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Financial Services Jobs in Canada

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About 1968 results in (5) seconds
Financial Services Advisor - Toyota on Regent at The Jim Pattison Auto Group
Winnipeg, Manitoba, Canada - Full Time
Skills Needed
Financial Services, Customer Relationship Management, Sales, Insurance Solutions, Paperwork Completion, Market Awareness, Positive Attitude
Specialization
Candidates must have a valid provincial driver's license and previous financial service experience in a dealership. A sales permit for automotive financial services is also required.
Experience Required
Minimum 2 year(s)
Broker, Financial Services Group at Aon Corporation
Calgary, Alberta, Canada - Full Time
Skills Needed
Insurance, Communication Skills, Risk Analysis, Negotiation, Client Meetings, Relationship Building, Marketing Proposals, Documentation Approval
Specialization
Candidates should have over 3 years of experience in insurance and a commercial damage insurance broker's license or the intention to obtain it within 6 months. Strong written and verbal communication skills are essential, and a financial or legal background is considered an asset.
Experience Required
Minimum 2 year(s)
Financial Services Representative at Primerica - Toronto, ON
North York, Ontario, Canada - Full Time
Skills Needed
Self Starter, Customer Service, Entrepreneurial Mindset, Leadership, Decision Making, Relationship Building
Specialization
Candidates must be 18 years or older and pass a background check with no criminal convictions. Previous experience is not necessary as training will be provided.
Financial Services Representative at Primerica - Toronto, ON
North York, Ontario, Canada - Full Time
Skills Needed
Customer Service Skills, Entrepreneurial Mindset, Leadership Skills, Decision Making Skills, Relationship Building, Critical Thinking
Specialization
Candidates must be 18 years or older and pass a background check with no criminal convictions. Previous experience is not necessary as training will be provided.
Entry Level Financial Services at American Income Life AO - Keerat Grewal
Richmond, British Columbia, Canada - Full Time
Skills Needed
Communication Skills, Time Management, Customer Service, Sales, Presentation Skills, Basic Computer Knowledge
Specialization
Candidates must have strong communication and time management skills, be at least 18 years old, and pass a background check. A high school diploma is required, and customer service experience is preferred but not mandatory.
Sr. Analyst, Financial Services at Restaurant Brands International
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Budgeting, Forecasting, Variance Analysis, Microsoft Office, Excel, Powerpoint, Outlook, Onestream, Sap, Coupa, Invoice Processing, Collaboration, Communication, Analytical Skills, Self Starter
Specialization
Candidates should have a bachelor's degree in a relevant field and a minimum of 3 years of finance or accounting experience. Proficiency in Microsoft Office and familiarity with Onestream, SAP, and Coupa are preferred.
Experience Required
Minimum 2 year(s)
Senior Advisor(s), Change Management (Financial Services) at CGI Group Inc - United States
Toronto, ON, Canada - Full Time
Skills Needed
Change Management, Financial Services, Leadership
Specialization
The fields of organizational change organizational behaviour leadership and/or communications
Qualification
Graduate
Financial Controller at Bullet Trade Services
Guelph, Ontario, Canada - Full Time
Skills Needed
Financial Controller, Gaap Compliance, Budgeting, Forecasting, Financial Modeling, Internal Controls, M&A, Accounting, Process Improvement, Communication, Collaboration, Strategic Planning, Technology Optimization, Post Deal Integration, Ownership, High Standards
Specialization
A seasoned accounting professional (CPA strongly preferred) with 3-5 years of experience, ideally with exposure to M&A or startup environments. Strong communicator who can collaborate cross-functionally and contribute to strategic initiatives.
Experience Required
Minimum 2 year(s)
Financial Services - Full Benefits at American Income Life AO - Keerat Grewal
London, Ontario, Canada - Full Time
Skills Needed
Communication Skills, Time Management, Customer Service, Sales, Presentation Skills, Leadership Development, Basic Computer Knowledge
Specialization
Candidates must possess strong communication and time management skills and be at least 18 years old. A high school diploma is required, and customer service or retail experience is preferred but not mandatory.
Financial Analyst at Closer to Home Community Services
Calgary, Alberta, Canada - Full Time
Skills Needed
Accounting Principles, Analytical Skills, Attention To Detail, Journal Entries, Account Reconciliations, Financial Statements, Data Analysis, Budgeting, Internal Controls, Auditing, Microsoft Excel, Google Sheets, Organizational Skills, Time Management, Cultural Competence, Problem Solving
Specialization
Candidates should have a degree or diploma in a related field and two years of relevant experience. A CPA designation is preferred, along with proficiency in Microsoft Excel and Google Sheets.
Experience Required
Minimum 2 year(s)
Senior Coordinator, Corporate Services at CMLS Financial
Montreal, Quebec, Canada - Full Time
Skills Needed
Bilingual, Office Administration, Customer Service, Attention To Detail, Communication Skills, Problem Solving, Interpersonal Skills, Confidentiality, Judgment, Prioritization, Initiative, Event Coordination, Tech Savvy, Microsoft Office Suite, Team Collaboration, Organizational Skills
Specialization
