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Financial Services Jobs in Canada

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Financial Planner, Investment & Retirement Planning at RBC Global Asset Management
Thunder Bay, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Networking, Client Acquisition, Partner Relationships, Digital Savviness, Bilingual
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking skills and the ability to cultivate strong partner relationships are essential.
Experience Required
Minimum 2 year(s)
Financial Planner, Investment and Retirement Planning at RBC Global Asset Management
Montreal, Quebec, Canada - Full Time
Skills Needed
Adaptability, Business Development, Client Centricity, Curiosity
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking and client acquisition skills are essential.
Experience Required
Minimum 2 year(s)
Supervisor, Bylaw Services at Regional Municipality of Wood Buffalo
Fort McMurray, Alberta, Canada - Full Time
Skills Needed
Leadership, Communication, Negotiation, Conflict Management, Analytical Skills, Interpersonal Skills, Investigation, Mediation, Emotional Intelligence, Decision Making, Organizational Skills, Microsoft Office, Research, Employee Development, Policy Implementation, Public Sector Experience
Specialization
Candidates must have a diploma in Criminology, Law Enforcement, or a related field, along with seven years of experience in bylaw operations and two years in a supervisory role. Additional requirements include the ability to obtain an RCMP enhanced reliability security clearance and a valid Class 5 Operator’s Licence.
Experience Required
Minimum 5 year(s)
Printing Services Operator at Wilfrid Laurier University
Waterloo, Ontario, Canada - Full Time
Skills Needed
Print Production, Customer Service, Organizational Skills, Problem Solving, Mechanical Skills, Communication, Decision Making, Team Player, Flexibility, Bindery Operations, Shipping And Receiving, Quality Control, Time Management, Computer Skills, Adaptability, Multitasking
Specialization
Candidates must have a high school diploma and 2 years of recent, related experience, along with excellent computer and problem-solving skills. Knowledge of printing services operations and experience with print production equipment are essential.
Experience Required
Minimum 2 year(s)
Corporate Services Manager at Baffinland Iron Mines
Ikaluit, Nunavut, Canada - Full Time
Skills Needed
N/A
Specialization
Candidates should have relevant experience in corporate services management. Specific qualifications or skills are not detailed in the posting.
Experience Required
Minimum 2 year(s)
Family Services Associates at Foundation for Early Childhood Education
, , Canada - Full Time
Skills Needed
Data Entry, Communication Skills, Family Engagement Strategies, Community Resources, Social Services, Bilingual, Childplus Experience, Microsoft Office Suite, Virtual Platforms
Specialization
Candidates must have a high school diploma or GED, with a Family Development Credential preferred. One year of experience in a social service setting or as a current/former Head Start parent is required.
Cleaning Services Worker I at Aramark
, British Columbia, Canada - Full Time
Skills Needed
Cleaning, Equipment Maintenance, Health And Safety Regulations, Customer Service, Linen Systems, Deep Cleaning, Personal Hygiene, Training Participation, Problem Solving, Flexibility, Attention To Detail, Reporting Hazards, Teamwork, Time Management, Communication, Safety Compliance
Specialization
Candidates should demonstrate the ability to follow procedures for routine tasks and maintain a courteous manner. A flexible approach to hours and duties is also required.
Funeral Services Assistant at Service Corporation International Canada
Cambridge, Ontario, Canada - Full Time
Skills Needed
Compassion, Integrity, Communication, Customer Service, Clerical Skills, Administrative Skills, Team Player, Attention To Detail, Floral Arrangement, Document Preparation, Office Equipment Operation, Errand Running, Ushering, Vehicle Operation, Client Interaction, Service Assistance
Specialization
