Full-Time
Enterprise wealth-management platform for advisors
CA$110k - CA$150k/yr
Toronto, ON, Canada
Hybrid
Three days on-site per week required.
See people who can refer or advise you
Univeris provides enterprise-class retail wealth management software for Canada's financial services industry. Its platform supports mutual funds, segregated funds, GICs, cash, and life and health insurance, and it combines back-office operations, product distribution, and regulatory compliance with a front-office practice management system for advisors. This integrated, single-system approach helps wealth firms manage all aspects of their business in one place. The company distinguishes itself by offering a comprehensive, end-to-end solution specifically for wealth management in Canada, aimed at helping clients grow their business and gain a competitive edge. Its goal is to be the definitive platform for retail wealth management in the Canadian market.
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Toronto, Canada
Founded
1996
See people who can refer or advise you
Help us improve and share your feedback! Did you find this helpful?
Hybrid Work Options
Parental Leave