The ideal candidate should be bilingual in French and English with over 4 years of experience in office administration or customer service. Strong attention to detail, communication skills, and a collaborative mindset are essential.
Experience Required
Minimum 2 year(s)
Financial Services - Work From Home at Spade Recruiting
Surrey, British Columbia, Canada - Full Time
Skills Needed
Communication Skills, Time Management, Customer Service, Sales, Presentation Skills, Basic Computer Knowledge
Specialization
Candidates must have strong communication and time management skills, be at least 18 years old, and pass a background check. A high school diploma is preferred, and customer service experience is a plus.
Financial Planner at Raymond James
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Client Service, Time Management, Decision Making, Organizational Skills, Multi Tasking, Problem Solving, Judgement, Attention To Detail, Relationship Management, Confidentiality, French Communication, Microsoft Office, Naviplan, Snap Software, Insurance Planning
Specialization
Candidates should have knowledge in financial planning and experience with relevant software. A Certified Financial Planner (CFP®) designation or near completion is required, along with practical experience in higher-level planning.
Experience Required
Minimum 2 year(s)
Financial Planner at Canaccord Genuity Group Inc.
Montreal, Quebec, Canada - Full Time
Skills Needed
Financial Planning, Wealth Management, Investment Strategies, Risk Management, Estate Planning, Tax Analysis, Client Relationship Management, Presentation Skills, Networking, Bilingual Communication, Microsoft Office, Team Collaboration, Client Acquisition, Problem Solving, Analytical Skills, Attention To Detail
Specialization
Candidates should have completed the IQPF designation or be working towards it, along with 10 years of relevant experience in financial planning. Bilingual proficiency in English and French is required, along with strong communication and networking skills.
Experience Required
Minimum 10 year(s)
Financial Planner at Bank of Montreal
Edmonton, Alberta, Canada - Full Time
Skills Needed
Financial Planning, Investment Strategies, Customer Engagement, Sales, Relationship Management, Analytical Skills, Problem Solving, Communication Skills, Collaboration, Business Development, Referral Generation, Market Knowledge, Regulatory Compliance, Data Analysis, Goal Setting, Creative Thinking
Specialization
Candidates should have 3-5 years of relevant experience and a post-secondary degree in a related field or equivalent education and experience. They must also meet regulatory licensing requirements for a Financial Planner in their province or territory.
Experience Required
Minimum 2 year(s)
Financial Planner at Bank of Montreal
Brampton, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Strategies, Customer Engagement, Sales, Relationship Management, Analytical Skills, Problem Solving, Communication Skills, Collaboration, Business Development, Client Needs Assessment, Regulatory Compliance, Market Knowledge, Networking, Teamwork, Creativity
Specialization
Candidates should have 3-5 years of relevant experience and a post-secondary degree in a related field or an equivalent combination of education and experience. They must also meet the regulatory licensing and registration requirements for a Financial Planner in their province or territory.
Experience Required
Minimum 2 year(s)
Financial Planner at Bank of Montreal
Sudbury, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Strategies, Customer Engagement, Sales, Relationship Management, Analytical Skills, Problem Solving, Communication Skills, Collaboration, Business Development, Client Needs Assessment, Regulatory Compliance, Data Analysis, Strategic Thinking, Networking, Customer Service
Specialization
Candidates should have 3-5 years of relevant experience and a post-secondary degree in a related field. They must also meet the regulatory licensing requirements for a Financial Planner in their province or territory.
Experience Required
Minimum 2 year(s)
Financial Planner at Bank of Montreal
North Vancouver, British Columbia, Canada - Full Time
Skills Needed
Financial Planning, Investment Strategies, Customer Engagement, Sales, Relationship Management, Analytical Skills, Problem Solving, Communication Skills, Collaboration, Business Development, Regulatory Compliance, Data Analysis, Customer Service, Marketing Integration, Networking, Goal Setting
Specialization
Candidates typically need 3-5 years of relevant experience and a post-secondary degree in a related field. They must also meet regulatory licensing requirements for a Financial Planner in their province or territory.
Experience Required
Minimum 2 year(s)
Financial Services Entry Level - Remote at Spade Recruiting
Toronto, Ontario, Canada - Full Time
Skills Needed
Strong Communication, Interpersonal Skills, Basic Computer Proficiency, Solid Work Ethic, Reliability, Positive Personality, Effective Time Management
Specialization
Candidates should possess strong communication and interpersonal skills, along with basic computer proficiency. A solid work ethic, reliability, and the ability to pass a background check are also essential.
Financial Accountant at Sokin
Toronto, Ontario, Canada - Full Time
Skills Needed
N/A
Specialization
Candidates should have a degree in accounting or finance and relevant experience in financial accounting. Strong analytical skills and attention to detail are essential.
Experience Required
Minimum 2 year(s)
Financial Services Advisor - Toyota on Regent at The Jim Pattison Auto Group
Winnipeg, Manitoba, Canada -
Full Time

