Y-Axis Jobs Logo
Send us feedback
telephone  +91 7670 800 001
Log in Sign up Try Premium

Financial Services Jobs in Canada

About 1494 results in (5) seconds Clear Filters

Jobs Search

About 1494 results in (5) seconds
Financial Advisor (Ganges (Salt Spring) Branch) at First West Careers
Salt Spring Island Electoral Area, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Deposit Services, Investment Services, Complex Lending, Retail Mortgages, Rrsp Loans, Account Opening, Credit Investigations, Sales Targets Achievement, Cross Selling, Portfolio Management, Microsoft Office Proficiency, Risk Adherence, Problem Solving, Planning, Organization
Specialization
Candidates must possess a College or Tech School Diploma (2 years) or equivalent experience, along with a required Mutual Funds License, and at least two years in a Member Advisor role. Successful applicants must also complete an internal certification program and demonstrate the ability to identify needs, recommend solutions, and manage workload independently.
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)
Manager, Residential Underwriting at CMLS Financial
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Underwriting, Residential Underwriting, Financial Analysis, Risk Assessment, Team Management, Leadership, Mortgage Lending, Regulatory Compliance, Credit Analysis, Decision Making, Communication, Mentoring
Specialization
The role requires significant experience in residential mortgage underwriting and leadership capabilities. Candidates must demonstrate strong analytical skills and the ability to manage complex financial files.
Experience Required
Minimum 5 year(s)
Analyst, Commercial Lending at CMLS Financial
Toronto, Ontario, Canada - Full Time
Skills Needed
Commercial Lending, Financial Analysis, Risk Assessment, Credit Analysis, Portfolio Management, Data Analysis, Reporting, Communication, Attention To Detail, Customer Service
Specialization
The candidate should possess strong analytical skills and a background in financial services. Excellent communication and organizational abilities are required to succeed in this role.
Junior Accountant, Commercial at CMLS Financial
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Accounting, Financial Reporting, Data Analysis, Reconciliation, General Ledger, Financial Analysis, Communication, Attention To Detail
Specialization
The ideal candidate should have a foundational understanding of accounting principles and strong analytical skills. Professional growth and continuous learning are highly valued in this role.
Analyst, Real Estate Finance at CMLS Financial
Calgary, Alberta, Canada - Full Time
Skills Needed
N/A
Specialization
The job posting does not specify particular requirements or qualifications. However, it is implied that candidates should have relevant experience in real estate finance.
Analyst, Real Estate Finance at CMLS Financial
Calgary, Alberta, Canada - Full Time
Skills Needed
Real Estate Finance, Finance, Analysis, Wealth Building, Training, Mentoring
Specialization
The posting does not explicitly detail specific educational or experience requirements for the Analyst role. It emphasizes the company's commitment to diversity and inclusion for all qualified candidates.
Staff Software Engineer at Loop Financial
Toronto, Ontario, Canada - Full Time
Skills Needed
Distributed Systems, Full Stack, Backend, Frontend, Infrastructure, Architectural Direction, Ledger Systems, Money Movement, Fault Tolerant System Design, Consistency Trade Offs, Data Intensive Applications, High Concurrency, Technical Leadership, Mentoring, Ruby, Postgresql
Specialization
Candidates must have over 8 years of experience building and scaling distributed systems, possessing full-stack expertise across backend, frontend, and infrastructure. Essential experience includes working with financial systems or payment platforms, and demonstrating expertise in fault-tolerant design and handling consistency trade-offs.
Experience Required
Minimum 10 year(s)
91-19 Financial Empowerment Facilitator and Coach at Family Services of Greater Vancouver
Vancouver, BC, Canada - Full Time
Skills Needed
Computer Competency, Excel, Social Sciences, Outlook, Adult Education, Training, Dynamics, Poverty, Development Projects
Specialization
Personal finances adult education and group facilitation or an equivalent combination of education training and experience
Qualification
Graduate
Experience Required
Minimum 4 year(s)
Senior Manager, Personal Banking Financial Control at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Accounting Advisory, Financial Reporting, Risk Management, Sox Controls, Data Strategy, Process Transformation, Ifrs Knowledge, Communication, Analytical Skills, Excel, Presentation Skills
Specialization
Candidates must possess a CPA or equivalent designation along with at least 6 years of relevant working experience, ideally within financial institutions, and strong knowledge of IFRS.
Experience Required
Minimum 5 year(s)
Financial Planning, Investment Retirement Planner at Royal Bank of Canada
Perth, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Sales, Networking, Client Acquisition, Portfolio Solutions, Adaptability, Business Development, Client Centricity, Digital Savviness
Specialization
Candidates must possess a Financial Planning Designation (PFP® or CFP®) and a Mutual Funds License (IFIC or CSC), along with a minimum of two years of experience in financial planning. Success requires proven networking and client acquisition skills, the ability to cultivate strong partner relationships, and digital savviness.
Experience Required
Minimum 2 year(s)
Financial Reporting Summer Student at Rohit Group
Edmonton, Alberta, Canada - Full Time
