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Financial Services Jobs in Canada

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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 Consultant - Client Relationship Team at Sun Life
Montreal, Quebec, Canada - Full Time
Skills Needed
Relationship Building, Client Experience, Investment Support, Savings Products, Interpersonal Skills, Communication, Bilingualism, Rapport Building, Listening Skills, Risk Assessment, Agility, Self Motivation, Financial Planning Tools, Asset Consolidation, Sales Target Achievement, Client Education
Specialization
Candidates must possess a passion for building relationships and experience selling investment or savings products, along with strong communication skills. Preference is given to candidates holding an active Life Insurance License (LLQP/PQAP) or those willing to obtain it within 60 days.
Experience Required
Minimum 2 year(s)
Financial Services Consultant - Client Relationship Team at Sun Life
Montreal, Quebec, Canada - Full Time
Skills Needed
Relationship Building, Client Experience, Investment Sales, Interpersonal Skills, Communication Skills, Listening Skills, Probing Questions, Agility, Self Motivation, Portfolio Review, Retirement Planning, Risk Assessment, Asset Consolidation, Bilingualism, Financial Planning Tools
Specialization
Candidates must possess a passion for building relationships and experience in selling and supporting investment/savings products, along with strong interpersonal and communication skills. Preference is given to candidates holding a valid Life Insurance License (LLQP/PQAP) or those willing to obtain it within 60 days.
Experience Required
Minimum 2 year(s)
Financial Analyst at Canadian Helicopters
Les Cèdres, Quebec, Canada - Full Time
Skills Needed
Accounting, Financial Analysis, Bilingualism, Excel, Communication, Teamwork, Organizational Skills
Specialization
Candidates must have a bachelor's degree in accounting, finance, or a related discipline, along with preferably 2 years of experience in accounting and financial analysis. Bilingualism in English and French is required.
Experience Required
Minimum 2 year(s)
Financial Analyst at Bird Construction
Montréal, QC, Canada - Full Time
Skills Needed
N/A
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Financial Advisor at Dr Bill RBC Ventures
Lacombe, Alberta, Canada - Full Time
Skills Needed
Client Centricity, Communication, Critical Thinking, Curious Mindset
Specialization
Candidates must have valid Mutual Funds accreditation and 2-3 years of proven sales experience in the financial services industry. Strong digital literacy and the ability to build long-term client relationships are also essential.
Experience Required
Minimum 2 year(s)
Financial Analyst at Aston Carter
Toronto, Ontario, Canada - Full Time
Skills Needed
Month End Close, Year End Close, Journal Entries, Auditor Schedules, General Ledger Reconciliations, Balance Sheet Reconciliations, Grant Allocation, Excel, Vlookup, Pivot Tables, If Functions, Sumifs, Erp Systems, Communication, Interpersonal Skills, Data Cleanup
Specialization
Candidates must possess an accounting degree and 2-3 years of experience, preferably from small to medium-sized companies, along with intermediate Excel skills covering VLOOKUP, pivot tables, IF functions, and SUMIFS. Essential qualifications also include experience with large ERP systems and strong written and spoken English communication skills.
Experience Required
Minimum 2 year(s)
Financial Advisor at Dr Bill RBC Ventures
Thunder Bay, Ontario, Canada - Full Time
Skills Needed
Client Centricity, Communication, Critical Thinking, Curious Mindset
Specialization
