Work with Us

Join Us as We Redefine How Wealth Management Software Should Be

Our mission is to empower financial advisors to help their clients build wealth. We do this by providing an industry-leading, full lifecycle wealth management platform to financial institutions.

Univeris believes the future of retail wealth management is a hybrid experience of People + Technology for both advisors and their clients (the investor). We’re here to bring that hybrid experience model to life.

Who We Are

Who We Are

Our mission is to empower financial advisors to help their clients build wealth. We do this by providing an industry-leading, full lifecycle wealth management platform to financial institutions.

Univeris believes the future of retail wealth management is a hybrid experience of People + Technology for both advisors and their clients (the investor). We’re here to bring that hybrid experience model to life.

With the backing of our equity partner, TELEO Capital, we are ready to accelerate our growth and invest in the future of Wealth Management Technology (WealthTech). Our team works collaboratively to innovate and create the best possible experience for our clients.

At Univeris, we’re all makers, owners, and drivers of our collective success.

Values We Live By

 At Univeris, we’ve built a company based on innovation, ingenuity, and putting our clients first. We empower our team members to solve real world problems. We work in a collaborative environment, encouraging different opinions and creative solutions. We work hard, but we try to have fun doing it.

 At Univeris, our values are:

Collaborative Problem Solving

When faced with new problems, we work together to find solutions. In times of need, team members across the organization step up to help each other out.

Collaborative Problem Solving

Four-in-five team members agree our teams collaborate well to get the job done

Openness and Transparency

We believe information should flow freely throughout our organization. Sharing company updates, asking for feedback and sharing results, including team members in company decisions are just some ways we look to build trust and engagement internally.

Openness and Transparency

Accountability

We are powered by integrity. We do what we say and we encourage every team member to take ownership of their work and responsibility for their actions. If we miss the mark, we hold ourselves accountable.

Accountability

88% agree we hold ourselves accountable for results

Lifelong Learning

From our clients to our team members, we aim to be lifelong learners. We constantly seek candid, direct, and constructive feedback to understand how we can improve our business, our company, and ourselves. We also offer an education and training program for those who wish to continue learning outside the organization.

Lifelong
Learning

84% of team members agree that Univeris is a great company for them to make a contribution to their development

Having Fun

As much as we work hard, we like to have fun too. While the pandemic has disrupted our more regular social activities, our Culture Club has stepped up to organize creative ways for all of us to connect virtually. Think: Star Wars Trivia, Draw & Guess games, costume contests, and more!

Having Fun

EMPLOYEE SPOTLIGHT

As a Solutions Engineer for the market-leading Univeris product, my role fosters new learnings every day. I’m able to constantly grow my knowledge and refine and improve my skills. I’m part of a team with people who are passionate and supportive. I have the freedom to work intelligently and solve problems in a way that is fulfilling. In addition, I am able to drive change and make a positive impact.

Gav Sriskandharajah, Solutions Engineer

Remote-First

In doing our part to reduce the spread of COVID-19, we’ve made some changes to ensure our team members remain healthy and safe.

We have decided to be a remote-first work environment at this time. When it is safe to do so again, we’ll reopen our downtown Toronto office and implement a hybrid working style that includes a mix of both remote and in-office. All future work location decisions will be made jointly between you, your team, and HR.

Our Benefits

Health Plan Coverage from Day One

No probation period required; benefits kick in the day you start.

Health Spending Account

Coverage for a wide range of health-related expenses, over and above regular benefit plans.

Employee Assistance Program (EAP)

A confidential support service that can help you with work, health and life challenges, including company-paid counselling sessions.

Growing Vacation Days and Personal Days + Sick Days

The longer you stay, the more vacation time you will earn.

Remote Work Flexibility and Flexible Hours

Work from home when you need to and during the hours that work for your situation.

Retirement Savings Plan Matching

An incentive for employees to save for retirement that's subsidized by us.

Education and Training Program

Reimbursement for pre-approved educational expenses.

Parental Leave Program

A program that helps out you and your growing family.

EMPLOYEE SPOTLIGHT

There is a lot of transparency at the highest levels of the organization and that is exactly what makes the company great. If you’re seeking an environment where you can apply your skills to the best of your ability and surround yourself with talented, hard-working people, then come over and you’ll be welcomed with open arms. The people are amazing and always willing to help. It’s also been a great experience working remotely. Never have I felt alone.

Iryna Pastukhova, Senior Project Manager