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Financial Services Jobs in Canada

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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 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)
Financial Analyst at Legends at Ball Arena
Quinte West, Ontario, Canada - Full Time
Skills Needed
Financial Reporting, Data Visualization, Power Bi, Sql, Data Modeling, Erp Data, Cpm Tools, Vena, Query Optimization, Microsoft Excel, Data Analysis, Communication Skills, Technical Documentation, Project Management
Specialization
Candidates must hold a bachelor's degree in a related field and possess strong query skills, particularly with SQL. Proficiency in Microsoft Excel and experience with data visualization tools or CPM software is highly preferred.
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 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 Analyst at Bird Construction
Montréal, QC, Canada - Full Time
Skills Needed
N/A
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Financial Analyst at Marcus and Millichap MGS
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Modeling, Data Input, Underwriting, Market Research, Comparable Analysis, Financial Analysis, Professional Business Writing, Computer Skills, Microsoft Excel, Attention To Detail, Organization, Communication, Gathering Comparables, Database Management, Handling Sensitive Material
Specialization
Candidates must possess a bachelor's degree in business, Finance, or Real Estate, along with excellent analytical and professional business writing skills. Proficiency in Microsoft Excel, including general financial modeling capabilities, is mandatory, as is being highly organized and detail-oriented.
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 Analyst I at BGIS Careers
Uxbridge, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Accounts Payable, Bank Reconciliation, Journal Entries, Data Entry, Audit Support, Expense Reporting, Vendor Invoice Processing, Procurement Card Management, Variance Analysis, Accounting Systems, Ms Office Suite, General Ledger, Sub Ledger, Financial Reporting
Specialization
Candidates must have one to three years of job-related experience and a community college diploma or equivalent training. Proficiency in accounting systems, MS Office, and an understanding of audit requirements and general ledger interactions are required.
Experience Required
Minimum 2 year(s)
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)
Financial Planning Specialist at Royal Bank of Canada
Edmonton, Alberta, Canada - Full Time
Skills Needed
Tax Planning, Financial Planning, Investment Planning, Retirement Planning, Risk Management, Estate Planning, Holding Companies, Employee Stock Options, Individual Pension Plans, Retirement Compensation Agreements, Gift Planning, Charitable Planning, Communication Skills, Analytical Skills, Judgment Skills, Microsoft Office
Specialization
Candidates must possess a minimum of five years of experience in tax planning for high net worth clients and five years in all aspects of financial planning, along with a professional designation in Accounting (CA/CPA/CMA/CGA). Strong analytical, communication skills, and proficiency with financial planning software like Conquest or Naviplan are also required.
Experience Required
Minimum 5 year(s)
Associate, Financial Planning at Royal Bank of Canada
Surrey, British Columbia, Canada - Full Time
Skills Needed
Sales Support, Client Contact, Financial Planning, Client Relationships, Digital Ambassador, Mutual Funds Accreditation, Collaboration, Client Needs Assessment, Advice Experience, Operational Risk, Flexibility, Eagerness To Learn, Personal Ethics, Teamwork, Investment Advice, Credit Advice
Specialization
Candidates must have Mutual Funds accreditation and demonstrate strong client contact routines. Flexibility, eagerness to learn, and the ability to work independently and collaboratively are essential.
