Manager, Asset and Wealth Management, Location: Toronto, ON

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Divisional Account Manager - Traditional Asset Management

: This is an exciting opportunity to join the Traditional Asset Management Account Manager Team, a focused and dynamic team building on the... Collaborate with Customer Success Managers and Customer Migration Associates to drive growth and adoption of D&R and RVS desktop...

Company: S&P Global
Location: Toronto, ON
Posted Date: 23 Nov 2025

Sr. Project Manager, Private Wealth Technology

development of analytical approaches, while establishing and maintaining client, senior management, and project manager... management tools like Planview, ServiceNow, and JIRA. Experience and Wealth management and Vendor management required. This role...

Company: CIBC
Location: Toronto, ON
Posted Date: 24 Dec 2025

Senior Manager, Workforce Management and Optimization

workforce management and reporting functions in a world class customer service environment with a strong track record of success...Aviso: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management...

Company: Aviso Wealth
Location: Toronto, ON
Posted Date: 24 Dec 2025
Salary: $115000 - 135000 per year

Senior Manager, Workforce Management and Optimization

wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community..., the Senior Manager, Workforce Management and Optimization is responsible for developing and continuously improving...

Company: Aviso Wealth
Location: Toronto, ON
Posted Date: 20 Dec 2025
Salary: $115000 - 135000 per year

Supervisor, Customer Support

to join our Client Solutions team. Reporting to the Manager, Service Centre the Supervisor, Customer Support oversees the team... best practices Strong understanding of the Operational functions within the Wealth Management business Strong Market knowledge...

Company: Aviso Wealth
Location: Toronto, ON
Posted Date: 24 Dec 2025
Salary: $83000 - 93000 per year

Supervisor, Customer Support

. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community... Support to join our Client Solutions team. Reporting to the Manager, Service Centre the Supervisor, Customer Support...

Company: Aviso Wealth
Location: Toronto, ON
Posted Date: 08 Dec 2025
Salary: $83000 - 93000 per year

Senior Manager, Digital Product Owner

Division: IG-Stgy&AdvCX Location: Toronto or Winnipeg IGM Financial Inc. is a leading wealth and asset management... two million Canadians through IG Wealth Management and Mackenzie Investments. Founded in 1926, IG Wealth Management...

Posted Date: 13 Dec 2025
Salary: $87000 - 124500 per year

Manager, Product Marketing

more about what Aviso has to offer at . The Opportunity: We’re looking for a Manager, Product Marketing to join our Asset Management...Aviso: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management...

Company: Aviso Wealth
Location: Toronto, ON
Posted Date: 27 Dec 2025
Salary: $100000 - 125000 per year

Manager, Product Marketing

platforms, and customer insights to create actionable plans to position our asset management products and solutions and bring... wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community...

Company: Aviso Wealth
Location: Toronto, ON
Posted Date: 26 Dec 2025
Salary: $100000 - 125000 per year

Manager, Digital Marketing

product knowledge (e.g., funds, ETFs) and interest in wealth management. Completion of IFIC or CSC is an asset. Proficiency... Visualization Techniques, Asset Management Marketing, Brand Marketing, Communication, Creativity, Customer Behavior, Data...

Location: Toronto, ON
Posted Date: 13 Dec 2025

Marketing Manager, RPP Base Re

to deliver on Revenue & ARPU growth for the Rogers Preferred Program (RPP) customer base, we are looking for a Marketing Manager... to join the Base Revenue Management team. The team is responsible for taking a customer focused approach to grow & protect monthly...

Location: Toronto, ON
Posted Date: 16 Nov 2025

Manager, Investor Centre

disciplines, partnering with DI Senior Relationship Managers, Private Banking, Commercial Banking and Wealth Management partners...-to-have Derivatives Fundamentals Course and Options License (OLC) Applied knowledge of Wealth Management practices, risk management...

Location: Toronto, ON
Posted Date: 22 Nov 2025

Senior Relationship Manager - Royal Distinction

and alignment with RBC Private Banking, RBC Wealth Management and RBC Business Financial Services... Course and Options License (OLC) Applied knowledge of Wealth Management practices, risk management and operational...

Location: Toronto, ON
Posted Date: 16 Nov 2025

Registered Plans Administrator

Aviso: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management... will be contacted. No recruiters or agencies, please. Company overview Aviso is a leading wealth management and investment...

Company: Aviso Wealth
Location: Toronto, ON
Posted Date: 24 Dec 2025
Salary: $46000 - 55000 per year

Senior New Accounts Administrator

in French are an asset Benefits Why Aviso Wealth? At Aviso Wealth, you will find a dynamic and inclusive culture... recruiters or agencies, please. Company Overview: Aviso is a leading wealth management and investment services provider...

Company: Aviso Wealth
Location: Toronto, ON
Posted Date: 24 Dec 2025
Salary: $46000 - 55000 per year

Senior Treasury Analyst

. Experience in wealth management and asset management industry is an asset Experience in researching and analyzing green space...Aviso: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management...

Company: Aviso Wealth
Location: Toronto, ON
Posted Date: 24 Dec 2025
Salary: $93000 - 113000 per year

Senior Transfers Administrator, Temporary

, please. Company Overview: Aviso is a leading wealth management and investment services provider for the Canadian financial industry... dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes...

Company: Aviso Wealth
Location: Toronto, ON
Posted Date: 24 Dec 2025
Salary: $55000 - 65000 per year

Portfolio Services Representative

) considered an asset Exceptional customer service skills with a minimum of 5 years’ customer service experience; 2-3 years... or agencies, please. Company Overview: Aviso is a leading wealth management and investment services provider for the Canadian...

Company: Aviso Wealth
Location: Toronto, ON
Posted Date: 24 Dec 2025
Salary: $46000 - 55000 per year

Bilingual Trade Services Administrator

Aviso: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management... under pressure and in a fast-paced environment Strong customer service orientation Strong organizational, time management...

Company: Aviso Wealth
Location: Toronto, ON
Posted Date: 24 Dec 2025
Salary: $46000 - 55000 per year

Bilingual Registered Plans Administrator

. Bilingual in English is an asset and is strongly preferred. Ability to work EST standard hours Benefits Why Aviso Wealth...? At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success...

Company: Aviso Wealth
Location: Toronto, ON
Posted Date: 24 Dec 2025
Salary: $46000 - 55000 per year