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Financial Services Jobs in Canada

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Wealth Planning Consultant at Bank of Montreal
Barrie, Ontario, Canada - Full Time
Skills Needed
Wealth Planning, Financial Planning Analysis, Client Relationship Development, Asset Consolidation, Sales Strategy, Goal Based Discovery, Data Capture, Taxation, Estate Planning, Trust Planning, Succession Planning, Coaching, Analytical Skills, Problem Solving, Influence Skills, Data Driven Decision Making
Specialization
Candidates require a minimum of 1-3 years (WPC) or 3-5 years (SWPC) of relevant experience along with a post-secondary degree, with experience selling to HNW clients or Investment Advisors being necessary. Desired qualifications include the CFP designation, an MBA, or legal/insurance designations.
Experience Required
Minimum 2 year(s)
Advisor Internship Program (AIP) (Calgary/Edmonton/Saskatoon) at Raymond James
Edmonton, Alberta, Canada - Full Time
Skills Needed
Business Building Strategies, Wealth Management, Prospecting, Outbound Calling, Social Media, Networking, Webinars, Seminars, Sales, Marketing, Client Relationship Building, Presentation Skills, Entrepreneurial Skills, Time Management, Organizational Skills, Quick Learning
Specialization
Candidates must have a university degree and/or related experience in business, finance, or economics, along with a minimum of four years of full-service brokerage or financial industry experience. Mandatory requirements include being registered or eligible for registration with CIRO and successfully completing specific required CIRO exams prior to the start date.
Experience Required
Minimum 2 year(s)
Commercial Credit Advisor, Commercial Credit Adjudication at Royal Bank of Canada
Mississauga, Ontario, Canada - Full Time
Skills Needed
Commercial Credit Underwriting, Communication, Financial Statement Analysis, Business Acumen
Specialization
Candidates must have previous commercial banking or credit experience and a degree in Finance, Commerce, Management, or an accounting-related field. Strong communication skills and knowledge of commercial financial services credit tools are also required.
Experience Required
Minimum 2 year(s)
Supervisor, Client Solutions at Aviso Wealth
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Coaching, People Management, Metrics Analysis, Contact Centre Best Practices, Operational Functions, Wealth Management, Market Knowledge, Trading Systems, Order Management, Corporate Actions, Customer Service, Issue Resolution, English Communication, French Communication, Service Excellence, Continuous Improvement
Specialization
Candidates must possess strong coaching and people management skills, the ability to use metrics to strengthen client voice, and a strong understanding of wealth management operational functions and market knowledge. Fluent English communication is required, with bilingual French skills being an asset.
Experience Required
Minimum 5 year(s)
Sales Development Representative at Tipalti
Toronto, Ontario, Canada - Full Time
Skills Needed
Lead Generation, Account Targeting, Cold Calling, Lead Development, Pipeline Growth, Sales Process Understanding, Product Value Propositions, Communication Skills, Proactive Mindset, Accountability, Collaboration, SFDC, Inside Sales Software, New Account Development, Organizational Skills, Planning Skills
Specialization
Candidates must possess a Bachelor’s Degree or equivalent, with a preference for 1+ years of inside sales software experience and a proven track record in new account development, including calling into the CXO level. The ideal applicant is highly motivated, energetic, demonstrates strong organizational skills, and is committed to meeting high activity expectations.
Lead Mobile Engineer - Android at LHV Bank
London, Ontario, Canada - Full Time
Skills Needed
Mobile Engineering, Android, Ios, Kotlin, Swift, Cloud Services, Aws, Ci/Cd, Automated Testing, Agile Delivery, Team Leadership, Stakeholder Management, User Centered Design, Technical Guidance, Performance Optimization, Security Compliance
Specialization
Candidates should have demonstrable experience in a lead or senior mobile engineering role, with strong hands-on experience in either Android or iOS development. A solid understanding of mobile architecture patterns and experience with cloud-based services is also required.
Experience Required
Minimum 5 year(s)
Product Specialist - XVA & CCR (USA/Canada) at Numerix
New York, New York, Canada - Full Time
Skills Needed
Counterparty Credit Risk, Xva, Product Management, Business Analysis, Financial Technology, Risk Management, Jira, User Experience Design, Derivative Trade Lifecycle, Quantitative Analytics, Functional Specifications, User Stories, Market Risk, Exposure Calculation, Collateral Management, Sa Ccr
Specialization
Candidates must have at least 5 years of experience in the financial services industry with strong domain expertise in Counterparty Credit Risk and XVA. A bachelor's degree in finance, mathematics, or computer science is required, along with proven experience in requirements gathering and JIRA-based project management.
Experience Required
Minimum 5 year(s)
Director - Treasury and Cash Management at Royal Bank of Canada
Edmonton, Alberta, Canada - Full Time
Skills Needed
Treasury Management, Cash Management, Relationship Management, Account Management, Sales, Revenue Growth, Client Acquisition, Portfolio Growth, Sales Planning, Marketing Planning, Business Advice, Negotiation, Stakeholder Management, Coaching, Client Strategy, Rfp Management
Specialization
Candidates must possess a minimum of 12 years of experience in bank relationship management, account management, or sales, coupled with extensive knowledge of RBC Cash Management Products and industry trends. Proven success in achieving revenue growth, exceptional client service, and strong negotiation skills with executive-level stakeholders are essential requirements.