Associate, Corporate Card Services at BMO Financial Group
Mississauga, ON, Canada - Full Time
Skills Needed
Metrics, Product Offerings, Communication Skills
Qualification
Diploma
Financial Controller at Topgum Canada Ltd
Charlottetown, Prince Edward Island, Canada - Full Time
Skills Needed
Financial Reporting, Cost Accounting, Internal Controls, Audit Readiness, Journal Entries, Account Reconciliations, Consolidation, Intercompany Accounting, Manufacturing Finance, Sales Tax Compliance, Erp Systems, Budgeting, Forecasting, Advanced Excel, Process Improvement, Cross Border Accounting
Specialization
Candidates must have a bachelor's degree in Accounting or Finance and at least 5 years of progressive accounting experience, preferably in a manufacturing setting. A CPA designation or equivalent experience is preferred, along with strong ERP and Excel skills.
Experience Required
Minimum 5 year(s)
Financial Accountant at DIRTT
Calgary, Alberta, Canada - Full Time
Skills Needed
General Ledger Reconciliation, Journal Entries, Financial Reporting, Financial Analysis, Invoice Processing, Audit Support, Accounting Principles, Microsoft Excel, Time Management, Communication, Teamwork, Attention To Detail
Specialization
Candidates must hold a Bachelor's degree in accounting or a relevant field and be working towards or have recently obtained a CPA designation. Strong organizational skills, proficiency in Microsoft Excel, and a solid understanding of accounting principles are required.
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)
Manager - Financial Model Build at Gridlines
, , Canada - Full Time
Skills Needed
Financial Modeling, Excel, Project Finance, Corporate Finance, Financial Planning, Sensitivity Analysis, Stress Testing, Team Leadership, Client Relationship Management, Business Development, Project Planning, Documentation, Analytical Skills, Accounting Concepts, Fast Standard
Specialization
Candidates must have 4-7 years of relevant experience in a financial role within an advisory practice or large corporate setting, demonstrating strong analytical skills and proven experience building financial models in Excel. A degree in a numerate discipline is required, with an in-depth understanding of Project Finance, Corporate Finance, or Financial Planning concepts being essential.
Experience Required
Minimum 5 year(s)
Lead Financial Analyst at Open Text Corporation Germany
Waterloo, Ontario, Canada - Full Time
Skills Needed
Financial Modeling, Data Analysis, Problem Solving, Excel, Erp Reporting, Power Bi, Tableau, Communication, Interpersonal Skills, Process Improvement, Automation, Business Partnership, Forecasting, Variance Analysis, Collaboration, Decision Making
Specialization
Candidates should have a minimum of 5 years of progressive experience in a Finance role, preferably in FP&A, along with outstanding analytical and problem-solving skills. A Bachelor’s Degree in Business, Finance, Accounting, or Economics is required.
Experience Required
Minimum 5 year(s)
Lead Financial Analyst at Open Text Corporation Germany
Waterloo, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Business Acumen, Technical Expertise, Data Driven Decision Making, Sales Operations, Revenue Operations, Strategic Planning, Kpi Analysis, Excel, Power Pivot, Sql Querying, Python, Communication, Planning, Organization, Attention To Detail
Specialization
Candidates must possess 6-8 years of experience in sales operations, finance, or marketing within a fast-paced technology environment, demonstrating senior-level interaction capabilities. A degree in a quantitative field is required, along with strong analytical skills and proficiency in advanced Excel and SQL, with Python experience being preferred.
Experience Required
Minimum 5 year(s)
Financial Services Consultant - Client Relationship Team at Sun Life
Montreal, Quebec, Canada -
Full Time

