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Financial Services Jobs in Canada

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Customer Sales Representative - Remote at Everstead Financial
Town of Trenton, Nova Scotia, Canada - Full Time
Skills Needed
Customer Service, Sales, Virtual Communication, Problem Solving, Client Advocacy, Crm Proficiency, Financial Solutions, Needs Assessment, Solution Presentation, Independent Work, Relationship Building, Motivation, Discipline, Client Engagement, Strategic Thinking, Presentation Skills
Specialization
The ideal candidate should be an exceptional virtual communicator who is self-motivated and disciplined. They should also be proactive problem-solvers and dedicated client advocates passionate about impacting clients' financial futures.
Project Manager at BMO Financial Group
Toronto, ON, Canada - Full Time
Skills Needed
Thinking Skills, Project Management Skills, Ms Project, Self Confidence, Management Skills, Coaching
Qualification
Diploma
Experience Required
Minimum 3 year(s)
Change Manager at BMO Financial Group
Toronto, ON, Canada - Full Time
Skills Needed
Time Management, Enterprise, Root Cause, Influencer, Secondary Education, Communication Skills
Qualification
Diploma
Experience Required
Minimum 3 year(s)
Project Coordinator at BMO Financial Group
Toronto, ON, Canada - Full Time
Skills Needed
Self Confidence, Thinking Skills, Ms Project, Project Management Skills
Qualification
Diploma
Experience Required
Minimum 1 year(s)
Intermediate Application Software Developer (Oracle and BI) at BMO Financial Group
Toronto, ON, Canada - Full Time
Skills Needed
Information Systems, Programming Languages, Eco, Business Requirements, Code, It, Computer Science, Confluence, Architecture, Microsoft Excel, Jira, Communication Skills, Powerpoint, Technology
Specialization
Business, IT
Qualification
BSc
Experience Required
Minimum 2 year(s)
Strategic Intelligence Analyst at BMO Financial Group
Toronto, ON, Canada - Full Time
Skills Needed
Strategic Intelligence, Threat Intelligence, Thinking Skills, Outlook, Sharepoint, Cyber Security, Interpersonal Skills, Reporting, Research, Intelligence Analysis, Vetting, Analytical Techniques, English, Excel, Visio, Powerpoint, Validation, Security Operations
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Associate Private Banker at BMO Financial Group
Saint John, NB, Canada - Full Time
Skills Needed
Referrals, Management Skills, Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Sourcing Analyst, Procurement at BMO Financial Group
Toronto, ON, Canada - Full Time
Skills Needed
Boundaries, Excel, Collaboration, Supply Chain, Coaching, Business Analysis, Regulatory Requirements, Sourcing, Synthesizing, Communication Skills, Strategic Sourcing
Qualification
Diploma
Experience Required
Minimum 4 year(s)
Senior Sourcing Analyst, Procurement at BMO Financial Group
Toronto, ON, Canada - Full Time
Skills Needed
Collaboration, Boundaries, Coaching, Sourcing, Supply Chain, Strategic Sourcing, Business Analysis, Communication Skills, Excel, Synthesizing, Regulatory Requirements, Technical Proficiency
Qualification
Diploma
Experience Required
Minimum 4 year(s)
Global Supplier Services Data & Analytics Associate (Hybrid) at Morgan Stanley
Montreal, Quebec, Canada - Full Time
Skills Needed
Power Bi, Snowflake, Data Engineering, Predictive Modeling, Ai/Ml, Python, Dax, Data Modeling, Etl, Data Integration, Collaboration, Stakeholder Engagement, Automation, Cloud Enablement, Data Governance, Data Analytics
Specialization
Candidates should have at least 4 years of experience in data analytics and dashboard development, along with a relevant degree. Proficiency in Power BI, Python, and familiarity with AI/ML concepts are essential.
Experience Required
Minimum 2 year(s)
Tax Specialist, Tax Preparation Services - 2 Month Contract at Raymond James
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Canadian Taxation, Public Accounting, Tax Preparation, T1 Tax Returns, T3 Tax Returns, Cch Taxprep, Cra Online Portal, Ms Office, Adobe Acrobat, Attention To Detail, Client Correspondence, Email Etiquette, Videoconferencing Skills, Relationship Management, High Volume Work, Deadline Management
Specialization
Candidates must have a minimum of three years of public accounting experience, including two years in Canadian taxation, and hold a Canadian CPA designation. Proficiency in relevant software and strong communication skills are also required.
Experience Required
Minimum 2 year(s)
Senior Director, Investor Services Technology Transformation at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Applications Architecture, Critical Thinking, Data Architecture, Decision Making, Enterprise It Architecture, Information Technology Consulting, It Architecture, Multi Level Communication, Service Oriented Architecture, Target Architecture
Specialization
Candidates must have 10+ years of experience in complex technical program delivery, preferably in asset management or financial services. Strong stakeholder management skills and the ability to drive transformation in a large organization are essential.
