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Financial Services Jobs in Canada

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Senior Consultant, Enterprise Performance Management - Anaplan, OneStream a at KPMG India
Toronto, Ontario, Canada - Full Time
Skills Needed
Anaplan, Onestream, Oracle, Enterprise Performance Management, Budgeting, Forecasting, Consolidation, Reporting, Analytics, Sql, Business Analysis, Solution Architecture, Project Management, Process Reengineering, Ms Visio, Ms Powerpoint
Specialization
Requires a bachelor's degree and a minimum of 3 years of super-user experience combined with 2+ years of implementation experience in Anaplan, OneStream, or Oracle. Candidates must possess strong analytical skills and the ability to travel within North America.
Experience Required
Minimum 2 year(s)
927 EN - Underwriter, CIU at Export Development Canada | Exportation et développement Canada
Ottawa, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Credit Underwriting, Risk Assessment, Financial Statement Interpretation, Insurance Structuring, Client Relationship Management, Creditworthiness Assessment, Loss Mitigation, Commercial Credit Transactions, Negotiation, Collaboration, Communication
Specialization
Candidates must have an undergraduate degree in business or finance and between 2 to 7+ years of experience in insurance underwriting or financial services. Strong financial analysis skills and the ability to negotiate complex structures are essential.
Experience Required
Minimum 10 year(s)
Advisor Satisfaction Specialist at Sun Life
Montreal, Ontario, Canada - Full Time
Skills Needed
Mutual Fund Operations, Customer Service, Relationship Management, Conflict Resolution, Negotiation, Problem Solving, Analytical Skills, Time Management, Emotional Intelligence, Tableau, Communication Skills, Decision Making
Specialization
Requires a university degree and 3-5 years of experience in mutual fund operations with proven customer service skills. Completion of CSC or IFIC courses is considered a strong asset.
Experience Required
Minimum 2 year(s)
Leadership Forums Specialist at Vancity Sub Owners Ltd
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Event Planning, Project Management, Executive Communication, Strategic Planning, Budget Management, Powerpoint Design, Stakeholder Coordination, Agenda Development, Vendor Management, Risk Management, Narrative Design, Organizational Development
Specialization
Requires a post-secondary degree in business, communications, or a related field and over 5 years of experience in event planning or project management. Candidates must demonstrate strong PowerPoint skills and the ability to work effectively with senior executives.
Experience Required
Minimum 5 year(s)
Investment Associate at Royal Bank of Canada
Brossard, Quebec, Canada - Full Time
Skills Needed
Trade Execution, Portfolio Rebalancing, Client Onboarding, Client Relationship Management, Compliance, Microsoft 365, Financial Analysis, Problem Solving, Time Management, Bilingualism (English/French)
Specialization
Candidates must have the Canadian Investment Regulatory Exam (CIRE), a post-secondary degree in finance, and at least 2 years of professional experience in the investment industry. Fluency in both English and French is required to serve a diverse Canadian clientele.
Experience Required
Minimum 2 year(s)
HR Coordinator - Denver, CO at Advisor Talent Solutions
Quinte West, Ontario, Canada - Full Time
Skills Needed
Recruiting, Candidate Sourcing, Interview Scheduling, Onboarding, Employee Recordkeeping, Compliance, Employee Engagement, Hr Administration, Microsoft Office, Problem Solving, Interpersonal Communication, Confidentiality Management
Specialization
A Bachelor's degree and prior experience in HR or recruiting are preferred. Candidates must possess strong organizational skills, professional discretion, and proficiency in Microsoft Office.
Experience Required
Minimum 2 year(s)
Client Advisor at Royal Bank of Canada
, Newfoundland and Labrador, Canada - Full Time
Skills Needed
Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curious Mindset, Data Analysis, Digital Literacy, Problem Solving, Relationship Building, Sales
Specialization
Requires a passion for client service, success in target-driven sales, and digital literacy across various devices. Mutual Funds accreditation is considered a preferred asset.
