Jobs in Canada

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Added 9 hours ago
BP
Data Analyst
Bondi Produce and Specialty Foods
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Reporting to the Senior Analyst with a dotted line to VP, Finance, the Data Analyst shall handle the analysis and interpretation of market data. The Data Analyst will work closely with…
Added 9 hours ago
MA
Senior Investment Technical Products Sales
Marsh Agency
Toronto, ON
- Contract
All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 10 hours ago
Supply Chain Analyst
GoodMorning
Edmonton, AB
The Supply Chain Analyst helps the planning team carry out the supply plan day to day. You create purchase orders, follow up with suppliers on dates and PO status, and check supplier…
Added 10 hours ago
AC
CRM & CDP Solution Analyst
Air Canada Vacations
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Hybrid work model: Corporate Mandate of 4 days in office (Tuesday, Wednesday, Thursday + 4th day of your choice) and 1 day from home
Added 10 hours ago
AC
CRM & CDP Technical - Integration Analyst
Air Canada Vacations
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Hybrid work model: Corporate Mandate of 4 days in office (Tuesday, Wednesday, Thursday + 4th day of your choice) and 1 day from home
Added 11 hours ago
SI
Intern, Trade Promotion Management Business and Data Analyst
Saputo Inc.
Georgetown, ON
- Full-time
…and many more. Whether your expertise lies in manufacturing, operations, supply chain management, sales, quality assurance, or in any other function, your role is integral to our success.…
Added 11 hours ago
SI
Intern, Trade Promotion Management Business and Data Analyst
Saputo Inc.
Mississauga, ON
- Full-time
…and many more. Whether your expertise lies in manufacturing, operations, supply chain management, sales, quality assurance, or in any other function, your role is integral to our success.…
Added 11 hours ago
SI
Intern, CRM Implementation Analyst
Saputo Inc.
Mississauga, ON
- Full-time
…and many more. Whether your expertise lies in manufacturing, operations, supply chain management, sales, quality assurance, or in any other function, your role is integral to our success.…
Added 11 hours ago
K
Financial Analyst
Komatsu
Sudbury, ON · Lively, ON
- Full-time
Financial Analyst 11/11/26 Lively, Ontario, CAN, P3Y 1K6 37570 Hybrid Position
Added 11 hours ago
NF
Analyst Part Time Day
No Frills
Toronto, ON
- Part-time
As a colleague in one of our stores, you will have an immediate impact on sales and customer satisfaction by:
Added 12 hours ago
SI
Intern, CRM Implementation Analyst
Saputo Inc.
Georgetown, ON
- Full-time
…and many more. Whether your expertise lies in manufacturing, operations, supply chain management, sales, quality assurance, or in any other function, your role is integral to our success.…
Added 12 hours ago
L
Senior Analyst - Retail Analytics
lululemon
Vancouver, BC
- Full-time
Work is performed onsite, minimum 4 days per week.
Added 12 hours ago
SL
Workforce Capacity Planning Analyst
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
As a Workforce Capacity Planning Analyst, you will partner with operational teams to develop forward-looking workforce plans and help leaders make evidence-based staffing decisions. You…
Added 13 hours ago
CRM & CDP Technical - Integration Analyst
Vacances Air Canada Vacations / Air Canada Rouge
Mississauga, ON · Montreal, QC
Hybrid work model: Corporate Mandate of 4 days in office (Tuesday, Wednesday, Thursday + 4th day of your choice) and 1 day from home
Added 13 hours ago
CRM & CDP Solution Analyst
Vacances Air Canada Vacations / Air Canada Rouge
Mississauga, ON · Montreal, QC
Hybrid work model: Corporate Mandate of 4 days in office (Tuesday, Wednesday, Thursday + 4th day of your choice) and 1 day from home
Added 13 hours ago
Senior Product Manager, AI SOC
eSentire
Canada
eSentire is an AI-first, product-led company. Our Atlas Security Operations Platform uses AI to test, detect, investigate and respond to threats, with expert human oversight from our SOC…
Added 13 hours ago
Z&
Junior Investment Banking Analyst - Origination & Technology Operations
Zastre & Co.
Vancouver, BC
- Part-time
Added 13 hours ago
LC
Analyst Part Time Day
Loblaw Companies Limited
Toronto, ON
- Part-time
As a colleague in one of our stores, you will have an immediate impact on sales and customer satisfaction by:
Added 13 hours ago
IG
Sales Operations Analyst
Insight Global
Canada
- Contract
Bookings Attribution Analyst (Sales/Revenue Operations Analyst)
Added 13 hours ago
Global Banking & Markets Operations-Calgary-Associate/Analyst-Natural Gas Scheduling
Goldman Sachs
Calgary, AB
Operations is a dynamic, multi-faceted area that partners with all parts of the firm to deliver banking, sales and trading, and asset management capabilities to clients around the world. In…
Added 13 hours ago
L
Sr. Marketing Data Analyst (Marketing Analytics & Insights)
Lenovo
Markham, ON
- $92,000 to $140,990 CAD / year
Serve as a key analytics connector across NA Reporting, WW Insights, WW Analytics, Lead Development, Marketing Ops, Sales, and other relevant teams to integrate data, insights, and…
Added 15 hours ago
S
Q2C Senior Business Analyst
Salesforce
Toronto, ON · Canada - Toronto
- Full-time
Salesforce is seeking an experienced Sr. Business Analyst to manage large scale projects and initiatives involving their internal Quote to Cash operations. This person will be responsible…
Added 15 hours ago
MF
Senior Analyst, Institutional Client Service
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
The Mackenzie Institutional Sales & Service team is accepting applications for the position Senior Analyst, Institutional Client Service to join our Toronto-based team. This role reports to…
Added 17 hours ago
CT
Online Assortment Analyst
Canadian Tire Corporation
Toronto, ON
- $58,000 to $68,000 CAD / year
- Full-time
You must have a customer- focused mindset to help you make data and process driven decisions
Added 17 hours ago
Credit Operations Analyst
Stripe
Toronto, ON
The Risk Operations team is looking for an experienced analyst to join an industry leading global credit operations team. This position is responsible for conducting in-depth credit…