Experience Required
Minimum 10 year(s)
Client Service Specialist at Wintrust Financial Corporation
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Communication Skills, Attention To Detail, Problem Solving, Organization, Prioritization, Self Motivation, Proactivity, Team Player, Abstract Reasoning, Adaptability, Outlook, Excel, Ms Word, Phone Support, Email Support
Specialization
Candidates must be highly articulate with excellent verbal and written communication skills, possessing strong organizational and prioritization abilities. A college or university degree is required, along with 3-5 years of customer service experience, ideally in the Insurance/Financial Services industry.
Experience Required
Minimum 2 year(s)
Retail Print & Services Supervisor at Staples Inc.
Brandon, Manitoba, Canada - Full Time
Skills Needed
Customer Engagement, Sales Execution, Leadership, Operational Excellence, Training & Development, Coaching, Print Production, Graphic Design Principles, Prioritization, Organization, Multi Tasking, Keyholder Duties
Specialization
Candidates must possess at least three years of prior retail customer service experience, preferably with supervisory and coaching background. Additionally, one to two years of experience in a print/graphic communications environment with knowledge of graphic design principles is required.
Experience Required
Minimum 2 year(s)
Retail Print & Services Supervisor at Staples Inc.
Huntsville, Ontario, Canada - Full Time
Skills Needed
Customer Engagement, Sales Execution, Leadership, Operational Excellence, Training, Development, Technical Acumen, Graphic Design, Prioritization, Organization, Multi Tasking
Specialization
Candidates should have 3+ years of customer service experience in retail, with supervisory experience preferred. A background in print/graphic communications and technical skills to operate printing equipment is also required.
Experience Required
Minimum 2 year(s)
Coordinator, Construction Services at Defence Construction Canada
Winnipeg, Manitoba, Canada - Full Time
Skills Needed
Contract Management, Construction Services, Negotiation, Change Orders, Schedule Monitoring, Risk Management, Quality Assurance, Stakeholder Relations, Financial Management, Health And Safety Compliance, Environmental Compliance, Drawing Interpretation, Specification Interpretation, Project Management, Consultant Coordination, Business Development
Specialization
A minimum requirement is a college diploma in engineering, applied science, or a related field, coupled with four years of relevant experience, or an equivalent combination. Candidates must possess knowledge of construction best practices, project/contract/risk management principles, and be able to interpret drawings and specifications using applicable software.
Experience Required
Minimum 2 year(s)
Retail Print & Services Supervisor at Staples Canada
Scarborough, Ontario, Canada - Full Time
Skills Needed
Customer Engagement, Sales Execution, Leadership, Operational Excellence, Training & Development, Customer Service, Coaching, Graphic Design, Technical Acumen, Multi Tasking, Organization, Prioritization
Specialization
Candidates should have 3+ years of customer service experience in retail, with supervisory experience preferred. Additionally, 1-2 years of experience in a print/graphic communications environment is required.
Experience Required
Minimum 2 year(s)
Supervisor, Environmental Services at Vancouver Coastal Health
Powell River, British Columbia, Canada - Full Time
Skills Needed
Supervision, Communication, Organization, Cleaning, Disinfecting, Budget Management, Team Leadership, Resource Management
Specialization
Candidates must have Grade 10 education and three years of recent related experience, including six months of supervisory experience. A valid BC Driver’s License is required for local area travel.
Experience Required
Minimum 2 year(s)
Ramp Services Agent ($18.50/h) YWG at Swissport International AG
Winnipeg, Manitoba, Canada - Full Time
Skills Needed
Communication Skills, Ramp Experience, Health & Safety Awareness, Driving Skills, Teamwork, Flexibility, Heavy Lifting
Specialization
Candidates should have a valid driver's license and good communication skills in English. Previous ramp experience is a plus, and the ability to work in inclement weather and flexible shifts is required.
Part-Time, Support Services Worker at Thrive Group
Hamilton, Ontario, Canada - Full Time
Skills Needed
Housekeeping, Laundry Services, Meal Preparation, Food Service, Team Collaboration, Time Management, Reliability, Positive Attitude
Specialization
Candidates should have at least a Grade 10 education and be able to obtain a Food Handler’s Certificate within 60 days. A satisfactory Vulnerable Sector Check or Police Records Check is also required.
Customer Sales Representative - Remote at Everstead Financial
Town of Trenton, Nova Scotia, Canada -
Full Time