Bilingual (French/English) Pension Administration Customer Service Technici at AON Plc - Canada
Montreal, Quebec, Canada - Full Time
Skills Needed
French Bilingualism, English Bilingualism, Customer Service, Call Centre Operations, Problem Solving, Attention To Detail, Confidentiality, Collaboration, Pension Administration, Communication Skills
Specialization
Requires bilingualism in French and English and a college or university diploma. Previous experience in customer service or call centers is required, with knowledge of pension plans being an asset.
Appraiser/Estimator - Western Canada at Suncorp Valuations
Victoria, Alberta, Canada - Full Time
Skills Needed
Site Inspections, Research And Analysis, Report Preparation, Cost Estimation, Building Design, Blueprint Reading, Digital Literacy, Microsoft Office, Project Management, Stakeholder Relations
Specialization
Requires post-secondary education and proficiency in English, with a strong preference for construction knowledge and experience in field inspections. Candidates must possess a valid driver's license and be willing to travel 30-40% of the time within Western Canada.
Experience Required
Minimum 2 year(s)
CFS Driver- Casual at The Salvation Army in Canada
Yellowknife, Northwest Territories, Canada - Full Time
Skills Needed
Commercial Driving, Vehicle Maintenance, Cargo Loading, Cvor Logging, Forklift Operation, Navigation, Interpersonal Communication, Time Management, Safety Compliance, Material Handling
Specialization
Requires a high school diploma, a valid driver's license with a clean abstract, and at least one year of safe driving experience. Candidates must be able to lift up to 50 lbs and may need a forklift operator's certificate.
Client Advisor at Royal Bank of Canada
Whitby, Ontario, Canada - Full Time
Skills Needed
Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curious Mindset, Data Analysis, Digital Literacy, Problem Solving, Relationship Building, Sales, Client Education
Specialization
Candidates must have a passion for client service, success in target-driven sales, and strong digital literacy across various devices. Mutual Funds accreditation is considered a nice-to-have asset.
927 FR - Souscripteur(trice), Souscription en assurance credit at Export Development Canada | Exportation et développement Canada
Moncton, New Brunswick, Canada - Full Time
Skills Needed
Credit Insurance Underwriting, Financial Analysis, Credit Risk Assessment, Financial Statement Interpretation, Structuring Insurance Coverage, Client Relationship Management, Loss Mitigation Strategies, Commercial Credit Transactions, Negotiation, Customer Service, Excel, Bilingualism
Specialization
Requires a bachelor's degree in business, finance, or accounting with varying levels of underwriting experience (from 2 to 7+ years depending on the level). Strong skills in financial statement analysis and the ability to negotiate complex structures are essential.
Experience Required
Minimum 10 year(s)
Personal & Business Banking Development Program (New Graduate) at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Data Analysis, Product Management, Risk Management, Financial Modeling, Sql, Python, R, Power Bi, Tableau, Sas, Business Intelligence, Stakeholder Management, Problem Solving, Communication, Market Research, Reporting
Specialization
Requires a degree in Business, Data Analytics, Risk Management, Economics, Engineering, Finance, or Mathematics. Proficiency in data analysis tools like SQL, Python, or Power BI and strong communication skills are highly recommended.
Director, Strategy & Operations (National Business Development Support) at KPMG India
Abbotsford, British Columbia, Canada - Full Time
Skills Needed
Strategy Execution, Business Operations, Sales Enablement, Project Management, Stakeholder Management, Crm Management, Data Analysis, Pipeline Management, Forecasting, Executive Reporting, Business Development, Cross Functional Leadership, Strategic Planning, Performance Tracking, Communication
Specialization
Candidates must hold a Bachelor's degree in Business Administration or Commerce and possess at least 7 years of experience in strategy, operations, or sales enablement. Strong proficiency in CRM tools, data analysis, and the ability to influence senior stakeholders are essential requirements.
