Jobs in Canada

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Added 3 hours ago
CS
VP Capital Partnerships & Syndication (Vancouver)
Cameron Stephens
Toronto, ON
- Full-time
Lead investor onboarding from first meeting to first funded loan: introduction meetings, presentations on CSMC and the syndication process, investor due diligence requests, know-your-client…
Added 5 hours ago
IG
Associate KYC Director
Insight Global
Toronto, ON
- $60 to $70 CAD / hour
- Contract
Oversee KYC onboarding, due diligence, refreshes, and regulatory compliance.
Added 5 hours ago
NB
Senior Advisor, Quality Control
National Bank of Canada
Montreal, QC
- Full-time
Within the Counterparty Documentation Centre, you are part of a multidisciplinary team and report to the Senior Director, Counterparty Documentation Centre. Our team stands out for its…
Added 5 hours ago
MF
Senior Analyst, Institutional Client Service
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
Experience supporting client relationships, including meeting preparation and due diligence processes
Added 9 hours ago
NC
Vice President Service Delivery
Nuvollo Corp.
Toronto, ON
- Full-time
Note: Travel cross-border between US and Canada is expected to be no more than 1-2x per quarter
Added 6 days ago
SW
IT Director (Digital Operations)
Sonance Wealth Partners
Toronto, ON
- $130,000 to $180,000 CAD / year
- Full-time
…and AI policy framework, and provide evidence for audits and due…
Added 6 days ago
PM
Manager, Compliance
Picton Mahoney Asset Management
Toronto, ON
- Full-time
Support KYC requirements, client onboarding and due diligence, and KYP reviews of new products and material product changes.
Added 6 days ago
Senior Analyst, Client Onboarding, Global Banking & Markets (GWO)
Scotiabank
Toronto, ON
GBM Onboarding Canada is a critical component in the bank’s overall AML Compliance efforts. The Senior Analyst assists in onboarding customers to GBM, ensuring we meet Enterprise-Wide and…
Added 6 days ago
R&
Director, Governance, Risk & Compliance (GRC)
Robertson & Company Ltd.
Toronto, ON
- Full-time
Our client, a leader in the industry, is seeking a dedicated Director of Governance, Risk, and Compliance to join their team. In this role, you will lead efforts to develop and implement…
Added 7 days ago
R
Associate Director - Operational Excellence - Client Lifecycle Management (CLM)
RBC
Toronto, ON
- Full-time
Minimum 3-7 years in regulatory examination response, KYC/AML compliance, or Client Due Diligence functions
Added 7 days ago
RB
Associate Director - Operational Excellence - Client Lifecycle Management (CLM)
Royal Bank of Canada
Toronto, ON
- Full-time
Minimum 3-7 years in regulatory examination response, KYC/AML compliance, or Client Due Diligence functions
Added 7 days ago
R
Associate Director - Operational Excellence - Client Lifecycle Management (CLM)
RBC
Toronto, ON
- Full-time
Minimum 3-7 years in regulatory examination response, KYC/AML compliance, or Client Due Diligence functions
Added 9 days ago
T
Director Credit Execution, Commercial National Accounts, Financial Institutions Group
TD
Toronto, ON
- Full-time
In the role of Director, Credit Execution ("DCE"), you are principally responsible for managing the credit and operational risk for an industry-specific commercial / junior corporate loan…
Added 14 days ago
M
Account Management - First Line Client Liaison/KYC Officer, Analyst
