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Financial Services Jobs in Canada

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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.
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
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)
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.
Entry Level Financial Services at Spade Recruiting
Corner Brook, Newfoundland and Labrador, Canada - Full Time
Skills Needed
Communication Skills, Time Management, Customer Service, Sales, Presentation Skills, Computer Knowledge, Leadership Development
Specialization
Candidates must possess strong communication and time management skills, be at least 18 years old, and pass a background check. A high school diploma is required, with customer service experience preferred but not mandatory.
Part Time Financial Service Representative at The Check Cashing Store
Bolton, Ontario, Canada - Full Time
Skills Needed
Sales, Customer Service, Cash Handling, Transaction Execution, Needs Assessment, Negotiation, Compliance, Financial Services, Profitability Goal Achievement, Documentation Accuracy
Specialization
Successful candidates must be sales-driven, possess a minimum of one year of experience in financial services and sales, and demonstrate a strong passion for customer service. Previous cash handling experience and a high school diploma or equivalent are also required.
Part-Time Financial Services Representative at The Check Cashing Store
New Minas, Nova Scotia, Canada - Full Time
Skills Needed
Sales Driven, Customer Service, Cash Handling, Transaction Execution, Needs Assessment, Negotiation, Compliance, Financial Services Experience
Specialization
Successful candidates must be sales-driven and possess a minimum of one year of experience in financial services and sales, coupled with a strong passion for customer service. Applicants are also required to have previous cash handling experience and a high school diploma or equivalent.
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.
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)
Subprime Financial Services Manager at Clutch Technologies Inc
Mississauga, Ontario, Canada - Full Time
Skills Needed
Sales Experience, Lending, Banking, Customer Communication, Crm, Credit Applications, Negotiation Skills, Attention To Detail, Organization, Upselling, Customer Objections, Fast Paced Environment, Challenged Credit Profiles, Self Starter, Car Industry Knowledge
Specialization
Candidates should have 2-3+ years of sales experience, preferably in lending or banking, and experience with challenged credit profiles. Strong communication, negotiation skills, and a self-starter attitude 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 Bank of Montreal
Smiths Falls, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Planning, Sales, Client Relationship Management, Business Development, Needs Assessment, Referrals, Performance Target Achievement, Relationship Management, Data Analysis, Problem Solving, Communication, Influence, Regulatory Compliance
Specialization
Candidates typically need between 3-5 years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Applicants must also meet all regulatory and governing body licensing and registration requirements for a Financial Planner in the employment province or territory.
Experience Required
Minimum 2 year(s)
Financial Planner at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Networking, Business Development, Communication, Long Term Planning
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 3 years of experience in financial planning. Strong financial acumen and proven networking skills are essential for success in this role.
Experience Required
Minimum 2 year(s)
Financial Planner at Raymond James
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Financial Planning, Client Service, Communication Skills, Presentation Skills, Time Management, Organizational Skills, Team Collaboration, Data Interpretation, Relationship Building, Problem Solving, Tax Knowledge, Legal Knowledge, Software Proficiency, Goal Driven Approach, Integrity, Initiative, Flexibility
Specialization
Candidates should have 3-5 years of relevant experience in financial planning and a strong understanding of Canadian financial concepts. Excellent communication and presentation skills are essential, along with proficiency in financial planning software.
Experience Required
Minimum 5 year(s)
Financial Planner at Raymond James
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Tax Recommendations, Client Facing, Cash Flow Projection, Tax Analysis, Insurance Planning, Estate Planning, Client Service, Time Management, Decision Making, Organizational Skills, Multi Tasking, Prioritizing Skills, Problem Solving, Judgment, Attention To Detail
Specialization
Candidates must possess knowledge in Financial Planning concepts and demonstrate skills in client service, time management, and decision making, while being proficient in Microsoft Office. Required qualifications include practical experience in higher-level planning, such as integrating closely held corporations or trusts, and the Certified Financial Planner (CFP®) designation or near completion is mandatory.
Experience Required
Minimum 5 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
Northeastern Manitoulin and the Islands, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Advice, Sales, Client Relationship Management, Business Development, Needs Assessment, Referrals, Performance Target Achievement, Relationship Management, Data Analysis, Problem Solving, Communication, Collaboration, Influence, Regulatory Compliance
Specialization
Candidates typically need between 3-5 years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Applicants must also meet all required regulatory and governing body licensing and registration requirements for a Financial Planner in the province or territory of employment.
Experience Required
Minimum 2 year(s)
Financial Planner at Bank of Montreal
Milton, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Planning, Sales, Client Relationship Management, Business Development, Needs Assessment, Referrals, Performance Target Achievement, Relationship Management, Data Analysis, Problem Solving, Communication, Collaboration, Influence, Regulatory Compliance
Specialization
Candidates typically need 3-5 years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Applicants must also meet all required regulatory and governing body licensing and registration requirements for a Financial Planner in the province of employment.
Experience Required
Minimum 2 year(s)
Financial Advisor at Primerica - Toronto, ON
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Advice, Client Relationships, Investment Analysis, Insurance Recommendations, Financial Planning, Client Education, Networking, Referrals, Interpersonal Skills, Communication Skills, Self Motivation, Results Oriented, Willingness To Learn, Entrepreneurial Spirit
Specialization
Candidates should have a passion for personal finance and helping others, along with strong interpersonal and communication skills. A willingness to learn and obtain necessary licenses is also required.
Investor Services Administrator at SGGG Fund Services Inc.
Toronto, Ontario, Canada - Full Time
Skills Needed
Communication Skills, Microsoft Excel, Time Management, Attention To Detail, Customer Service, Teamwork, Financial Services, Math Calculations, Willingness To Learn
Specialization
Candidates should have completed post-secondary education or have one year of professional experience in financial services. Strong communication skills and intermediate to advanced Excel skills are essential for this role.
Financial Services Representative at Primerica - Toronto, ON
North York, Ontario, Canada -
Full Time

