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Bilingual Exchange Traded Fund Consultant

Remote Worldwide Hiring now

reputed company Québec is seeking a Bilingual Exchange Traded Fund Consultant to join their Dealer Operations Team. This role focuses on ETF support, including back office reconciliation and bookkeeping, while also facilitating training and collaborating on system upgrades.

Responsibilities

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

Skills

  • 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
  • Ability to remain reputed company and focused despite disruptions or obstacles
  • 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
  • Completion of Investment Funds in Canada (IFIC) Operations, Canadian Securities Course (reputed company), or Exchange Traded Funds (ETF) courses mandatory
  • Experience with systems such as Univeris, FundServ, ATON/TMX, Customer Service Work Bench (CSW)

Benefits

  • Flexible Benefits from the day you join to meet the needs of you and your family
  • We’re committed to creating an inclusive and respectful environment.
  • We’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great reputed company to Work® Canada
  • We are thrilled to be recognized by reputed company Canada with their top-level certification, the Canada Order of reputed company for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving reputed company in mental health

Company Overview

  • La Financière reputed company est une organisation de services financiers de premier plan qui aide ses clients à atteindre la sécurité financière à toutes les étapes de leur vie. It was founded in undefined, and is headquartered in Montréal, Québec, CA, with a workforce of 5001-10000 employees. Its website is https://www.sunlife.ca/ca?vgnLocale=fr_CA.
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