MUFG
Toronto, ON
- Full-time
KYC Due Diligence & Risk Assessment -Collaborate with internal and external stakeholders to support comprehensive KYC reviews. -Respond to RFIs related to KYC, risk, and compliance issues…
Added 15 days ago
T
Director Credit Execution, Commercial National Accounts
TD
Toronto, ON
- Full-time
…clients on an ongoing basis. You assess, analyze and perform due diligence in support of credit applications, approve credits within delegated limits and make recommendations on all other…
Added 16 days ago
TS
Vice President, Global Core Trade Finance, TD Securities, Global Transaction Banking
TD Securities
Toronto, ON
- Full-time
Responsible for end-to-end transaction lifecycle, including origination (due diligence and pitching), structuring, and execution of transactions and opportunities within assigned portfolio.
Added 16 days ago
T
Vice President, Global Core Trade Finance, TD Securities, Global Transaction Banking
TD
Toronto, ON
- Full-time
Responsible for end-to-end transaction lifecycle, including origination (due diligence and pitching), structuring, and execution of transactions and opportunities within assigned portfolio.
Added 17 days ago
Director, Client Lifecycle Management and AML Compliance
GardaWorld
Toronto, ON
The role oversees all activities related to customer onboarding, KYC/KYB, Client Risk Assessments, Customer Due Diligence (CDD), Enhanced Due Diligence (EDD), Periodic Reviews, Ongoing…
Added 19 days ago
MN
Director, Health, Safety & Environment - Programs & Compliance
Modern Niagara
Hamilton, ON · Vaughan, ON
- Full-time
Support integration, due diligence activities, and organizational change initiatives from an HSE perspective.
Added 20 days ago
NB
Director Client Onboarding - Capital Markets Operations
National Bank of Canada
Montreal, QC
- Temporary
A career as a Director, Client Onboarding in the Capital Markets Operations team at National Bank means acting as a strategic leader responsible for client onboarding operations and…
Added 21 days ago
G
Director, Client Lifecycle Management and AML Compliance- FR
GardaWorld
Toronto, ON
- Full-time
The role oversees all activities related to customer onboarding, KYC/KYB, Client Risk Assessments, Customer Due Diligence (CDD), Enhanced Due Diligence (EDD), Periodic Reviews, Ongoing…
Added 21 days ago
WL
Human Resources Business Partner
Wainbee Limited
Pointe-Claire, QC
- Full-time
Reporting to the Senior Director, Culture, Quality and Risk, you will serve as a trusted partner to managers and teams within your client groups, particularly in the Eastern region. You…
Added 22 days ago
TD
Operations Manager, CADD
Tetra Digital Group
Toronto, ON
- Full-time
…company, which means your processes become audit evidence and client diligence answers. A reconciliation that gets read by an attester hits differently than one that gets read by…
Added 23 days ago
RC
Underwriting Specialist
REV Capital
Vaughan, ON
- Full-time
REV Capital is looking for a talented underwriter to join our team. Reporting to the Director of Credit and Underwriting, you will assess prospective and existing factoring clients, lead…
Added 26 days ago
T
Associate Director, Capital Solutions, TDIP
TD
Toronto, ON
- Full-time
Engaging in client meetings with Relationship Managers to understand due diligence and make recommendations to internal and external decision makers.