Candidates must have valid Mutual Funds accreditation and 2-3 years of proven sales experience in the financial services industry. Strong digital literacy and the ability to build long-term client relationships are also essential.
Experience Required
Minimum 2 year(s)
Financial Analyst at Joseph Ribkoff
Montreal, Quebec, Canada - Full Time
Skills Needed
Accounting, Financial Analysis, Reporting, Budgeting, Variance Analysis, Dashboard Building, Month End Closing, Year End Closing, Audit Assistance, Microsoft Excel, Microsoft Products, Power Bi, Analytical Thinking, Critical Thinking, Prioritization, Bilingualism
Specialization
Candidates must possess a Bachelor's degree in accounting, Finance, or a related field, along with 5 to 7 years of relevant work experience. Strong technical skills in Microsoft Excel and bilingualism (written and verbal) are mandatory requirements.
Experience Required
Minimum 5 year(s)
Financial Analyst at Ford Global Career Site
Oakville, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Teamwork, Financial Reporting, Data Analysis, Decision Making, Business Acumen, Project Management, Communication
Specialization
The job requires the ability to make financial decisions as part of the Finance team. Candidates should be prepared for a dynamic and challenging environment.
Financial Analyst at Ford Global Career Site
Oakville, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Teamwork, Financial Reporting, Data Analysis, Decision Making, Business Acumen, Project Management
Specialization
The job requires the ability to make financial decisions as part of the Finance team. Candidates should be prepared for a dynamic and challenging environment.
Financial Analyst at Trivium
, , Canada - Full Time
Skills Needed
Financial Analysis, Reporting, Budgeting, Forecasting, Financial Modeling, Data Analysis, Problem Solving, Critical Thinking, Communication, Leadership, Ownership, Financial Oversight, Cost Management, Efficiency Initiatives, Strategic Thinking, Quickbooks
Specialization
Candidates should have a background in finance or financial analysis, preferably in a B2B agency or service-based business. Strong analytical skills and the ability to communicate financial insights to non-finance stakeholders are essential.
Experience Required
Minimum 2 year(s)
Staff Software Developer- Financial Services at Lightspeed Belgium
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Software Development, Technical Leadership, Cloud Applications, Java, Typescript, Javascript, Node.Js, React, Engineering Excellence, Mentoring, Continuous Improvement, Collaboration, Problem Solving, Ownership, Curiosity, Learning
Specialization
Candidates should have expertise in engineering fundamentals and experience in developing scalable applications on cloud platforms like GCP and AWS. A strong sense of ownership and a commitment to continuous learning are also essential.
Experience Required
Minimum 5 year(s)
Financial Representative 1 at Primerica - Toronto, ON
Toronto, Ontario, Canada - Full Time
Skills Needed
Crm Software, Ms Excel, Sales Performance Metrics, Prospecting, Lead Qualification, Customer Support, Brand Awareness, Educational Opportunities, Referrals, Account Management
Specialization
Candidates should have experience with CRM software and familiarity with MS Excel for analyzing spreadsheets and charts. An understanding of sales performance metrics is also required.
Financial Advisor Assistant at Raymond James
Calgary, Alberta, Canada - Full Time
Skills Needed
Administrative Skills, Time Management, Customer Service, Report Preparation, Transaction Processing, Client Liaising, Problem Solving, Office Duties, Ms Office Proficiency, Communication Skills, Attention To Detail, Prioritization, Multitasking, Organizational Skills, Confidentiality Handling, Ciro Ir Licensed