Start Date

Immediate

Expiry Date

09 May, 26

Salary

0.0

Posted On

08 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Service, Sales, Virtual Communication, Problem Solving, Client Advocacy, CRM Proficiency, Financial Solutions, Needs Assessment, Solution Presentation, Independent Work, Relationship Building, Motivation, Discipline, Client Engagement, Strategic Thinking, Presentation Skills

Industry

Description
Unlock your potential from anywhere. We're building a passionate team dedicated to client success and flexible remote work. We are seeking a results-oriented and customer-centric Customer Sales Representative to join our expanding work-from-home team. If you're eager to build a rewarding career by providing vital financial solutions and appreciate a flexible, independent environment, this remote position offers an exceptional path to success. Your Day-to-Day as a Remote Customer Sales Representative: You will be instrumental in guiding clients toward informed financial decisions. This includes: Virtual Client Engagement: Establishing and nurturing connections with pre-qualified individuals and families. Personalized Needs Assessment: Gaining a deep understanding of clients' financial situations and aspirations. Strategic Solution Presentation: Delivering clear and compelling presentations of tailored financial strategies (Life Insurance, IUL, Annuities) via virtual platforms. End-to-End Client Guidance: Ensuring a smooth and seamless experience from initial contact through plan implementation. CRM Proficiency: Efficiently managing client interactions and data within our CRM system. Why Join Our Team? Unlimited Earning Potential: Your effort directly impacts your income with an uncapped commission structure. Flexible Remote Work: Design a schedule that truly supports your work-life balance from your home office. Pre-Qualified Leads Provided: Dedicate your time to building relationships, not cold calling. Comprehensive Support: Benefit from extensive training, cutting-edge tools, and invaluable mentorship. Strong Community: Become part of a collaborative and supportive network of peers. Benefits Access: Opportunities for life insurance and healthcare benefits to support your well-being. We're Looking For Individuals Who Are: Exceptional Virtual Communicators: Capable of establishing rapport and clearly articulating complex information remotely. Highly Self-Motivated & Disciplined: Thrive in an independent, home-based work environment. Proactive Problem-Solvers: Results-driven and dedicated to finding the best solutions for clients. Dedicated Client Advocates: Passionate about positively impacting clients' financial futures. Important Notice: This is an independent contractor (1099) role. All compensation is commission-based. Ready to shape your professional destiny in a dynamic remote sales landscape? Explore this exciting opportunity and apply now!
Responsibilities
As a Remote Customer Sales Representative, you will guide clients toward informed financial decisions by engaging with them virtually and assessing their needs. You will present tailored financial strategies and ensure a seamless client experience from initial contact through plan implementation.
Customer Sales Representative - Remote at Everstead Financial
Town of Trenton, Nova Scotia, Canada - Full Time
Skills Needed
Customer Service, Sales, Virtual Communication, Problem Solving, Client Advocacy, Crm Proficiency, Financial Solutions, Needs Assessment, Solution Presentation, Independent Work, Relationship Building, Motivation, Discipline, Client Engagement, Strategic Thinking, Presentation Skills
Specialization
The ideal candidate should be an exceptional virtual communicator who is self-motivated and disciplined. They should also be proactive problem-solvers and dedicated client advocates passionate about impacting clients' financial futures.
Project Manager at BMO Financial Group
Toronto, ON, Canada - Full Time
Skills Needed
Thinking Skills, Project Management Skills, Ms Project, Self Confidence, Management Skills, Coaching
Qualification
Diploma
Experience Required
Minimum 3 year(s)
Change Manager at BMO Financial Group
Toronto, ON, Canada - Full Time
Skills Needed
Time Management, Enterprise, Root Cause, Influencer, Secondary Education, Communication Skills
Qualification
Diploma
Experience Required
