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Financial Services Jobs in Canada

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Financial Services Representative at Northern Savings Credit Union
Prince Rupert, British Columbia, Canada - Full Time
Skills Needed
Financial Services, Sales, Customer Service, Cash Handling, Relationship Building, Communication, Attention To Detail, Multitasking, Microsoft Office, Banking Systems, Regulatory Compliance, Account Management, Transaction Processing, Problem Solving, Financial Literacy
Specialization
Candidates must have a high school diploma, with post-secondary education and financial services courses considered an asset. Previous sales and service experience is required, with a preference for 2–4 years of experience in the financial sector.
Experience Required
Minimum 2 year(s)
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
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.
Strategic Enterprise Account Executive - Financial Services at Databricks Canada ULC
Toronto, Ontario, Canada - Full Time
Skills Needed
Sales, Enterprise Account Management, Financial Services, Customer Vision Expansion, Deal Progression, Product Understanding, Value Communication, Driving Consumption, Salesforce, Solution Selling, Cloud Technologies, Big Data, Saas Sales, Spark, Forecasting
Specialization
Candidates must have over 7 years of experience exceeding sales quotas, preferably with field sales experience in big data, Cloud, or SaaS, and specific Financial Services (FINS) experience is preferred. A key requirement is the ability to articulate intricate cloud technologies and a strong understanding of Spark and big data is preferable.
Experience Required
Minimum 5 year(s)
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.
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 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 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 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 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 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.
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 Royal Bank of Canada
Thunder Bay, Ontario, Canada - Full Time
Skills Needed
Client Centricity, Communication, Critical Thinking, Curious Mindset, Sales, Credit, Investments, Digital Enablement, Relationship Building, Client Acquisition, Client Retention, Financial Planning, Retirement Planning, Mortgages, Business Banking
Specialization
Candidates must possess valid Mutual Funds accreditation and have completed specific Canadian Securities Institute designations relevant to their province (DFSA or Quebec Certificate of Achievement). A minimum of 2-3 years of proven sales experience in financial services, handling credit and investments, is required, along with demonstrated digital literacy.
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.
Associate Financial Advisor/Financial Advisor at Raymond James
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Client Meetings, Investment Management, Portfolio Reviews, Research, Analysis, Asset Mix Decisions, Investment Selection, Client Service, Interpersonal Skills, Attention To Detail, Analytical Mind, Communication Skills, Maturity, Poise, Self Motivated
Specialization
Candidates must have superior relationship skills, keen attention to detail, and a strong analytical mind, enjoying interaction with people and conveying calm during market volatility. A minimum of five years of financial services industry experience is required, along with being entrepreneurial, self-motivated, and fully licensed with an advanced finance qualification or willingness to obtain one.
Experience Required
Minimum 5 year(s)
Financial Services Representative at Northern Savings Credit Union
Prince Rupert, British Columbia, Canada -
Full Time

Start Date

Immediate

Expiry Date

02 Jul, 26

Salary

31.82

Posted On

03 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial services, Sales, Customer service, Cash handling, Relationship building, Communication, Attention to detail, Multitasking, Microsoft Office, Banking systems, Regulatory compliance, Account management, Transaction processing, Problem solving, Financial literacy

