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Financial Services Jobs in Canada

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Team Lead, System Access Management, Temporary at Aviso Wealth
Toronto, Ontario, Canada - Full Time
Skills Needed
System Access Management, Team Leadership, Service Excellence, Sla Management, Onboarding/Offboarding, Escalation Management, Queue Management, Service Metrics Monitoring, Continuous Improvement, Stakeholder Communication, Rbac, Least Privilege, Segregation Of Duties, Active Directory, Azure Ad, Ldap
Specialization
Candidates must possess a Bachelor's degree in a relevant field or equivalent experience, along with over 6 years in Access Management/IAM Service Desk leadership, specifically supporting enterprise or high-profile financial services clients. Essential technical knowledge includes RBAC principles, Active Directory/Azure AD/LDAP, IAM tools, and familiarity with compliance frameworks.
Experience Required
Minimum 5 year(s)
Personal Banking Associate at Bank of Montreal
Bradford West Gwillimbury, Ontario, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Collaboration, Communication, Problem Solving, Interpersonal Skills, Organization, Analytical Skills, Digital Tools, Consultative Approach, Listening Skills, Creativity, Teamwork, Initiative, Adaptability
Specialization
Candidates should have 1-2 years of relevant experience or certification in a related field. A commitment to customer service and the ability to use digital tools effectively are essential.
Associate Director, AI Model Execution, AI Innovation-X at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Langgraph, Claude Agent Skills, Mcp, React, Fastapi, Kubernetes, Llm Fine Tuning, Rlhf, Pydantic, Typescript, Agentic Orchestration, Devops, Hitl, Peft/Lora, Rlaif
Specialization
Candidates must possess a minimum of a Bachelor’s Degree in a quantitative field and have 3+ years of professional engineering experience focused on AI/ML delivery. Essential technical expertise includes hands-on experience with agentic frameworks like LangGraph, deep knowledge of the Claude ecosystem, and mastery of Python (FastAPI), React/TypeScript, and Kubernetes deployment.
Experience Required
Minimum 2 year(s)
Intervenant de milieu (Gouvernail) at The Salvation Army in Canada
Montreal, Quebec, Canada - Full Time
Skills Needed
Crisis Management, Community Intervention, Social Reintegration, Organizational Skills, Initiative, Dynamism, Bilingualism, Word, Excel, First Aid
Specialization
Candidates must possess a college diploma in social work or equivalent, along with experience in community intervention, particularly with men facing difficulties. Essential qualities include bilingualism (French and English), crisis management skills, and a strong interest in serving homeless men.
Experience Required
Minimum 2 year(s)
Manager, AML Global Demarket Coordination at Royal Bank of Canada
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Anti Money Laundering, Communication, Data Gathering Analysis, Detail Oriented, Financial Regulation, Fraud Risk Management, Group Problem Solving, Internal Controls, Operational Integrity, Process Management
Specialization
Candidates must have a minimum of 2 years of relevant work experience and post-secondary education or equivalent. Essential awareness includes regulatory requirements such as AML (Canada/US), OSFI, OFAC, OCC, Bank Act, CPA, IDA/OSC, BSA, and PIPEDA.
Experience Required
Minimum 2 year(s)
Inbound Business Development Manager at Sokin
Toronto, Ontario, Canada - Full Time
Skills Needed
Inbound Sales, Consultative Sales, Crm Management, Commercial Judgement, Lead Qualification, Competitive Positioning, Deal Management, Client Onboarding, Time Management, Collaboration, Data Analysis, Performance Metrics, Follow Up, Organizational Skills, Communication Skills, Problem Solving
Specialization
Candidates should have over 3 years of experience in a high-performing inbound sales role, preferably in financial services or fintech. Strong consultative skills, CRM expertise, and a target-driven mindset are essential.