Start Date

Immediate

Expiry Date

30 May, 26

Salary

93000.0

Posted On

01 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

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

Industry

Financial Services

Description
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: Location: Join our Group Retirement Savings Client Service Centre team at either 1 York overlooking the Toronto Harbour with direct PATH access to Union Station or our Montreal's Metcalfe office; the original and historic Sun Life building. This role is hybrid (once per week in office) At Sun Life, our clients are at the centre of everything we do. As a licensed Financial Services Consultant (FSC) your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. As a member of our Client Relationship team, you will support Sun Life clients with their wealth management needs. Your objective is to provide comprehensive portfolio reviews, assist with retirement planning and advise clients on financial decisions while helping them achieve their financial goals. You will be tasked with strengthening client relationships, while achieving service & sales targets. Licensing requirement: Preference will be given to candidates with a Valid and active Life Insurance License (LLQP) or Insurance of person license in Quebec (PQAP) or Willingness to obtain LLQP within 60 days Main accountabilities: Proactively call existing Sun Life clients that have a Group Retirement Savings (GRS) plan & Group Insurance Benefit (GB) plan to establish a relationship where the objective is to educate members on their investments, benefits, and assist with product enrolment. Consult with clients by providing investment and protection advice related to their financial needs, including savings, retirement income and insurance. Partner with clients to be ‘retirement ready’, through the use of financial planning tools. Ensure all clients maintain an updated plan in order to achieve personal financial goals. Review portfolio investments, product options, savings goals, and assist with asset consolidation. Create an investment risk assessment profile for clients. This will support them in aligning their investments to their desired risk tolerance. Contribute to sales and service targets by demonstrating to clients the value of their benefits available to them through their employer plans and assist with payroll deduction set ups, lump sum contributions and asset consolidation. What will you bring: A passion for building relationships and creating amazing client experiences Experience with selling and supporting clients with investment, savings products Strong interpersonal and communication skills (verbal and written) As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide. Ability to quickly build rapport and relationships with clients over the phone or video conferencing Strong listening skills and the ability to ask probing questions to understand needs Possess an owner’s mindset in order to build strong client experiences and loyalty, while contributing within a fast-paced evolving team Ability to be agile and effectively manage changing priorities or processes Self motivated and have the ability to work independently Canadian Securities Course (CSC)- asset Canadian Investment Fund Course (IFIC)- asset Certified Financial Planner (CFP) designation or Financial planner designation (IQPF)- asset Why Sun Life : A focus on the mental, physical, and financial health and wellbeing of our Employees; helping you to bring your best self to work Flexibility of hybrid work environment Competitive base salary with a quarterly bonus based on sales results A focus on the mental, physical, and financial health and wellbeing of our Employees; helping you to bring your best self to work Rewards and Recognitions program which celebrates performance excellence Comprehensive flexible benefits program including: Medical, dental, life, critical illness, and disability insurance Lumino Health Virtual Care Robust defined contribution pension plan Stock Ownership and Savings Programs Tuition assistance Licensing fees covered Career growth and professional development opportunities Dynamic team environment and coaching from Managers Hybrid work environment #LI-Hybrid The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results. Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds. Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com. We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. Salary Range: 58,000/58 000 - 93,000/93 000 Job Category: Sales - SIP Posting End Date: 14/03/2026 Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit Sun Life Careers
Responsibilities
The consultant will proactively contact existing Group Retirement Savings and Group Insurance Benefit plan clients to educate them on their investments and benefits, while also providing comprehensive portfolio reviews and retirement planning advice. Key tasks include strengthening client relationships, achieving service and sales targets, and assisting clients with financial decisions to meet their goals.
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 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)
Financial Analyst at Legends at Ball Arena
Quinte West, Ontario, Canada - Full Time
Skills Needed
Financial Reporting, Data Visualization, Power Bi, Sql, Data Modeling, Erp Data, Cpm Tools, Vena, Query Optimization, Microsoft Excel, Data Analysis, Communication Skills, Technical Documentation, Project Management
Specialization
Candidates must hold a bachelor's degree in a related field and possess strong query skills, particularly with SQL. Proficiency in Microsoft Excel and experience with data visualization tools or CPM software is highly preferred.
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 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 Analyst at Bird Construction
Montréal, QC, Canada - Full Time
Skills Needed
N/A
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Financial Analyst at Marcus and Millichap MGS
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Modeling, Data Input, Underwriting, Market Research, Comparable Analysis, Financial Analysis, Professional Business Writing, Computer Skills, Microsoft Excel, Attention To Detail, Organization, Communication, Gathering Comparables, Database Management, Handling Sensitive Material
