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Financial Services Jobs in Canada

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Financial Assistant - Canada Summer Job 2026 at Options Community Services
Surrey, British Columbia, Canada - Full Time
Skills Needed
Financial Record Keeping, Data Entry, Attention To Detail, Organizational Skills, Microsoft Office Suite, Excel, Word, Outlook, Confidentiality, Communication Skills, Report Preparation, Spreadsheet Management, Administrative Support, Team Collaboration
Specialization
Candidates must be aged 15-30, hold a valid Social Insurance Number, and be a Canadian citizen, permanent resident, or refugee. Applicants should be enrolled in or have completed post-secondary education in Finance, Accounting, or a related field.
Senior Consultant - Governance, Risk & Compliance Services / Internal Audit at KPMG
Toronto, Ontario, Canada - Full Time
Skills Needed
Internal Audit, Risk Management, Compliance, Internal Controls, Asset Management, Pensions, Financial Services, Regulatory Compliance, Governance, Project Management, Business Development, Reporting, Testing, Communication, Mentoring
Specialization
Candidates must have 3 to 5 years of experience in internal controls, compliance, or risk management within the financial services sector. A relevant professional designation and a strong understanding of the Canadian financial regulatory landscape are required.
Experience Required
Minimum 2 year(s)
Financial Planning Associate - MSNWO at Royal Bank of Canada
Rosser, Manitoba, Canada - Full Time
Skills Needed
Mutual Funds Licensing, Customer Service, Financial Planning Support, Sales Enablement, Client Relationship Management, Ms Office, Word, Excel, Casper, Sales Platform, Royal Bank Investment Systems, Personal Lending, Investments, General Banking, Communication, Collaboration
Specialization
Candidates must be licensed to sell Mutual funds or near completion and possess strong customer service and computer skills. Previous experience in personal lending, investments, and general banking is preferred, along with the ability to work in a fast-paced, collaborative environment.
Financial Control Representative II at Moneris
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Reconciliation, Accounting Operations, Microsoft Excel, Data Analysis, Financial Reporting, Root Cause Analysis, Merchant Adjustments, Compliance, Customer Service, Process Improvement
Specialization
Requires a university or college degree in Business, Accounting, or a related field with 1-2 years of accounting experience. Proficiency in Microsoft Excel and a customer-service oriented mindset are essential.
HMHA Financial Specialist at The METIS NATION of Saskatchewan Registry
Saskatoon, Saskatchewan, Canada - Full Time
Skills Needed
Financial Compliance, Financial Analysis, Strategy, Operations, Policy Development, Budgeting, Data Analysis, Report Drafting, Time Management, Organizational Skills, Problem Solving, Communication, Attention To Detail, Systems Thinking, Quantitative Analysis, Qualitative Analysis
Specialization
A minimum of a university undergraduate degree in fields like Commerce, Finance, Accounting, Business Administration, or Economics is required, along with 2-5 years of relevant experience, including developing business plans and financial projections. Candidates must also possess strong analytical, communication, and organizational skills, advanced computer proficiency, and a valid Saskatchewan driver's license.
Experience Required
Minimum 2 year(s)
Financial Analyst, Junior at Linamar Career Site - New
Guelph, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Cost Tracking, Budgeting, Gross Margin Analysis, Financial Modeling, Forecasting, Month End Close, Year End Audit Support, Advanced Excel, Erp Systems, Ifs, Onestream, Canadian Gaap, Ifrs, Strategic Decision Making, Data Analysis
Specialization
Candidates must hold a university degree in Accounting, Business, or a related discipline and be enrolled or prepared to enroll in the CPA program. The role requires 2 to 4 years of experience, advanced Excel skills, and strong analytical capabilities.