Start Date

Immediate

Expiry Date

27 Feb, 26

Salary

0.0

Posted On

29 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Services, Customer Relationship Management, Sales, Insurance Solutions, Paperwork Completion, Market Awareness, Positive Attitude

Industry

Railroad Equipment Manufacturing

Description
Join the Jim Pattison Toyota on Regent as a Financial Services Advisor! If you are an ambitious, results-oriented, and personable individual committed to delivering exceptional financial solutions and building lasting customer relationships, this role is perfect for you! Why Join us… Competitive commissions and bonus structures. Premium financial products with competitive pricing at our high-traffic location. Unlimited opportunities for career advancement and skill development. Access to state-of-the-art facilities and amenities. Flexible work schedules to suit your lifestyle. Comprehensive manufacturer and in-house training programs. Exclusive access to vendor promotions, offers, and purchase programs. Recognition and rewards initiatives. Comprehensive benefits package. Amazing colleagues, great working environment, and a team building culture! A day in the life… Provide top-tier financial services to our valued customers. Assist customers in selecting the best financial and insurance solutions tailored to their needs. Completing all paperwork and arranges for delivery and registration of the vehicle. Stay informed about competitor financial products and the automotive market landscape in Canada. What we look for… Valid provincial driver’s license. Previous financial service experience in a dealership. Sales Permit for automotive financial services. A positive and can-do attitude! More about us… https://www.jpautogroup.com/dealership/about.htm https://www.jimpattison.com/about/our-story/ We appreciate the interest of all applicants in this exciting opportunity. However, only those selected for an interview will be contacted directly.
Responsibilities
Provide top-tier financial services to customers and assist them in selecting the best financial and insurance solutions. Complete all necessary paperwork and arrange for vehicle delivery and registration.
Financial Services Advisor - Toyota on Regent at The Jim Pattison Auto Group
Winnipeg, Manitoba, Canada - Full Time
Skills Needed
Financial Services, Customer Relationship Management, Sales, Insurance Solutions, Paperwork Completion, Market Awareness, Positive Attitude
Specialization
Candidates must have a valid provincial driver's license and previous financial service experience in a dealership. A sales permit for automotive financial services is also required.
Experience Required
Minimum 2 year(s)
Broker, Financial Services Group at Aon Corporation
Calgary, Alberta, Canada - Full Time
Skills Needed
Insurance, Communication Skills, Risk Analysis, Negotiation, Client Meetings, Relationship Building, Marketing Proposals, Documentation Approval
Specialization
Candidates should have over 3 years of experience in insurance and a commercial damage insurance broker's license or the intention to obtain it within 6 months. Strong written and verbal communication skills are essential, and a financial or legal background is considered an asset.
Experience Required
Minimum 2 year(s)
Financial Services Representative at Primerica - Toronto, ON
North York, Ontario, Canada - Full Time
Skills Needed
Self Starter, Customer Service, Entrepreneurial Mindset, Leadership, Decision Making, Relationship Building
Specialization
Candidates must be 18 years or older and pass a background check with no criminal convictions. Previous experience is not necessary as training will be provided.
Financial Services Representative at Primerica - Toronto, ON
North York, Ontario, Canada - Full Time
Skills Needed
Customer Service Skills, Entrepreneurial Mindset, Leadership Skills, Decision Making Skills, Relationship Building, Critical Thinking
Specialization
Candidates must be 18 years or older and pass a background check with no criminal convictions. Previous experience is not necessary as training will be provided.
Entry Level Financial Services at American Income Life AO - Keerat Grewal
Richmond, British Columbia, Canada - Full Time
Skills Needed
Communication Skills, Time Management, Customer Service, Sales, Presentation Skills, Basic Computer Knowledge
Specialization