Specialization
Candidates must possess a bachelor's degree in business, Finance, or Real Estate, along with excellent analytical and professional business writing skills. Proficiency in Microsoft Excel, including general financial modeling capabilities, is mandatory, as is being highly organized and detail-oriented.
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 Analyst I at BGIS Careers
Uxbridge, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Accounts Payable, Bank Reconciliation, Journal Entries, Data Entry, Audit Support, Expense Reporting, Vendor Invoice Processing, Procurement Card Management, Variance Analysis, Accounting Systems, Ms Office Suite, General Ledger, Sub Ledger, Financial Reporting
Specialization
Candidates must have one to three years of job-related experience and a community college diploma or equivalent training. Proficiency in accounting systems, MS Office, and an understanding of audit requirements and general ledger interactions are required.
Experience Required
Minimum 2 year(s)
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)
Financial Planning Specialist at Royal Bank of Canada
Edmonton, Alberta, Canada - Full Time
Skills Needed
Tax Planning, Financial Planning, Investment Planning, Retirement Planning, Risk Management, Estate Planning, Holding Companies, Employee Stock Options, Individual Pension Plans, Retirement Compensation Agreements, Gift Planning, Charitable Planning, Communication Skills, Analytical Skills, Judgment Skills, Microsoft Office
Specialization
Candidates must possess a minimum of five years of experience in tax planning for high net worth clients and five years in all aspects of financial planning, along with a professional designation in Accounting (CA/CPA/CMA/CGA). Strong analytical, communication skills, and proficiency with financial planning software like Conquest or Naviplan are also required.
Experience Required
Minimum 5 year(s)
Associate, Financial Planning at Royal Bank of Canada
Surrey, British Columbia, Canada - Full Time
Skills Needed
Sales Support, Client Contact, Financial Planning, Client Relationships, Digital Ambassador, Mutual Funds Accreditation, Collaboration, Client Needs Assessment, Advice Experience, Operational Risk, Flexibility, Eagerness To Learn, Personal Ethics, Teamwork, Investment Advice, Credit Advice
Specialization
Candidates must have Mutual Funds accreditation and demonstrate strong client contact routines. Flexibility, eagerness to learn, and the ability to work independently and collaboratively are essential.
Associate, Corporate Card Services at BMO Financial Group
Mississauga, ON, Canada - Full Time
Skills Needed
Metrics, Product Offerings, Communication Skills
Qualification
Diploma
Financial Controller at Topgum Canada Ltd
Charlottetown, Prince Edward Island, Canada - Full Time
Skills Needed
Financial Reporting, Cost Accounting, Internal Controls, Audit Readiness, Journal Entries, Account Reconciliations, Consolidation, Intercompany Accounting, Manufacturing Finance, Sales Tax Compliance, Erp Systems, Budgeting, Forecasting, Advanced Excel, Process Improvement, Cross Border Accounting
Specialization
Candidates must have a bachelor's degree in Accounting or Finance and at least 5 years of progressive accounting experience, preferably in a manufacturing setting. A CPA designation or equivalent experience is preferred, along with strong ERP and Excel skills.
Experience Required
Minimum 5 year(s)
Financial Accountant at DIRTT
Calgary, Alberta, Canada - Full Time
Skills Needed
General Ledger Reconciliation, Journal Entries, Financial Reporting, Financial Analysis, Invoice Processing, Audit Support, Accounting Principles, Microsoft Excel, Time Management, Communication, Teamwork, Attention To Detail
Specialization
Candidates must hold a Bachelor's degree in accounting or a relevant field and be working towards or have recently obtained a CPA designation. Strong organizational skills, proficiency in Microsoft Excel, and a solid understanding of accounting principles are required.
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)
Manager - Financial Model Build at Gridlines
, , Canada - Full Time
Skills Needed
Financial Modeling, Excel, Project Finance, Corporate Finance, Financial Planning, Sensitivity Analysis, Stress Testing, Team Leadership, Client Relationship Management, Business Development, Project Planning, Documentation, Analytical Skills, Accounting Concepts, Fast Standard
Specialization
Candidates must have 4-7 years of relevant experience in a financial role within an advisory practice or large corporate setting, demonstrating strong analytical skills and proven experience building financial models in Excel. A degree in a numerate discipline is required, with an in-depth understanding of Project Finance, Corporate Finance, or Financial Planning concepts being essential.
Experience Required
Minimum 5 year(s)
Lead Financial Analyst at Open Text Corporation Germany
Waterloo, Ontario, Canada - Full Time
Skills Needed
Financial Modeling, Data Analysis, Problem Solving, Excel, Erp Reporting, Power Bi, Tableau, Communication, Interpersonal Skills, Process Improvement, Automation, Business Partnership, Forecasting, Variance Analysis, Collaboration, Decision Making
Specialization
Candidates should have a minimum of 5 years of progressive experience in a Finance role, preferably in FP&A, along with outstanding analytical and problem-solving skills. A Bachelor’s Degree in Business, Finance, Accounting, or Economics is required.
Experience Required
Minimum 5 year(s)
Lead Financial Analyst at Open Text Corporation Germany
Waterloo, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Business Acumen, Technical Expertise, Data Driven Decision Making, Sales Operations, Revenue Operations, Strategic Planning, Kpi Analysis, Excel, Power Pivot, Sql Querying, Python, Communication, Planning, Organization, Attention To Detail
Specialization
Candidates must possess 6-8 years of experience in sales operations, finance, or marketing within a fast-paced technology environment, demonstrating senior-level interaction capabilities. A degree in a quantitative field is required, along with strong analytical skills and proficiency in advanced Excel and SQL, with Python experience being preferred.
Experience Required
Minimum 5 year(s)