Skills Needed
Financial Reporting, Data Tracking, Leasing, Sales, Financial Administration, Record Keeping, Microsoft Fabric, Power Bi, Financial Analysis, Reconciliation, Budgeting, Forecasting
Specialization
The ideal candidate is interested in the intersection of technology and finance, focusing on understanding how real estate projects translate into financial results. Responsibilities require attention to detail in data maintenance, discrepancy identification, and report creation using specific analytical tools.
Senior Financial Analyst - On/West at Molson Coors Brewing Company United Kingdom
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Month End Close, Journal Entries, Accruals, Balance Sheet Reconciliations, Forecasting, Variance Analysis, Accounting Principles, Internal Controls, Financial Reporting, Nsr Reporting, Invoicing Issues, Po Management, Business Cases, Excel, Sap
Specialization
Candidates must possess a CPA designation or be in the process of attaining one, along with at least 3+ years of financial analyst experience. Strong Excel skills and experience with SAP are required, alongside the ability to manage complex projects and maintain excellent business relationships.
Experience Required
Minimum 2 year(s)
Financial Planner, Investment and Retirement Planning at Royal Bank of Canada
Richmond, British Columbia, Canada - Full Time
Skills Needed
Financial Planning Designation, Pfp, Qafp, Cfp, Mutual Funds License, Ific, Csc, Financial Planning, Networking, Client Acquisition, Partner Relationships, Digital Savviness, Cantonese, Mandarin
Specialization
Candidates must possess a Financial Planning Designation (PFP®, QAFP™, or CFP®) and a Mutual Funds License (IFIC or CSC), along with a minimum of two years of experience in financial planning. Essential soft skills include proven networking and client acquisition abilities, capacity to cultivate strong partner relationships, digital savviness, and required proficiency in Cantonese and Mandarin languages.
Experience Required
Minimum 2 year(s)
Financial Coordinator, Labour and Advanced Education at Government of the Northwest Territories
Yellowknife, NT, Canada - Full Time
Skills Needed
Completion, Commerce
Specialization
Business commerce or a related degree
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Financial Planner, Investment & Retirement Planning at Royal Bank of Canada
Brantford, Ontario, Canada - Full Time
Skills Needed
Financial Planning Designation, Mutual Funds License, Client Acquisition, Networking, Partner Relationships, Digital Savviness, Adaptability, Business Development, Client Centricity, Curious Mindset, Investment Sales, Portfolio Solutions
Specialization
Candidates must possess a Financial Planning Designation (QAFP, PFP®, or CFP®) and a Mutual Funds License (IFIC or CSC), along with a minimum of two years of experience in financial planning. Success requires proven networking and client acquisition skills, the ability to cultivate strong partner relationships, and digital savviness.
Experience Required
Minimum 2 year(s)
Financial Planner, Investment and Retirement Planning at Royal Bank of Canada
Area E (Cowichan Station / Sahtlam / Glenora), British Columbia, Canada - Full Time
Skills Needed
Financial Planning, Investment Solutions, Portfolio Solutions, Mutual Funds, Client Acquisition, Prospecting, Networking, Partner Relationships, Digital Savviness, Mobile Applications, Sales
Specialization
Candidates must possess a Financial Planning Designation (PFP®, QAFP™ or CFP®) and a Mutual Funds License (IFIC or CSC). A minimum of two years of experience in financial planning is required, along with proven skills in networking, client acquisition, and cultivating strong partner relationships.
Analyst, Financial Systems (Senior) at Fraser Health
Surrey, BC, Canada - Full Time
Skills Needed
Analytical Skills, Training, Consultation, Maintenance, Work Processes, Shopping, Schedules, Vendors, Access, Suppliers, Operations, Project Plans, Project Reviews, Information Systems, Refining
Specialization
Computing science or business management and final level of a recognized accounting designation
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Analyst, Financial Institutions, GTB at TD
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Relationship Management, Client Servicing, Risk Management, Compliance, Account Management, Payment Systems, Microsoft Office, Power Bi, Communication Skills, Time Management, Analytical Skills, Credit Administration, Anti Money Laundering, Proposal Writing, Kyc
Specialization
A university degree is required, with professional certifications like CFA or CTP considered highly desirable. Candidates must possess strong analytical skills, proficiency in Microsoft Office, and the ability to build positive working relationships in a corporate environment.
Experience Required
Minimum 2 year(s)
Client Services Coordinator at Raymond James
Burlington, Ontario, Canada - Full Time
Skills Needed
Client Service, Account Administration, Compliance Support, Office Coordination, Transaction Processing, New Account Openings, Regulatory Compliance, File Maintenance, Workflow Efficiency, Microsoft 365
Specialization
Candidates must possess a minimum of two years of administrative experience, with a strong preference for background in wealth management or CIRO-regulated environments. Essential qualifications include excellent organizational and communication skills, strong attention to detail, confidentiality, and proficiency in Microsoft 365.
Experience Required
Minimum 2 year(s)
Financial Advisor (Ganges (Salt Spring) Branch) at First West Careers
Salt Spring Island Electoral Area, British Columbia, Canada -
Full Time