Experience Required
Minimum 5 year(s)
Directeur de magasin - Royalmount at L'OCCITANE EN PROVENCE
Montreal, Quebec, Canada - Full Time
Skills Needed
Team Management, Customer Experience, Leadership, Communication, Strategic Planning, Analytical Skills, Conflict Resolution, Mentoring, Retail Operations, Clienteling, Sales Orientation, Problem Solving, Empathy, Active Listening, Technical Proficiency
Specialization
Candidates must have experience in team management within the retail or hospitality sectors and possess strong leadership and communication skills. An entrepreneurial mindset, customer-centric approach, and basic technical proficiency are required.
Experience Required
Minimum 2 year(s)
Auditeur(trice) adjoint(e), contrôles internes at Mitsubishi HC Capital Canada
Trois-Rivières, Quebec, Canada - Full Time
Skills Needed
Internal Controls, Financial Reporting, Risk Assessment, Data Analysis, Excel, Pivot Tables, Macros, Sql, Bilingualism (French And English), Audit Documentation, Compliance, Lease Financing
Specialization
Candidates need 3 to 5 years of relevant experience and must be bilingual in French and English. Proficiency in Excel (including SQL and macros) is required, while experience with Workday, Infolease, and lease financing is considered an asset.
Experience Required
Minimum 2 year(s)
Associate, Internal Sales, Intermediary Distribution, Global Asset Manageme at Bank of Montreal
Montreal, Quebec, Canada - Full Time
Skills Needed
Internal Sales, Relationship Management, Investment Strategy, Financial Market Analysis, Salesforce, Business Planning, Client Communication, Influence Skills, Collaboration, French Fluency, English Fluency, Prospecting, Strategic Region Management, Compliance Adherence, Problem Solving, Presentation Skills
Specialization
Requires fluency in French and English and a basic understanding of the investment market and intermediary advisory sales. Certifications such as the Canadian Securities Course, CIM, or IQPF are considered strong assets.
Experience Required
Minimum 2 year(s)
Relationship Manager (On Site) at Prospera Credit Union
Surrey, British Columbia, Canada - Full Time
Skills Needed
Financial Advice, Relationship Management, Mortgage Lending, Mutual Funds, Financial Acumen, Communication Skills, Pipeline Management, Compliance, Regulatory Standards, Technology Proficiency
Specialization
Requires over 3 years of experience in financial services, including at least one year in an advisory role. A Mutual Funds licence and experience with mortgage lending are mandatory.
Experience Required
Minimum 2 year(s)
Mortgage Specialist at Bank of Montreal
Sarnia, Ontario, Canada - Full Time
Skills Needed
Mortgage Lending, Relationship Management, Sales, Customer Service, Negotiation, Financial Analysis, Cross Selling, Regulatory Compliance, Marketing, Communication, Problem Solving, Teamwork, Personal Banking, Real Estate Market Knowledge, Credit Analysis, Stakeholder Management
Specialization
Requires 3-5 years of relevant experience and a post-secondary degree in a related field. Candidates must possess in-depth knowledge of the mortgage lending process, regulatory requirements, and strong interpersonal sales skills.
Experience Required
Minimum 2 year(s)
Investment and Retirement Planning Associate at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Investment Planning, Retirement Planning, Client Relationship Management, Cantonese, Mandarin, Mutual Funds Accreditation, Financial Planning Support, Problem Solving, Microsoft Office Suite, Communication Skills, Multi Tasking, Retail Sales, Operational Risk Management, Administrative Support, Client Acquisition, Collaboration
Specialization
Candidates must be proficient in Cantonese or Mandarin and hold a Mutual Funds accreditation such as the IFC or CSC. Previous experience in investments and the ability to work in a fast-paced environment are required.