Candidates must have strong communication and time management skills, be at least 18 years old, and pass a background check. A high school diploma is required, and customer service experience is preferred but not mandatory.
Sr. Analyst, Financial Services at Restaurant Brands International
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Budgeting, Forecasting, Variance Analysis, Microsoft Office, Excel, Powerpoint, Outlook, Onestream, Sap, Coupa, Invoice Processing, Collaboration, Communication, Analytical Skills, Self Starter
Specialization
Candidates should have a bachelor's degree in a relevant field and a minimum of 3 years of finance or accounting experience. Proficiency in Microsoft Office and familiarity with Onestream, SAP, and Coupa are preferred.
Experience Required
Minimum 2 year(s)
Senior Advisor(s), Change Management (Financial Services) at CGI Group Inc - United States
Toronto, ON, Canada - Full Time
Skills Needed
Change Management, Financial Services, Leadership
Specialization
The fields of organizational change organizational behaviour leadership and/or communications
Qualification
Graduate
Financial Controller at Bullet Trade Services
Guelph, Ontario, Canada - Full Time
Skills Needed
Financial Controller, Gaap Compliance, Budgeting, Forecasting, Financial Modeling, Internal Controls, M&A, Accounting, Process Improvement, Communication, Collaboration, Strategic Planning, Technology Optimization, Post Deal Integration, Ownership, High Standards
Specialization
A seasoned accounting professional (CPA strongly preferred) with 3-5 years of experience, ideally with exposure to M&A or startup environments. Strong communicator who can collaborate cross-functionally and contribute to strategic initiatives.
Experience Required
Minimum 2 year(s)
Financial Services - Full Benefits at American Income Life AO - Keerat Grewal
London, Ontario, Canada - Full Time
Skills Needed
Communication Skills, Time Management, Customer Service, Sales, Presentation Skills, Leadership Development, Basic Computer Knowledge
Specialization
Candidates must possess strong communication and time management skills and be at least 18 years old. A high school diploma is required, and customer service or retail experience is preferred but not mandatory.
Financial Analyst at Closer to Home Community Services
Calgary, Alberta, Canada - Full Time
Skills Needed
Accounting Principles, Analytical Skills, Attention To Detail, Journal Entries, Account Reconciliations, Financial Statements, Data Analysis, Budgeting, Internal Controls, Auditing, Microsoft Excel, Google Sheets, Organizational Skills, Time Management, Cultural Competence, Problem Solving
Specialization
Candidates should have a degree or diploma in a related field and two years of relevant experience. A CPA designation is preferred, along with proficiency in Microsoft Excel and Google Sheets.
Experience Required
Minimum 2 year(s)
Senior Coordinator, Corporate Services at CMLS Financial
Montreal, Quebec, Canada - Full Time
Skills Needed
Bilingual, Office Administration, Customer Service, Attention To Detail, Communication Skills, Problem Solving, Interpersonal Skills, Confidentiality, Judgment, Prioritization, Initiative, Event Coordination, Tech Savvy, Microsoft Office Suite, Team Collaboration, Organizational Skills
Specialization
The ideal candidate should be bilingual in French and English with over 4 years of experience in office administration or customer service. Strong attention to detail, communication skills, and a collaborative mindset are essential.
Experience Required
Minimum 2 year(s)
Financial Services - Work From Home at Spade Recruiting
Surrey, British Columbia, Canada - Full Time
Skills Needed
Communication Skills, Time Management, Customer Service, Sales, Presentation Skills, Basic Computer Knowledge
Specialization
Candidates must have strong communication and time management skills, be at least 18 years old, and pass a background check. A high school diploma is preferred, and customer service experience is a plus.
Financial Planner at Raymond James
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Client Service, Time Management, Decision Making, Organizational Skills, Multi Tasking, Problem Solving, Judgement, Attention To Detail, Relationship Management, Confidentiality, French Communication, Microsoft Office, Naviplan, Snap Software, Insurance Planning
Specialization