Experience Required
Minimum 5 year(s)
Wealth Concierge at Royal Bank of Canada
Calgary, Alberta, Canada - Full Time
Skills Needed
Client Service, Problem Resolution, Attention To Detail, Salesforce, Client Management, Communication, Financial Planning, Wealth Management, Appointment Setting, Administrative Workflow
Specialization
Candidates must possess a University Degree and a minimum of two years of experience in a similar role, such as Financial Advisor or Private Banking Associate, demonstrating strong attention to detail and excellent communication skills. Advanced proficiency in MS Office (Word, Excel, PowerPoint) is required, with professional certifications like CFP or PFP being advantageous.
Experience Required
Minimum 2 year(s)
Senior Manager, Operational Risk and Control at Royal Bank of Canada
Mississauga, Ontario, Canada - Full Time
Skills Needed
Operational Risk Management, Non Financial Risk, Risk Control Self Assessment, Change Management Risk, Internal Controls Management, Regulatory Compliance Management, Operational Risk Events, Key Risk Indicators, Issues And Actions Management, Data Analytics, Tableau, Artificial Intelligence, Stakeholder Management, Change Management, Facilitation, Communication
Specialization
Candidates must possess a Bachelor's Degree and demonstrate knowledge of Operational Risk Management and Non-financial Risk, preferably expert knowledge of RBC’s framework, along with familiarity with OSFI E21 and E13 guidelines. Strong critical thinking, communication, facilitation, and stakeholder management skills are essential, alongside experience with Tableau/BI and AI.
Experience Required
Minimum 5 year(s)
Client Advisor at Royal Bank of Canada
Port Alberni, British Columbia, Canada - Full Time
Skills Needed
Client Focused Sales, Problem Solving, Client Interaction, Banking Transactions, Client Education, Digital Banking Demonstration, Relationship Building, Sales Opportunities, Referral Generation, Active Listening, Conflict Resolution, Digital Literacy, Target Driven Sales, Personal Ethics, Flexibility, Eagerness To Learn
Specialization
Candidates must demonstrate a passion for client service and success in a hands-on, target-driven sales environment, possessing strong problem-solving and relationship-building skills. Essential requirements include digital literacy across various devices and the flexibility to work all business hours.
Client Service Specialist at Raymond James
Victoria, British Columbia, Canada - Full Time
Skills Needed
Account Openings, Security Transactions, Client Relationship Support, Account Statements Administration, Trade Review, Back Office Liaison, Report Preparation, Social Media Marketing, Financial Advisor File Maintenance, Calendar Management, Microsoft Office Proficiency, Verbal Communication, Written Communication, Interpersonal Communication, Quantitative Analysis, Problem Solving
Specialization
Candidates must possess post-secondary education in Business Administration and be proficient in Microsoft Office, with strong verbal, written, and interpersonal communication skills. Essential requirements include quantitative analysis ability, problem-solving skills, excellent attention to detail, and the capacity to prioritize and multitask in a fast-paced environment; Investment Representative licensing is required or must be pursued within 12 months.
Investment Advisor Assistant (Evergreen) at Raymond James
Montreal, Quebec, Canada - Full Time
Skills Needed
Administrative Skills, Time Management, Customer Service, Report Preparation, Transaction Processing, Client Relationship Support, Problem Solving, Ms Office Proficiency, Verbal Communication, Written Communication, Attention To Detail, Organizational Skills, Multitasking, Confidentiality Handling, Self Starter Attributes
Specialization
Candidates must possess a minimum of 2 years of investment industry experience and post-secondary education, along with excellent proficiency in MS Office, strong organizational skills, and superior customer service abilities. Preferable qualifications include being IR Licensed or having successfully completed the Canadian Securities Course and Conduct and Practices Handbook.
Experience Required
Minimum 2 year(s)
Senior Software Engineer, DevX CI at Coinbase Careers Page
, , Canada - Full Time
Skills Needed
Golang, Ruby, Aws, Kubernetes, Software Engineering, Backend Development, Infrastructure, Scalability, Fault Tolerance, Github, Github Actions, Cloud Technology, Problem Solving
Specialization
Candidates must have at least 5 years of software engineering experience, including designing, building, scaling, and operating large-scale, high-throughput infrastructure. Strong problem-solving skills and the ability to write high-quality, well-tested code are essential.