Experience Required
Minimum 2 year(s)
Senior Consultant, Enterprise Performance Management - Anaplan, OneStream a at KPMG India
Toronto, Ontario, Canada -
Full Time

Start Date

Immediate

Expiry Date

21 Aug, 26

Salary

0.0

Posted On

23 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Anaplan, OneStream, Oracle, Enterprise Performance Management, Budgeting, Forecasting, Consolidation, Reporting, Analytics, SQL, Business Analysis, Solution Architecture, Project Management, Process Reengineering, MS Visio, MS PowerPoint

Industry

Financial Services

Description
Overview At KPMG in Canada, our people bring their unique perspectives to Canada’s most important challenges. Here, you can build momentum that reaches beyond our business, develop skills for the future, and take ownership of your career with support at every stage. Join a firm where your career can make a difference. Our EPM Practice, as one of the key pillars of Finance and Digital Transformation is looking for Anaplan, OneStream and Oracle experienced professionals to join our talented team in Canada. Our team’s experience have been helping Finance organizations transcend finance’s role as a record-keeper and become performance and enterprise-focused, or true business partners. We are trusted advisors and leaders in budgeting, forecasting, consolidation, reporting and analytics with a particular focus on implementing technology solutions to enable these processes. What you will do Participate and lead scoping, implementation, and deployment projects. Conduct client workshops, understand, and analyze business requirements, propose recommendations, and prepare solution blueprint. Plan, architect, design, configure and test models and integrations. Design and develop custom reports and dashboards. Assist with testing configuration, provide knowledge transfer to clients and develop documentation as applicable. Provide leadership, direction, and guidance to senior level client stakeholders and be seen as a subject matter expert. Support the development of proposals, product demos, contribute to business development activities and support internal and external marketing events. Proactively engage in learning and development activities to keep up with latest product features and capabilities, including broad integrated business planning industry leading practices. Manage, mentor, and train Consultants and Senior Consultants within the EPM Practice. Develop and foster network within KPMG advisory practice and with Anaplan, OneStream and Oracle partners. What you bring to the role Bachelor’s degree in Business, Finance, Accounting, Computer Science, Engineering, Information Technology. Post graduate degrees and professional designation is an asset. Minimum 3 years of super-user experience and 2+ years implementation experience with Anaplan, OneStream or Oracle. Experience with SQL language is a plus. Experience working in a client facing role across a variety of industries and businesses. Strong mix of business and functional knowledge related to budgeting and planning processes with a proven ability to communicate business requirements and understand the implications on the functional design. Work closely in a collaborative team environment, lead teams and project deliverables. Ability to present and demo product and solutions using MS Visio and or MS PowerPoint. Strong analytical and problem-solving skills with the ability to clearly articulate, identify and define problems and develop creative solutions to address client requirements. Experience in process reengineering, designing and implementing business performance management applications including budgeting, forecasting, planning, consolidation, and reporting. Ability to travel within Canada and the US. KPMG Ontario Region Pay Range Information The expected base salary range for this position is $90,000 to $102,000 and may be eligible for bonus awards. The determination of an applicant’s base salary within this range is based on the individual’s location, skills & competencies, and unique qualifications. In addition, KPMG offers a comprehensive and competitive Total Rewards program. Providing you with the support you need to be at your best Our Values, The KPMG Way Integrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. Adjustments and accommodations throughout the recruitment process At KPMG, we are committed to fostering an inclusive recruitment process where all candidates can be themselves and excel. We aim to provide a positive experience and are prepared to offer adjustments or accommodations to help you perform at your best. Adjustments (informal requests), such as extra preparation time or the option for micro breaks during interviews, and accommodations (formal requests), such as accessible communication supports or technology aids, are tailored to individual needs and role requirements. You will have an opportunity to request an adjustment or accommodation at any point throughout the recruitment process. If you require support, please contact KPMG’s Employee Relations Service team by calling 1-888-466-4778. AI Usage We embrace the use of artificial intelligence (AI) to enhance the candidate experience and streamline our recruitment processes. AI tools may help with organizing applications or surfacing relevant qualifications. However, no hiring decisions are made using AI. Every hiring decision is made by our hiring managers and recruitment professionals, who are equipped with training that empowers them to use these tools responsibly. AI technologies used in our recruitment process undergo detailed risk assessments, including security and privacy requirements, that align with KPMG’s Trusted AI framework. We believe technology should empower human judgment, not replace it. It’s one of the many ways we’re delivering on our vision of being a technology-first, people-driven firm.
