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Financial Services Jobs in Canada

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Spécialiste Transferts / Transfers Specialist at PEAK Financial Group
Montréal, QC H3A 2Z6, Canada - Full Time
Skills Needed
Good Communication Skills
Specialization
Finance or administration or relevant work experience
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Assessment Services Summer Student at Sturgeon County
Morinville, AB, Canada - Full Time
Skills Needed
Gis, Microsoft Office, Computer Skills
Specialization
Business Administration, Administration, Business
Qualification
Diploma
Project Manager, Building Services at Omada Rail Systems
Vancouver, BC, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Supervisor, Environmental Services at Cambridge Memorial Hospital
Cambridge, ON N1R 3G2, Canada - Full Time
Skills Needed
Waste Management, Recycling, Adult Education, Secondary Education, Teamwork, Teams, Linen, Microsoft Office
Qualification
Diploma
Library Assistant, Public Services at University of Saskatchewan
Saskatoon, SK S7N 5A2, Canada - Full Time
Skills Needed
Career Opportunities, Documentation, Management System, Customer Service, Change Process, Heavy Lifting, Professional Manner, Employment Equity, Software, Medical Necessity
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Food Services Support Worker 19-55 at The Bloom Group
Vancouver, BC, Canada - Full Time
Skills Needed
Cleaning Products, Cooking, Interpersonal Skills, Service Work, Crisis Intervention Training, Training, Compassion, Transitional Housing, Conflict Resolution, Work Based Learning, Constructive Feedback, Customer Service, Demonstration, Food Preparation, Poverty, English
Qualification
Diploma
Experience Required
Minimum 2 year(s)
Accounting Services Representative at Intact
Toronto, ON, Canada - Full Time
Skills Needed
Good Communication Skills
Specialization
Accounting
Qualification
Diploma
Experience Required
Minimum 1 year(s)
Assistant Food Services Supervisor at Corporation of the County of Renfrew Bonnechere Manor
Renfrew, ON K7V 4L5, Canada - Full Time
Skills Needed
Communication Skills, Long Term Care, Word Processing
Qualification
Graduate
Financial systems specialist - computer systems at New Profession SVA Collision
Richmond, BC V6V 1J5, Canada - Full Time
Skills Needed
Project Implementation, Information Technology, Service Delivery
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Audit Manager I, Financial Crimes Audit (515) at TD Bank
Toronto, ON, Canada - Full Time
Skills Needed
Due Diligence, Access, Developments, Addition, Risk Assessment, Regulatory Guidelines, Audit Management, Powerpoint, Outlook, Integration, Positive Work Environment, Emerging Trends, Discretion, Teams, Internal Controls, Excel
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Senior Manager, External Financial Reporting at Purolator
Mississauga, ON L5N 0E1, Canada - Full Time
Skills Needed
Communication Skills, Business Operations, Measures, Accounting Standards, Leadership Skills, Finance, Financial Systems, Project Accounting, Change Management, Operations, Financial Reporting, Investment Strategies, Business Acumen, Data Analysis, Ifrs
Specialization
Accounting business commerce operations or finance
Qualification
Graduate
Experience Required
Minimum 10 year(s)
Audit Manager I, Financial Crimes Audit (521) at TD Bank
Toronto, ON, Canada - Full Time
Skills Needed
Powerpoint, Integration, Due Diligence, Risk Assessment, Emerging Trends, Discretion, Excel, Addition, Teams, Internal Controls, Developments, Access, Audit Management, Positive Work Environment, Regulatory Guidelines, Outlook
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Financial Planning and Analysis Manager TERM at University of Toronto
Mississauga, ON L5L 1C6, Canada - Full Time
Skills Needed
Statistics, Spss, Sas, Excel, Powerpoint, Tableau, Cognos, Economics, Commerce, Mathematics
Specialization
Commerce economics statistics mathematics (or equivalent or professional accounting designation or master’s degree (or equivalent
Qualification
Graduate
Risk Management Analyst at DUCA Financial Services Credit Union Ltd
Toronto, ON, Canada - Full Time
Skills Needed
Real Estate Lending, Financial Statements, Communication Skills, Finance, Powerpoint, Financial Analysis, Critical Thinking, Financial Statement Analysis, Microsoft Excel
Specialization
Business finance or a related field
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Director, Commercial Credit Operations at DUCA Financial Services Credit Union Ltd
Toronto, ON, Canada - Full Time
Skills Needed
Interpersonal Skills, Coaching, Management Skills, Secondary Education, Regulatory Requirements, Consumer Products, Presentation Skills, Funding, Finance
Specialization
Business finance or related field
Qualification
Diploma
Experience Required
Minimum 3 year(s)
Actuarial Analyst/Consultant/Senior Consultant - Financial Engineering & Mo at Deloitte
Toronto, ON M5H 0A9, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Analyst/Consultant/Senior Consultant, AML Analytics - Financial Engineering at Deloitte
Toronto, ON M5H 0A9, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Financial Analyst, Private Infrastructure- CBRE Investment Management at CBRE
Toronto, ON, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Analyste financier(ère) principal(e), marges / Senior Financial Analyst, Ma at McKesson
Saint-Laurent, QC H4R 2P7, Canada - Full Time
Skills Needed
Power Bi, Financial Analysis, Finance, English
Specialization
Progress required
Qualification
Graduate
Experience Required
Minimum 6 year(s)
Analyste financier(ère) principal(e), marges / Senior Financial Analyst, Ma at McKesson
Saint-Laurent, QC H4N 2A3, Canada - Full Time
Skills Needed
Power Bi, Finance, English, Financial Analysis
Specialization
Progress required
Qualification
Graduate
Experience Required
Minimum 6 year(s)
Spécialiste Transferts / Transfers Specialist at PEAK Financial Group
Montréal, QC H3A 2Z6, Canada -
Full Time