TIAA

Associate, Intl Business Development

Canada - Virtual, Canada

Full-time

Apply on tiaa.wd1.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Work location: This position must be based in Canada
Education: Bachelor’s degree
Posting language: English
Posted: Aug 24, 2026

Original job description

The Institutional Sales Associate provides critical operational, analytical, and relationship-support capacity to the Canadian Institutional Sales team, enabling the Managing Director, to focus on client-facing activity across the full spectrum of Canadian institutional investors, including major pension plans, insurance companies, investment consultants, sub-advisory partners, and Indigenous trusts. This role combines CRM and pipeline management, meeting preparation, competitive and market research, and direct relationship-building responsibility for a defined segment of smaller institutional accounts. It is well suited to a motivated, detail-oriented professional seeking a pathway toward a Vice President-level institutional sales career.

Key Responsibilities and Duties

Sales Operations & Pipeline Management

Maintain accurate and current CRM records across all Canadian institutional accounts, tracking meeting notes, next steps, and relationship history. Own pipeline reporting for the full team, consolidating activity across regions and verticals into regular management updates.
Coordinate scheduling, logistics, and materials preparation for prospect and client meetings, including due diligence sessions and finals presentations.

Client & Prospect Support

Prepare briefing documents, account profiles, and competitive intelligence ahead of VP and MD meetings.
Draft and coordinate responses to due diligence questionnaires (DDQs) and RFPs in partnership with CPMs and RFP specialists.
Support the preparation of pitchbooks, fact sheets, and other client-facing materials, ensuring compliance review is completed prior to distribution.

Direct Account Ownership

Independently manage relationships with a defined book of smaller institutional accounts, including foundations, family offices, and emerging plans not yet warranting senior coverage.

Identify and qualify new prospects within this segment, escalating opportunities of sufficient scale to the appropriate VP.

Market & Competitive Research

Track relevant market developments, competitor product launches, and consultant search activity across the Canadian institutional landscape.
Support account planning processes by compiling relevant data on target accounts, including asset allocation trends and manager roster changes where available.

Cross-Functional Coordination

Liaise with compliance, legal, marketing, and product teams to ensure all client-facing activity and materials meet internal policy and regulatory requirements. Support onboarding of new institutional clients in coordination with operations and legal teams.

Educational Requirements

University (Degree) Preferred

Work Experience

3+ Years Required; 5+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level
7IC

This position must be based in Canada.

Qualifications:

Required:

One to three years of experience in institutional sales support, asset management operations, or a related financial services role.

Preferred:

Bachelor's degree in finance, economics, business, or a related field required; progress toward CFA, CAIA, or CSC/CPH designations is an asset.
Three years of experience in institutional sales support, asset management operations, or a related financial services role.
Strong proficiency in CRM systems (Salesforce or similar) and Microsoft Excel and PowerPoint.
Excellent written and verbal communication skills, with the ability to synthesize complex information into clear, concise materials.
French language proficiency is a strong asset given the team's Quebec market coverage, though not required for all placements.
Demonstrated attention to detail and ability to manage multiple concurrent priorities in a fast-paced environment.

Within the first six to twelve months, a successful Associate will have taken full ownership of CRM hygiene and pipeline reporting across the team, be independently managing a growing book of smaller institutional accounts, and be trusted to prepare high-quality materials for MD-level meetings with minimal oversight. Longer term, this role is designed as a developmental step toward a Vice President-track institutional sales career.

Related SkillsBusiness Development, Client Relationship Management, Collaboration, Drives for Results, Executive Presence, Influence, Market Research Competitive Analysis, Nuveen Products/Services Acumen, Practice Management Strategy, Sales

_____________________________________________________________________________________________________

Company Overview

Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways - because when our people succeed, our impact on clients' lives grows stronger.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

Apply on tiaa.wd1.myworkdayjobs.com About employer

More about this job

Responsibilities

The Associate provides operational, analytical, and relationship-support to the Canadian Institutional Sales team, including CRM management and meeting preparation. They also independently manage a defined book of smaller institutional accounts and conduct market research to support sales strategies.

Requirements

Candidates must have at least three years of experience in institutional sales support or asset management operations. A bachelor's degree in finance, economics, or business is preferred, along with proficiency in CRM systems and Microsoft Office.

Skills

Institutional Sales
CRM Management
Pipeline Management
Market Research
Competitive Analysis
Relationship Management
Salesforce
Microsoft Excel
Microsoft PowerPoint
Financial Analysis
Communication
Attention To Detail
Project Coordination
Asset Management
Regulatory Compliance

Visa sponsorship

Not detected in the job text

Keywords

Institutional Sales
CRM
Salesforce
Asset Management
Pipeline Management
Market Research
Competitive Intelligence
RFP
DDQ
Financial Services
Pension Plans
Insurance Companies
Investment Consultants
Compliance
Client Relations
Account Management
Data Analysis
Reporting
Business Development
Hybrid Flex

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Work requirements

Jobs in Canada