Experience Required
Minimum 5 year(s)
Mortgage Specialist at Bank of Montreal
London, Ontario, Canada - Full Time
Skills Needed
Relationship Management, Sales, Customer Service, Negotiation, Self Management, Teamwork, Lending, Marketing, Problem Solving, Analytical Skills, Communication, Influence, Mortgage Lending Process, Regulatory Requirements, Real Estate Industry
Specialization
Candidates typically need between 3 to 5 years of relevant experience, along with a post-secondary degree or equivalent education and experience. Essential qualifications include an in-depth understanding of the mortgage lending process, applicable regulations, and strong skills in sales, customer service, negotiation, and relationship management.
Experience Required
Minimum 2 year(s)
Technical UX Lead at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Interaction Design, Ai Integration, Front End Development, Ux Strategy, Prototyping, Figma, Accessibility, System Design, Prompt Engineering, Data Handling, Ux Audits, Design Systems, Stakeholder Management, Technical Fluency, Coaching, Usability Evaluation
Specialization
Candidates must possess extensive experience in a hybrid technical-design role, demonstrating a strong portfolio of complex, technically challenging digital experiences that showcase interaction design depth and technical fluency. Required proficiency includes advanced Figma skills, strong knowledge of front-end technologies (HTML/CSS/JS), and proven experience partnering closely with engineering teams to shape front-end implementation.
Experience Required
Minimum 10 year(s)
Mortgage Specialist at Bank of Montreal
Edmonton, Alberta, Canada - Full Time
Skills Needed
Relationship Management, Sales, Customer Service, Negotiation, Mortgage Lending, Regulatory Compliance, Marketing, Cross Selling, Up Selling, Analytical Skills, Problem Solving, Communication, Teamwork, Self Management, Real Estate Industry Knowledge
Specialization
Candidates typically need 3 to 5 years of relevant experience along with a post-secondary degree or equivalent education and experience. Essential qualifications include an in-depth understanding of the mortgage lending process, regulatory requirements, and strong skills in sales, customer service, and negotiation.
Experience Required
Minimum 2 year(s)
Analyst, Clearing Risk Policy at ASX
Sydney, Nova Scotia, Canada - Full Time
Skills Needed
Financial Risk Management, Policy Development, Quantitative Analysis, Qualitative Analysis, Coding, Ai Techniques, Data Driven Policy Reviews, Risk Governance, Regulatory Compliance, Ccp Risk Management, Otc Derivatives, Equities, Exchange Traded Derivatives, Analytical Tools, Automation
Specialization
Candidates must possess experience in financial risk management or regulatory capital within a financial institution, coupled with strong analytical, mathematical, and statistical capabilities. Essential technical requirements include strong coding and AI experience, along with knowledge of financial risk concepts and familiarity with OTC derivatives, equities, and exchange-traded derivative products.
Experience Required
Minimum 5 year(s)
Relationship Manager - Business Banking at Bank of Montreal
, Quebec, Canada - Full Time
Skills Needed
Relationship Management, Business Development, Sales Strategies, Financial Analysis, Creditworthiness Assessment, Business Banking Products, Lending Processes, Customer Sales, Customer Service, Problem Solving, Data Analysis, Change Management, Risk Management, Communication, Collaboration, Influence
Specialization
Candidates typically need 4 to 6 years of relevant experience along with a post-secondary degree or equivalent education and experience. Strong skills are required in financial analysis, interpreting statements, assessing creditworthiness, and deep knowledge of business banking products and lending processes.
Experience Required
Minimum 2 year(s)
Senior Application Support Analyst at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Sql Scripting, Linux, Windows Server, Python Scripting, Itrs, Job Scheduler, Kubernetes, Docker, Powershell, Grid/Datasynapse, Solace, Control M, C++, C#, Oracle, Change Management
Specialization
Candidates must have over three years of experience supporting applications related to equity derivatives or capital markets, along with proficiency in SQL scripting and working on Linux and Windows Server environments. Experience with Python scripting, monitoring high-availability trading applications, and job schedulers is also required.