Start Date

Immediate

Expiry Date

05 Oct, 25

Salary

0.0

Posted On

06 Jul, 25

Experience

3 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Financial Services

Description

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities

WHAT YOU’LL DO

  • Process the incoming and outgoing daily transfers for the following: Registered accounts, Open accounts, Mutual Funds, internal transfers between client accounts, A$M and cheque deposits
  • Process the necessary trades and adjustments in the accounts
  • Follow up on rejects related to transfers
  • Ensure regulatory requirements are adhered to
  • Calculate the minimum and maximum values for LIF plans
  • Enter the transaction in the clients’ accounts
  • Prepare the letter of request for re-registration and send to the issuer or the institution
  • Ensure a dealer/ custodial agreement with the issuer or the institution is in place
  • Make any necessary adjustments
  • Respond to transfers related inquiries
  • Do the required follow-ups and communicate to the Advisors as needed
  • Perform a thorough analysis of files as required
  • Assist the Team lead with special projects and various departmental responsibilities
  • Advise the Supervisor, Transactional Services of any outstanding issues

ROLE SUCCESS FACTORS

  • Independence, creativity, initiative and the ability to understand the company’s architecture and business goals
  • Completed an IFIC course (an asset)
  • Knowledge of the MFDA and IIROC regulations (an asset)
  • Problem solving skills and organizational skills
  • Effective time management and the ability to work under pressure
  • Ability to communicate effectively in verbal and written communication
Spécialiste Transferts / Transfers Specialist at PEAK Financial Group
Montréal, QC H3A 2Z6, Canada - Full Time
Skills Needed
Good Communication Skills
Specialization
Finance or administration or relevant work experience
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Assessment Services Summer Student at Sturgeon County
Morinville, AB, Canada - Full Time
Skills Needed
Gis, Microsoft Office, Computer Skills
Specialization
Business Administration, Administration, Business
Qualification
Diploma
Project Manager, Building Services at Omada Rail Systems
Vancouver, BC, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Supervisor, Environmental Services at Cambridge Memorial Hospital
Cambridge, ON N1R 3G2, Canada - Full Time
Skills Needed
Waste Management, Recycling, Adult Education, Secondary Education, Teamwork, Teams, Linen, Microsoft Office
Qualification
Diploma
Library Assistant, Public Services at University of Saskatchewan
Saskatoon, SK S7N 5A2, Canada - Full Time
Skills Needed
Career Opportunities, Documentation, Management System, Customer Service, Change Process, Heavy Lifting, Professional Manner, Employment Equity, Software, Medical Necessity
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Food Services Support Worker 19-55 at The Bloom Group
Vancouver, BC, Canada - Full Time
Skills Needed
Cleaning Products, Cooking, Interpersonal Skills, Service Work, Crisis Intervention Training, Training, Compassion, Transitional Housing, Conflict Resolution, Work Based Learning, Constructive Feedback, Customer Service, Demonstration, Food Preparation, Poverty, English
Qualification
Diploma
Experience Required
Minimum 2 year(s)
Accounting Services Representative at Intact
Toronto, ON, Canada - Full Time
Skills Needed
Good Communication Skills
Specialization
Accounting
Qualification
Diploma
Experience Required
Minimum 1 year(s)
Assistant Food Services Supervisor at Corporation of the County of Renfrew Bonnechere Manor
Renfrew, ON K7V 4L5, Canada - Full Time
Skills Needed
Communication Skills, Long Term Care, Word Processing
