OneVest

OneVest is a modern wealth management platform designed to power the world's wealth. Their mission is to empower financial institutions with modular software solutions that streamline client onboarding, portfolio management, analytics, and more. The platform offers a range of features that help institutions deliver personalized experiences to advisors and clients, increase operational efficiency, support compliance, and keep pace with an evolving wealth management landscape. OneVest is designed to be user-friendly, customizable, and easily updated, making it a versatile solution for a variety of financial institutions.

OneVest prioritizes innovation, flexibility, and inclusivity, creating a culture that encourages risk-taking and creative problem-solving. They value diversity in thought and experience, believing that a unique mix of knowledge and ideas can shape the most creative solutions in the industry. The company is also committed to providing a positive work environment, offering a variety of benefits to their employees, including flexible work arrangements and a focus on employee well-being.

OneVest embraces a fully flexible work model, allowing employees to work from their chosen location, whether it be the Calgary or Toronto office, home, or a combination of both. This hybrid approach prioritizes individual needs and preferences, enabling employees to maximize productivity and achieve work-life balance. For those seeking international experiences, OneVest permits employees to work outside of Canada for up to 90 days per year.

OneVest offers a comprehensive benefits package that prioritizes employee well-being and financial security. Employees enjoy full medical, dental, and vision coverage starting on day one, along with stock options for full-time employees. OneVest also provides no-fee management for employee investments in Canada. The company promotes a flexible work environment, offering a hybrid model that allows employees to work from the Calgary or Toronto office, home, or both. Employees receive four weeks of vacation plus an extra week over the December holidays and have access to a 100% covered Employee Assistance Plan through Dialogue for mental health, career, and legal support. Annual team-building events are also offered to encourage connection and growth.

OneVest is a wealth management platform designed to empower financial institutions with modular software solutions that streamline client onboarding, portfolio management, analytics, and more. Their mission is to enable financial institutions to grow, lead in innovation, and deliver exceptional client experiences by adapting to the unique needs of each institution.

OneVest promotes a culture of innovation, inclusivity, and flexibility. They encourage employees to think boldly, embrace challenges, and find creative solutions to problems. They value diversity of thought and experience, fostering an inclusive environment where everyone feels welcome to be their authentic selves. The company also embraces flexibility, offering hybrid work arrangements and allowing employees to work remotely for up to 90 days per year. This dynamic environment fosters a sense of collaboration and empowers employees to contribute their unique perspectives.

OneVest fosters an inclusive environment where individuals are encouraged to be their authentic selves. They value diversity in thought and experience, believing it drives innovation and leads to creative solutions that challenge the status quo. They strive to create a welcoming workplace for all, where individuals are respected and feel valued for their unique perspectives and contributions.