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Financial Services Jobs in Canada

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Senior Financial Planner at Raymond James
Calgary, Alberta, Canada - Full Time
Skills Needed
Financial Planning, Client Service, Data Gathering, Advisor Relationship Building, Presentation Skills, Time Management, Organizational Skills, Multi Tasking, Prioritizing, Attention To Detail, Independent Work, Team Collaboration, Training, Discretion, Wealth Management, Tax Consulting
Specialization
Candidates must possess extensive knowledge of Canadian financial planning concepts, investment solution structures, and associated tax/succession law considerations, with a U.S. background being an asset. A minimum of five years of practical, client-facing financial planning experience, including experience with HNW families and specific planning software, is required.
Experience Required
Minimum 5 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 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 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 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 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 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 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 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 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.
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, 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 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 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)
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)
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.
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)
Senior Financial Planner at Raymond James
Calgary, Alberta, Canada -
Full Time

Start Date

Immediate

Expiry Date

11 Jun, 26

Salary

130000.0

Posted On

13 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Planning, Client Service, Data Gathering, Advisor Relationship Building, Presentation Skills, Time Management, Organizational Skills, Multi-tasking, Prioritizing, Attention To Detail, Independent Work, Team Collaboration, Training, Discretion, Wealth Management, Tax Consulting

Industry

Financial Services

Description
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. (RJL) is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Senior Financial Planner How does the role impact the organization? The Senior Financial Planner will be part of an integrated process that is dedicated to serving our clients with a higher level of service. This position is ideal for someone looking for a long-term career where they can utilize their planning skills for the benefit of the clients we serve on behalf of an expanding client base. What will your role be responsible for? Prepares and delivers high quality modular and comprehensive planning deliverables for RJL clients. Manages each RJL client planning engagement from the initial discovery meeting, gathering client data, entering client data, working with the client’s other professional advisors, interpreting planning information and output, and generating and delivering client planning deliverable. Works collaboratively with all members of the Total Wealth Solutions team to deliver best in class financial planning deliverables and support to our advisors, their clients, internal partners, and stakeholders. Builds strategic relationships with advisors with the goal of enhancing their knowledge and willingness to engage in Financial Planning activities for the benefit of their HNW clients. Prepares and delivers presentations and webinars to enhance the knowledge and understanding of the Financial Planning offering to our advisors and their clients. Maintains up-to-date knowledge on topics and subjects in all areas of Financial Planning. Other duties as assigned. What can you expect from us? Our most important investment is in people. Upon eligibility, Raymond James Ltd offers a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement. What do we expect from you? Extensive knowledge of Canadian financial planning and its key concepts. U.S. financial planning background is an asset. Extensive knowledge of all Canadian investment solution structures and accounts, and their respective income tax and succession law considerations. Exceptional etiquette and client service skills including experience in face-to-face, videoconferencing, and telephone scenarios. Potential scenarios include: Identifying client opportunities and providing potential solutions to client challenges throughout the planning process that align with goals-based planning. Strong, confident presentation skills. Demonstrating sound judgement and collaboration with RJL’s Total Wealth Solutions complimentary departments (Tax Consulting, Tax Preparation, Insurance Solutions, Corporate Trustee, and Philanthropy), where appropriate. Excellent time management, organizational, multi-tasking, and prioritizing skills, including the ability to: Juggle multiple, competing deadlines in a high-volume and demanding environment while maintaining an attention to detail. Work independently as well as collaboratively within a team environment. Oversee the training and development of junior team members. Exercise tact and the utmost discretion in the handling of client private, confidential information and collaborating with their other professional advisors (tax and legal). Educational/Previous Experience Requirements College diploma or University degree with a focus on business and/or finance. Five+ years of practical, client facing financial planning experience, including Canadian operating, professional and holding corporations, private trusts, and cross-border considerations. Experience preparing and delivering financial plans for HNW Canadian families in the Wealth Management industry. Worked with Conquest Planning or Naviplan software in the last two years. Proficient using RazorPlan is an asset. Proficient in Microsoft Office with a willingness to hone existing skills and learn new applications. Licenses/Certifications Certified Financial Planner (CFP®) designation is required Life License Qualification Program (LLQP) and/or Chartered Life Underwriter (CLU®) designation is an asset. Trust and Estate Practitioner (TEP) designation is an asset. We encourage our associates at all levels to: Grow professionally and inspire fellow team members to do the same. Work with and through others to deliver an exceptional client experience and planning deliverables. Contribute to the continuous growth, and evolution of RJL. We are only going to get better. Salary Range: $110,000-130,000 annually, in addition to competitive performance bonuses/incentives. Actual compensation will be determined based on skills, experience, internal equity, and other job requirements. This posting is for an existing vacancy. At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process. We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.
Responsibilities
The Senior Financial Planner will prepare and deliver high-quality modular and comprehensive planning deliverables for clients, managing each engagement from discovery through delivery. This role involves working collaboratively with the Total Wealth Solutions team to support advisors and enhancing their knowledge of financial planning activities.
Senior Financial Planner at Raymond James
Calgary, Alberta, Canada - Full Time
Skills Needed
Financial Planning, Client Service, Data Gathering, Advisor Relationship Building, Presentation Skills, Time Management, Organizational Skills, Multi Tasking, Prioritizing, Attention To Detail, Independent Work, Team Collaboration, Training, Discretion, Wealth Management, Tax Consulting
Specialization
Candidates must possess extensive knowledge of Canadian financial planning concepts, investment solution structures, and associated tax/succession law considerations, with a U.S. background being an asset. A minimum of five years of practical, client-facing financial planning experience, including experience with HNW families and specific planning software, is required.
Experience Required
Minimum 5 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 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 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 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 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 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 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 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 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.
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, 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 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 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)
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)
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.
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)