Qualification
Graduate
Financial systems specialist - computer systems at New Profession SVA Collision
Richmond, BC V6V 1J5, Canada - Full Time
Skills Needed
Project Implementation, Information Technology, Service Delivery
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Audit Manager I, Financial Crimes Audit (515) at TD Bank
Toronto, ON, Canada - Full Time
Skills Needed
Due Diligence, Access, Developments, Addition, Risk Assessment, Regulatory Guidelines, Audit Management, Powerpoint, Outlook, Integration, Positive Work Environment, Emerging Trends, Discretion, Teams, Internal Controls, Excel
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Senior Manager, External Financial Reporting at Purolator
Mississauga, ON L5N 0E1, Canada - Full Time
Skills Needed
Communication Skills, Business Operations, Measures, Accounting Standards, Leadership Skills, Finance, Financial Systems, Project Accounting, Change Management, Operations, Financial Reporting, Investment Strategies, Business Acumen, Data Analysis, Ifrs
Specialization
Accounting business commerce operations or finance
Qualification
Graduate
Experience Required
Minimum 10 year(s)
Audit Manager I, Financial Crimes Audit (521) at TD Bank
Toronto, ON, Canada - Full Time
Skills Needed
Powerpoint, Integration, Due Diligence, Risk Assessment, Emerging Trends, Discretion, Excel, Addition, Teams, Internal Controls, Developments, Access, Audit Management, Positive Work Environment, Regulatory Guidelines, Outlook
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Financial Planning and Analysis Manager TERM at University of Toronto
Mississauga, ON L5L 1C6, Canada - Full Time
Skills Needed
Statistics, Spss, Sas, Excel, Powerpoint, Tableau, Cognos, Economics, Commerce, Mathematics
Specialization
Commerce economics statistics mathematics (or equivalent or professional accounting designation or master’s degree (or equivalent
Qualification
Graduate
Risk Management Analyst at DUCA Financial Services Credit Union Ltd
Toronto, ON, Canada - Full Time
Skills Needed
Real Estate Lending, Financial Statements, Communication Skills, Finance, Powerpoint, Financial Analysis, Critical Thinking, Financial Statement Analysis, Microsoft Excel
Specialization
Business finance or a related field
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Director, Commercial Credit Operations at DUCA Financial Services Credit Union Ltd
Toronto, ON, Canada - Full Time
Skills Needed
Interpersonal Skills, Coaching, Management Skills, Secondary Education, Regulatory Requirements, Consumer Products, Presentation Skills, Funding, Finance
Specialization
Business finance or related field
Qualification
Diploma
Experience Required
Minimum 3 year(s)
Actuarial Analyst/Consultant/Senior Consultant - Financial Engineering & Mo at Deloitte
Toronto, ON M5H 0A9, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Analyst/Consultant/Senior Consultant, AML Analytics - Financial Engineering at Deloitte
Toronto, ON M5H 0A9, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Financial Analyst, Private Infrastructure- CBRE Investment Management at CBRE
Toronto, ON, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Analyste financier(ère) principal(e), marges / Senior Financial Analyst, Ma at McKesson
Saint-Laurent, QC H4R 2P7, Canada - Full Time
Skills Needed
Power Bi, Financial Analysis, Finance, English
Specialization
Progress required
Qualification
Graduate
Experience Required
Minimum 6 year(s)
Analyste financier(ère) principal(e), marges / Senior Financial Analyst, Ma at McKesson
Saint-Laurent, QC H4N 2A3, Canada - Full Time
Skills Needed
Power Bi, Finance, English, Financial Analysis
Specialization
Progress required
Qualification
Graduate
Experience Required
Minimum 6 year(s)