Candidates should have knowledge in financial planning and experience with relevant software. A Certified Financial Planner (CFP®) designation or near completion is required, along with practical experience in higher-level planning.
Experience Required
Minimum 2 year(s)
Financial Planner at Canaccord Genuity Group Inc.
Montreal, Quebec, Canada - Full Time
Skills Needed
Financial Planning, Wealth Management, Investment Strategies, Risk Management, Estate Planning, Tax Analysis, Client Relationship Management, Presentation Skills, Networking, Bilingual Communication, Microsoft Office, Team Collaboration, Client Acquisition, Problem Solving, Analytical Skills, Attention To Detail
Specialization
Candidates should have completed the IQPF designation or be working towards it, along with 10 years of relevant experience in financial planning. Bilingual proficiency in English and French is required, along with strong communication and networking skills.
Experience Required
Minimum 10 year(s)
Financial Planner at Bank of Montreal
Edmonton, Alberta, Canada - Full Time
Skills Needed
Financial Planning, Investment Strategies, Customer Engagement, Sales, Relationship Management, Analytical Skills, Problem Solving, Communication Skills, Collaboration, Business Development, Referral Generation, Market Knowledge, Regulatory Compliance, Data Analysis, Goal Setting, Creative Thinking
Specialization
Candidates should have 3-5 years of relevant experience and a post-secondary degree in a related field or equivalent education and experience. They must also meet regulatory licensing requirements for a Financial Planner in their province or territory.
Experience Required
Minimum 2 year(s)
Financial Planner at Bank of Montreal
Brampton, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Strategies, Customer Engagement, Sales, Relationship Management, Analytical Skills, Problem Solving, Communication Skills, Collaboration, Business Development, Client Needs Assessment, Regulatory Compliance, Market Knowledge, Networking, Teamwork, Creativity
Specialization
Candidates should have 3-5 years of relevant experience and a post-secondary degree in a related field or an equivalent combination of education and experience. They must also meet the regulatory licensing and registration requirements for a Financial Planner in their province or territory.
Experience Required
Minimum 2 year(s)
Financial Planner at Bank of Montreal
Sudbury, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Strategies, Customer Engagement, Sales, Relationship Management, Analytical Skills, Problem Solving, Communication Skills, Collaboration, Business Development, Client Needs Assessment, Regulatory Compliance, Data Analysis, Strategic Thinking, Networking, Customer Service
Specialization
Candidates should have 3-5 years of relevant experience and a post-secondary degree in a related field. They must also meet the regulatory licensing requirements for a Financial Planner in their province or territory.
Experience Required
Minimum 2 year(s)
Financial Planner at Bank of Montreal
North Vancouver, British Columbia, Canada - Full Time
Skills Needed
Financial Planning, Investment Strategies, Customer Engagement, Sales, Relationship Management, Analytical Skills, Problem Solving, Communication Skills, Collaboration, Business Development, Regulatory Compliance, Data Analysis, Customer Service, Marketing Integration, Networking, Goal Setting
Specialization
Candidates typically need 3-5 years of relevant experience and a post-secondary degree in a related field. They must also meet regulatory licensing requirements for a Financial Planner in their province or territory.
Experience Required
Minimum 2 year(s)
Financial Services Entry Level - Remote at Spade Recruiting
Toronto, Ontario, Canada - Full Time
Skills Needed
Strong Communication, Interpersonal Skills, Basic Computer Proficiency, Solid Work Ethic, Reliability, Positive Personality, Effective Time Management
Specialization
Candidates should possess strong communication and interpersonal skills, along with basic computer proficiency. A solid work ethic, reliability, and the ability to pass a background check are also essential.
Financial Accountant at Sokin
Toronto, Ontario, Canada - Full Time
Skills Needed
N/A
Specialization
Candidates should have a degree in accounting or finance and relevant experience in financial accounting. Strong analytical skills and attention to detail are essential.
Experience Required
Minimum 2 year(s)