Experience Required
Minimum 2 year(s)
Project Financial Advisor at WSP
Laval (administrative region), Quebec, Canada - Full Time
Skills Needed
Project Accounting, Financial Management, Erp Systems, Oracle, Microsoft Windows Tools, Financial Reporting, Risk Assessment, Budget Monitoring, Revenue Recognition, Costing Methodologies, Billing And Payment Terms, Variance Analysis, English Proficiency, French Proficiency, Interpersonal Skills, Professional Judgment
Specialization
Candidates must hold a bachelor's degree in administration or accounting and possess over 3 years of experience in project accounting or financial management. Proficiency in ERP systems, Oracle, and fluency in both English and French are highly valued.
Experience Required
Minimum 2 year(s)
Patient Financial Advocate at Community Health Network
Winnipeg, Manitoba, Canada - Full Time
Skills Needed
Customer Service, Billing Knowledge, Interpersonal Communication, Data Collection, Data Analysis, Conflict De Escalation, Patient Education, Project Coordination, Attention To Detail, Written Communication, Verbal Communication
Specialization
Candidates must have a High School Diploma or GED and at least one year of experience in a hospital, physician office, or revenue cycle. Intermediate knowledge of billing and strong communication skills are required.
Patient Financial Advocate at Community Health Network
Winnipeg, Manitoba, Canada - Full Time
Skills Needed
Account Services Coordination, Third Party Payer Regulations, Financial Clearance, Data Collection, Data Analysis, De Escalation, Patient Education, Customer Service, Verbal Communication, Written Communication, Project Coordination, Attention To Detail, Billing Knowledge, Revenue Cycle Management
Specialization
Requires a High School Diploma or GED and at least one year of experience in a hospital, physician office, or revenue cycle environment. Candidates must possess intermediate billing knowledge and strong interpersonal communication skills.
Experience Required
Minimum 2 year(s)
Senior Financial Advisor (Hope Branch) at First West
Hope, British Columbia, Canada - Full Time
Skills Needed
Financial Advisory, Investment Services, Complex Lending, Portfolio Management, Customer Service, Retail Mortgages, Risk Management, Sales Targets, Relationship Building, Microsoft Office, Banking Software, Mentoring
Specialization
Requires a college diploma in a related field, a Mutual Funds License, and 2-3 years of experience as a Financial Advisor. Candidates should be proficient in banking software and capable of conducting complex advisory conversations.
Experience Required
Minimum 2 year(s)
Financial Reporting Manager at Rohit Group
Edmonton, Alberta, Canada - Full Time
Skills Needed
Financial Reporting, Accounting, Bookkeeping, Financial Statements, Aspe, Budgeting, Forecasting, Kpi Analysis, Audit Coordination, Consolidated Financial Statements, Regulatory Compliance, Financial Analysis, Reconciliation, Process Automation
Specialization
The role requires strong attention to detail and the ability to research and implement complex accounting treatments. Candidates must be capable of standardizing reporting workflows and managing financial analysis, including actuals, forecasts, and budgets.
Experience Required
Minimum 2 year(s)
Analyst, Financial Planning & Reporting at Range
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Acumen, Systems Capability, Business Partnership, Consolidated Financial Statements, Management Reporting, Variance Analysis, Kpi Dashboards, Forecasting Models, Erp Implementation, Excel, Power Query, Power Bi, Data Integrity, Process Improvement, Attention To Detail, Communication
Specialization
Candidates should possess 2–5 years of experience in FP&A, corporate finance, or financial reporting, coupled with strong foundational financial acumen and systems capability. Interest in or progress toward a CPA designation is preferred, alongside strong Excel skills and the ability to thrive in a fast-paced, evolving environment.
Experience Required
Minimum 2 year(s)
Insurance Advisor (Levine Financial Group) at Nicola Wealth
Toronto, Ontario, Canada - Full Time
Skills Needed
Insurance Sales, Client Relationship Management, Financial Planning, Outbound Calling, Active Listening, Data Entry, Client Follow Up, Ms Word, Excel, Outlook, Insurance Solutions, Cross Referral Strategy
Specialization
Candidates must have a minimum of 3 years of related experience as an insurance advisor and hold a Life License Qualification Program (LLQP) certification. Proficiency in MS Office and legal eligibility to work in Canada are also required.