Specialization
Candidates must possess a minimum of two years of investment industry experience and post-secondary education, along with excellent proficiency in MS Office applications. Essential attributes include strong organizational skills, meticulous attention to detail, superior customer service, and the ability to work effectively under deadlines in a high-volume environment.
Experience Required
Minimum 2 year(s)
Financial Advisor Assistant at Raymond James
Calgary, Alberta, Canada - Full Time
Skills Needed
Administrative Skills, Time Management, Customer Service, Report Preparation, Transaction Processing, Client Liaising, Problem Solving, Ms Office Proficiency, Attention To Detail, Communication Skills, Organizational Skills, Multitasking, Prioritization, Confidentiality Handling, Teamwork
Specialization
Candidates must possess a minimum of two years of investment industry experience and post-secondary education, along with excellent proficiency in MS Office, especially Word, Excel, and Outlook. Superior customer service skills, meticulous attention to detail, and the ability to work under deadlines in a high-volume environment are essential.
Experience Required
Minimum 2 year(s)
Financial Accountant at Mattr
Edmonton, Alberta, Canada - Full Time
Skills Needed
General Ledger Analysis, Sub Ledger Reconciliation, Financial Transaction Posting, Internal Controls Compliance, Accounting Standards Compliance, Month End Close Support, Intercompany Reconciliations, Payroll Reporting, Financial Research, Analytical Insights, Journal Preparation, External Audit Support, Bank Reconciliations, Royalty Calculations, Invoicing, Headcount Reporting
Specialization
Candidates must possess a University degree and have 3 to 5 years of related experience in an accounting function. A CPA designation is preferred or the candidate should be actively working towards obtaining one.
Experience Required
Minimum 2 year(s)
Financial Controller at American Iron and Metal
Montréal-Est, Quebec, Canada - Full Time
Skills Needed
Financial Management, Financial Reporting, Cost Control, Data Analysis, Inventory Management, Regulatory Compliance, Audit Oversight, Risk Management, Team Management, Leadership, Communication, Interpersonal Skills, Analytical Skills, Decision Making, Financial Software Proficiency, Operational Efficiency
Specialization
Candidates must have a minimum of 5 years of experience as a controller, preferably in the industrial sector. A bachelor's degree in accounting, finance, or a related field is required, along with strong analytical and leadership skills.
Experience Required
Minimum 5 year(s)
Associate, Corporate Card Services at BMO Financial Group
Mississauga, ON, Canada - Full Time
Skills Needed
Metrics, Product Offerings, Communication Skills
Qualification
Diploma
Financial Planning Consultant at Royal Bank of Canada
Montreal, Quebec, Canada - Full Time
Skills Needed
Bilingualism, Financial Planning, Training And Development, Knowledge Of Canadian Taxation, Knowledge Of Pension Legislation, Communication Skills, Presentation Skills, Interpersonal Skills, Coaching, Team Collaboration, Technical Proficiency, Networking, Client Facing Planning, Market Presentations, Feedback, Branch Leadership Support
Specialization
Candidates must be bilingual in English and French, possess a university degree with a professional designation, and have over 5 years of relevant experience. Knowledge of financial planning software and Canadian taxation legislation is also required.
Experience Required
Minimum 5 year(s)
Investor Services Administrator at SGGG Fund Services Inc.
Toronto, Ontario, Canada -
Full Time