A high school diploma or equivalent is required, along with previous customer service experience preferred. Proficiency with MS Office and a valid state driver's license are also necessary.
Laboratory Services Worker at HealthCareersInSask.ca
Regina, Saskatchewan, Canada - Full Time
Skills Needed
Basic Computer Skills, Basic Medical Terminology, Ability To Work Independently
Specialization
The position requires a Grade 12 education and basic knowledge of medical terminology. Candidates should possess basic computer skills and the ability to work independently.
Client Services Supervisor at NRI Canada
Surrey, British Columbia, Canada - Full Time
Skills Needed
Technical Capabilities, Communication Skills, Interpersonal Skills, Multitasking, Detail Oriented, Continuous Improvement, Leadership, Flexibility, Trustworthiness
Specialization
Candidates must have at least 2 years of experience in a logistics environment, preferably as a customer service representative. Proficiency in Microsoft Office applications and the physical ability to perform essential job functions are also required.
Experience Required
Minimum 2 year(s)
Director, Autonomous AI and Analytics at S&P Global
Toronto, Ontario, Canada - Full Time
Skills Needed
Ai, Analytics, Machine Learning, Generative Ai, Data Integration, Cloud Platforms, Technical Leadership, Cross Functional Collaboration, Data Ecosystems, Programming, Mlops, Financial Services, Risk Management, Vendor Management, Digital Transformation, Architectural Design
Specialization
Candidates must have an advanced degree in a technical field and at least 8 years of experience in AI/ML architecture and strategy, including 3 years in senior leadership roles. Proven expertise in designing enterprise-scale AI architectures and strong technical leadership experience are essential.
Experience Required
Minimum 10 year(s)
Associate, Commercial Real Estate at Coast Capital Savings
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Financial Services, Lending, Commercial Banking, Portfolio Management, Business Development, Customer Service, Financial Analysis, Credit Monitoring, Risk Management, Compliance, Cash Management, Problem Resolution, Documentation, Analytical Skills, Accounting Principles, Legal Knowledge, Microsoft Office
Specialization
Candidates should have 4-6 years of experience in financial services, particularly in lending and commercial banking. A high school diploma and a diploma program are required, with a bachelor's degree being an asset.
Experience Required
Minimum 5 year(s)
Bilingual Talent Acquisition Sourcing Specialist, Temporary at Aviso Wealth
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Bilingual, Talent Acquisition, Sourcing, Recruitment, Screening, Communication, Collaboration, Client Service, Relationship Building, Execution, Adaptability, Problem Solving, Time Management, Networking, Ats, Financial Services
Specialization
Candidates should have a post-secondary education in business or HR and at least 4 years of recruitment experience in the financial services industry. Fluency in English and French is required, along with exceptional communication skills and the ability to work in a fast-paced environment.
Experience Required
Minimum 5 year(s)
Licenced Wealth Advisor Assistant at Raymond James
Calgary, Alberta, Canada - Full Time
Skills Needed
Attention To Detail, Interpersonal Skills, Customer Service, Communication Skills, Organizational Skills, Problem Solving Skills, Team Player, Self Motivated, Microsoft Office, Dataphile, Microsoft Dynamics, Confidentiality, Financial Services, Wealth Management, Administrative Skills, Client Relationship Management
Specialization
Candidates must have a minimum of two years of experience in the investment industry and have completed the Canadian Securities Course. Strong customer service skills and proficiency in Microsoft Office are also required.
Experience Required
Minimum 2 year(s)
Senior Customer Success Manager at Global Payments Inc.
Toronto, Ontario, Canada - Full Time
Skills Needed
Customer Success, Client Relationships, Strategic Planning, Kpi Optimization, Mentoring, Problem Solving, Industry Knowledge, Stakeholder Management, Growth Mindset, Coaching, Communication, Financial Services, Credit Card Processing, Business Strategy, Client Satisfaction, Account Health
