Vp Jobs

About The Position

Requirements

• A degree or diploma in business, finance, or a related field, or equivalent experience.
• 10+ years’ financial services experience with strong portfolio management expertise.
• Experience supporting or working within a Unified Managed Account program, with exposure to its design, oversight, and day‑to‑day management.
• Experience supporting cross-functional initiatives, programs, or platform-related work.
• Valid Chartered Financial Analyst (CFA) designation and/or a Canadian Investment Manager (CIM) designation is required.
• Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
• Demonstrated high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals.
• Strong analytical and problem-solving skills with attention to detail.
• Ability to manage multiple workstreams and competing priorities in a structured manner.
• Strong written and verbal communication skills, with the ability to produce clear documentation.
• Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
• Ability to operate effectively in ambiguous situations with appropriate guidance.

Nice To Haves

• Completion or progress toward the Canadian Securities Course is an asset.
• Registration as an Advising Representative (AR) or Dealing Representative (DR), or eligibility to register, is preferred.
• Experience or familiarity with advisor platforms, workflow systems, or financial services technology is an asset.
• Experience with Investment Modelling and Trading Platforms is considered an asset. (Envestnet, Croesus, others)
• Exposure to process mapping, workflow documentation, or business analysis concepts is preferred.

Responsibilities

• Lead the design and governance of Unified Managed Account (UMA), Separately Managed Account (SMA), and model-based managed account programs.
• Take ownership of the ongoing management, refinement, and evolution of the UMA program to ensure it remains competitive, scalable, and aligned with business strategy.
• Develop and maintain investment practice management policies and procedures.
• Provide senior‑level guidance and subject matter expertise on portfolio management, model development, trading platforms and other investment management tools.
• Oversee advisor adoption of investment practice management tools and resources.
• Act as senior subject matter expert on portfolio management and trading platforms.
• Ensure managed investment programs align with business strategy, platform capabilities, and regulatory obligations.
• Act as escalation point for complex program or platform matters and provide functional oversight to the Senior Analyst, Investment Platform Support.
• Oversee advisor onboarding, platform training and documentation, issue resolution, and cross‑functional/vendor collaboration to ensure effective and consistent investment platform usage.

Benefits

• Health insurance
• Accident and life insurance
• Discretionary bonuses
• Other unique benefits per location