Start Date

Immediate

Expiry Date

14 Mar, 26

Salary

0.0

Posted On

14 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Communication Skills, Microsoft Excel, Time Management, Attention to Detail, Customer Service, Teamwork, Financial Services, Math Calculations, Willingness to Learn

Industry

Financial Services

Description
SGGG Fund Services Inc. is hiring an Investor Services Administrator for its Investor Services department. The role involves providing back-office administration and support to investment fund managers by processing transactions, preparing investor reports, and communicating directly with clients and other financial institutions. This is an entry level role. The successful candidate will have an interest in financial services, strong communication skills, experience using Microsoft Excel, and shares the values of teamwork and customer service. Core Responsibilities Process investor transaction packages using our in-house software Communicate Fundserv/manual settlement amounts to fund managers and internal departments Prepare statements and trade confirmations within department turn around times Proactively respond to and resolve dealer services inquiries within department turn around goals Proactively respond to and resolve fund manager inquiries same day Input non-financial updates Produce and prepare basic reports for clients, dealers, etc. Any other reasonable duties as required by management/leadership Qualifications Completed post-secondary education in any field / level OR one year of professional experience in financial services OR transferrable work experience Intermediate to advanced Excel skills (example: sum columns, basic formulae, sorting, etc) Clear and fluent communication skills (written, verbal) are essential for this role Comfortable with simple math calculations (example: averages, percentages, compound interest) Strong time management skills and attention to detail Interest in financial services, business management, investments, etc. Willingness to learn About SGGG Fund Services Inc. SGGG Fund Services is Canada’s largest independent administrator of alternative funds with $95billion (CAD) under administration. Using Diamond, our proprietary fund administration software, SGGG-FSI’s nearly 400 employees provide full-service fund administration to clients from our headquarters in Toronto and affiliate offices in Cayman, the United States, and India. Our vision is to be the first choice for fund administration. We have repeatedly earned Top Hedge Fund Administrator at the Canadian Hedge Fund Awards, and have been named to several national Great Place to Work lists. Our office is in the heart of downtown Toronto. We have adopted a hybrid work model that offers great flexibility between working remotely or in the office. Hire contingent on successful completion of a background check. Pre-Hire Knowledge Assessment Requirement To ensure candidates possess the foundational skills necessary for success in this role, applicants selected to move forward will be required to complete a pre-hire knowledge assessment. Candidates must meet the benchmark score required to advance in the hiring process. Those who do not meet the benchmark will not be considered for further stages. SGGG-FSI supports a workplace that respects diversity and inclusion. We appreciate the unique perspectives and experiences each of our employees bring to the job, and our success is underpinned by their contributions to our culture and our values. SGGG-FSI welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. SGGG-FSI supports a workplace that respects diversity and inclusion. We appreciate the unique perspectives and experiences each of our employees bring to the job, and our success is underpinned by their contributions to our culture and our values. SGGG-FSI welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
Responsibilities
The Investor Services Administrator will process investor transaction packages and communicate settlement amounts to fund managers. They will also prepare statements and trade confirmations while responding to inquiries from dealers and fund managers.
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 Consultant - Client Relationship Team at Sun Life
Montreal, Quebec, Canada - Full Time
Skills Needed
Relationship Building, Client Experience, Investment Support, Savings Products, Interpersonal Skills, Communication, Bilingualism, Rapport Building, Listening Skills, Risk Assessment, Agility, Self Motivation, Financial Planning Tools, Asset Consolidation, Sales Target Achievement, Client Education
Specialization
Candidates must possess a passion for building relationships and experience selling investment or savings products, along with strong communication skills. Preference is given to candidates holding an active Life Insurance License (LLQP/PQAP) or those willing to obtain it within 60 days.
Experience Required
Minimum 2 year(s)
Financial Services Consultant - Client Relationship Team at Sun Life