Experience Required
Minimum 10 year(s)
Branch Assistant - 6 Month Contract at Raymond James
Calgary, Alberta, Canada - Full Time
Skills Needed
Time Management, Prioritization, Multitasking, Attention To Detail, Face To Face Etiquette, Email Etiquette, Videoconferencing Etiquette, Telephone Etiquette, Relationship Management, Flexibility, Teamwork, Professionalism, Discretion, Microsoft Office, Client Relationship Support, Problem Solving
Specialization
Candidates must possess a minimum of two years of experience in the Investment Brokerage or Financial Services Industry, along with knowledge of fundamental investment concepts and proficiency in Microsoft Office. Essential skills include strong time management, the ability to multitask under pressure, and excellent professional etiquette across various communication channels.
Experience Required
Minimum 2 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.
Senior Manager, SEO Growth at Tipalti
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Technical Seo, Inbound Marketing, Data Driven Decision Making, People Management, B2b Saas Growth, Analytical Skills, Structured Data, Web Architecture, International Seo, Budget Management, Authority Building, Digital Pr, Serp Analysis, Aeo Strategies, Geo Strategies, Cross Functional Collaboration
Specialization
Candidates should have 7-10 years of search marketing experience with a strong technical SEO foundation and proven leadership skills. Experience in scaling B2B SaaS or FinTech brands through inbound and organic growth initiatives is also required.
Experience Required
Minimum 5 year(s)
Bilingual Talent Acquisition Specialist at Raymond James
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Full Cycle Recruitment, Sourcing, Talent Acquisition, Technology Recruiting, Workforce Planning, Offer Negotiations, Onboarding Partnership, Talent Advisor, Market Insights, Data Analysis, Sourcing Strategies, Talent Pipelines, Stakeholder Management, Interview Practices, Recruitment Data, Ats Management
Specialization
Candidates must be fluent in both English and French (spoken and written) and possess over 3 years of recruiting experience, preferably in financial services or a professional business environment. A minimum of 2 years experience recruiting for technology roles with a strong understanding of technical skill sets is also required.
Experience Required
Minimum 2 year(s)
Mortgage Specialist Associate at Bank of Montreal
Calgary, Alberta, Canada - Full Time
Skills Needed
Customer Service, Relationship Management, Problem Solving, Analytical Skills, Communication Skills, Organization Skills, Collaboration Skills, Marketing Coordination, Event Coordination, Credit Application Processing, Data Analysis, Documentation Management, Negotiation Skills, Administrative Support, Financial Solutions, Regulatory Compliance
Specialization
Candidates should have 1-2 years of relevant experience or certification in a related field. A working knowledge of personal lending and mortgage products, along with good relationship management and problem-solving skills, is desirable.
Mortgage Specialist at Bank of Montreal
Calgary, Alberta, Canada - Full Time
Skills Needed
Mortgage Lending, Sales, Customer Service, Negotiation, Relationship Management, Marketing, Problem Solving, Analytical Skills, Communication, Teamwork, Networking, Regulatory Compliance, Data Analysis, Cross Selling, Community Engagement, Financial Products Knowledge
Specialization
Candidates should have 3-5 years of relevant experience and a post-secondary degree in a related field. An in-depth understanding of the mortgage lending process and strong interpersonal skills are essential.
Experience Required
Minimum 2 year(s)
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)
Client Service Assistant, Private Wealth at Bank of Montreal
Oakville, Ontario, Canada - Full Time
Skills Needed
Client Service, Organization Skills, Collaboration, Analytical Skills, Problem Solving, Communication Skills, Wealth Management Knowledge, Technology Familiarity
Specialization
Candidates should have 1-2 years of relevant banking or administrative experience, with knowledge of wealth management operations being an asset. Good communication, organization, and analytical skills are also required.
Client Advisor at Royal Bank of Canada
London, Ontario, Canada - Full Time
Skills Needed
Client Focused Sales, Problem Solving, Client Interaction, Banking Transactions, Client Education, Digital Banking Demonstration, Relationship Building, Sales Opportunities, Referral Management, Active Listening, Ownership, Conflict Resolution, Digital Literacy, Target Driven Sales, Personal Ethics, Flexibility
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.
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)
Bilingual Engagement Specialist (English/French) at Kingsdale Advisors
Toronto, Ontario, Canada - Full Time
Skills Needed
Bilingualism, Shareholder Engagement, Proxy Solicitation, Corporate Actions, Client Service, Outbound Calling, Inbound Calling, Communication, Diplomacy, Critical Thinking, Problem Solving, Attention To Detail, Adaptability, Digital Literacy, Financial Terminology, Call Center Kpis
Specialization
Candidates must possess strong verbal and written communication skills, fluency in both English and French (Quebecois preferred), and demonstrated experience in client service or call-center environments, handling high-volume interactions. Essential attributes include remaining calm and diplomatic under pressure, strong critical-thinking skills, high attention to detail, and adaptability to shifting priorities.
Wealth Planning Consultant at Bank of Montreal
Barrie, Ontario, Canada -
Full Time