Experience Required
Minimum 2 year(s)
Gestionnaire, Assurance qualité de l’expérience du service à la clientèle at Aviso Wealth
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Quality Assurance, Customer Experience, Team Leadership, Coaching, Mentoring, Performance Metrics Analysis, Customer Satisfaction, Process Improvement, Stakeholder Collaboration, Service Strategy Execution, Communication, Interpersonal Skills, Active Listening, Office 365, French Fluency, English Fluency
Specialization
Candidates must have at least three years of experience in a similar role within a world-class customer service department, with financial services experience being an asset. Essential requirements include excellent written and verbal communication, strong interpersonal skills, service leadership aptitude, and full proficiency in both French and English.
Experience Required
Minimum 2 year(s)
Spécialiste bilingue de l'apprentissage en ligne et de la documentation, Gr at Raymond James
Montreal, Quebec, Canada - Full Time
Skills Needed
Bilingualism, E Learning, Documentation, Instructional Design, Virtual Learning, Web Applications, Content Creation, Video Production, Technical Writing, Process Improvement, Needs Analysis, Evaluation, Problem Solving, Stakeholder Collaboration, Ms Office Suite, Project Management
Specialization
Candidates must possess a Bachelor's degree or equivalent formal training in instructional design or a related field, along with one to two years of experience in investment brokerage or financial services as a technical writer, including a portfolio. Fluency in both French and English is mandatory, along with proficiency in e-learning authoring software and Learning Management Systems (LMS).
Experience Required
Minimum 2 year(s)
Team Lead, System Access Management, Temporary at Aviso Wealth
Toronto, Ontario, Canada -
Full Time

Start Date

Immediate

Expiry Date

03 Jun, 26

Salary

100000.0

Posted On

05 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

System Access Management, Team Leadership, Service Excellence, SLA Management, Onboarding/Offboarding, Escalation Management, Queue Management, Service Metrics Monitoring, Continuous Improvement, Stakeholder Communication, RBAC, Least Privilege, Segregation of Duties, Active Directory, Azure AD, LDAP

Industry

Financial Services

Description
Aviso: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca. The Opportunity: We are looking to fill an opening for a Team Lead, System Access Management to join our our Technology Support Services Team. Reporting to the Senior Manager, Technology Support Services the Team Lead, System Access Management leads a dedicated access management team supporting a high-profile, revenue-critical client environment. This role will be focused on delivering white-glove service, meeting strict SLA’s, improving turnaround times, and ensuring a seamless onboarding/offboarding experience for clients. This role is critical to maintaining client trust, protecting service reputation, and stabilizing operations during a high-demand period. Who you are: Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members What your day looks like: Lead a dedicated system access management Team providing provisioning, de-provisioning, and role change access ensuring seamless onboarding/offboarding experiences that minimize business disruption Collaborate with high-value clients ensuring reliable, responsive, high-quality access management service delivery while stabilizing operations during a period of high demand Deliver high-touch service for a high-profile client environment Ensure accurate and timely onboarding/offboarding of advisors, clients and investors Act as the primary escalation point for stakeholders and handle sensitive escalations with professionalism and urgency while maintaining strong relationships Lead daily standups to review queue health, backlog trends, urgent onboarding and SLA risks Monitor and maintain daily service metrics including strict SLA adherence, MTTR, backlog levels, ticket quality and client satisfaction indicators Drive continuous improvement in intake processes and request templates Establish high standards for documentation, communications and request clarity Build trust through proactive communication and transparency with the stakeholders and team Provide regular service health updates to leadership and business Manage intake queues, backlog and prioritization in adherence to the SLAs. and effectively co-ordinate workload distribution across team Build reporting dashboards and provide weekly service reports to leadership Partner with project managers on onboarding waves and support client initiatives, migrations and access changes Ensure resource planning during peak migration periods Provide coaching to the direct team while maintaining morale during high pressure periods Your experience and skills: Bachelor’s degree in computer science, Information Security, or related field (or equivalent experience) 6+ years of experience