Fund Events Manager - Montreal, QC or Toronto, ON

Candidate Value Proposition

• The successful candidate will have a unique opportunity to build on their operational experience and take the next step in their career. This role serves as a great steppingstone for individuals who have worked in operations and are looking to broaden their impact. The team collaborates across multiple departments, and the ideal candidate will bring valuable insights and a strong understanding of end-to-end processes. Their previous experience will be instrumental in driving initiatives forward and ensuring successful project execution.

Job Description

Fund Events team is seeking a dynamic Manager to support the GWAM Canada business. In this role, you will provide expert operational support to ensure the successful implementation of various initiatives impacting Canadian Wealth Operations. This position requires in-depth knowledge of fund operations and accounting in Canada and North America, a strong ability to cultivate relationships with stakeholders, and excellent analytical skills alongside innovative thinking. Your day-to-day responsibilities will include interacting with various business areas to comprehend the risk, financial, and accounting impacts of business processes to best support stakeholders. You will have the opportunity to learn, develop, and excel within a team that values client satisfaction, performance, collaboration, and innovation.

Job Responsibilities

• Coordinate and support the implementation of Canadian Operations projects and initiatives, including post-implementation support.
• Ensure process improvement projects are thoroughly documented and adhere to best practices.
• Identify operational or business risks associated with initiative implementation and communicate them to leadership.
• Maintain strong relationships with both internal and external business partners and stakeholders.
• Utilize your knowledge and expertise to communicate risks and impacts to company operations and downstream processes.
• Ensure all fund system setups align with project requirements.
• Coordinate project-related tasks and activities with internal and external teams.
• Engage with stakeholders to understand the scope, requirements, and impact of requests.
• Liaise and communicate project requirements to custodians and valuation agents.
• Create impact assessments, identify risks, and suggest mitigation strategies where applicable.
• Review operating models and develop appropriate workflows.
• Evaluate and make recommendations on implementation strategies.
• Develop tools, practices, and controls to increase operational efficiency and information quality.
• Ensure compliance with regulatory requirements and internal policies for each initiative.

Candidate Requirements/Must Have Skills:

1. Over 5-7 years of experience in the financial industry, with relevant experience.
2. 5+ years' experience and knowledge in fund accounting and back-office operations.
3. Solid understanding of the financial services industry, investment funds, insurance funds and investment securities products.
4. Bilingualism in written and spoken communication.
5. Proficient in Microsoft Office Suite. Intermediate Excel is required

Soft Skills:

• Self-starter with excellent communication skills.
• Strong interpersonal skills.
• High attention to detail.
• Highly organized.
• Ability to manage multiple projects in a fast-paced environment.
• Responsible, reliable, autonomous

Education:

• University degree, preferably in accounting or finance, CPA or CFA designation is an asset.

Best Vs. Average Candidate: Must have Back-Office Experience; The ideal candidate will have strong experience in back-office operations. This is a hands-on role where familiarity with key back-office terminology and workflows is essential. We are not seeking a traditional Project Manager; rather, we need someone who has led initiatives, taken ownership of tasks, and delivered results within an operational context.

Key Attributes:

• Responsible, reliable, and self-directed
• Able to lead and execute tasks independently
• Brings practical experience and a solution-oriented mindset
• Strong work ethic and commitment to high-quality outcomes

Language Requirements:

Bilingual proficiency in English and French is mandatory. The candidate must be able to speak, read, and write fluently in both languages to support collaboration across our Montreal and Toronto teams.

Interview Process:

• 1–2 rounds of virtual interviews
• Focused on practical experience and operational knowledge
• Preference for candidates with substance over style—real experience over résumé “fluff”

Team Culture & Expectations:

We are a highly collaborative team that values openness, inclusivity, and mutual support. Teamwork is central to our success, as we often work across different fund families and lines of business. We're looking for someone who is:

• Open-minded and eager to collaborate
• Positive, approachable, and a strong communicator
• A team player who contributes to a healthy, supportive work environment

We maintain high standards and take pride in our work. Everyone on the team is dedicated, hardworking, and committed to delivering excellence—and we expect the same from our new team member.