Start Date

Immediate

Expiry Date

20 Jun, 26

Salary

65600.0

Posted On

22 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Service, Deposit Services, Investment Services, Complex Lending, Retail Mortgages, RRSP Loans, Account Opening, Credit Investigations, Sales Targets Achievement, Cross-selling, Portfolio Management, Microsoft Office Proficiency, Risk Adherence, Problem Solving, Planning, Organization

Industry

Financial Services

Description
We are currently seeking a Financial Advisor to join our team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor.  The Financial Advisor manages a portfolio of members.      Here’s what would be included as a part of your typical day 1. Member Service:  Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor. 2. Member Transactions: Processes a full range of complex member transactions including, but not limited to personal loans, retail mortgages and RRSP loans; investment products (typically under $100K in investible assets); opening personal or business accounts, debit/credit cards, LOC/overdraft protection, and related insurance products. 3. Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of FW products and services, participation in branch campaigns, and actively seeks potential cross-sell and/or referral opportunities during interaction with members or potential members.  Achieves established annual sales and referral targets. 4. Branch Support:  Performs a variety of administrative duties which may include, but not limited to: administration of estates, completion of loan applications, conducting credit investigations, and follow-up phone calls to members, as required. 5. Other duties as required by branch leadership. Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across First West.   Branch Differentiation:  Based on the needs of the members and individual circumstances, the following may apply: * Lending limits will be assigned in consultation with credit services, based on experience and competency * In pilot locations, a key accountability is to build/maintain a strong presence and relationship in the community    Required Skills, Experience & Qualifications * College or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience required * Mutual Funds License required; PFP is an asset * Must complete the internal First West certification program specific to this role within the required timeframe * 2 years in a Member Advisor role, or equivalent * Demonstrated ability to identify needs and recommend products and services to members * Self-starter with ability to work independently and solve problems using common sense and sound judgment * Proven ability to plan, organize and prioritize workload * Proficient in computer software e.g. Microsoft Office and banking software programs * Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.   What’s in it for you: First, we strive to make our team members feel genuinely rewarded. You’ll have:  * Mental health coverage and resources  * Customizable health benefits, as well as topped-up parental leave  * Performance-based compensation, employee banking advantages and group RRSP matching  * Vacation time and flexible work arrangements to support your lifestyle  We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role. We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back—in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.  By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead. Take the next step in your career as part of our team. Apply for this opportunity!     Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.    Diversity, Equity, Inclusion & Belonging At First West Credit Union, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.   We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.  If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.  Your individuality is welcome here.  About Us  We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit firstwestcu.ca for more information on First West Credit Union.  Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.
Responsibilities
The Financial Advisor will provide exceptional service by offering a full range of deposit, investment, and complex lending services to members, identifying their financial needs and managing a member portfolio. Key duties include processing member transactions like loans and mortgages, supporting branch goals through proactive promotion, and performing administrative tasks such as estate administration and loan application completion.
Financial Advisor (Ganges (Salt Spring) Branch) at First West Careers
Salt Spring Island Electoral Area, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Deposit Services, Investment Services, Complex Lending, Retail Mortgages, Rrsp Loans, Account Opening, Credit Investigations, Sales Targets Achievement, Cross Selling, Portfolio Management, Microsoft Office Proficiency, Risk Adherence, Problem Solving, Planning, Organization
Specialization
Candidates must possess a College or Tech School Diploma (2 years) or equivalent experience, along with a required Mutual Funds License, and at least two years in a Member Advisor role. Successful applicants must also complete an internal certification program and demonstrate the ability to identify needs, recommend solutions, and manage workload independently.