in Access Management/IAM Service Desk leadership Experience supporting high-profile or enterprise clients Strong queue management and SLA delivery experience Excellent stakeholder communication skills Experience in supporting access management in financial services, regulated or enterprise environment Strong presentation and reporting skills (Power point, Excel, Power BI) Strong understanding of RBAC, least privilege, and segregation of duties principles Familiarity with Active Directory / Azure AD / LDAP (user and group management) Experience with IAM tools (e.g., SailPoint, Saviynt, CyberArk, Okta, Entra ID) Familiarity with compliance frameworks (e.g., SOX, GDPR, HIPAA) Ability to work independently and collaboratively in a fast-paced environment Experience with Broadridge/Dataphile required Strong organizational and time management skills Strong attention to detail, problem solving and analytical skills Ability to work independently and task prioritization under pressure Strong commitment to customer service Fluent communication skills in English are required and bilingual skills in French are an asset Knowledge of ITIL processes/tools like Service Desk Plus, Service Now is preferred IAM certifications are an asset Why Aviso? At Aviso, you will find a dynamic and inclusive culture that rewards innovation and celebrates success. Here are a few things that set us apart: Competitive compensation package that rewards and recognizes individual contributions Excellent health, dental and insurance benefits to meet the diverse needs of our employees Generous vacation time, fitness benefit, parental leave top-up options Matching contributions to our retirement program Commitment to the continuous improvement of our staff through learning & development and an education assistance program Regular social events to foster teamwork Your Information By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law. Further information is available on the Privacy link on our Career Page – Privacy Policies Equal Employment Opportunity Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process. We thank all applicants for their interest, however, only those selected for further consideration will be contacted. No recruiters or agencies, please. Company Overview: Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors. A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team. Salary This position is posted with an expected salary range of $83,000 - $100,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.
Responsibilities
The Team Lead will lead a dedicated system access management team responsible for provisioning, de-provisioning, and role changes, ensuring seamless onboarding and offboarding experiences while collaborating with high-value clients. This role involves leading daily standups, monitoring service metrics against strict SLAs, driving process improvements, and acting as the primary escalation point for sensitive issues.
Team Lead, System Access Management, Temporary at Aviso Wealth
Toronto, Ontario, Canada - Full Time
Skills Needed
System Access Management, Team Leadership, Service Excellence, Sla Management, Onboarding/Offboarding, Escalation Management, Queue Management, Service Metrics Monitoring, Continuous Improvement, Stakeholder Communication, Rbac, Least Privilege, Segregation Of Duties, Active Directory, Azure Ad, Ldap
Specialization
Candidates must possess a Bachelor's degree in a relevant field or equivalent experience, along with over 6 years in Access Management/IAM Service Desk leadership, specifically supporting enterprise or high-profile financial services clients. Essential technical knowledge includes RBAC principles, Active Directory/Azure AD/LDAP, IAM tools, and familiarity with compliance frameworks.
Experience Required
Minimum 5 year(s)
Personal Banking Associate at Bank of Montreal
Bradford West Gwillimbury, Ontario, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Collaboration, Communication, Problem Solving, Interpersonal Skills, Organization, Analytical Skills, Digital Tools, Consultative Approach, Listening Skills, Creativity, Teamwork, Initiative, Adaptability
Specialization
Candidates should have 1-2 years of relevant experience or certification in a related field. A commitment to customer service and the ability to use digital tools effectively are essential.
Associate Director, AI Model Execution, AI Innovation-X at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Langgraph, Claude Agent Skills, Mcp, React, Fastapi, Kubernetes, Llm Fine Tuning, Rlhf, Pydantic, Typescript, Agentic Orchestration, Devops, Hitl, Peft/Lora, Rlaif
Specialization
Candidates must possess a minimum of a Bachelor’s Degree in a quantitative field and have 3+ years of professional engineering experience focused on AI/ML delivery. Essential technical expertise includes hands-on experience with agentic frameworks like LangGraph, deep knowledge of the Claude ecosystem, and mastery of Python (FastAPI), React/TypeScript, and Kubernetes deployment.