Specialization
Candidates must have a Bachelor's Degree or relevant experience in finance, marketing, or business, along with a minimum of 10 years in client-facing roles. Prior experience in credit card processing or banking is highly desirable.
Experience Required
Minimum 10 year(s)
Senior Business Writer / Content Director at Kingsdale Advisors
Toronto, Ontario, Canada - Full Time
Skills Needed
Business Journalism, Investor Relations, Corporate Communications, Financial Services, Capital Markets, Research, Writing, Editing, Proxy Contests, M&A, Shareholder Activism, Governance Trends, Content Analytics, Content Management Systems, Digital Publishing, Data Driven Commentary
Specialization
Candidates should have 7-10 years of experience in business journalism or corporate communications, with a strong ability to produce high-quality reports for C-suite audiences. Exceptional research, writing, and editing skills are essential, along with a strong understanding of financial trends and content analytics.
Experience Required
Minimum 5 year(s)
Représentant ou représentante en investissements bilingue at Aviso Wealth
Toronto, Ontario, Canada - Full Time
Skills Needed
Customer Service, Problem Solving, Communication, Teamwork, Financial Services, Investment Knowledge, Market Mechanics, Regulatory Compliance, Documentation, Order Execution, Client Relationship Management, Proactive Partnership, Continuous Improvement, Attention To Detail, Bilingual Communication
Specialization
Candidates should have a university degree in business or economics, or equivalent experience, along with three years of relevant work experience in financial services. Strong problem-solving skills and bilingual communication in French and English are required.
Experience Required
Minimum 2 year(s)
Market Data Sourcing Specialist (Hybrid) at Morgan Stanley
Montreal, Quebec, Canada - Full Time
Skills Needed
Market Data Management, Vendor Relationship Management, Contract Negotiation, Data Strategy, Project Management, Communication Skills, Interpersonal Skills, Data Analysis, Financial Services, Compliance, Intellectual Property Rights, Excel, Powerpoint, Ariba, Fits Market Data Inventory, Detail Oriented, Proactive
Specialization
Candidates should have at least 6 years of experience in finance or banking, particularly in managing supplier engagements. Strong negotiation skills and a deep understanding of data usage compliance are required.
Experience Required
Minimum 5 year(s)
Senior Enterprise Sales Executive at Boosted.ai
Toronto, Ontario, Canada - Full Time
Skills Needed
B2b Sales, Business Development, Account Executive, Complex Deals, Pipeline Building, Communication Skills, Analytical Mindset, Ownership Mentality, Consultative Sales, Negotiation, Customer Engagement, Ai Knowledge, Financial Services, Team Collaboration, Sales Strategy, Problem Solving
Specialization
Candidates should have 10+ years of experience in B2B sales and as a quota-carrying Account Executive, with a strong foundation in business development at large enterprises. Experience in managing large deal sizes and navigating multi-stakeholder buying processes is essential.
Experience Required
Minimum 10 year(s)
Représentant ou représentante en investissements bilingue at Aviso Wealth
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Problem Solving, Communication, Teamwork, Financial Services, Investment Knowledge, Market Mechanics, Regulatory Compliance, Documentation, Order Execution, Client Relationship Management, Proactive Partnership, Continuous Improvement, Attention To Detail, Bilingual Communication, Time Management
Specialization
Candidates should have a university degree in business or economics, or equivalent experience, along with three years of relevant work experience in financial services. Strong problem-solving skills and bilingual communication in French and English are essential.
Experience Required
Minimum 2 year(s)
Financial Planner, Investment & Retirement Planning at RBC Global Asset Management
Thunder Bay, Ontario, Canada -
Full Time

