Finance Operations Analyst at Harbourfront Wealth
Location
vancouver, metro vancouver regional district
Job Type
Full-time
Category
Other-General
Posted
June 17, 2026
Enhance financial operations at Harbourfront Wealth as a Finance Operations Analyst. Leverage analytical skills across Vancouver, Winnipeg, or Burlington for crucial reconciliation tasks.
This role seeks candidates with at least three years of experience in wealth management. You’ll engage in fee reconciliation, data analysis, and cross-department collaboration to ensure operational excellence. Your analytical mindset will be key to solving problems and improving processes.
Key Responsibilities:
• Perform fee and securities reconciliation analysis
• Execute calculations on platform data outputs
• Investigate operational anomalies thoroughly
• Audit transactions and holdings as required
• Generate and review daily, monthly, and quarterly statements
Requirements:
• Minimum 3 years industry experience in wealth management
• Proficient with Microsoft Excel and Power BI
• Knowledge of Croesus and Purefacts software
• Completion of the Canadian Securities ...
This role seeks candidates with at least three years of experience in wealth management. You’ll engage in fee reconciliation, data analysis, and cross-department collaboration to ensure operational excellence. Your analytical mindset will be key to solving problems and improving processes.
Key Responsibilities:
• Perform fee and securities reconciliation analysis
• Execute calculations on platform data outputs
• Investigate operational anomalies thoroughly
• Audit transactions and holdings as required
• Generate and review daily, monthly, and quarterly statements
Requirements:
• Minimum 3 years industry experience in wealth management
• Proficient with Microsoft Excel and Power BI
• Knowledge of Croesus and Purefacts software
• Completion of the Canadian Securities ...