Responsibilities
Lead the scoping, implementation, and deployment of EPM technology solutions for finance organizations. This includes designing models, developing custom reports, and providing subject matter expertise to senior client stakeholders.
Senior Consultant, Enterprise Performance Management - Anaplan, OneStream a at KPMG India
Toronto, Ontario, Canada - Full Time
Skills Needed
Anaplan, Onestream, Oracle, Enterprise Performance Management, Budgeting, Forecasting, Consolidation, Reporting, Analytics, Sql, Business Analysis, Solution Architecture, Project Management, Process Reengineering, Ms Visio, Ms Powerpoint
Specialization
Requires a bachelor's degree and a minimum of 3 years of super-user experience combined with 2+ years of implementation experience in Anaplan, OneStream, or Oracle. Candidates must possess strong analytical skills and the ability to travel within North America.
Experience Required
Minimum 2 year(s)
927 EN - Underwriter, CIU at Export Development Canada | Exportation et développement Canada
Ottawa, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Credit Underwriting, Risk Assessment, Financial Statement Interpretation, Insurance Structuring, Client Relationship Management, Creditworthiness Assessment, Loss Mitigation, Commercial Credit Transactions, Negotiation, Collaboration, Communication
Specialization
Candidates must have an undergraduate degree in business or finance and between 2 to 7+ years of experience in insurance underwriting or financial services. Strong financial analysis skills and the ability to negotiate complex structures are essential.
Experience Required
Minimum 10 year(s)
Advisor Satisfaction Specialist at Sun Life
Montreal, Ontario, Canada - Full Time
Skills Needed
Mutual Fund Operations, Customer Service, Relationship Management, Conflict Resolution, Negotiation, Problem Solving, Analytical Skills, Time Management, Emotional Intelligence, Tableau, Communication Skills, Decision Making
Specialization
Requires a university degree and 3-5 years of experience in mutual fund operations with proven customer service skills. Completion of CSC or IFIC courses is considered a strong asset.
Experience Required
Minimum 2 year(s)
Leadership Forums Specialist at Vancity Sub Owners Ltd
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Event Planning, Project Management, Executive Communication, Strategic Planning, Budget Management, Powerpoint Design, Stakeholder Coordination, Agenda Development, Vendor Management, Risk Management, Narrative Design, Organizational Development
Specialization
Requires a post-secondary degree in business, communications, or a related field and over 5 years of experience in event planning or project management. Candidates must demonstrate strong PowerPoint skills and the ability to work effectively with senior executives.
Experience Required
Minimum 5 year(s)
Investment Associate at Royal Bank of Canada
Brossard, Quebec, Canada - Full Time
Skills Needed
Trade Execution, Portfolio Rebalancing, Client Onboarding, Client Relationship Management, Compliance, Microsoft 365, Financial Analysis, Problem Solving, Time Management, Bilingualism (English/French)
Specialization
Candidates must have the Canadian Investment Regulatory Exam (CIRE), a post-secondary degree in finance, and at least 2 years of professional experience in the investment industry. Fluency in both English and French is required to serve a diverse Canadian clientele.
Experience Required
Minimum 2 year(s)
HR Coordinator - Denver, CO at Advisor Talent Solutions
Quinte West, Ontario, Canada - Full Time
Skills Needed
Recruiting, Candidate Sourcing, Interview Scheduling, Onboarding, Employee Recordkeeping, Compliance, Employee Engagement, Hr Administration, Microsoft Office, Problem Solving, Interpersonal Communication, Confidentiality Management
Specialization
A Bachelor's degree and prior experience in HR or recruiting are preferred. Candidates must possess strong organizational skills, professional discretion, and proficiency in Microsoft Office.