Start Date

Immediate

Expiry Date

08 Apr, 26

Salary

0.0

Posted On

08 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Service Skills, Entrepreneurial Mindset, Leadership Skills, Decision-Making Skills, Relationship Building, Critical Thinking

Industry

Financial Services

Description
About The Job Primerica a leading company in the Financial Services industry, is seeking ambitious individuals from all backgrounds to join our team of professionals. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals. NO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON. Our mission statement: To help families earn more income and become properly protected, debt-free and financially independent. Our award-winning training led by successful field leaders equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career no matter your career background or experience level. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial security. The desired candidate should possess the following skills: You're a self-starter capable of thriving on a team Excellent customer service skills Entrepreneurial Mindset Strong leadership and decision-making skills Ability to develop, manage and drive growth Must be 18+ (This is a FEDERAL requirement) Must pass a background check (No Criminal Convictions) What we provide: Training Bonus program Highly Competitive Commission Rates Part-time or Full-time Business Opportunities Full Training and On-Going Field Support No Quotas or Caps on Commissions* Stock opportunities Residual Income Opportunities - Multiple income streams You must be in Canada Primerica is uniquely aligned with our clients’ interest and priorities. We have over 46 years of industry success. Some of our accolades include: RATED A+ SUPERIOR BY AM BEST Most Trusted Financial Company By Investors Business Daily (2022) DALBAR AWARD FOR MUTUAL FUND SERVICES SINCE 2018 FORTUNE 1000 AMERICA’S GREATEST WORKPLACES BY NEWSWEEK (2023) FORBE’S “AMERICA’S BEST INSURANCE COMPANIES” (2022) FORBE’S “BEST EMPLOYER FOR WOMEN” (2023) FORBE’S “THE BEST EMPLOYER FOR DIVERSITY” (2022) Powered by JazzHR
Responsibilities
Develop a client base by growing relationships with your network and establish strong customer relationships. Provide guidance and solutions to help families achieve financial security.
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.
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
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)
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.
Entry Level Financial Services at Spade Recruiting
Corner Brook, Newfoundland and Labrador, Canada - Full Time
Skills Needed
Communication Skills, Time Management, Customer Service, Sales, Presentation Skills, Computer Knowledge, Leadership Development
Specialization
Candidates must possess strong communication and time management skills, be at least 18 years old, and pass a background check. A high school diploma is required, with customer service experience preferred but not mandatory.
Part Time Financial Service Representative at The Check Cashing Store
Bolton, Ontario, Canada - Full Time
Skills Needed
Sales, Customer Service, Cash Handling, Transaction Execution, Needs Assessment, Negotiation, Compliance, Financial Services, Profitability Goal Achievement, Documentation Accuracy
Specialization
Successful candidates must be sales-driven, possess a minimum of one year of experience in financial services and sales, and demonstrate a strong passion for customer service. Previous cash handling experience and a high school diploma or equivalent are also required.
Part-Time Financial Services Representative at The Check Cashing Store
New Minas, Nova Scotia, Canada - Full Time
Skills Needed
Sales Driven, Customer Service, Cash Handling, Transaction Execution, Needs Assessment, Negotiation, Compliance, Financial Services Experience
Specialization
Successful candidates must be sales-driven and possess a minimum of one year of experience in financial services and sales, coupled with a strong passion for customer service. Applicants are also required to have previous cash handling experience and a high school diploma or equivalent.
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.
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)
Subprime Financial Services Manager at Clutch Technologies Inc
Mississauga, Ontario, Canada - Full Time
Skills Needed
Sales Experience, Lending, Banking, Customer Communication, Crm, Credit Applications, Negotiation Skills, Attention To Detail, Organization, Upselling, Customer Objections, Fast Paced Environment, Challenged Credit Profiles, Self Starter, Car Industry Knowledge
Specialization
Candidates should have 2-3+ years of sales experience, preferably in lending or banking, and experience with challenged credit profiles. Strong communication, negotiation skills, and a self-starter attitude 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 Bank of Montreal