Industry

Financial Services

Description
FINANCIAL SERVICES REPRESENTATIVE (FSR) Location: Branch Reports To: Assistant Branch Manager At Northern Savings Credit Union, every employee is expected to uphold our vision, mission, and values while delivering exceptional member experiences. ABOUT THE ROLE The Financial Services Representative (FSR) plays a key role in delivering financial solutions and outstanding service to personal and business members. This position supports front-line operations, builds strong member relationships, identifies financial needs, and contributes to branch growth through sales, referrals, and operational excellence. KEY RESPONSIBILITIES Member Service & Sales * Provide day-to-day financial solutions including deposit accounts, registered and non-registered investments, small lending products, credit cards, and term deposits. * Open and maintain personal and business accounts; process account changes, redemptions, contributions, and auto transfers. * Proactively engage members to identify needs, retain business, and uncover new opportunities. * Promote Northern Savings products and services, making referrals to lending, wealth management, insurance, and business services. * Resolve member questions and concerns efficiently, escalating issues when required. * Maintain accurate and up-to-date member information. Cash & Transaction Processing * Accurately process cash and non-cash transactions including deposits, withdrawals, transfers, bill payments, drafts, money orders, wires, and foreign currency. * Balance cash, ATMs, recyclers, vaults, and general ledger accounts in accordance with branch procedures. * Follow security, cash handling, and custody controls at all times. Operational & Administrative Support * Support branch opening and closing procedures. * Assist with ATM and night deposit processing, mail handling, supply ordering, and safety deposit box administration. * Track sales activity and referrals. * Provide support and guidance to front-line team members to ensure consistent, professional service. Risk & Compliance * Adhere to all regulatory, privacy, AML, and internal policy requirements. * Ensure accuracy, confidentiality, and compliance in all transactions and member interactions. * Understand authority limits related to overrides, service charges, and custodial duties. QUALIFICATIONS Education * High school diploma required; post-secondary education an asset. * Credit Union or financial services courses (e.g., CCUA) considered an asset. Experience * Previous sales and service experience required. * 2–4 years of financial services experience preferred. Skills & Competencies * Strong sales, communication, and relationship-building skills. * Excellent attention to detail and accuracy. * Ability to multitask and prioritize in a fast-paced environment. * Professional, reliable, and accountable with a high level of ownership. * Proficient in Microsoft Office and banking systems. * Adaptable to change and committed to continuous learning.
Responsibilities
The Financial Services Representative delivers financial solutions and exceptional service to members while managing front-line operations and cash transactions. They are responsible for identifying member needs, promoting products, and ensuring operational excellence and regulatory compliance.
Financial Services Representative at Northern Savings Credit Union
Prince Rupert, British Columbia, Canada - Full Time
Skills Needed
Financial Services, Sales, Customer Service, Cash Handling, Relationship Building, Communication, Attention To Detail, Multitasking, Microsoft Office, Banking Systems, Regulatory Compliance, Account Management, Transaction Processing, Problem Solving, Financial Literacy
Specialization
Candidates must have a high school diploma, with post-secondary education and financial services courses considered an asset. Previous sales and service experience is required, with a preference for 2–4 years of experience in the financial sector.
Experience Required
Minimum 2 year(s)
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
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.
Strategic Enterprise Account Executive - Financial Services at Databricks Canada ULC
Toronto, Ontario, Canada - Full Time
Skills Needed
Sales, Enterprise Account Management, Financial Services, Customer Vision Expansion, Deal Progression, Product Understanding, Value Communication, Driving Consumption, Salesforce, Solution Selling, Cloud Technologies, Big Data, Saas Sales, Spark, Forecasting
Specialization
Candidates must have over 7 years of experience exceeding sales quotas, preferably with field sales experience in big data, Cloud, or SaaS, and specific Financial Services (FINS) experience is preferred. A key requirement is the ability to articulate intricate cloud technologies and a strong understanding of Spark and big data is preferable.
Experience Required
Minimum 5 year(s)
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.
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 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 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 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 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 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.
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 Royal Bank of Canada
Thunder Bay, Ontario, Canada - Full Time
Skills Needed
Client Centricity, Communication, Critical Thinking, Curious Mindset, Sales, Credit, Investments, Digital Enablement, Relationship Building, Client Acquisition, Client Retention, Financial Planning, Retirement Planning, Mortgages, Business Banking
Specialization
Candidates must possess valid Mutual Funds accreditation and have completed specific Canadian Securities Institute designations relevant to their province (DFSA or Quebec Certificate of Achievement). A minimum of 2-3 years of proven sales experience in financial services, handling credit and investments, is required, along with demonstrated digital literacy.
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.
Associate Financial Advisor/Financial Advisor at Raymond James
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Client Meetings, Investment Management, Portfolio Reviews, Research, Analysis, Asset Mix Decisions, Investment Selection, Client Service, Interpersonal Skills, Attention To Detail, Analytical Mind, Communication Skills, Maturity, Poise, Self Motivated
Specialization
Candidates must have superior relationship skills, keen attention to detail, and a strong analytical mind, enjoying interaction with people and conveying calm during market volatility. A minimum of five years of financial services industry experience is required, along with being entrepreneurial, self-motivated, and fully licensed with an advanced finance qualification or willingness to obtain one.
Experience Required
Minimum 5 year(s)