Experience Required
Minimum 2 year(s)
Client Advisor at Royal Bank of Canada
, Newfoundland and Labrador, Canada - Full Time
Skills Needed
Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curious Mindset, Data Analysis, Digital Literacy, Problem Solving, Relationship Building, Sales
Specialization
Requires a passion for client service, success in target-driven sales, and digital literacy across various devices. Mutual Funds accreditation is considered a preferred asset.
Bilingual (French/English) Pension Administration Customer Service Technici at AON Plc - Canada
Montreal, Quebec, Canada - Full Time
Skills Needed
French Bilingualism, English Bilingualism, Customer Service, Call Centre Operations, Problem Solving, Attention To Detail, Confidentiality, Collaboration, Pension Administration, Communication Skills
Specialization
Requires bilingualism in French and English and a college or university diploma. Previous experience in customer service or call centers is required, with knowledge of pension plans being an asset.
Appraiser/Estimator - Western Canada at Suncorp Valuations
Victoria, Alberta, Canada - Full Time
Skills Needed
Site Inspections, Research And Analysis, Report Preparation, Cost Estimation, Building Design, Blueprint Reading, Digital Literacy, Microsoft Office, Project Management, Stakeholder Relations
Specialization
Requires post-secondary education and proficiency in English, with a strong preference for construction knowledge and experience in field inspections. Candidates must possess a valid driver's license and be willing to travel 30-40% of the time within Western Canada.
Experience Required
Minimum 2 year(s)
CFS Driver- Casual at The Salvation Army in Canada
Yellowknife, Northwest Territories, Canada - Full Time
Skills Needed
Commercial Driving, Vehicle Maintenance, Cargo Loading, Cvor Logging, Forklift Operation, Navigation, Interpersonal Communication, Time Management, Safety Compliance, Material Handling
Specialization
Requires a high school diploma, a valid driver's license with a clean abstract, and at least one year of safe driving experience. Candidates must be able to lift up to 50 lbs and may need a forklift operator's certificate.
Client Advisor at Royal Bank of Canada
Whitby, Ontario, Canada - Full Time
Skills Needed
Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curious Mindset, Data Analysis, Digital Literacy, Problem Solving, Relationship Building, Sales, Client Education
Specialization
Candidates must have a passion for client service, success in target-driven sales, and strong digital literacy across various devices. Mutual Funds accreditation is considered a nice-to-have asset.
927 FR - Souscripteur(trice), Souscription en assurance credit at Export Development Canada | Exportation et développement Canada
Moncton, New Brunswick, Canada - Full Time
Skills Needed
Credit Insurance Underwriting, Financial Analysis, Credit Risk Assessment, Financial Statement Interpretation, Structuring Insurance Coverage, Client Relationship Management, Loss Mitigation Strategies, Commercial Credit Transactions, Negotiation, Customer Service, Excel, Bilingualism
Specialization
Requires a bachelor's degree in business, finance, or accounting with varying levels of underwriting experience (from 2 to 7+ years depending on the level). Strong skills in financial statement analysis and the ability to negotiate complex structures are essential.
Experience Required
Minimum 10 year(s)
Personal & Business Banking Development Program (New Graduate) at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Data Analysis, Product Management, Risk Management, Financial Modeling, Sql, Python, R, Power Bi, Tableau, Sas, Business Intelligence, Stakeholder Management, Problem Solving, Communication, Market Research, Reporting
Specialization
Requires a degree in Business, Data Analytics, Risk Management, Economics, Engineering, Finance, or Mathematics. Proficiency in data analysis tools like SQL, Python, or Power BI and strong communication skills are highly recommended.
Director, Strategy & Operations (National Business Development Support) at KPMG India
Abbotsford, British Columbia, Canada - Full Time
Skills Needed
Strategy Execution, Business Operations, Sales Enablement, Project Management, Stakeholder Management, Crm Management, Data Analysis, Pipeline Management, Forecasting, Executive Reporting, Business Development, Cross Functional Leadership, Strategic Planning, Performance Tracking, Communication
Specialization
Candidates must hold a Bachelor's degree in Business Administration or Commerce and possess at least 7 years of experience in strategy, operations, or sales enablement. Strong proficiency in CRM tools, data analysis, and the ability to influence senior stakeholders are essential requirements.