Experience Required
Minimum 2 year(s)
Manager, Global Markets Financial Advisory at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Financial Reporting, Forecasting, Budgeting, Capital Markets, Data Visualization, Variance Analysis, Strategic Planning, Ms Excel, Ms Powerpoint, Analytical Skills, Problem Solving, Communication, Financial Advisory, Business Management
Specialization
Candidates must have a bachelor's degree in finance, accounting, or economics and at least 2-3 years of experience in financial analysis. Proficiency in MS Excel and PowerPoint, along with strong analytical and communication skills, is required.
Experience Required
Minimum 2 year(s)
Lead Financial Officer, Wealth Management at BMO Financial Group
Toronto, ON, Canada - Full Time
Skills Needed
Communication Skills, Technical Proficiency, Collaboration
Qualification
Diploma
Experience Required
Minimum 5 year(s)
Manager, Financial Reporting and Analysis at TFG Financial Corporation
Victoria, British Columbia, Canada - Full Time
Skills Needed
Financial Reporting, Variance Analysis, Team Leadership, Erp Management, Internal Control, Aspe, Ifrs, Us Gaap, Microsoft Dynamics Business Central, Microsoft Office, Budgeting, Cash Management, Audit Coordination, Performance Evaluation, Strategic Planning, Interpersonal Communication
Specialization
Requires a CPA designation and 4-6+ years of progressive leadership experience in medium-sized companies. Must have extensive experience with ERPs, financial statement production, and knowledge of ASPE, IFRS, or US GAAP.
Experience Required
Minimum 5 year(s)
Senior Financial Advisor (Armstrong Branch) at First West
Armstrong, British Columbia, Canada - Full Time
Skills Needed
Financial Advisory, Investment Services, Complex Lending, Relationship Management, Portfolio Management, Sales Target Achievement, Mutual Funds, Retail Mortgages, Personal Loans, Rrsp Loans, Account Opening, Mentoring, Risk Management, Microsoft Office, Banking Software, Customer Service
Specialization
Candidates must have a college or tech school diploma and a Mutual Funds License. A minimum of 2-3 years of experience in a financial advisor role or equivalent is required.
Experience Required
Minimum 2 year(s)
Financial Analyst Operations at Skjodt-Barrett Foods
Brampton, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Variance Analysis, Costing, Inventory Management, P&L Statements, Microsoft Excel, Microsoft Dynamics 365, Power Bi, Tableau, Qlik, Data Visualization, Financial Modeling, Month End Close, Budgeting, Forecasting, Data Storytelling
Specialization
Requires a degree in Accounting or Finance with experience in financial analysis, preferably within a manufacturing environment. Proficiency in Microsoft Excel, ERP systems, and data visualization tools is essential.
Experience Required
Minimum 2 year(s)
Member Services Lead at Cambrian Credit Union
Winnipeg, Manitoba, Canada - Full Time
Skills Needed
Customer Service, Cash Handling, Financial Products, Leadership, Coaching, Troubleshooting, Sales, Referral Generation, Digital Banking, Audit Requirements, Microsoft Word, Microsoft Excel, Communication, Problem Solving, Conflict De Escalation, Teamwork
Specialization
Candidates must have at least a Grade 12 education and a minimum of two years of customer service or cash handling experience, preferably in the financial industry. Strong digital literacy and the ability to work in a fast-paced environment with changing priorities are required.
Experience Required
Minimum 2 year(s)
Financial Planner, Scotia Financial Planning - Etobicoke at Scotiabank
Etobicoke, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Sales, Client Acquisition, Networking, Interpersonal Skills, Business Development, Needs Analysis, Relationship Management, Market Analysis, Regulatory Compliance
Specialization
Requires 3 years of experience in financial planning and investment sales with mutual fund certification and a PFP or CFP designation. Must possess a valid driver's license and vehicle for frequent travel within the district.
