Peak Financial Group

Compliance

• Review the daily transactions carried out by PEAK Advisors to ensure they comply with regulatory requirements
• Review monthly and quarterly reports related to PEAK Advisors’ activities
• Follow up on issues identified during daily, monthly and quarterly reviews
• Assess and approve communications prepared by PEAK Advisors (marketing, social media, etc.)
• Manage the entire External Activities process, including assessment, approval, reporting, and preparation of disclosure letters
• Ensure compliance with other regulatory requirements, including anti-money laundering obligations
• Support the team on other compliance matters, such as complaints and investigations
• Provide timely and practical guidance in response to advisors’ requests regarding their trading activities
• Report trends identified through daily, monthly and quarterly reviews and recommend ways to address gaps
• Participate in special projects, such as reviews focused on IIROC, FINTRAC and other applicable rules, implement regulatory changes, and deliver system improvements.

Compliance Specialist, Securities – Mutual Funds

Financial Planning and Analysis

• Sous la supervision du Superviseur, Solutions aux conseillers, le Chef d’équipe agit comme un lien essentiel entre la direction et l’équipe de services aux conseillers.
• Il coordonne les opérations quotidiennes, soutient l’équipe dans la prestation d’un service efficace et professionnel, et gère les premiers niveaux d’escalade.
• Le titulaire du poste veillera à l’exactitude et à la qualité de toutes les transactions financières et non financières.
• Participe à la formation et au développement des membres de l’équipe.
• Contribue à l’amélioration continue des processus et des standards de service.

Chef d’équipe – Solutions aux Conseillers financiers

Backend Engineer

• Design and develop internal tools to automate processes and support employee workflows
• Collaborate with cross-functional teams (Business Analyst, Product, etc.) to understand business needs and deliver performant, secure applications
• Participate in Agile rituals: sprint planning, code reviews, technical architecture decisions
• Contribute to a growing team that delivers significant operational impact

Back-End Developer, C#/Vue.js

• Develop and maintain our platforms for advisors and clients
• Contribute to the evolution of features, performance optimization and code modernization
• Collaborate closely with UX, Product and Development teams to deliver secure, intuitive and high-performing web applications
• Help unify our external tools into a modern, coherent platform

Full-Stack Developer – Laravel & Vue.js

Data Engineer

• Design, develop and maintain ETL pipelines consolidating data from three brokerage platforms into a central database
• Collaborate with BI, Product and Development teams to ensure data quality, cleanliness and structure
• Participate in establishing foundations for governance, traceability and accessibility via APIs
• Contribute to modernizing our data infrastructure to make it scalable, robust and insight-driven

• Define the architecture for new projects and ensure their scalability
• Lead, mentor, and develop a team of developers
• Standardize tools and guide key technology decisions
• Enforce development best practices (code review, CI/CD, DevOps)
• Collaborate with product, technology, and business teams
• Oversee sprints, deployments, and overall technical alignment

Lead Developer – .NET, C#, Laravel, Vue.js

Public Relations

• Design and implement a targeted PR strategy for Quebec and Canada
• Build strong relationships with journalists, columnists, influencers, and content creators
• Write press releases, speeches, bios, media kits, and position statements
• Prepare internal spokespeople for public appearances
• Measure results, optimize, and demonstrate campaign performance
• Deploy an omnichannel content strategy (newsletters, platforms, internal tools)
• Maintain a clear, dynamic editorial calendar
• Oversee content quality, relevance, and tone
• Support internal communications in collaboration with the HR team
• Optimize content for the web (SEO, accessibility, various formats)
• Ensure PEAK brand consistency across all touchpoints
• Create go-to-market materials for our solutions and services
• Ensure the brand experience reflects our values and ambitions
• Plan and coordinate events (media, partners, advisors)
• Develop innovative formats aligned with our positioning
• Evaluate event impact and recommend improvements