Start Date

Immediate

Expiry Date

26 Feb, 26

Salary

0.0

Posted On

28 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Planning, Networking, Client Acquisition, Partner Relationships, Digital Savviness, Bilingual

Industry

Description
Job Description ** Please be advised specific location is to be determined. Successful incumbent must be mobile within the Thunder Bay Market ** As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals. What will you do? Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions Acquire and consolidate existing and new-to-RBC clients and assets Connect clients with the right RBC team members to help continuously meet their needs Develop external business referral sources through networking, marketing, and your centres of influence What do you need to succeed? Must-have Financial Planning Designation (PFP® or CFP® or QAFP®) Mutual Funds License (IFIC or CSC) Minimum 2 years’ experience in financial planning Proven networking and client acquisition skills Ability to cultivate strong partner relationships Digital Savviness, ability to effectively utilize mobile applications Bilingual (French and English speaking) is an asset Mobile within Thunder Bay What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options World-class training programs and career development opportunities The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded A flexible work schedule based on client preferences and your own work/life balance Innovative mobile technology to ensure your success #LI-RZ1 RBCFP Job Skills Adaptability, Business Development, Client Centricity, Curiosity Additional Job Details Address: 1159 ALLOY DR:THUNDER BAY City: Thunder Bay Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Commission Posted Date: 2024-02-28 Application Deadline: 2025-12-16 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Responsibilities
As an RBC Investment and Retirement Planner, you will create custom investment solutions for clients and provide tailor-made financial planning advice. You will also develop external business referral sources through networking and marketing.
Financial Planner, Investment & Retirement Planning at RBC Global Asset Management
Thunder Bay, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Networking, Client Acquisition, Partner Relationships, Digital Savviness, Bilingual
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking skills and the ability to cultivate strong partner relationships are essential.
Experience Required
Minimum 2 year(s)
Financial Planner, Investment and Retirement Planning at RBC Global Asset Management
Montreal, Quebec, Canada - Full Time
Skills Needed
Adaptability, Business Development, Client Centricity, Curiosity
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking and client acquisition skills are essential.
Experience Required
Minimum 2 year(s)
Supervisor, Bylaw Services at Regional Municipality of Wood Buffalo
Fort McMurray, Alberta, Canada - Full Time
Skills Needed
Leadership, Communication, Negotiation, Conflict Management, Analytical Skills, Interpersonal Skills, Investigation, Mediation, Emotional Intelligence, Decision Making, Organizational Skills, Microsoft Office, Research, Employee Development, Policy Implementation, Public Sector Experience
Specialization
Candidates must have a diploma in Criminology, Law Enforcement, or a related field, along with seven years of experience in bylaw operations and two years in a supervisory role. Additional requirements include the ability to obtain an RCMP enhanced reliability security clearance and a valid Class 5 Operator’s Licence.
Experience Required
Minimum 5 year(s)
Printing Services Operator at Wilfrid Laurier University
Waterloo, Ontario, Canada - Full Time
Skills Needed
Print Production, Customer Service, Organizational Skills, Problem Solving, Mechanical Skills, Communication, Decision Making, Team Player, Flexibility, Bindery Operations, Shipping And Receiving, Quality Control, Time Management, Computer Skills, Adaptability, Multitasking
Specialization
Candidates must have a high school diploma and 2 years of recent, related experience, along with excellent computer and problem-solving skills. Knowledge of printing services operations and experience with print production equipment are essential.
Experience Required
Minimum 2 year(s)
Corporate Services Manager at Baffinland Iron Mines
Ikaluit, Nunavut, Canada - Full Time
Skills Needed
N/A
Specialization
Candidates should have relevant experience in corporate services management. Specific qualifications or skills are not detailed in the posting.
Experience Required
Minimum 2 year(s)
Family Services Associates at Foundation for Early Childhood Education
, , Canada - Full Time
Skills Needed