Montreal, Quebec, Canada - Full Time
Skills Needed
Relationship Building, Client Experience, Investment Sales, Interpersonal Skills, Communication Skills, Listening Skills, Probing Questions, Agility, Self Motivation, Portfolio Review, Retirement Planning, Risk Assessment, Asset Consolidation, Bilingualism, Financial Planning Tools
Specialization
Candidates must possess a passion for building relationships and experience in selling and supporting investment/savings products, along with strong interpersonal and communication skills. Preference is given to candidates holding a valid Life Insurance License (LLQP/PQAP) or those willing to obtain it within 60 days.
Experience Required
Minimum 2 year(s)
Financial Analyst at Canadian Helicopters
Les Cèdres, Quebec, Canada - Full Time
Skills Needed
Accounting, Financial Analysis, Bilingualism, Excel, Communication, Teamwork, Organizational Skills
Specialization
Candidates must have a bachelor's degree in accounting, finance, or a related discipline, along with preferably 2 years of experience in accounting and financial analysis. Bilingualism in English and French is required.
Experience Required
Minimum 2 year(s)
Financial Analyst at Bird Construction
Montréal, QC, Canada - Full Time
Skills Needed
N/A
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Financial Advisor at Dr Bill RBC Ventures
Lacombe, Alberta, Canada - Full Time
Skills Needed
Client Centricity, Communication, Critical Thinking, Curious Mindset
Specialization
Candidates must have valid Mutual Funds accreditation and 2-3 years of proven sales experience in the financial services industry. Strong digital literacy and the ability to build long-term client relationships are also essential.
Experience Required
Minimum 2 year(s)
Financial Analyst at Aston Carter
Toronto, Ontario, Canada - Full Time
Skills Needed
Month End Close, Year End Close, Journal Entries, Auditor Schedules, General Ledger Reconciliations, Balance Sheet Reconciliations, Grant Allocation, Excel, Vlookup, Pivot Tables, If Functions, Sumifs, Erp Systems, Communication, Interpersonal Skills, Data Cleanup
Specialization
Candidates must possess an accounting degree and 2-3 years of experience, preferably from small to medium-sized companies, along with intermediate Excel skills covering VLOOKUP, pivot tables, IF functions, and SUMIFS. Essential qualifications also include experience with large ERP systems and strong written and spoken English communication skills.
Experience Required
Minimum 2 year(s)
Financial Advisor at Dr Bill RBC Ventures
Thunder Bay, Ontario, Canada - Full Time
Skills Needed
Client Centricity, Communication, Critical Thinking, Curious Mindset
Specialization
Candidates must have valid Mutual Funds accreditation and 2-3 years of proven sales experience in the financial services industry. Strong digital literacy and the ability to build long-term client relationships are also essential.
Experience Required
Minimum 2 year(s)
Financial Analyst at Joseph Ribkoff
Montreal, Quebec, Canada - Full Time
Skills Needed
Accounting, Financial Analysis, Reporting, Budgeting, Variance Analysis, Dashboard Building, Month End Closing, Year End Closing, Audit Assistance, Microsoft Excel, Microsoft Products, Power Bi, Analytical Thinking, Critical Thinking, Prioritization, Bilingualism
Specialization
Candidates must possess a Bachelor's degree in accounting, Finance, or a related field, along with 5 to 7 years of relevant work experience. Strong technical skills in Microsoft Excel and bilingualism (written and verbal) are mandatory requirements.
Experience Required
Minimum 5 year(s)
Financial Analyst at Ford Global Career Site
Oakville, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Teamwork, Financial Reporting, Data Analysis, Decision Making, Business Acumen, Project Management, Communication
Specialization
The job requires the ability to make financial decisions as part of the Finance team. Candidates should be prepared for a dynamic and challenging environment.
Financial Analyst at Ford Global Career Site
Oakville, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Teamwork, Financial Reporting, Data Analysis, Decision Making, Business Acumen, Project Management
Specialization
The job requires the ability to make financial decisions as part of the Finance team. Candidates should be prepared for a dynamic and challenging environment.
Financial Analyst at Trivium
, , Canada - Full Time
Skills Needed
Financial Analysis, Reporting, Budgeting, Forecasting, Financial Modeling, Data Analysis, Problem Solving, Critical Thinking, Communication, Leadership, Ownership, Financial Oversight, Cost Management, Efficiency Initiatives, Strategic Thinking, Quickbooks
Specialization
Candidates should have a background in finance or financial analysis, preferably in a B2B agency or service-based business. Strong analytical skills and the ability to communicate financial insights to non-finance stakeholders are essential.
Experience Required
Minimum 2 year(s)
Staff Software Developer- Financial Services at Lightspeed Belgium