Smiths Falls, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Planning, Sales, Client Relationship Management, Business Development, Needs Assessment, Referrals, Performance Target Achievement, Relationship Management, Data Analysis, Problem Solving, Communication, Influence, Regulatory Compliance
Specialization
Candidates typically need between 3-5 years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Applicants must also meet all regulatory and governing body licensing and registration requirements for a Financial Planner in the employment province or territory.
Experience Required
Minimum 2 year(s)
Financial Planner at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Networking, Business Development, Communication, Long Term Planning
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 3 years of experience in financial planning. Strong financial acumen and proven networking skills are essential for success in this role.
Experience Required
Minimum 2 year(s)
Financial Planner at Raymond James
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Financial Planning, Client Service, Communication Skills, Presentation Skills, Time Management, Organizational Skills, Team Collaboration, Data Interpretation, Relationship Building, Problem Solving, Tax Knowledge, Legal Knowledge, Software Proficiency, Goal Driven Approach, Integrity, Initiative, Flexibility
Specialization
Candidates should have 3-5 years of relevant experience in financial planning and a strong understanding of Canadian financial concepts. Excellent communication and presentation skills are essential, along with proficiency in financial planning software.
Experience Required
Minimum 5 year(s)
Financial Planner at Raymond James
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Tax Recommendations, Client Facing, Cash Flow Projection, Tax Analysis, Insurance Planning, Estate Planning, Client Service, Time Management, Decision Making, Organizational Skills, Multi Tasking, Prioritizing Skills, Problem Solving, Judgment, Attention To Detail
Specialization
Candidates must possess knowledge in Financial Planning concepts and demonstrate skills in client service, time management, and decision making, while being proficient in Microsoft Office. Required qualifications include practical experience in higher-level planning, such as integrating closely held corporations or trusts, and the Certified Financial Planner (CFP®) designation or near completion is mandatory.
Experience Required
Minimum 5 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
Northeastern Manitoulin and the Islands, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Advice, Sales, Client Relationship Management, Business Development, Needs Assessment, Referrals, Performance Target Achievement, Relationship Management, Data Analysis, Problem Solving, Communication, Collaboration, Influence, Regulatory Compliance
Specialization
Candidates typically need between 3-5 years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Applicants must also meet all required regulatory and governing body licensing and registration requirements for a Financial Planner in the province or territory of employment.
Experience Required
Minimum 2 year(s)
Financial Planner at Bank of Montreal
Milton, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Planning, Sales, Client Relationship Management, Business Development, Needs Assessment, Referrals, Performance Target Achievement, Relationship Management, Data Analysis, Problem Solving, Communication, Collaboration, Influence, Regulatory Compliance
Specialization
Candidates typically need 3-5 years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Applicants must also meet all required regulatory and governing body licensing and registration requirements for a Financial Planner in the province of employment.
Experience Required
Minimum 2 year(s)
Financial Advisor at Primerica - Toronto, ON
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Advice, Client Relationships, Investment Analysis, Insurance Recommendations, Financial Planning, Client Education, Networking, Referrals, Interpersonal Skills, Communication Skills, Self Motivation, Results Oriented, Willingness To Learn, Entrepreneurial Spirit
Specialization
Candidates should have a passion for personal finance and helping others, along with strong interpersonal and communication skills. A willingness to learn and obtain necessary licenses is also required.
Investor Services Administrator at SGGG Fund Services Inc.
Toronto, Ontario, Canada - Full Time
Skills Needed
Communication Skills, Microsoft Excel, Time Management, Attention To Detail, Customer Service, Teamwork, Financial Services, Math Calculations, Willingness To Learn
Specialization
Candidates should have completed post-secondary education or have one year of professional experience in financial services. Strong communication skills and intermediate to advanced Excel skills are essential for this role.