Experience Required
Minimum 2 year(s)
Financial Assistant - Canada Summer Job 2026 at Options Community Services
Surrey, British Columbia, Canada -
Full Time

Start Date

Immediate

Expiry Date

08 Jul, 26

Salary

17.85

Posted On

09 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial record keeping, Data entry, Attention to detail, Organizational skills, Microsoft Office Suite, Excel, Word, Outlook, Confidentiality, Communication skills, Report preparation, Spreadsheet management, Administrative support, Team collaboration

Industry

Individual and Family Services

Description
Financial Assistant Canada Summer Job 2026 Finance Department Temporary Full Time Posting Date: Location: Wage: Hours of Work: Closing Date:  April 8, 2026 Surrey, BC $17.85per hour  (subject to funding model)   35 Hours per week May 8, 2026   Options Community Services is a non-profit organization dedicated to delivering social services across the Southern Fraser region (Surrey, Delta, White Rock and Langley) from early childhood to seniors. Our comprehensive range of programs and services relies on collaborative relationships with individuals, businesses, community groups and government bodies to create focused, effective and responsive resources for the community. POSITION OVERVIEW Ready to dive into the world of finance? Join our team as a Financial Assistant! Support our Finance team by maintaining accurate financial records, handling inquiries, and assisting with finance-related tasks. Bring your strong attention to detail and organizational skills while working collaboratively on exciting financial projects.  Reporting to the Budget Manager, the selected candidate will assist in organizing and maintaining financial records, ensuring accuracy and completeness of documentation. They will follow established filing systems and protocols to properly store and manage financial documents. The role involves supporting data entry, record-keeping, and document preparation, as well as contributing to the development and implementation of financial initiatives. The candidate will respond to general finance inquiries, maintain confidentiality of financial and organizational information, assist in coordinating and preparing reports, spreadsheets, and other financial documents.  QUALIFICATIONS The ideal candidate is currently enrolled in or has recently completed post-secondary education in Finance, Business Administration, Accounting, or a related field. They will possess strong organizational skills and attention to detail, with proficiency in Microsoft Office Suite (Excel, Word, Outlook). The candidate must be able to handle sensitive information with confidentiality and work both independently and collaboratively in a team environment. Previous experience in an administrative or finance-related role is an asset. Strong communication skills, both written and verbal, are essential, along with the ability to manage confidential information with discretion. This is funded by the Government of Canada through the Canada Summer Jobs Program. Qualified candidates must be:  * Aged between 15 and 30 years old on the start date of the job; * Have a valid Social Insurance Number (SIN); and  * Be a Canadian citizen, a permanent Resident of Canada, or a person who has been granted refugee status in Canada.  This role requires the incumbent to undergo a Police Information Check (PIC), and a Vulnerable Sector Check by the Ministry of Justice. HOW TO APPLY If you are interested in this exciting opportunity, please submit your RESUME and COVER LETTER through the “APPLY” button.  We thank all applicants for their interest in working with OCS. Due to the volume of applicants, only those qualified and shortlisted will be contacted. The land which we are on is the unceded territories of the Coast Salish peoples including Kwantlen, Katzie, Matsqui, Musqueam, Semiahmoo, Tsawwassen, Kwikwetlem and the Sto:lo Nations.
Responsibilities
The Financial Assistant will maintain accurate financial records, handle inquiries, and assist with data entry and document preparation. They will also contribute to financial initiatives and support the Finance team in various administrative tasks.