Experience Required
Minimum 5 year(s)
Directeur de magasin - Royalmount at L'OCCITANE EN PROVENCE
Montreal, Quebec, Canada - Full Time
Skills Needed
Team Management, Customer Experience, Leadership, Communication, Strategic Planning, Analytical Skills, Conflict Resolution, Mentoring, Retail Operations, Clienteling, Sales Orientation, Problem Solving, Empathy, Active Listening, Technical Proficiency
Specialization
Candidates must have experience in team management within the retail or hospitality sectors and possess strong leadership and communication skills. An entrepreneurial mindset, customer-centric approach, and basic technical proficiency are required.
Experience Required
Minimum 2 year(s)
Auditeur(trice) adjoint(e), contrôles internes at Mitsubishi HC Capital Canada
Trois-Rivières, Quebec, Canada - Full Time
Skills Needed
Internal Controls, Financial Reporting, Risk Assessment, Data Analysis, Excel, Pivot Tables, Macros, Sql, Bilingualism (French And English), Audit Documentation, Compliance, Lease Financing
Specialization
Candidates need 3 to 5 years of relevant experience and must be bilingual in French and English. Proficiency in Excel (including SQL and macros) is required, while experience with Workday, Infolease, and lease financing is considered an asset.
Experience Required
Minimum 2 year(s)
Associate, Internal Sales, Intermediary Distribution, Global Asset Manageme at Bank of Montreal
Montreal, Quebec, Canada - Full Time
Skills Needed
Internal Sales, Relationship Management, Investment Strategy, Financial Market Analysis, Salesforce, Business Planning, Client Communication, Influence Skills, Collaboration, French Fluency, English Fluency, Prospecting, Strategic Region Management, Compliance Adherence, Problem Solving, Presentation Skills
Specialization
Requires fluency in French and English and a basic understanding of the investment market and intermediary advisory sales. Certifications such as the Canadian Securities Course, CIM, or IQPF are considered strong assets.
Experience Required
Minimum 2 year(s)
Relationship Manager (On Site) at Prospera Credit Union
Surrey, British Columbia, Canada - Full Time
Skills Needed
Financial Advice, Relationship Management, Mortgage Lending, Mutual Funds, Financial Acumen, Communication Skills, Pipeline Management, Compliance, Regulatory Standards, Technology Proficiency
Specialization
Requires over 3 years of experience in financial services, including at least one year in an advisory role. A Mutual Funds licence and experience with mortgage lending are mandatory.
Experience Required
Minimum 2 year(s)
Mortgage Specialist at Bank of Montreal
Sarnia, Ontario, Canada - Full Time
Skills Needed
Mortgage Lending, Relationship Management, Sales, Customer Service, Negotiation, Financial Analysis, Cross Selling, Regulatory Compliance, Marketing, Communication, Problem Solving, Teamwork, Personal Banking, Real Estate Market Knowledge, Credit Analysis, Stakeholder Management
Specialization
Requires 3-5 years of relevant experience and a post-secondary degree in a related field. Candidates must possess in-depth knowledge of the mortgage lending process, regulatory requirements, and strong interpersonal sales skills.
Experience Required
Minimum 2 year(s)
Investment and Retirement Planning Associate at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Investment Planning, Retirement Planning, Client Relationship Management, Cantonese, Mandarin, Mutual Funds Accreditation, Financial Planning Support, Problem Solving, Microsoft Office Suite, Communication Skills, Multi Tasking, Retail Sales, Operational Risk Management, Administrative Support, Client Acquisition, Collaboration
Specialization
Candidates must be proficient in Cantonese or Mandarin and hold a Mutual Funds accreditation such as the IFC or CSC. Previous experience in investments and the ability to work in a fast-paced environment are required.
Experience Required
Minimum 2 year(s)