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Software Development, Technical Leadership, Cloud Applications, Java, Typescript, Javascript, Node.Js, React, Engineering Excellence, Mentoring, Continuous Improvement, Collaboration, Problem Solving, Ownership, Curiosity, Learning
Specialization
Candidates should have expertise in engineering fundamentals and experience in developing scalable applications on cloud platforms like GCP and AWS. A strong sense of ownership and a commitment to continuous learning are also essential.
Experience Required
Minimum 5 year(s)
Financial Representative 1 at Primerica - Toronto, ON
Toronto, Ontario, Canada - Full Time
Skills Needed
Crm Software, Ms Excel, Sales Performance Metrics, Prospecting, Lead Qualification, Customer Support, Brand Awareness, Educational Opportunities, Referrals, Account Management
Specialization
Candidates should have experience with CRM software and familiarity with MS Excel for analyzing spreadsheets and charts. An understanding of sales performance metrics is also required.
Financial Advisor Assistant at Raymond James
Calgary, Alberta, Canada - Full Time
Skills Needed
Administrative Skills, Time Management, Customer Service, Report Preparation, Transaction Processing, Client Liaising, Problem Solving, Office Duties, Ms Office Proficiency, Communication Skills, Attention To Detail, Prioritization, Multitasking, Organizational Skills, Confidentiality Handling, Ciro Ir Licensed
Specialization
Candidates must possess a minimum of two years of investment industry experience and post-secondary education, along with excellent proficiency in MS Office applications. Essential attributes include strong organizational skills, meticulous attention to detail, superior customer service, and the ability to work effectively under deadlines in a high-volume environment.
Experience Required
Minimum 2 year(s)
Financial Advisor Assistant at Raymond James
Calgary, Alberta, Canada - Full Time
Skills Needed
Administrative Skills, Time Management, Customer Service, Report Preparation, Transaction Processing, Client Liaising, Problem Solving, Ms Office Proficiency, Attention To Detail, Communication Skills, Organizational Skills, Multitasking, Prioritization, Confidentiality Handling, Teamwork
Specialization
Candidates must possess a minimum of two years of investment industry experience and post-secondary education, along with excellent proficiency in MS Office, especially Word, Excel, and Outlook. Superior customer service skills, meticulous attention to detail, and the ability to work under deadlines in a high-volume environment are essential.
Experience Required
Minimum 2 year(s)
Financial Accountant at Mattr
Edmonton, Alberta, Canada - Full Time
Skills Needed
General Ledger Analysis, Sub Ledger Reconciliation, Financial Transaction Posting, Internal Controls Compliance, Accounting Standards Compliance, Month End Close Support, Intercompany Reconciliations, Payroll Reporting, Financial Research, Analytical Insights, Journal Preparation, External Audit Support, Bank Reconciliations, Royalty Calculations, Invoicing, Headcount Reporting
Specialization
Candidates must possess a University degree and have 3 to 5 years of related experience in an accounting function. A CPA designation is preferred or the candidate should be actively working towards obtaining one.
Experience Required
Minimum 2 year(s)
Financial Controller at American Iron and Metal
Montréal-Est, Quebec, Canada - Full Time
Skills Needed
Financial Management, Financial Reporting, Cost Control, Data Analysis, Inventory Management, Regulatory Compliance, Audit Oversight, Risk Management, Team Management, Leadership, Communication, Interpersonal Skills, Analytical Skills, Decision Making, Financial Software Proficiency, Operational Efficiency
Specialization
Candidates must have a minimum of 5 years of experience as a controller, preferably in the industrial sector. A bachelor's degree in accounting, finance, or a related field is required, along with strong analytical and leadership skills.
Experience Required
Minimum 5 year(s)
Associate, Corporate Card Services at BMO Financial Group
Mississauga, ON, Canada - Full Time
Skills Needed
Metrics, Product Offerings, Communication Skills
Qualification
Diploma
Financial Planning Consultant at Royal Bank of Canada
Montreal, Quebec, Canada - Full Time
Skills Needed
Bilingualism, Financial Planning, Training And Development, Knowledge Of Canadian Taxation, Knowledge Of Pension Legislation, Communication Skills, Presentation Skills, Interpersonal Skills, Coaching, Team Collaboration, Technical Proficiency, Networking, Client Facing Planning, Market Presentations, Feedback, Branch Leadership Support
Specialization
Candidates must be bilingual in English and French, possess a university degree with a professional designation, and have over 5 years of relevant experience. Knowledge of financial planning software and Canadian taxation legislation is also required.
Experience Required
Minimum 5 year(s)