We offer a range of services across different delivery models, spanning investment consulting, Outsourced Chief Investment Officer (OCIO), investment funds and analytics & tools, all structured to provide investors access to best-in-cl[...]
analyze and investigate client complaints as assigned, including: Determine the nature of the complaint, and assess whether the complaint should be reported to the relevant SRO; Perform a detailed analysis including a review of advisor[...]
Lead and manage WFM transformation projects, ensuring alignment with client objectives and delivering high-quality outcomes. Develop and implement WFM strategies that enhance organizational effectiveness, employee experience, and busin[...]
Other locations
- Halifax, NS
- Moncton, NB
- Saint John, NB
- Fredericton, NB
- Ottawa, ON
- Burlington, ON
- Toronto, ON
- Kitchener, ON
- Winnipeg, MB