Experience Required
Minimum 2 year(s)
Intervenant de milieu (Gouvernail) at The Salvation Army in Canada
Montreal, Quebec, Canada - Full Time
Skills Needed
Crisis Management, Community Intervention, Social Reintegration, Organizational Skills, Initiative, Dynamism, Bilingualism, Word, Excel, First Aid
Specialization
Candidates must possess a college diploma in social work or equivalent, along with experience in community intervention, particularly with men facing difficulties. Essential qualities include bilingualism (French and English), crisis management skills, and a strong interest in serving homeless men.
Experience Required
Minimum 2 year(s)
Manager, AML Global Demarket Coordination at Royal Bank of Canada
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Anti Money Laundering, Communication, Data Gathering Analysis, Detail Oriented, Financial Regulation, Fraud Risk Management, Group Problem Solving, Internal Controls, Operational Integrity, Process Management
Specialization
Candidates must have a minimum of 2 years of relevant work experience and post-secondary education or equivalent. Essential awareness includes regulatory requirements such as AML (Canada/US), OSFI, OFAC, OCC, Bank Act, CPA, IDA/OSC, BSA, and PIPEDA.
Experience Required
Minimum 2 year(s)
Inbound Business Development Manager at Sokin
Toronto, Ontario, Canada - Full Time
Skills Needed
Inbound Sales, Consultative Sales, Crm Management, Commercial Judgement, Lead Qualification, Competitive Positioning, Deal Management, Client Onboarding, Time Management, Collaboration, Data Analysis, Performance Metrics, Follow Up, Organizational Skills, Communication Skills, Problem Solving
Specialization
Candidates should have over 3 years of experience in a high-performing inbound sales role, preferably in financial services or fintech. Strong consultative skills, CRM expertise, and a target-driven mindset are essential.
Experience Required
Minimum 5 year(s)
Wealth Concierge at Royal Bank of Canada
Calgary, Alberta, Canada - Full Time
Skills Needed
Client Service, Problem Resolution, Attention To Detail, Salesforce, Client Management, Communication, Financial Planning, Wealth Management, Appointment Setting, Administrative Workflow
Specialization
Candidates must possess a University Degree and a minimum of two years of experience in a similar role, such as Financial Advisor or Private Banking Associate, demonstrating strong attention to detail and excellent communication skills. Advanced proficiency in MS Office (Word, Excel, PowerPoint) is required, with professional certifications like CFP or PFP being advantageous.
Experience Required
Minimum 2 year(s)
Senior Manager, Operational Risk and Control at Royal Bank of Canada
Mississauga, Ontario, Canada - Full Time
Skills Needed
Operational Risk Management, Non Financial Risk, Risk Control Self Assessment, Change Management Risk, Internal Controls Management, Regulatory Compliance Management, Operational Risk Events, Key Risk Indicators, Issues And Actions Management, Data Analytics, Tableau, Artificial Intelligence, Stakeholder Management, Change Management, Facilitation, Communication
Specialization
Candidates must possess a Bachelor's Degree and demonstrate knowledge of Operational Risk Management and Non-financial Risk, preferably expert knowledge of RBC’s framework, along with familiarity with OSFI E21 and E13 guidelines. Strong critical thinking, communication, facilitation, and stakeholder management skills are essential, alongside experience with Tableau/BI and AI.
Experience Required
Minimum 5 year(s)
Client Advisor at Royal Bank of Canada
Port Alberni, British Columbia, Canada - Full Time
Skills Needed
Client Focused Sales, Problem Solving, Client Interaction, Banking Transactions, Client Education, Digital Banking Demonstration, Relationship Building, Sales Opportunities, Referral Generation, Active Listening, Conflict Resolution, Digital Literacy, Target Driven Sales, Personal Ethics, Flexibility, Eagerness To Learn
Specialization
Candidates must demonstrate a passion for client service and success in a hands-on, target-driven sales environment, possessing strong problem-solving and relationship-building skills. Essential requirements include digital literacy across various devices and the flexibility to work all business hours.