Financial Assistant - Canada Summer Job 2026 at Options Community Services
Surrey, British Columbia, Canada - Full Time
Skills Needed
Financial Record Keeping, Data Entry, Attention To Detail, Organizational Skills, Microsoft Office Suite, Excel, Word, Outlook, Confidentiality, Communication Skills, Report Preparation, Spreadsheet Management, Administrative Support, Team Collaboration
Specialization
Candidates must be aged 15-30, hold a valid Social Insurance Number, and be a Canadian citizen, permanent resident, or refugee. Applicants should be enrolled in or have completed post-secondary education in Finance, Accounting, or a related field.
Senior Consultant - Governance, Risk & Compliance Services / Internal Audit at KPMG
Toronto, Ontario, Canada - Full Time
Skills Needed
Internal Audit, Risk Management, Compliance, Internal Controls, Asset Management, Pensions, Financial Services, Regulatory Compliance, Governance, Project Management, Business Development, Reporting, Testing, Communication, Mentoring
Specialization
Candidates must have 3 to 5 years of experience in internal controls, compliance, or risk management within the financial services sector. A relevant professional designation and a strong understanding of the Canadian financial regulatory landscape are required.
Experience Required
Minimum 2 year(s)
Financial Planning Associate - MSNWO at Royal Bank of Canada
Rosser, Manitoba, Canada - Full Time
Skills Needed
Mutual Funds Licensing, Customer Service, Financial Planning Support, Sales Enablement, Client Relationship Management, Ms Office, Word, Excel, Casper, Sales Platform, Royal Bank Investment Systems, Personal Lending, Investments, General Banking, Communication, Collaboration
Specialization
Candidates must be licensed to sell Mutual funds or near completion and possess strong customer service and computer skills. Previous experience in personal lending, investments, and general banking is preferred, along with the ability to work in a fast-paced, collaborative environment.
Financial Control Representative II at Moneris
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Reconciliation, Accounting Operations, Microsoft Excel, Data Analysis, Financial Reporting, Root Cause Analysis, Merchant Adjustments, Compliance, Customer Service, Process Improvement
Specialization
Requires a university or college degree in Business, Accounting, or a related field with 1-2 years of accounting experience. Proficiency in Microsoft Excel and a customer-service oriented mindset are essential.
HMHA Financial Specialist at The METIS NATION of Saskatchewan Registry
Saskatoon, Saskatchewan, Canada - Full Time
Skills Needed
Financial Compliance, Financial Analysis, Strategy, Operations, Policy Development, Budgeting, Data Analysis, Report Drafting, Time Management, Organizational Skills, Problem Solving, Communication, Attention To Detail, Systems Thinking, Quantitative Analysis, Qualitative Analysis
Specialization
A minimum of a university undergraduate degree in fields like Commerce, Finance, Accounting, Business Administration, or Economics is required, along with 2-5 years of relevant experience, including developing business plans and financial projections. Candidates must also possess strong analytical, communication, and organizational skills, advanced computer proficiency, and a valid Saskatchewan driver's license.
Experience Required
Minimum 2 year(s)
Financial Analyst, Junior at Linamar Career Site - New
Guelph, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Cost Tracking, Budgeting, Gross Margin Analysis, Financial Modeling, Forecasting, Month End Close, Year End Audit Support, Advanced Excel, Erp Systems, Ifs, Onestream, Canadian Gaap, Ifrs, Strategic Decision Making, Data Analysis
Specialization
Candidates must hold a university degree in Accounting, Business, or a related discipline and be enrolled or prepared to enroll in the CPA program. The role requires 2 to 4 years of experience, advanced Excel skills, and strong analytical capabilities.
Experience Required
Minimum 2 year(s)
Project Financial Advisor at WSP
Laval (administrative region), Quebec, Canada - Full Time
Skills Needed
Project Accounting, Financial Management, Erp Systems, Oracle, Microsoft Windows Tools, Financial Reporting, Risk Assessment, Budget Monitoring, Revenue Recognition, Costing Methodologies, Billing And Payment Terms, Variance Analysis, English Proficiency, French Proficiency, Interpersonal Skills, Professional Judgment
Specialization
Candidates must hold a bachelor's degree in administration or accounting and possess over 3 years of experience in project accounting or financial management. Proficiency in ERP systems, Oracle, and fluency in both English and French are highly valued.