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)
Manager, Residential Underwriting at CMLS Financial
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Underwriting, Residential Underwriting, Financial Analysis, Risk Assessment, Team Management, Leadership, Mortgage Lending, Regulatory Compliance, Credit Analysis, Decision Making, Communication, Mentoring
Specialization
The role requires significant experience in residential mortgage underwriting and leadership capabilities. Candidates must demonstrate strong analytical skills and the ability to manage complex financial files.
Experience Required
Minimum 5 year(s)
Analyst, Commercial Lending at CMLS Financial
Toronto, Ontario, Canada - Full Time
Skills Needed
Commercial Lending, Financial Analysis, Risk Assessment, Credit Analysis, Portfolio Management, Data Analysis, Reporting, Communication, Attention To Detail, Customer Service
Specialization
The candidate should possess strong analytical skills and a background in financial services. Excellent communication and organizational abilities are required to succeed in this role.
Junior Accountant, Commercial at CMLS Financial
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Accounting, Financial Reporting, Data Analysis, Reconciliation, General Ledger, Financial Analysis, Communication, Attention To Detail
Specialization
The ideal candidate should have a foundational understanding of accounting principles and strong analytical skills. Professional growth and continuous learning are highly valued in this role.
Analyst, Real Estate Finance at CMLS Financial
Calgary, Alberta, Canada - Full Time
Skills Needed
N/A
Specialization
The job posting does not specify particular requirements or qualifications. However, it is implied that candidates should have relevant experience in real estate finance.
Analyst, Real Estate Finance at CMLS Financial
Calgary, Alberta, Canada - Full Time
Skills Needed
Real Estate Finance, Finance, Analysis, Wealth Building, Training, Mentoring
Specialization
The posting does not explicitly detail specific educational or experience requirements for the Analyst role. It emphasizes the company's commitment to diversity and inclusion for all qualified candidates.
Staff Software Engineer at Loop Financial
Toronto, Ontario, Canada - Full Time
Skills Needed
Distributed Systems, Full Stack, Backend, Frontend, Infrastructure, Architectural Direction, Ledger Systems, Money Movement, Fault Tolerant System Design, Consistency Trade Offs, Data Intensive Applications, High Concurrency, Technical Leadership, Mentoring, Ruby, Postgresql
Specialization
Candidates must have over 8 years of experience building and scaling distributed systems, possessing full-stack expertise across backend, frontend, and infrastructure. Essential experience includes working with financial systems or payment platforms, and demonstrating expertise in fault-tolerant design and handling consistency trade-offs.
Experience Required
Minimum 10 year(s)
91-19 Financial Empowerment Facilitator and Coach at Family Services of Greater Vancouver
Vancouver, BC, Canada - Full Time
Skills Needed
Computer Competency, Excel, Social Sciences, Outlook, Adult Education, Training, Dynamics, Poverty, Development Projects
Specialization
Personal finances adult education and group facilitation or an equivalent combination of education training and experience
Qualification
Graduate
Experience Required
Minimum 4 year(s)
Senior Manager, Personal Banking Financial Control at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Accounting Advisory, Financial Reporting, Risk Management, Sox Controls, Data Strategy, Process Transformation, Ifrs Knowledge, Communication, Analytical Skills, Excel, Presentation Skills
Specialization
Candidates must possess a CPA or equivalent designation along with at least 6 years of relevant working experience, ideally within financial institutions, and strong knowledge of IFRS.
Experience Required
Minimum 5 year(s)
Financial Planning, Investment Retirement Planner at Royal Bank of Canada
Perth, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Sales, Networking, Client Acquisition, Portfolio Solutions, Adaptability, Business Development, Client Centricity, Digital Savviness
Specialization
Candidates must possess a Financial Planning Designation (PFP® or CFP®) and a Mutual Funds License (IFIC or CSC), along with a minimum of two years of experience in financial planning. Success requires proven networking and client acquisition skills, the ability to cultivate strong partner relationships, and digital savviness.
Experience Required
Minimum 2 year(s)
Financial Reporting Summer Student at Rohit Group
Edmonton, Alberta, Canada - Full Time
Skills Needed
Financial Reporting, Data Tracking, Leasing, Sales, Financial Administration, Record Keeping, Microsoft Fabric, Power Bi, Financial Analysis, Reconciliation, Budgeting, Forecasting
Specialization
The ideal candidate is interested in the intersection of technology and finance, focusing on understanding how real estate projects translate into financial results. Responsibilities require attention to detail in data maintenance, discrepancy identification, and report creation using specific analytical tools.