Client Service Specialist at Raymond James
Victoria, British Columbia, Canada - Full Time
Skills Needed
Account Openings, Security Transactions, Client Relationship Support, Account Statements Administration, Trade Review, Back Office Liaison, Report Preparation, Social Media Marketing, Financial Advisor File Maintenance, Calendar Management, Microsoft Office Proficiency, Verbal Communication, Written Communication, Interpersonal Communication, Quantitative Analysis, Problem Solving
Specialization
Candidates must possess post-secondary education in Business Administration and be proficient in Microsoft Office, with strong verbal, written, and interpersonal communication skills. Essential requirements include quantitative analysis ability, problem-solving skills, excellent attention to detail, and the capacity to prioritize and multitask in a fast-paced environment; Investment Representative licensing is required or must be pursued within 12 months.
Investment Advisor Assistant (Evergreen) at Raymond James
Montreal, Quebec, Canada - Full Time
Skills Needed
Administrative Skills, Time Management, Customer Service, Report Preparation, Transaction Processing, Client Relationship Support, Problem Solving, Ms Office Proficiency, Verbal Communication, Written Communication, Attention To Detail, Organizational Skills, Multitasking, Confidentiality Handling, Self Starter Attributes
Specialization
Candidates must possess a minimum of 2 years of investment industry experience and post-secondary education, along with excellent proficiency in MS Office, strong organizational skills, and superior customer service abilities. Preferable qualifications include being IR Licensed or having successfully completed the Canadian Securities Course and Conduct and Practices Handbook.
Experience Required
Minimum 2 year(s)
Senior Software Engineer, DevX CI at Coinbase Careers Page
, , Canada - Full Time
Skills Needed
Golang, Ruby, Aws, Kubernetes, Software Engineering, Backend Development, Infrastructure, Scalability, Fault Tolerance, Github, Github Actions, Cloud Technology, Problem Solving
Specialization
Candidates must have at least 5 years of software engineering experience, including designing, building, scaling, and operating large-scale, high-throughput infrastructure. Strong problem-solving skills and the ability to write high-quality, well-tested code are essential.
Experience Required
Minimum 5 year(s)
Mortgage Specialist at Bank of Montreal
London, Ontario, Canada - Full Time
Skills Needed
Relationship Management, Sales, Customer Service, Negotiation, Self Management, Teamwork, Lending, Marketing, Problem Solving, Analytical Skills, Communication, Influence, Mortgage Lending Process, Regulatory Requirements, Real Estate Industry
Specialization
Candidates typically need between 3 to 5 years of relevant experience, along with a post-secondary degree or equivalent education and experience. Essential qualifications include an in-depth understanding of the mortgage lending process, applicable regulations, and strong skills in sales, customer service, negotiation, and relationship management.
Experience Required
Minimum 2 year(s)
Technical UX Lead at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Interaction Design, Ai Integration, Front End Development, Ux Strategy, Prototyping, Figma, Accessibility, System Design, Prompt Engineering, Data Handling, Ux Audits, Design Systems, Stakeholder Management, Technical Fluency, Coaching, Usability Evaluation
Specialization
Candidates must possess extensive experience in a hybrid technical-design role, demonstrating a strong portfolio of complex, technically challenging digital experiences that showcase interaction design depth and technical fluency. Required proficiency includes advanced Figma skills, strong knowledge of front-end technologies (HTML/CSS/JS), and proven experience partnering closely with engineering teams to shape front-end implementation.