Data Entry, Communication Skills, Family Engagement Strategies, Community Resources, Social Services, Bilingual, Childplus Experience, Microsoft Office Suite, Virtual Platforms
Specialization
Candidates must have a high school diploma or GED, with a Family Development Credential preferred. One year of experience in a social service setting or as a current/former Head Start parent is required.
Cleaning Services Worker I at Aramark
, British Columbia, Canada - Full Time
Skills Needed
Cleaning, Equipment Maintenance, Health And Safety Regulations, Customer Service, Linen Systems, Deep Cleaning, Personal Hygiene, Training Participation, Problem Solving, Flexibility, Attention To Detail, Reporting Hazards, Teamwork, Time Management, Communication, Safety Compliance
Specialization
Candidates should demonstrate the ability to follow procedures for routine tasks and maintain a courteous manner. A flexible approach to hours and duties is also required.
Funeral Services Assistant at Service Corporation International Canada
Cambridge, Ontario, Canada - Full Time
Skills Needed
Compassion, Integrity, Communication, Customer Service, Clerical Skills, Administrative Skills, Team Player, Attention To Detail, Floral Arrangement, Document Preparation, Office Equipment Operation, Errand Running, Ushering, Vehicle Operation, Client Interaction, Service Assistance
Specialization
A high school diploma or equivalent is required, along with previous customer service experience preferred. Proficiency with MS Office and a valid state driver's license are also necessary.
Laboratory Services Worker at HealthCareersInSask.ca
Regina, Saskatchewan, Canada - Full Time
Skills Needed
Basic Computer Skills, Basic Medical Terminology, Ability To Work Independently
Specialization
The position requires a Grade 12 education and basic knowledge of medical terminology. Candidates should possess basic computer skills and the ability to work independently.
Client Services Supervisor at NRI Canada
Surrey, British Columbia, Canada - Full Time
Skills Needed
Technical Capabilities, Communication Skills, Interpersonal Skills, Multitasking, Detail Oriented, Continuous Improvement, Leadership, Flexibility, Trustworthiness
Specialization
Candidates must have at least 2 years of experience in a logistics environment, preferably as a customer service representative. Proficiency in Microsoft Office applications and the physical ability to perform essential job functions are also required.
Experience Required
Minimum 2 year(s)
Director, Autonomous AI and Analytics at S&P Global
Toronto, Ontario, Canada - Full Time
Skills Needed
Ai, Analytics, Machine Learning, Generative Ai, Data Integration, Cloud Platforms, Technical Leadership, Cross Functional Collaboration, Data Ecosystems, Programming, Mlops, Financial Services, Risk Management, Vendor Management, Digital Transformation, Architectural Design
Specialization
Candidates must have an advanced degree in a technical field and at least 8 years of experience in AI/ML architecture and strategy, including 3 years in senior leadership roles. Proven expertise in designing enterprise-scale AI architectures and strong technical leadership experience are essential.
Experience Required
Minimum 10 year(s)
Associate, Commercial Real Estate at Coast Capital Savings
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Financial Services, Lending, Commercial Banking, Portfolio Management, Business Development, Customer Service, Financial Analysis, Credit Monitoring, Risk Management, Compliance, Cash Management, Problem Resolution, Documentation, Analytical Skills, Accounting Principles, Legal Knowledge, Microsoft Office
Specialization
Candidates should have 4-6 years of experience in financial services, particularly in lending and commercial banking. A high school diploma and a diploma program are required, with a bachelor's degree being an asset.
Experience Required
Minimum 5 year(s)
Bilingual Talent Acquisition Sourcing Specialist, Temporary at Aviso Wealth
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Bilingual, Talent Acquisition, Sourcing, Recruitment, Screening, Communication, Collaboration, Client Service, Relationship Building, Execution, Adaptability, Problem Solving, Time Management, Networking, Ats, Financial Services
Specialization
Candidates should have a post-secondary education in business or HR and at least 4 years of recruitment experience in the financial services industry. Fluency in English and French is required, along with exceptional communication skills and the ability to work in a fast-paced environment.
Experience Required
Minimum 5 year(s)
Licenced Wealth Advisor Assistant at Raymond James
Calgary, Alberta, Canada - Full Time
Skills Needed
