Skip to content

Open nowPosted 11 days ago

Senior Consultant - Wealth Management

Electric Mind14 open roles

Pay
CA$110,000 – CA$135,000 a year
Where
Downtown Toronto
Work mode
Hybrid
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowSenior Consultant - Wealth ManagementElectric Mind · Downtown Toronto
  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Electric Mind's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

8.3% of postings close within 7 days. Measured by our own scanner across the market. Electric Mind postings stay open a median of 10 days.

Share of postings closed within
  1. 1.9%1 day
  2. 4.0%3 days
  3. 8.3%7 days
  4. 15.3%14 days
  5. 34.2%30 days
This job: posted 11 days ago

Electric Mind median: 10 days open

The posting

Electric Mind | Ignite your Career

Senior Consultant

Strategy & Business Architecture – Wealth Management Practice

About the role

We're hiring a Consultant / Senior Consultant who knows how Canadian wealth management actually works, from industry economics down to the back office. You'll help banks, investment dealers and mutual fund dealers shape and deliver change across their wealth businesses, from strategy through to implementation.

The right person moves easily between two conversations. One is with executives about strategy, operating models and the vendor landscape. The other is with operations teams about how a trade settles, how a transfer moves, or why a statement is wrong.

What You Will Do

  • Support strategy engagements: current-state assessments, target-state and operating model definition, business cases, and transformation roadmaps.
  • Carry that work into delivery on transformation programs: platform replacements, back-office conversions, operating model changes and digital advice or self-directed launches.
  • Map current-state and future-state processes across the wealth value chain: account opening and KYC, trading and order routing, settlement and custody, transfers, corporate actions, fees and billing, client reporting and tax slips.
  • Translate business needs into clear requirements, user stories, process flows and data mappings that delivery teams can build from.
  • Support vendor and platform assessments and selections across recordkeeping, back-office and advisor technology.
  • Plan and support data migrations and conversions, including reconciliation, cutover planning and post-go-live stabilization.
  • Keep regulatory requirements in view across the work, including CIRO rules, client-focused reforms and account transfer standards.
  • Build trusted relationships with client stakeholders, from operations leads to executive sponsors, and communicate progress, risks and recommendations clearly.
  • Contribute to Electric Mind's wealth practice through thought leadership, reusable assets and support on proposals.

What You Will Bring – Wealth Management Experience

  • 6+ years in wealth management, in consulting, industry or both.
  • Hands-on experience in one or more areas of wealth operations: mutual fund dealer or manufacturer operations, full-service brokerage, discount or self-directed brokerage, or bank-owned wealth businesses.
  • A working understanding of how the industry fits together: the roles of manufacturers, dealers, advisors, custodians and service providers, and how money, orders and data flow between them.
  • Experience on at least one strategy or transformation engagement, such as a current-state assessment, target-state design, business case, roadmap, platform implementation or back-office conversion.
  • Familiarity with the Canadian wealth ecosystem, including industry infrastructure such as FundSERV and CDS and the main types of back-office and recordkeeping providers.
  • Strong business analysis skills: process mapping, requirements, and working with data.
  • Clear writing and presentation skills, and comfort in front of both executives and operations teams.
  • A post-secondary degree or equivalent experience. Industry courses such as the CSC or IFC are an asset.

Nice to Have

  • Hands-on experience with one or more major back-office functions or recordkeeping platforms.
  • Experience on a large data migration or dealer conversion from start to cutover.
  • Exposure to wealth data models, integrations or APIs.
  • Knowledge of registered plans (RRSP, TFSA, RESP, FHSA) and their operational rules.
  • Agile delivery experience, or a certification such as CBAP, PMP or Scrum.
  • Ability to travel (US and Canada)
  • Bilingual in English and French.

About Electric Mind

Electric Mind is a fast-growing, AI-native advisory and digital engineering firm built for those who want to shape the future, not just watch it happen. We blend premium strategy expertise with cutting-edge AI-centric engineering to solve complex, meaningful problems for industry-leading clients. We pride ourselves on a high-touch delivery model and a culture that values diverse talent, innovation, and true client partnership — creating an environment where your ideas matter and your impact is visible. If you’re looking for a place where you can grow fast, collaborate with exceptional teammates, and help build a company scaling its capabilities and global footprint at speed — Electric Mind is the place to ignite your career. The future is bright!

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Electric Mind's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.
  3. We apply on Electric Mind's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.
  4. Every reply, sorted

    Electric Mind's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.
  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.