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Added 2 hours ago
Priority Issues Coordinator
Government of Alberta
AB
Reporting to the Executive Advisor in the Assistant Deputy Minister’s Office, the Priority Issues Coordinator is a central liaison across the Water and Circular Economy Division. The…
Added 4 hours ago
D
Senior Advisor, Business strategies
Desjardins
Montreal, QC · Quebec, QC · Complexe Desjardins Montréal
- Full-time
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service…
Added 4 hours ago
D
Senior Advisor, Actuarial analysis and statistics
Desjardins
Calgary, AB · Mississauga, ON · Toronto, ON · Levis, QC · Montreal, QC · Quebec, QC
- Full-time
As a senior actuarial and statistical advisor, you help ensure profitability and balanced risk-return ratios for products and services. You also establish reserves, produce statistical…
Added 4 hours ago
Government Services - Senior Manager of IT
Cree Nation Government
QC · Jamésie, QC
Serve as principal technology advisor to senior management, presenting authoritative recommendations on major risks, opportunities, investments and decisions with organization-wide…
Added 7 hours ago
AC
Senior Manager, Canadian Corporate Tax
ACCA Careers
Markham, ON
- Full-time
Make an impact with our Tax team as a Senior Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a trusted…
Added 7 hours ago
Human Resources Strategic Business Advisor
University of Saskatchewan
Saskatoon, SK
Our Human Resources Strategic Business Advisor (SBA) group is part
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Senior Director, Enterprise Technology Services
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
Reporting to the Chief Operating Officer, the Senior Director, Enterprise Technology Services provides enterprise leadership for FCM's technology strategy, digital platforms, cybersecurity,…
Added 7 hours ago
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Data Advisor
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
The Data Advisor will be part of a small and effective cross-sectoral team within Green Municipal Fund (GMF) Programs. Our team provides support in the areas of program design, program…
Added 7 hours ago
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Government Relations Lead
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
Serve as a trusted advisor to senior leadership, providing analysis, political intelligence, options, and recommendations on merging issues, stakeholder dynamics, government priorities, and…
Added 7 hours ago
FO
Director, Business Development and Network Engagement
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
Reporting to the Senior Director, Programs and Networks, the Director, Business Development provides strategic and operational leadership for FCM's business development function and growth…
Added 9 hours ago
MC
Technical Consultant III (35732)
Myticas Consulting
Toronto, ON
- Full-time
Technical Consultant III (Software Engineer, Senior/Lead)
Added 11 hours ago
AC
Senior Accountant, Indigenous External Financial Advisory Services
ACCA Careers
Prince George, BC
- Full-time
Make an impact as a Senior Accountant with our Indigenous External Financial Advisory Services team. This diverse team of professionals works with more than 270 Indigenous peoples, groups…
Added 18 hours ago
UO
Accounting Specialist, Accounting Operations
University of Calgary
Calgary, AB
- Full-time
Instruction and advice is provided to senior administration, administrators, faculties, departments and account holders regarding:
Added 20 hours ago
ES
Senior Consultant (BudgetPro)
Euna Solutions
Oakville, ON
- Full-time
…consultative skills. In this role, you’ll serve as a trusted advisor to public sector clients, helping them achieve their organizational goals through the power of bestinclass budgeting…
Added 1 day ago
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VP, Business Development - Canada
ReVisionz
Calgary, AB
- Full-time
The VP, Business Development operates as a senior individual contributor who spends much of their time in the field, meeting prospects and clients face to face. The role has no direct…
Added 1 day ago
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Director, Business Development - Canada
ReVisionz
Remote, Canada
- Full-time
- Remote
Sells consultatively, framing value around business outcomes and positioning ReVisionz as a trusted, software-agnostic advisor and systems integrator.
Added 1 day ago
R
VP, Business Development - Canada
ReVisionz
Remote, Canada
- Full-time
- Remote
The VP, Business Development operates as a senior individual contributor who spends much of their time in the field, meeting prospects and clients face to face. The role has no direct…
Added 1 day ago
R
Director, Business Development - Canada
ReVisionz
Calgary, AB
- Full-time
Sells consultatively, framing value around business outcomes and positioning ReVisionz as a trusted, software-agnostic advisor and systems integrator
Added 1 day ago
K
Manager - Copilot and AI Productivity
KPMG
Montreal, QC
- Full-time
Act as a strategic advisor to executives and build lasting relationships based on trust.
Added 1 day ago
R
Manager, Business Development - Canada
ReVisionz
Remote, Canada
- Full-time
- Remote
Sells consultatively, framing value around business outcomes and positioning ReVisionz as a trusted, software-agnostic advisor and systems integrator.
Added 1 day ago
R
Manager, Business Development - Canada
ReVisionz
Calgary, AB
- Full-time
Sells consultatively, framing value around business outcomes and positioning ReVisionz as a trusted, software-agnostic advisor and systems integrator
Added 1 day ago
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Operational Technology Cybersecurity Lead
BGIS
Toronto, ON
- Full-time
…are presenting cyber risk and investment recommendations to senior…
Added 1 day ago
AC
Senior Accountant, Tax
ACCA Careers
Vancouver, BC
- Full-time
Make an impact with our Tax team as a Senior Accountant. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a…
Added 1 day ago
AC
Senior Accountant, International Corporate Tax
ACCA Careers
Toronto, ON
- Full-time
Make an impact with our International Corporate Tax team as a Senior Accountant. This diverse team of professionals delivers customized tax strategies within a complex and dynamic…
Added 1 day ago
AC
Senior Accountant, Assurance and Accounting
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Mississauga, ON
- Full-time
Make an impact with our Assurance & Accounting team as a Senior Accountant. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving…

