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Odgers Berndtson
Chief Executive Officer, Tradex Management IncOdgers Berndtson • Ahuntsic North, ca
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Chief Executive Officer, Tradex Management Inc

Chief Executive Officer, Tradex Management Inc

Odgers Berndtson • Ahuntsic North, ca
5 days ago
Job type
  • Full-time
Job description
Headquartered in Ottawa, Tradex Management Inc (Tradex) is a mutual fund management company and mutual fund dealer that operates on a not‑for‑profit basis. Created in 1960 by public servants for public servants, Tradex is open to all past and present public servants and their families. With over half a billion in assets under administration, Tradex manages three proprietary mutual funds, as well as offering an extensive range of financial products that include over 10,000 mutual funds in Canada, segregated funds, GICs, high‑interest savings accounts, and life insurance. Tradex is regulated by the Ontario Securities Commission, the Autorité des marchés financiers (Quebec), the Financial Services Regulatory Authority of Ontario, and is also a member of the Canadian Investment Regulatory Organization. Tradex is a unique and highly successful at‑cost dealer. With accountability to the Board of Directors, the Chief Executive Officer has an opportunity to take it to the next level of financial services and advice, while maintaining its unique corporate culture of collaboration, integrity, client focus and employee development. The CEO will demonstrate a strong belief and commitment to the Tradex mission and has a track record of success in leadership roles, ideally with experience in the mutual fund advisory business and knowledge of the public service sector. The ideal candidate has an affinity for purpose driven organizations and can effectively engage a broad array of stakeholders, inspire employees and attract existing and new clients to drive organizational growth for the future. With an undergraduate degree, preferably in business or finance, the CEO will have experience in a business development role with focus on client management in a wealth advisory or mutual fund organization. They will be a licensed advisor, having completed the Canadian Investment Funds course or equivalent, and have previously managed teams in a client management capacity.

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Chief Executive Officer, Tradex Management Inc • Ahuntsic North, ca

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