Experience Required
Minimum 10 year(s)
Mortgage Specialist at Bank of Montreal
Edmonton, Alberta, Canada - Full Time
Skills Needed
Relationship Management, Sales, Customer Service, Negotiation, Mortgage Lending, Regulatory Compliance, Marketing, Cross Selling, Up Selling, Analytical Skills, Problem Solving, Communication, Teamwork, Self Management, Real Estate Industry Knowledge
Specialization
Candidates typically need 3 to 5 years of relevant experience along with a post-secondary degree or equivalent education and experience. Essential qualifications include an in-depth understanding of the mortgage lending process, regulatory requirements, and strong skills in sales, customer service, and negotiation.
Experience Required
Minimum 2 year(s)
Analyst, Clearing Risk Policy at ASX
Sydney, Nova Scotia, Canada - Full Time
Skills Needed
Financial Risk Management, Policy Development, Quantitative Analysis, Qualitative Analysis, Coding, Ai Techniques, Data Driven Policy Reviews, Risk Governance, Regulatory Compliance, Ccp Risk Management, Otc Derivatives, Equities, Exchange Traded Derivatives, Analytical Tools, Automation
Specialization
Candidates must possess experience in financial risk management or regulatory capital within a financial institution, coupled with strong analytical, mathematical, and statistical capabilities. Essential technical requirements include strong coding and AI experience, along with knowledge of financial risk concepts and familiarity with OTC derivatives, equities, and exchange-traded derivative products.
Experience Required
Minimum 5 year(s)
Relationship Manager - Business Banking at Bank of Montreal
, Quebec, Canada - Full Time
Skills Needed
Relationship Management, Business Development, Sales Strategies, Financial Analysis, Creditworthiness Assessment, Business Banking Products, Lending Processes, Customer Sales, Customer Service, Problem Solving, Data Analysis, Change Management, Risk Management, Communication, Collaboration, Influence
Specialization
Candidates typically need 4 to 6 years of relevant experience along with a post-secondary degree or equivalent education and experience. Strong skills are required in financial analysis, interpreting statements, assessing creditworthiness, and deep knowledge of business banking products and lending processes.
Experience Required
Minimum 2 year(s)
Senior Application Support Analyst at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Sql Scripting, Linux, Windows Server, Python Scripting, Itrs, Job Scheduler, Kubernetes, Docker, Powershell, Grid/Datasynapse, Solace, Control M, C++, C#, Oracle, Change Management
Specialization
Candidates must have over three years of experience supporting applications related to equity derivatives or capital markets, along with proficiency in SQL scripting and working on Linux and Windows Server environments. Experience with Python scripting, monitoring high-availability trading applications, and job schedulers is also required.
Experience Required
Minimum 2 year(s)
Gestionnaire, Assurance qualité de l’expérience du service à la clientèle at Aviso Wealth
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Quality Assurance, Customer Experience, Team Leadership, Coaching, Mentoring, Performance Metrics Analysis, Customer Satisfaction, Process Improvement, Stakeholder Collaboration, Service Strategy Execution, Communication, Interpersonal Skills, Active Listening, Office 365, French Fluency, English Fluency
Specialization
Candidates must have at least three years of experience in a similar role within a world-class customer service department, with financial services experience being an asset. Essential requirements include excellent written and verbal communication, strong interpersonal skills, service leadership aptitude, and full proficiency in both French and English.
Experience Required
Minimum 2 year(s)
Spécialiste bilingue de l'apprentissage en ligne et de la documentation, Gr at Raymond James
Montreal, Quebec, Canada - Full Time
Skills Needed
Bilingualism, E Learning, Documentation, Instructional Design, Virtual Learning, Web Applications, Content Creation, Video Production, Technical Writing, Process Improvement, Needs Analysis, Evaluation, Problem Solving, Stakeholder Collaboration, Ms Office Suite, Project Management
Specialization
Candidates must possess a Bachelor's degree or equivalent formal training in instructional design or a related field, along with one to two years of experience in investment brokerage or financial services as a technical writer, including a portfolio. Fluency in both French and English is mandatory, along with proficiency in e-learning authoring software and Learning Management Systems (LMS).
Experience Required
Minimum 2 year(s)