Hybrid Bilingual Exchange Traded Fund Consultant

Posted last month

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About the role

  • Bilingual Exchange Traded Fund Consultant handling ETF operations and client support in a fast-paced environment. Collaborating on back office functionalities and enhancing client service experiences.

Responsibilities

  • Working closely with our ETF Custodian and internal teams to gain a deep knowledge of end-to-end transactions
  • Reconciling External and Internal transfers in kind
  • Taking ownership to resolve complex cases
  • Collaborating with internal teams on testing and deploying system upgrades and new technologies
  • Facilitating on team training for ETF related processes

Requirements

  • Specialized knowledge of ETF reconciliation and book keeping through Omnibus Trading Platform (OTP) and Univeris platforms
  • Excellent customer service skills with a focus on putting the client first
  • Strong problem-solving and decision-making abilities, with a willingness to learn and apply new methods and tools
  • Outstanding written and verbal communication skills in English and French
  • Self-motivated and self-directed, with the ability to work independently and as part of a team
  • Mathematical aptitude and attention to detail
  • Ability to work in a fast-paced environment with a sense of urgency
  • University/College diploma
  • Understanding of Mutual, Segregated, and Exchange Traded Funds
  • Strong prioritization and time management skills
  • Enthusiasm for learning and adopting new technologies
  • Interest in understanding how the business works and applying detailed business information to your work
  • Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide

Benefits

  • Flexible Benefits from the day you join to meet the needs of you and your family
  • Opportunity to move along a variety of career paths with amazing networking potential
  • Creating an inclusive and respectful environment.
  • Recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada
  • Recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®

Job title

Bilingual Exchange Traded Fund Consultant

Job type

Experience level

Mid levelSenior

Salary

CA$58,000 - CA$93,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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