Experience Required
Minimum 2 year(s)
Patient Financial Advocate at Community Health Network
Winnipeg, Manitoba, Canada - Full Time
Skills Needed
Customer Service, Billing Knowledge, Interpersonal Communication, Data Collection, Data Analysis, Conflict De Escalation, Patient Education, Project Coordination, Attention To Detail, Written Communication, Verbal Communication
Specialization
Candidates must have a High School Diploma or GED and at least one year of experience in a hospital, physician office, or revenue cycle. Intermediate knowledge of billing and strong communication skills are required.
Patient Financial Advocate at Community Health Network
Winnipeg, Manitoba, Canada - Full Time
Skills Needed
Account Services Coordination, Third Party Payer Regulations, Financial Clearance, Data Collection, Data Analysis, De Escalation, Patient Education, Customer Service, Verbal Communication, Written Communication, Project Coordination, Attention To Detail, Billing Knowledge, Revenue Cycle Management
Specialization
Requires a High School Diploma or GED and at least one year of experience in a hospital, physician office, or revenue cycle environment. Candidates must possess intermediate billing knowledge and strong interpersonal communication skills.
Experience Required
Minimum 2 year(s)
Senior Financial Advisor (Hope Branch) at First West
Hope, British Columbia, Canada - Full Time
Skills Needed
Financial Advisory, Investment Services, Complex Lending, Portfolio Management, Customer Service, Retail Mortgages, Risk Management, Sales Targets, Relationship Building, Microsoft Office, Banking Software, Mentoring
Specialization
Requires a college diploma in a related field, a Mutual Funds License, and 2-3 years of experience as a Financial Advisor. Candidates should be proficient in banking software and capable of conducting complex advisory conversations.
Experience Required
Minimum 2 year(s)
Financial Reporting Manager at Rohit Group
Edmonton, Alberta, Canada - Full Time
Skills Needed
Financial Reporting, Accounting, Bookkeeping, Financial Statements, Aspe, Budgeting, Forecasting, Kpi Analysis, Audit Coordination, Consolidated Financial Statements, Regulatory Compliance, Financial Analysis, Reconciliation, Process Automation
Specialization
The role requires strong attention to detail and the ability to research and implement complex accounting treatments. Candidates must be capable of standardizing reporting workflows and managing financial analysis, including actuals, forecasts, and budgets.
Experience Required
Minimum 2 year(s)
Analyst, Financial Planning & Reporting at Range
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Acumen, Systems Capability, Business Partnership, Consolidated Financial Statements, Management Reporting, Variance Analysis, Kpi Dashboards, Forecasting Models, Erp Implementation, Excel, Power Query, Power Bi, Data Integrity, Process Improvement, Attention To Detail, Communication
Specialization
Candidates should possess 2–5 years of experience in FP&A, corporate finance, or financial reporting, coupled with strong foundational financial acumen and systems capability. Interest in or progress toward a CPA designation is preferred, alongside strong Excel skills and the ability to thrive in a fast-paced, evolving environment.
Experience Required
Minimum 2 year(s)
Insurance Advisor (Levine Financial Group) at Nicola Wealth
Toronto, Ontario, Canada - Full Time
Skills Needed
Insurance Sales, Client Relationship Management, Financial Planning, Outbound Calling, Active Listening, Data Entry, Client Follow Up, Ms Word, Excel, Outlook, Insurance Solutions, Cross Referral Strategy
Specialization
Candidates must have a minimum of 3 years of related experience as an insurance advisor and hold a Life License Qualification Program (LLQP) certification. Proficiency in MS Office and legal eligibility to work in Canada are also required.
