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Location
Toronto, Ontario, Canada
Posted
July 05, 2026

Job Description

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In this role you will:
Proposal Delivery and Investment Data Management
  • Support the day-to-day delivery of the proposal service offering, including workflow coordination, preparation support, quality review, and execution support for investment proposals, external account reviews, and related client-facing content across wealth channels.

  • Maintain proposal templates, content requirements, quality controls, disclosure standards, and governance routines to improve consistency, scalability, turnaround times, and alignment with branding and regulatory expectations.

  • Support the investment data management function by sourcing, collecting, validating, maintaining, and updating data from internal and external sources to support deliverables, including proposals, reporting, analytics, dashboards, platform collateral, and uploads to relevant portfolio management and reporting systems.

  • Apply data quality stand...

    • Job Details

    • Job Type
      Full-time
    • Category
      Financial Specialists
    • Date Posted
      July 05, 2026
    • Application Deadline
      August 14, 2026