Careers

Join the Invisor team of financial services professionals

Invisor was founded by experienced financial services professionals who leverage technology to provide a great customer experience. We are proud of our backgrounds and accomplishments to date and recognize that our future growth will depend on adding key resources to our team. If you would like to be part of an experienced, diverse, and growing team of investment, insurance, technology, and client-care professionals, please review the opportunities below.

Bilingual Associate Portfolio Manager

Posted: November 14, 2017

 

Invisor is an innovative and growing financial services company that provides online investment management, insurance, and financial planning solutions to Canadians. We are currently seeking an Associate Portfolio Manager in Oakville, Ontario.

 

The Job:

 

As an advisor reporting to the vice president and lead advising representative, you’ll engage with your clients online and over the phone to determine a suitable portfolio for their investment goals and to answer any investment related questions they have.

 

You will work closely with third party investment advisors and financial planners to communicate Invisor’s investment strategy.

 

On an ongoing basis, you will be responsible for reviewing portfolios, trades and client activity.

 

What we are looking for:

 

Someone with a minimum of three years of experience working directly with clients in a wealth management environment, and who has attained the CFA or CIM designation.

 

Someone with a keen analytical mind, who can take a client’s unique situation, dissect the key issues and create a sound plan to help reach that client’s goals.

 

The ability to communicate complex financial information in a simple way and provide clear guidance to clients in every type of market condition – in both English and French.

 

A desire to deliver a great client experience, build long-term relationships and see clients through to achieving their goals.

 

A tech-forward thinker, who can bring new ideas to the table and work productively with the latest technology in the Canadian investment advice landscape.

 

What you are looking for:

 

An opportunity to work in a fast-paced, energetic environment where you will learn something new every day.

 

A great team of professionals with diverse backgrounds who love to share their experiences and learn new things from new people.

 

Opportunities to provide great advice, solve important problems, and make a difference in people’s lives.

 

Competitive salary, paid vacation, flexible work arrangements, and an employee savings plan.

 

Interested?

 

Contact Invisor via email at careers@invisor.ca and tell us more about yourself.

Senior Database Developer

Posted: November 14, 2017

 

Invisor is an innovative and growing financial services company that provides online investment management, insurance, and financial planning solutions to Canadians. The firm is seeking a Developer in Oakville, Ontario.

 

The Database Developer will be responsible for working with our application development team to plan and implement the data layer of our software development projects. The day-to-day activities of this role will include writing advanced stored procedures, optimizing data access for performance, designing data models and applying best practices and standards while working with our front-end developers.

 

The ideal candidate has an eye for following great design & IT architecture and can work on specific projects in a fast paced, team-oriented environment. He or she can also offer up advice on development or introduce the latest and greatest in technology that would benefit the team, the company and (most importantly!) the clients.

 

The Job:

 

The Developer will work closely with the Lead Developer and the management team in the development of the following key areas:

 

  • Design and implement solutions, in collaboration with front-office team, for the data layer of software projects including requirements gathering, data modeling, development, testing, deployment and documentation.
  • Develop performant SQL packages, procedures, triggers and functions according to business requirements.
  • Supports software development and testing throughout the software development lifecycle including script writing and execution, defect resolution and release support.
  • Integration with the front-office systems and company’s third-party providers of SaaS solutions

 

What we are looking for:

 

Someone with a Bachelor’s degree in computer science or a related study or equivalent work experience.

 

Required Qualifications:

 

  • 4+ years of database design, analysis and administration.

 

Someone very experienced in:

 

  • Database design and development, Microsoft SQL Server preferred or MySQL, Oracle, etc. (Expert level)
  • Data Analysis, full understanding of the challenges produced by complex join queries
  • Data Research: ensure the integrity of the database, identify potential areas of concern
  • Unit testing and integration testing
  • SQL performance tuning techniques including query plan understanding and management, SQL tracing, DB stats, indexing techniques, etc.