Experience Required
Minimum 2 year(s)
Manager, Global Markets Financial Advisory at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Financial Reporting, Forecasting, Budgeting, Capital Markets, Data Visualization, Variance Analysis, Strategic Planning, Ms Excel, Ms Powerpoint, Analytical Skills, Problem Solving, Communication, Financial Advisory, Business Management
Specialization
Candidates must have a bachelor's degree in finance, accounting, or economics and at least 2-3 years of experience in financial analysis. Proficiency in MS Excel and PowerPoint, along with strong analytical and communication skills, is required.
Experience Required
Minimum 2 year(s)
Lead Financial Officer, Wealth Management at BMO Financial Group
Toronto, ON, Canada - Full Time
Skills Needed
Communication Skills, Technical Proficiency, Collaboration
Qualification
Diploma
Experience Required
Minimum 5 year(s)
Manager, Financial Reporting and Analysis at TFG Financial Corporation
Victoria, British Columbia, Canada - Full Time
Skills Needed
Financial Reporting, Variance Analysis, Team Leadership, Erp Management, Internal Control, Aspe, Ifrs, Us Gaap, Microsoft Dynamics Business Central, Microsoft Office, Budgeting, Cash Management, Audit Coordination, Performance Evaluation, Strategic Planning, Interpersonal Communication
Specialization
Requires a CPA designation and 4-6+ years of progressive leadership experience in medium-sized companies. Must have extensive experience with ERPs, financial statement production, and knowledge of ASPE, IFRS, or US GAAP.
Experience Required
Minimum 5 year(s)
Senior Financial Advisor (Armstrong Branch) at First West
Armstrong, British Columbia, Canada - Full Time
Skills Needed
Financial Advisory, Investment Services, Complex Lending, Relationship Management, Portfolio Management, Sales Target Achievement, Mutual Funds, Retail Mortgages, Personal Loans, Rrsp Loans, Account Opening, Mentoring, Risk Management, Microsoft Office, Banking Software, Customer Service
Specialization
Candidates must have a college or tech school diploma and a Mutual Funds License. A minimum of 2-3 years of experience in a financial advisor role or equivalent is required.
Experience Required
Minimum 2 year(s)
Financial Analyst Operations at Skjodt-Barrett Foods
Brampton, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Variance Analysis, Costing, Inventory Management, P&L Statements, Microsoft Excel, Microsoft Dynamics 365, Power Bi, Tableau, Qlik, Data Visualization, Financial Modeling, Month End Close, Budgeting, Forecasting, Data Storytelling
Specialization
Requires a degree in Accounting or Finance with experience in financial analysis, preferably within a manufacturing environment. Proficiency in Microsoft Excel, ERP systems, and data visualization tools is essential.
Experience Required
Minimum 2 year(s)
Member Services Lead at Cambrian Credit Union
Winnipeg, Manitoba, Canada - Full Time
Skills Needed
Customer Service, Cash Handling, Financial Products, Leadership, Coaching, Troubleshooting, Sales, Referral Generation, Digital Banking, Audit Requirements, Microsoft Word, Microsoft Excel, Communication, Problem Solving, Conflict De Escalation, Teamwork
Specialization
Candidates must have at least a Grade 12 education and a minimum of two years of customer service or cash handling experience, preferably in the financial industry. Strong digital literacy and the ability to work in a fast-paced environment with changing priorities are required.
Experience Required
Minimum 2 year(s)
Financial Planner, Scotia Financial Planning - Etobicoke at Scotiabank
Etobicoke, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Sales, Client Acquisition, Networking, Interpersonal Skills, Business Development, Needs Analysis, Relationship Management, Market Analysis, Regulatory Compliance
Specialization
Requires 3 years of experience in financial planning and investment sales with mutual fund certification and a PFP or CFP designation. Must possess a valid driver's license and vehicle for frequent travel within the district.
Experience Required
Minimum 2 year(s)