TDS Personnel

Investment Operations Analyst

Toronto, ON, Canada

$80,000 to $100,000 CAD / year · Full-time

Apply on LinkedIn About employer

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Job details

Pay: $80,000 to $100,000 CAD / year
Job type: Full-time
Posting language: English
Posted: Oct 5, 2026

Original job description

Our client within wealth management located in Markham requires an Investment Operations Analyst to join their team. This is a hands-on role responsible for the accurate and timely implementation and administration of investment transactions across a large number of client portfolios. Working closely with the Portfolio Managers, you will help ensure that investment decisions are translated into accurate transactions, properly allocated to client accounts, reconciled and followed through to completion.

The role is particularly well suited to someone who enjoys working with numbers, solving discrepancies, building organized processes and getting the details right. It requires a high degree of responsibility, accuracy, accountability and process discipline.

You will not be expected to speculate or make investment decisions. Rather, you will develop a strong understanding of how a disciplined portfolio management firm implements and administers investment decisions on behalf of its clients.

Responsibilities:

Execute purchases and sales of stocks, bonds, GICs, savings products and other investments as directed by the firm's Portfolio Managers.
Accurately allocate block trades across individual client accounts.
Monitor portfolios to ensure they remain aligned with established investment models and identify items requiring attention.
Identify and resolve excess cash, discrepancies, missing transactions and other account exceptions.
Process incoming and outgoing client funds and ensure transactions are completed accurately and on a timely basis.
Process TFSA purchases, RRSP and FHSA contributions, and RRIF and LIF withdrawals.
Maintain accurate and up-to-date client account and transaction records.
Perform detailed reconciliations, allocations, calculations and account reviews using Excel.
Learn and utilize Harmony Portfolio Management Software and other systems used by the firm.
Develop, maintain and continually improve organized processes, checklists and controls to ensure that required transactions and follow-ups are completed and nothing falls through the cracks.
Work closely with Portfolio Managers and other members of the team to resolve issues and ensure smooth day-to-day portfolio administration.

Role requirements:

Have a strong quantitative or mathematical aptitude and an intuitive understanding of percentages, allocations, weighted averages and basic financial calculations.
Are highly proficient in Excel and comfortable working with large amounts of numerical data.
Have exceptional organizational skills and an unusually strong attention to detail.
Approach work in a methodical, thorough and process-oriented manner.
Naturally notice when something doesn't look right and are persistent about finding the reason and resolving the issue.
Take ownership of your work and can be relied upon to follow tasks through to completion.
Can manage multiple priorities without losing track of details.
Are comfortable working independently while also collaborating closely with a small, experienced team.
Prefer disciplined, evidence-based investing to speculation and are interested in developing a deeper understanding of prudent portfolio management.
A background in actuarial science, mathematics, accounting, finance, economics, engineering, statistics or another quantitative discipline would be an asset.
Previous experience in investment administration or portfolio operations is an asset but is not required for the right candidate.
Familiarity with Canadian registered accounts and investment products, including TFSA, RRSP, FHSA, RRIF, LIF, GIC and savings products
Experience with Harmony Portfolio Management Software is a bonus.
Investment licensing is an asset but not required.

TDS Personnel is an equal opportunity employer committed to fostering an inclusive and accessible workplace in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). Accommodations are available upon request for candidates participating in all stages of the recruitment and selection process.

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More about this job

Responsibilities

Execute and allocate investment transactions as directed by Portfolio Managers, monitor portfolios, process client funds and registered-account transactions, and maintain accurate account records. Reconcile accounts, resolve discrepancies and exceptions, and develop reliable processes and controls to ensure portfolio administration is completed accurately and on time.

Requirements

The role requires strong quantitative aptitude, advanced Excel proficiency, exceptional organization and attention to detail, and a methodical approach to resolving discrepancies and completing tasks. Relevant quantitative education, investment administration experience, familiarity with Canadian registered accounts and investment products, Harmony software experience, and investment licensing are assets but are not required.

Skills

Investment Transaction Processing
Trade Allocation
Portfolio Monitoring
Account Reconciliation
Exception Resolution
Cash Management
Registered Account Administration
Excel
Numerical Analysis
Financial Calculations
Recordkeeping
Process Improvement
Attention To Detail
Organization
Task Ownership
Portfolio Operations

Visa sponsorship

Not detected in the job text

Keywords

Investment Operations
Wealth Management
Portfolio Management
Investment Transactions
Stocks
Bonds
GICs
Savings Products
Block Trades
Trade Allocation
Portfolio Models
Cash Management
Account Reconciliation
Client Funds
TFSA
RRSP
FHSA
RRIF
LIF
Excel
Registered Accounts
Investment Administration
Portfolio Operations
Process Controls
Investment Licensing

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Work requirements

Jobs in Canada