Electric Mind

Consultant - Wealth Management

Toronto, ON, Canada

$90,000 - $120,000 a year · Full-time

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Job details

Pay: $90,000 - $120,000 a year
Job type: Full-time
Posting language: English
Posted: Sep 29, 2026

Original job description

Electric Mind | Ignite your Career

Consultant

Strategy & Business Architecture – Wealth Management Practice

About the role

We're hiring a Consultant / Senior Consultant who knows how Canadian wealth management actually works, from industry economics down to the back office. You'll help banks, investment dealers and mutual fund dealers shape and deliver change across their wealth businesses, from strategy through to implementation.

The right person moves easily between two conversations. One is with executives about strategy, operating models and the vendor landscape. The other is with operations teams about how a trade settles, how a transfer moves, or why a statement is wrong.

\nWhat You Will Do

Support strategy engagements: current-state assessments, target-state and operating model definition, business cases, and transformation roadmaps.
Carry that work into delivery on transformation programs: platform replacements, back-office conversions, operating model changes and digital advice or self-directed launches.
Map current-state and future-state processes across the wealth value chain: account opening and KYC, trading and order routing, settlement and custody, transfers, corporate actions, fees and billing, client reporting and tax slips.
Translate business needs into clear requirements, user stories, process flows and data mappings that delivery teams can build from.
Support vendor and platform assessments and selections across recordkeeping, back-office and advisor technology.
Plan and support data migrations and conversions, including reconciliation, cutover planning and post-go-live stabilization.
Keep regulatory requirements in view across the work, including CIRO rules, client-focused reforms and account transfer standards.
Build trusted relationships with client stakeholders, from operations leads to executive sponsors, and communicate progress, risks and recommendations clearly.
Contribute to Electric Mind's wealth practice through thought leadership, reusable assets and support on proposals.

What You Will Bring – Wealth Management Experience

3+ years in wealth management, in consulting, industry or both.
Hands-on experience in one or more areas of wealth operations: mutual fund dealer or manufacturer operations, full-service brokerage, discount or self-directed brokerage, or bank-owned wealth businesses.
A working understanding of how the industry fits together: the roles of manufacturers, dealers, advisors, custodians and service providers, and how money, orders and data flow between them.
Experience on at least one strategy or transformation engagement, such as a current-state assessment, target-state design, business case, roadmap, platform implementation or back-office conversion.
Familiarity with the Canadian wealth ecosystem, including industry infrastructure such as FundSERV and CDS and the main types of back-office and recordkeeping providers.
Strong business analysis skills: process mapping, requirements, and working with data.
Clear writing and presentation skills, and comfort in front of both executives and operations teams.
A post-secondary degree or equivalent experience. Industry courses such as the CSC or IFC are an asset.

Nice to Have

Hands-on experience with one or more major back-office functions or recordkeeping platforms.
Experience on a large data migration or dealer conversion from start to cutover.
Exposure to wealth data models, integrations or APIs.
Knowledge of registered plans (RRSP, TFSA, RESP, FHSA) and their operational rules.
Agile delivery experience, or a certification such as CBAP, PMP or Scrum.
Ability to travel (US and Canada)
Bilingual in English and French.

$90,000 - $120,000 a year

About Electric Mind

Electric Mind is a fast-growing, AI-native advisory and digital engineering firm built for those who want to shape the future, not just watch it happen.
We blend premium strategy expertise with cutting-edge AI-centric engineering to solve complex, meaningful problems for industry-leading clients.
We pride ourselves on a high-touch delivery model and a culture that values diverse talent, innovation, and true client partnership - creating an environment where your ideas matter and your impact is visible.
If you’re looking for a place where you can grow fast, collaborate with exceptional teammates, and help build a company scaling its capabilities and global footprint at speed - Electric Mind is the place to ignite your career. The future is bright!

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More about this job

Responsibilities

You will support wealth management strategy engagements, including target-state definition, business cases, and transformation roadmaps. Additionally, you will manage delivery programs such as platform replacements, back-office conversions, and digital advice launches.

Requirements

Candidates must have 3+ years of experience in wealth management, specifically within consulting or industry operations. Strong business analysis skills and familiarity with the Canadian wealth ecosystem, including infrastructure like FundSERV and CDS, are required.

Skills

Wealth management
Business analysis
Strategy consulting
Operating models
Process mapping
Requirements gathering
Data migration
Transformation roadmaps
Back-office operations
Vendor assessment
KYC
Trading
Settlement
Client reporting
Regulatory compliance
Stakeholder management

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Strategy
Business Architecture
Consulting
Operating Models
Transformation
Back-office
FundSERV
CDS
KYC
Trading
Settlement
Custody
Corporate Actions
Data Migration
CIRO
Client-focused reforms
Recordkeeping
Advisor Technology
Process Mapping
User Stories
Data Mapping
RRSP
TFSA
RESP
FHSA
Agile
CBAP
PMP
Scrum

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