Minimum 3 year(s)
Project Coordinator at BMO Financial Group
Toronto, ON, Canada - Full Time
Skills Needed
Self Confidence, Thinking Skills, Ms Project, Project Management Skills
Qualification
Diploma
Experience Required
Minimum 1 year(s)
Intermediate Application Software Developer (Oracle and BI) at BMO Financial Group
Toronto, ON, Canada - Full Time
Skills Needed
Information Systems, Programming Languages, Eco, Business Requirements, Code, It, Computer Science, Confluence, Architecture, Microsoft Excel, Jira, Communication Skills, Powerpoint, Technology
Specialization
Business, IT
Qualification
BSc
Experience Required
Minimum 2 year(s)
Strategic Intelligence Analyst at BMO Financial Group
Toronto, ON, Canada - Full Time
Skills Needed
Strategic Intelligence, Threat Intelligence, Thinking Skills, Outlook, Sharepoint, Cyber Security, Interpersonal Skills, Reporting, Research, Intelligence Analysis, Vetting, Analytical Techniques, English, Excel, Visio, Powerpoint, Validation, Security Operations
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Associate Private Banker at BMO Financial Group
Saint John, NB, Canada - Full Time
Skills Needed
Referrals, Management Skills, Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Sourcing Analyst, Procurement at BMO Financial Group
Toronto, ON, Canada - Full Time
Skills Needed
Boundaries, Excel, Collaboration, Supply Chain, Coaching, Business Analysis, Regulatory Requirements, Sourcing, Synthesizing, Communication Skills, Strategic Sourcing
Qualification
Diploma
Experience Required
Minimum 4 year(s)
Senior Sourcing Analyst, Procurement at BMO Financial Group
Toronto, ON, Canada - Full Time
Skills Needed
Collaboration, Boundaries, Coaching, Sourcing, Supply Chain, Strategic Sourcing, Business Analysis, Communication Skills, Excel, Synthesizing, Regulatory Requirements, Technical Proficiency
Qualification
Diploma
Experience Required
Minimum 4 year(s)
Global Supplier Services Data & Analytics Associate (Hybrid) at Morgan Stanley
Montreal, Quebec, Canada - Full Time
Skills Needed
Power Bi, Snowflake, Data Engineering, Predictive Modeling, Ai/Ml, Python, Dax, Data Modeling, Etl, Data Integration, Collaboration, Stakeholder Engagement, Automation, Cloud Enablement, Data Governance, Data Analytics
Specialization
Candidates should have at least 4 years of experience in data analytics and dashboard development, along with a relevant degree. Proficiency in Power BI, Python, and familiarity with AI/ML concepts are essential.
Experience Required
Minimum 2 year(s)
Tax Specialist, Tax Preparation Services - 2 Month Contract at Raymond James
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Canadian Taxation, Public Accounting, Tax Preparation, T1 Tax Returns, T3 Tax Returns, Cch Taxprep, Cra Online Portal, Ms Office, Adobe Acrobat, Attention To Detail, Client Correspondence, Email Etiquette, Videoconferencing Skills, Relationship Management, High Volume Work, Deadline Management
Specialization
Candidates must have a minimum of three years of public accounting experience, including two years in Canadian taxation, and hold a Canadian CPA designation. Proficiency in relevant software and strong communication skills are also required.
Experience Required
Minimum 2 year(s)
Senior Director, Investor Services Technology Transformation at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Applications Architecture, Critical Thinking, Data Architecture, Decision Making, Enterprise It Architecture, Information Technology Consulting, It Architecture, Multi Level Communication, Service Oriented Architecture, Target Architecture
Specialization
Candidates must have 10+ years of experience in complex technical program delivery, preferably in asset management or financial services. Strong stakeholder management skills and the ability to drive transformation in a large organization are essential.
Experience Required
Minimum 10 year(s)
Client Service Specialist at Wintrust Financial Corporation
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Communication Skills, Attention To Detail, Problem Solving, Organization, Prioritization, Self Motivation, Proactivity, Team Player, Abstract Reasoning, Adaptability, Outlook, Excel, Ms Word, Phone Support, Email Support
Specialization