Attention To Detail, Interpersonal Skills, Customer Service, Communication Skills, Organizational Skills, Problem Solving Skills, Team Player, Self Motivated, Microsoft Office, Dataphile, Microsoft Dynamics, Confidentiality, Financial Services, Wealth Management, Administrative Skills, Client Relationship Management
Specialization
Candidates must have a minimum of two years of experience in the investment industry and have completed the Canadian Securities Course. Strong customer service skills and proficiency in Microsoft Office are also required.
Experience Required
Minimum 2 year(s)
Senior Customer Success Manager at Global Payments Inc.
Toronto, Ontario, Canada - Full Time
Skills Needed
Customer Success, Client Relationships, Strategic Planning, Kpi Optimization, Mentoring, Problem Solving, Industry Knowledge, Stakeholder Management, Growth Mindset, Coaching, Communication, Financial Services, Credit Card Processing, Business Strategy, Client Satisfaction, Account Health
Specialization
Candidates must have a Bachelor's Degree or relevant experience in finance, marketing, or business, along with a minimum of 10 years in client-facing roles. Prior experience in credit card processing or banking is highly desirable.
Experience Required
Minimum 10 year(s)
Senior Business Writer / Content Director at Kingsdale Advisors
Toronto, Ontario, Canada - Full Time
Skills Needed
Business Journalism, Investor Relations, Corporate Communications, Financial Services, Capital Markets, Research, Writing, Editing, Proxy Contests, M&A, Shareholder Activism, Governance Trends, Content Analytics, Content Management Systems, Digital Publishing, Data Driven Commentary
Specialization
Candidates should have 7-10 years of experience in business journalism or corporate communications, with a strong ability to produce high-quality reports for C-suite audiences. Exceptional research, writing, and editing skills are essential, along with a strong understanding of financial trends and content analytics.
Experience Required
Minimum 5 year(s)
Représentant ou représentante en investissements bilingue at Aviso Wealth
Toronto, Ontario, Canada - Full Time
Skills Needed
Customer Service, Problem Solving, Communication, Teamwork, Financial Services, Investment Knowledge, Market Mechanics, Regulatory Compliance, Documentation, Order Execution, Client Relationship Management, Proactive Partnership, Continuous Improvement, Attention To Detail, Bilingual Communication
Specialization
Candidates should have a university degree in business or economics, or equivalent experience, along with three years of relevant work experience in financial services. Strong problem-solving skills and bilingual communication in French and English are required.
Experience Required
Minimum 2 year(s)
Market Data Sourcing Specialist (Hybrid) at Morgan Stanley
Montreal, Quebec, Canada - Full Time
Skills Needed
Market Data Management, Vendor Relationship Management, Contract Negotiation, Data Strategy, Project Management, Communication Skills, Interpersonal Skills, Data Analysis, Financial Services, Compliance, Intellectual Property Rights, Excel, Powerpoint, Ariba, Fits Market Data Inventory, Detail Oriented, Proactive
Specialization
Candidates should have at least 6 years of experience in finance or banking, particularly in managing supplier engagements. Strong negotiation skills and a deep understanding of data usage compliance are required.
Experience Required
Minimum 5 year(s)
Senior Enterprise Sales Executive at Boosted.ai
Toronto, Ontario, Canada - Full Time
Skills Needed
B2b Sales, Business Development, Account Executive, Complex Deals, Pipeline Building, Communication Skills, Analytical Mindset, Ownership Mentality, Consultative Sales, Negotiation, Customer Engagement, Ai Knowledge, Financial Services, Team Collaboration, Sales Strategy, Problem Solving
Specialization
Candidates should have 10+ years of experience in B2B sales and as a quota-carrying Account Executive, with a strong foundation in business development at large enterprises. Experience in managing large deal sizes and navigating multi-stakeholder buying processes is essential.
Experience Required
Minimum 10 year(s)
Représentant ou représentante en investissements bilingue at Aviso Wealth
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Problem Solving, Communication, Teamwork, Financial Services, Investment Knowledge, Market Mechanics, Regulatory Compliance, Documentation, Order Execution, Client Relationship Management, Proactive Partnership, Continuous Improvement, Attention To Detail, Bilingual Communication, Time Management
Specialization
Candidates should have a university degree in business or economics, or equivalent experience, along with three years of relevant work experience in financial services. Strong problem-solving skills and bilingual communication in French and English are essential.
Experience Required
Minimum 2 year(s)