{"id":1479180,"url":"https://alion.io/job/electric-mind-consultant-wealth-management","title":"Consultant - Wealth Management","company":{"id":58136,"name":"Electric Mind","domain":"electricmind.com","url":"https://alion.io/company/electric-mind","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Lever","truth_index":{"grade":"B","score":81,"open_postings":4,"ghost_share":0,"stale_share":0.75,"repost_share":0,"time_to_fill_p50_days":38,"computed_at":"2026-10-20T05:45:00Z"}},"role":"Finance","role_family":"Finance","seniority":"middle","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Toronto, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":90000,"max":120000,"currency":"CAD","period":"year","gross":null,"usd_annual":84416},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Agile","optional":true},{"name":"Scrum","optional":true}],"status":"live","first_seen_at":"2026-09-29T14:39:12Z","employer_posted_date":"2026-09-29","last_verified_at":"2026-10-21T03:43:30Z","board_verified":true,"closed_at":null,"days_open":21,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":21},"description":"Electric Mind | Ignite your Career\nConsultant\nStrategy & Business Architecture - Wealth Management Practice \nAbout the role\nWe'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.\nThe 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.\nWhat You Will Do\nSupport strategy engagements: current-state assessments, target-state and operating model definition, business cases, and transformation roadmaps.\nCarry that work into delivery on transformation programs: platform replacements, back-office conversions, operating model changes and digital advice or self-directed launches.\nMap 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.\nTranslate business needs into clear requirements, user stories, process flows and data mappings that delivery teams can build from.\nSupport vendor and platform assessments and selections across recordkeeping, back-office and advisor technology.\nPlan and support data migrations and conversions, including reconciliation, cutover planning and post-go-live stabilization.\nKeep regulatory requirements in view across the work, including CIRO rules, client-focused reforms and account transfer standards.\nBuild trusted relationships with client stakeholders, from operations leads to executive sponsors, and communicate progress, risks and recommendations clearly.\nContribute to Electric Mind's wealth practice through thought leadership, reusable assets and support on proposals.\nWhat You Will Bring - Wealth Management Experience\n3+ years in wealth management, in consulting, industry or both.\nHands-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.\nA 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.\nExperience 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.\nFamiliarity with the Canadian wealth ecosystem, including industry infrastructure such as FundSERV and CDS and the main types of back-office and recordkeeping providers.\nStrong business analysis skills: process mapping, requirements, and working with data.\nClear writing and presentation skills, and comfort in front of both executives and operations teams.\nA post-secondary degree or equivalent experience. Industry courses such as the CSC or IFC are an asset.\nNice to Have\nHands-on experience with one or more major back-office functions or recordkeeping platforms.\nExperience on a large data migration or dealer conversion from start to cutover.\nExposure to wealth data models, integrations or APIs.\nKnowledge of registered plans (RRSP, TFSA, RESP, FHSA) and their operational rules.\nAgile delivery experience, or a certification such as CBAP, PMP or Scrum.\nAbility to travel (US and Canada)\nBilingual in English and French.","description_format":"text","description_chars":3671,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[{"language":"French","level":"Proficiency (C2)","optional":true},{"language":"English","level":"Proficiency (C2)","optional":true}]},"benefits":[],"hiring_locations":[{"name":"Canada","iso":"CA","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Custom Software Development"],"lifecycle":[{"event":"open","at":"2026-09-29T19:40:21Z"}],"visa":[],"liveness":{"score":73,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.808,"p_room":0.9,"age_days":20,"expected_fill_days":38,"reasons":["conf:2","win:mid"],"computed_at":"2026-10-20T05:45:00Z"},"pay":{"stated_usd_annual":84416,"is_top_pay":false},"html_url":"https://alion.io/job/electric-mind-consultant-wealth-management","json_url":"https://alion.io/job/electric-mind-consultant-wealth-management.json","meta":{"generated_at":"2026-10-21T05:22:45Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":7910,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-22T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":58136},"rest":"https://alion.io/mcp/rest/get_company?id=58136"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Felectric-mind-consultant-wealth-management"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Felectric-mind-consultant-wealth-management"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Felectric-mind-consultant-wealth-management"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/electric-mind-consultant-wealth-management\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Felectric-mind-consultant-wealth-management"}]}