Candidates must be highly articulate with excellent verbal and written communication skills, possessing strong organizational and prioritization abilities. A college or university degree is required, along with 3-5 years of customer service experience, ideally in the Insurance/Financial Services industry.
Experience Required
Minimum 2 year(s)
Retail Print & Services Supervisor at Staples Inc.
Brandon, Manitoba, Canada - Full Time
Skills Needed
Customer Engagement, Sales Execution, Leadership, Operational Excellence, Training & Development, Coaching, Print Production, Graphic Design Principles, Prioritization, Organization, Multi Tasking, Keyholder Duties
Specialization
Candidates must possess at least three years of prior retail customer service experience, preferably with supervisory and coaching background. Additionally, one to two years of experience in a print/graphic communications environment with knowledge of graphic design principles is required.
Experience Required
Minimum 2 year(s)
Retail Print & Services Supervisor at Staples Inc.
Huntsville, Ontario, Canada - Full Time
Skills Needed
Customer Engagement, Sales Execution, Leadership, Operational Excellence, Training, Development, Technical Acumen, Graphic Design, Prioritization, Organization, Multi Tasking
Specialization
Candidates should have 3+ years of customer service experience in retail, with supervisory experience preferred. A background in print/graphic communications and technical skills to operate printing equipment is also required.
Experience Required
Minimum 2 year(s)
Coordinator, Construction Services at Defence Construction Canada
Winnipeg, Manitoba, Canada - Full Time
Skills Needed
Contract Management, Construction Services, Negotiation, Change Orders, Schedule Monitoring, Risk Management, Quality Assurance, Stakeholder Relations, Financial Management, Health And Safety Compliance, Environmental Compliance, Drawing Interpretation, Specification Interpretation, Project Management, Consultant Coordination, Business Development
Specialization
A minimum requirement is a college diploma in engineering, applied science, or a related field, coupled with four years of relevant experience, or an equivalent combination. Candidates must possess knowledge of construction best practices, project/contract/risk management principles, and be able to interpret drawings and specifications using applicable software.
Experience Required
Minimum 2 year(s)
Retail Print & Services Supervisor at Staples Canada
Scarborough, Ontario, Canada - Full Time
Skills Needed
Customer Engagement, Sales Execution, Leadership, Operational Excellence, Training & Development, Customer Service, Coaching, Graphic Design, Technical Acumen, Multi Tasking, Organization, Prioritization
Specialization
Candidates should have 3+ years of customer service experience in retail, with supervisory experience preferred. Additionally, 1-2 years of experience in a print/graphic communications environment is required.
Experience Required
Minimum 2 year(s)
Supervisor, Environmental Services at Vancouver Coastal Health
Powell River, British Columbia, Canada - Full Time
Skills Needed
Supervision, Communication, Organization, Cleaning, Disinfecting, Budget Management, Team Leadership, Resource Management
Specialization
Candidates must have Grade 10 education and three years of recent related experience, including six months of supervisory experience. A valid BC Driver’s License is required for local area travel.
Experience Required
Minimum 2 year(s)
Ramp Services Agent ($18.50/h) YWG at Swissport International AG
Winnipeg, Manitoba, Canada - Full Time
Skills Needed
Communication Skills, Ramp Experience, Health & Safety Awareness, Driving Skills, Teamwork, Flexibility, Heavy Lifting
Specialization
Candidates should have a valid driver's license and good communication skills in English. Previous ramp experience is a plus, and the ability to work in inclement weather and flexible shifts is required.
Part-Time, Support Services Worker at Thrive Group
Hamilton, Ontario, Canada - Full Time
Skills Needed
Housekeeping, Laundry Services, Meal Preparation, Food Service, Team Collaboration, Time Management, Reliability, Positive Attitude
Specialization
Candidates should have at least a Grade 10 education and be able to obtain a Food Handler’s Certificate within 60 days. A satisfactory Vulnerable Sector Check or Police Records Check is also required.