Senior Financial Analyst - On/West at Molson Coors Brewing Company United Kingdom
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Month End Close, Journal Entries, Accruals, Balance Sheet Reconciliations, Forecasting, Variance Analysis, Accounting Principles, Internal Controls, Financial Reporting, Nsr Reporting, Invoicing Issues, Po Management, Business Cases, Excel, Sap
Specialization
Candidates must possess a CPA designation or be in the process of attaining one, along with at least 3+ years of financial analyst experience. Strong Excel skills and experience with SAP are required, alongside the ability to manage complex projects and maintain excellent business relationships.
Experience Required
Minimum 2 year(s)
Financial Planner, Investment and Retirement Planning at Royal Bank of Canada
Richmond, British Columbia, Canada - Full Time
Skills Needed
Financial Planning Designation, Pfp, Qafp, Cfp, Mutual Funds License, Ific, Csc, Financial Planning, Networking, Client Acquisition, Partner Relationships, Digital Savviness, Cantonese, Mandarin
Specialization
Candidates must possess a Financial Planning Designation (PFP®, QAFP™, or CFP®) and a Mutual Funds License (IFIC or CSC), along with a minimum of two years of experience in financial planning. Essential soft skills include proven networking and client acquisition abilities, capacity to cultivate strong partner relationships, digital savviness, and required proficiency in Cantonese and Mandarin languages.
Experience Required
Minimum 2 year(s)
Financial Coordinator, Labour and Advanced Education at Government of the Northwest Territories
Yellowknife, NT, Canada - Full Time
Skills Needed
Completion, Commerce
Specialization
Business commerce or a related degree
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Financial Planner, Investment & Retirement Planning at Royal Bank of Canada
Brantford, Ontario, Canada - Full Time
Skills Needed
Financial Planning Designation, Mutual Funds License, Client Acquisition, Networking, Partner Relationships, Digital Savviness, Adaptability, Business Development, Client Centricity, Curious Mindset, Investment Sales, Portfolio Solutions
Specialization
Candidates must possess a Financial Planning Designation (QAFP, PFP®, or CFP®) and a Mutual Funds License (IFIC or CSC), along with a minimum of two years of experience in financial planning. Success requires proven networking and client acquisition skills, the ability to cultivate strong partner relationships, and digital savviness.
Experience Required
Minimum 2 year(s)
Financial Planner, Investment and Retirement Planning at Royal Bank of Canada
Area E (Cowichan Station / Sahtlam / Glenora), British Columbia, Canada - Full Time
Skills Needed
Financial Planning, Investment Solutions, Portfolio Solutions, Mutual Funds, Client Acquisition, Prospecting, Networking, Partner Relationships, Digital Savviness, Mobile Applications, Sales
Specialization
Candidates must possess a Financial Planning Designation (PFP®, QAFP™ or CFP®) and a Mutual Funds License (IFIC or CSC). A minimum of two years of experience in financial planning is required, along with proven skills in networking, client acquisition, and cultivating strong partner relationships.
Analyst, Financial Systems (Senior) at Fraser Health
Surrey, BC, Canada - Full Time
Skills Needed
Analytical Skills, Training, Consultation, Maintenance, Work Processes, Shopping, Schedules, Vendors, Access, Suppliers, Operations, Project Plans, Project Reviews, Information Systems, Refining
Specialization
Computing science or business management and final level of a recognized accounting designation
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Analyst, Financial Institutions, GTB at TD
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Relationship Management, Client Servicing, Risk Management, Compliance, Account Management, Payment Systems, Microsoft Office, Power Bi, Communication Skills, Time Management, Analytical Skills, Credit Administration, Anti Money Laundering, Proposal Writing, Kyc
Specialization
A university degree is required, with professional certifications like CFA or CTP considered highly desirable. Candidates must possess strong analytical skills, proficiency in Microsoft Office, and the ability to build positive working relationships in a corporate environment.
Experience Required
Minimum 2 year(s)
Client Services Coordinator at Raymond James
Burlington, Ontario, Canada - Full Time
Skills Needed
Client Service, Account Administration, Compliance Support, Office Coordination, Transaction Processing, New Account Openings, Regulatory Compliance, File Maintenance, Workflow Efficiency, Microsoft 365
Specialization
Candidates must possess a minimum of two years of administrative experience, with a strong preference for background in wealth management or CIRO-regulated environments. Essential qualifications include excellent organizational and communication skills, strong attention to detail, confidentiality, and proficiency in Microsoft 365.
Experience Required
Minimum 2 year(s)