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Financial Services Jobs in Canada

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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.
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 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)
Account Executive Financial Services at EY
Toronto, Ontario, Canada - Full Time
Skills Needed
Client Engagement, Relationship Building, Sales Activation, Account Management, Analytical Skills, Time Management, Team Collaboration, Executive Presence, Project Management, Financial Services Knowledge, Diversity And Inclusion, Communication Skills, Problem Solving, Strategic Thinking, Business Development, Stakeholder Management
Specialization
Candidates should have a bachelor's or postgraduate degree and 10+ years of relevant experience in account management or business development. Strong analytical skills and the ability to build trusted relationships are essential.
Experience Required
Minimum 10 year(s)
Client Director - Financial Services at ServiceNow
Toronto, Ontario, Canada - Full Time
Skills Needed
Client Management, Executive Relationship Management, Sales Strategy, Ai Integration, It Service Management, Hr, Security Operations, Customer Service, It Operations Management, Virtual Team Leadership, Financial Targets Achievement, Roadmap Development, Trust Building, Problem Solving, Decision Making, Workflow Automation
Specialization
To be successful in this role, you need 7+ years of experience in client management and 2+ years as a Client Director or equivalent. Experience in IT Service Management and achieving sales targets is also required.
Experience Required
Minimum 5 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 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 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 Analyst at Robert Half
Toronto, ON M6K 1Y7, Canada - Full Time
Skills Needed
Good Communication Skills
Specialization
Finance accounting or a related field
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Financial Analyst at Nespresso
Montréal, QC, Canada - Full Time
Skills Needed
Variance Analysis, Ethnicity, Project Management Skills, Budgeting, Accessibility, Languages, Excel, Perspectives
Specialization
Accounting, Finance, CPA
Qualification
Graduate
Financial Analyst at Fuze HR Solutions Inc
Langley, BC, Canada - Full Time
Skills Needed
Communication Skills, Excel, Boms, Materials, Maintenance
Qualification
Graduate
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 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 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)
Jr. Financial Analyst at Nuvei
, , Canada - Full Time
Skills Needed
Financial Analysis, Budgeting, Forecasting, Reporting, Microsoft Excel, Financial Modeling, Analytical Skills, Problem Solving, Communication Skills, Teamwork, Attention To Detail, Financial Reconciliation, Business Intelligence Tools, Kpi Tracking, Presentation Skills, Collaboration
Specialization
A bachelor's degree in Finance, Accounting, Economics, or a related field is required, along with 0-2 years of experience in financial analysis. Strong proficiency in Microsoft Excel and familiarity with financial reporting systems are preferred.
Sr. Financial Analyst at Robert Half
North York, ON, Canada - Full Time
Skills Needed
Good Communication Skills
Specialization
Accounting finance or business
Qualification
Graduate
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.
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 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)
Account Executive Financial Services at EY
Toronto, Ontario, Canada - Full Time
Skills Needed
Client Engagement, Relationship Building, Sales Activation, Account Management, Analytical Skills, Time Management, Team Collaboration, Executive Presence, Project Management, Financial Services Knowledge, Diversity And Inclusion, Communication Skills, Problem Solving, Strategic Thinking, Business Development, Stakeholder Management
Specialization
Candidates should have a bachelor's or postgraduate degree and 10+ years of relevant experience in account management or business development. Strong analytical skills and the ability to build trusted relationships are essential.
Experience Required
Minimum 10 year(s)
Client Director - Financial Services at ServiceNow
Toronto, Ontario, Canada - Full Time
Skills Needed
Client Management, Executive Relationship Management, Sales Strategy, Ai Integration, It Service Management, Hr, Security Operations, Customer Service, It Operations Management, Virtual Team Leadership, Financial Targets Achievement, Roadmap Development, Trust Building, Problem Solving, Decision Making, Workflow Automation
Specialization
To be successful in this role, you need 7+ years of experience in client management and 2+ years as a Client Director or equivalent. Experience in IT Service Management and achieving sales targets is also required.
Experience Required
Minimum 5 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 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 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 Analyst at Robert Half
Toronto, ON M6K 1Y7, Canada - Full Time
Skills Needed
Good Communication Skills
Specialization
Finance accounting or a related field
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Financial Analyst at Nespresso
Montréal, QC, Canada - Full Time
Skills Needed
Variance Analysis, Ethnicity, Project Management Skills, Budgeting, Accessibility, Languages, Excel, Perspectives
Specialization
Accounting, Finance, CPA
Qualification
Graduate
Financial Analyst at Fuze HR Solutions Inc
Langley, BC, Canada - Full Time
Skills Needed
Communication Skills, Excel, Boms, Materials, Maintenance
Qualification
Graduate
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 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 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)
Jr. Financial Analyst at Nuvei
, , Canada - Full Time
Skills Needed
Financial Analysis, Budgeting, Forecasting, Reporting, Microsoft Excel, Financial Modeling, Analytical Skills, Problem Solving, Communication Skills, Teamwork, Attention To Detail, Financial Reconciliation, Business Intelligence Tools, Kpi Tracking, Presentation Skills, Collaboration
Specialization
A bachelor's degree in Finance, Accounting, Economics, or a related field is required, along with 0-2 years of experience in financial analysis. Strong proficiency in Microsoft Excel and familiarity with financial reporting systems are preferred.
Sr. Financial Analyst at Robert Half
North York, ON, Canada - Full Time
Skills Needed
Good Communication Skills
Specialization
Accounting finance or business
Qualification
Graduate