 

Desired skills:

 

  • Experience with Microsoft .NET
  • Web API based integrations
  • JavaScript
  • HTML

 

Someone highly skilled at writing clear and concise requirements documents, writing use-cases, and documenting process flows, and who has a proven record of working well with business stakeholders.

 

Someone who has preferably applied all the above skills in the financial services industry.

 

What you are looking for:

 

The opportunity to apply your creative and productive energy in a fast-paced, energetic environment.

 

A great team of professionals with diverse backgrounds who love to share their experiences and learn new things from new people.

 

Competitive salary, paid vacation, flexible work arrangements, and an employee savings plan.

 

Interested?

 

Contact Invisor via email at careers@invisor.ca and tell us more about yourself.

Full Stack Developer

Posted: November 14, 2017

 

Invisor is an innovative and growing financial services company that provides online investment management, insurance, and financial planning solutions to Canadians. The firm is seeking a Developer in Oakville, Ontario.

 

The ideal candidate has an eye for following great design & IT architecture and can work on specific projects in a fast paced, team-oriented environment. He or she can also offer up advice on development or introduce the latest and greatest in technology that would benefit the team, the company and (most importantly!) the clients.

 

The Job:

 

The Developer will work closely with the Lead Developer and the management team in the development of the following key areas:

 

  • Website design and development
  • Mobile design & development
  • Secure client data database
  • Secure advisor portal and database
  • Back-office systems and integration with the company’s third-party providers of SaaS solutions

 

What we are looking for:

 

Someone with a Bachelor’s degree in computer science or a related study or equivalent work experience.

 

Someone very experienced in:

 

  • PHP (Expert level)
  • MySQL
  • JavaScript
  • Content Management Systems (WordPress preferred)
  • HTML

 

Someone who ideally also has experience with:

 

  • Responsive Design frameworks
  • Search Engine Optimization (SEO)
  • Google Analytics
  • Mobile Design & Development

 

Someone highly skilled at writing clear and concise requirements documents, writing use-cases, and documenting process flows, and who has a proven record of working well with business stakeholders.

 

Someone who has preferably applied all the above skills in the financial services industry.

 

What you are looking for:

 

The opportunity to apply your creative and productive energy in a fast-paced, energetic environment.

 

A great team of professionals with diverse backgrounds who love to share their experiences and learn new things from new people.

 

Competitive salary, paid vacation, flexible work arrangements, and an employee savings plan.

 

Interested?

 

Contact Invisor via email at careers@invisor.ca and tell us more about yourself.

Associate, Client Service

Posted: November 1, 2017

 

Invisor is an innovative and growing financial services company that provides online investment management, insurance, and financial planning solutions to Canadians on a direct basis, and through a network of advisors who use the Invisor CoPilot platform. We are currently seeking an Associate, Client Service in Oakville, Ontario.

 

The Job:

 

As one of the first and most important points of contact for our clients and advisors, you will provide timely and accurate responses to incoming telephone, email, written, and online questions about our services.

 

You will help the Portfolio Managers and the advisors with whom we work to guide clients through account openings and will be responsible for ensuring all the documentation required to open and fund their accounts is received and processed in a timely manner.

 

What we are looking for:

 

Someone with a Post-secondary education in business, financial services, or another relevant field.

 

Someone with customer service experience, ideally in a financial services environment. Or, if you have other experience in customer service that you think would be a good fit, tell us more.

 

Some knowledge of financial products, and an interest to learn more.

 

Excellent verbal and written communication skills.

 

Someone with A LOT of attention to detail, high energy, and willingness to learn.

 

What you are looking for:

 

An opportunity to work in a fast-paced, energetic environment where you will learn something new every day.

 

A great team of professionals with diverse backgrounds who love to share their experiences and learn new things from new people.

 

Opportunities to provide great advice, solve important problems, and make a difference in people’s lives. 

 

Competitive salary, paid vacation, flexible work arrangements, and an employee savings plan.

 

Interested?

 

Contact Invisor via email at careers@invisor.ca and tell us more about yourself.