Nest Wealth (Objectway Group)

What a day, and what an incredible opportunity to meet and connect with so many talented students eager to take the next step toward their dream careers! Here at Nest Wealth Objectway Group, you can do just that - turn your passion into a fulfilling career.

Are you searching for your dream job? Your opportunity is just around the corner! We’re excited to announce that we’ll be participating in the upcoming Fall Career Fair, organized by You're Next Career Network! Our experts from the Engineering, Solutions, and Product teams - Tom Lamphier Riley Szulc, Sean Peters, Ashun S., Andrea Lacson - will be at our booth, eager to meet you and discuss exciting career opportunities. Don’t miss your chance to explore your future with us! Discover more about the event here: https://lnkd.in/dieDnRg8 #careers #jobpositions #jobopportunity #toronto

The wealth management sector is evolving rapidly, driven by changing client expectations, new market segments, and a growing emphasis on technology. Today’s clients demand a technology-enabled experience that is seamless, personalised, and transparent. In this report, featuring The Wealth Mosaic, our Chief Strategy Officer, Roger Portnoy, explores the theme of the Generation Shift. He examines how the new generation of investors expects top-notch digital experiences and what strategies wealth management firms need to adopt to meet these demands. Roger delves into how firms can engage effectively with these tech-savvy clients and what kind of support they seek for their investments. To remain competitive, wealth management businesses must adapt by investing in robust digital platforms and AI-driven solutions, states Roger. By doing so, they can attract and retain a modern clientele and stay relevant in a rapidly changing financial landscape. Read the full article here: https://lnkd.in/dnmb4Yxk #AI #nextgeneration #technology #investmentmanagement

We are excited to announce that together with Objectway we'll partnering with PMAC - Portfolio Management Association of Canada for the 2024 Regulatory & Compliance Forum in Montreal, featuring in-depth discussions on regulatory panels and critical compliance issues that affect portfolio managers. Join our Managing Director for Continental Europe & North America, Kurt Vanhee who will personally attending to explore how Objectway is committed to monitoring regulatory frameworks, ensuring market stability, fairness, and protection for all participants. Access event's information here: https://lnkd.in/dSzDm4r5 #regulatory #compliance #regulation #portfoliomanagement

Now that we're part of the Objectway Group, we're extremely proud to share the success story of the recent partnership with our client, Kinsted Wealth, enhancing growth with Objectway's Integrated Wealth Management Platform. This solution streamlined processes, integrated digital front-end and investment management capabilities, and improved efficiency in managing client portfolios. Objectway's platform enabled centralised operations, automated portfolio management and compliance, and facilitated seamless client interactions via online portals and mobile apps. Read the full success story here: https://lnkd.in/dDM8PyTB #wealthmanagement #digital #frontend #investmentmanagement #clientportfolio #mobileapp

Swipe through to see our latest achievements! We’re proud to share our 2024 Mid-Year Acknowledgments, celebrating our continuous innovation and excellence in digital wealth management. From being named a Strong Performer in The Forrester Wave™: Digital Wealth Management Platforms, Q1 2024 report, to securing our place in the WealthTech100 for the sixth consecutive year, we believe our dedication to shaping the future of wealth management is recognized across the industry. But there’s more, we secured our Sixth Straight “Best Wealth Management System” Title from Goodacre UK and mantained our leading position in the IBS Intelligence Sales League Table. Join us as we highlight these milestones and the impact they have on driving value for our clients and partners. Discover more about Objectway here: https://lnkd.in/dZ_69vJk

Armed with global distribution and a robust product suite, we are looking to hire a Product Manager to help fuel the next phase of our growth. This Product Manager opportunity will focus on our Financial Planning products. Currently, a leader in the Canadian Financial Planning space, Nest Wealth Objectway Group is looking to expand our capabilities for Financial Advisors and End-Investors. This role will require exceptional empathy for Financial Advisors and End-Investors across the North American and European markets as well as deep knowledge of the financial planning industry. Discover more about the job position and apply now: https://lnkd.in/dFkUTtsK

On June 10th, the much-anticipated capital gains proposal was presented to Parliament, setting the stage for a pivotal vote that could have far-reaching consequences for entrepreneurs across the country. Discover who stands to gain and who might lose out under this new proposal in the latest article by Dave Faulkner, Product Strategy Advisor. Read the full blog post here: https://lnkd.in/dAybXmSm #CEI #capitalgains #canada #capitalgains

We're on the lookout for a dynamic Finance & Accounting Manager to power our financial operations as we scale new heights. Are you a hands-on, strategic thinker who loves diving into the details while keeping an eye on the big picture? Reporting directly to our global Finance Department, you’ll be the backbone of our financial processes, working independently with cross-functional teams to keep everything running smoothly and ensuring our financial reports are spot-on and timely. In this role, you'll face exciting accounting challenges and support key business initiatives, all while honing your leadership and management skills. If you're an analytical problem-solver with a strong work ethic and a drive for continuous improvement, we want to hear from you. Discover more about the position here: https://lnkd.in/dk_VbsUq #jobposition #wearehiring #jobopening #hr #finance #accounting #financialservices

We are extremely proud to announce that Amanda Small, our VP People & Culture, has been recognized as one of the Top Women Leaders of Toronto for 2024 by Women We Admire! Amanda’s dedication to creating meaningful programs and opportunities for cultural and organizational development is unparalleled. She is committed to fostering continuous growth and building a resilient culture that thrives amidst the challenges and excitement of scaling up. Her passion for helping people focus on their strengths and contribute valuable insights is instrumental in our company’s success. Join us in congratulating Amanda on this outstanding achievement! #awards #womeninfinance #financialservices #leadership