As a Senior Manager, Treasury & Capital Markets, you will work as a strategic partner within the Treasury team and interact directly with banking partners, lenders, investors, fintechs, capital markets counterparties, and key functional leaders within Wealthsimple to support Treasury initiatives and broader product launches. You will provide advice and collaborate with leaders in product, operations, trading, finance, legal, regulatory & compliance to find creative solutions to complex problems.
As a CRE Portfolio Manager II in the Affordable Housing Division, you will be responsible for underwriting complex affordable housing construction and permanent loan originations, including those related to LIHTC and other CRA qualified public-private partnerships. This role will develop and analyze affordable housing credits providing strong, thorough recommendations. Monitor borrower financial information, project performance, covenant compliance, maturities, and delinquencies, and provide accurate assessments of ongoing financial stability. Manage a CRE portfolio of borrowing clients with responsibility for portfolio quality.
Provide expert Mortgage and Protection advice to clients, assess clients' financial situations and recommend suitable protection products. Build and maintain relationships with clients and lenders, stay updated on industry trends and regulations. Deliver exceptional customer service throughout the process.
A rare opportunity for a newly qualified Advisor to join a busy principal business in the Northamptonshire area. This is the perfect opportunity for someone with aspirations of being a Mortgage advisor, that wants to do so in a self-employed capacity, but still wants to have a good support network around them. Provide expert Mortgage and Protection advice to clients.
Ensures execution, coordination, and continuous improvement of operational controlling processes including data collection, validation and consolidation, design of reports and dashboards, development of prototype reporting and creation of specifications; Month end closing tasks and reporting packs; responsible for various cost centers controlling process, including planning, forecasting and actuals.
We’re looking for a Sr Manager, Payments Strategy & Operations for a remote role in Canada, reporting to the Director of Payments. You will lead a team of system analysts to deliver against a hybrid strategy/operations mandate, touching all aspects of money movement, fund flow designs, financial reconciliation, technical analysis, and continuous improvement.
Your passion for financial planning will be central as you guide clients through their entire financial journey. You will go beyond simply answering questions, instead curiously exploring the "why" behind each client's goals to build holistic investment, tax, and retirement strategies. Your success will come from translating this deep discovery into clear, strategic advice that encourages clients to take confident, informed action.
The Chief Financial Officer (CFO) is a pivotal executive leadership role responsible for the overall financial health and strategic direction of Belkins and its group of companies. This position encompasses comprehensive oversight of financial planning, analysis, and reporting, while ensuring regulatory compliance and optimizing financial performance.
A Financial Wellness Consultant is pivotal in orchestrating the transition to a holistic financial wellness program, working closely with clients to understand their unique needs, culture, and expectations. This role involves developing and implementing a tailored financial wellness strategy that aligns with the client's goals, fostering strong relationships, and ensuring the program's success and client satisfaction.