Start Date

Immediate

Expiry Date

16 May, 26

Salary

114400.0

Posted On

16 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Wealth Planning, Financial Planning Analysis, Client Relationship Development, Asset Consolidation, Sales Strategy, Goal-Based Discovery, Data Capture, Taxation, Estate Planning, Trust Planning, Succession Planning, Coaching, Analytical Skills, Problem Solving, Influence Skills, Data Driven Decision Making

Industry

Financial Services

Description
Application Deadline: 03/10/2026 Address: 90 Collier Street Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focussing on the client experience. Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group. Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required. Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results. Develops internal/external networks and referral sources to grow business within the assigned region. Ensures that the region's client experience standards for financial planning and client relationship development are met. Acts as a trusted advisor to assigned business/group. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Works closely with Investment Advisors in the development and delivery of HNW management solutions. Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches. Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients. Builds effective relationships with internal/external stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required. Generally, the SWPC is lead planner for clients with $5 - $7 million in investable assets with ability to take on larger client portfolios up to $10 million, as required. Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions. Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications. Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals. Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients. Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives. Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings. Protects the Bank’s assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study. SWPC: minimum of 3-5 years of relevant experience and post-secondary degree in related field of study. Experience in selling to Investment Advisors or HNW clients. Experience in financial planning is an asset. CFP designation (IQPF in Quebec). MBA considered an asset. LL.B/LL.L/LL.M is considered an asset. Life Insurance designation is considered an asset. Working knowledge of financial planning software (NaviPlan an asset). Trust & Estate Practitioner. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. This job posting is for a current vacancy Please note the target salary range for this specific position in $60,000 is $110,000. Salary: $61,200.00 - $114,400.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Responsibilities
This role involves providing wealth planning, guidance, and counsel focused on High Net Worth and Ultra High Net Worth clients, working collaboratively with Investment Advisors to deliver client-focused wealth strategies. Responsibilities include participating in the end-to-end planning experience, developing complex financial plans, coaching advisors, and executing sales strategies to grow client assets.
Wealth Planning Consultant at Bank of Montreal
Barrie, Ontario, Canada - Full Time
Skills Needed
Wealth Planning, Financial Planning Analysis, Client Relationship Development, Asset Consolidation, Sales Strategy, Goal Based Discovery, Data Capture, Taxation, Estate Planning, Trust Planning, Succession Planning, Coaching, Analytical Skills, Problem Solving, Influence Skills, Data Driven Decision Making
Specialization
Candidates require a minimum of 1-3 years (WPC) or 3-5 years (SWPC) of relevant experience along with a post-secondary degree, with experience selling to HNW clients or Investment Advisors being necessary. Desired qualifications include the CFP designation, an MBA, or legal/insurance designations.
Experience Required
Minimum 2 year(s)
Advisor Internship Program (AIP) (Calgary/Edmonton/Saskatoon) at Raymond James
Edmonton, Alberta, Canada - Full Time
Skills Needed
Business Building Strategies, Wealth Management, Prospecting, Outbound Calling, Social Media, Networking, Webinars, Seminars, Sales, Marketing, Client Relationship Building, Presentation Skills, Entrepreneurial Skills, Time Management, Organizational Skills, Quick Learning
Specialization
Candidates must have a university degree and/or related experience in business, finance, or economics, along with a minimum of four years of full-service brokerage or financial industry experience. Mandatory requirements include being registered or eligible for registration with CIRO and successfully completing specific required CIRO exams prior to the start date.
Experience Required
Minimum 2 year(s)
Commercial Credit Advisor, Commercial Credit Adjudication at Royal Bank of Canada
Mississauga, Ontario, Canada - Full Time
Skills Needed
Commercial Credit Underwriting, Communication, Financial Statement Analysis, Business Acumen
Specialization
Candidates must have previous commercial banking or credit experience and a degree in Finance, Commerce, Management, or an accounting-related field. Strong communication skills and knowledge of commercial financial services credit tools are also required.
Experience Required
Minimum 2 year(s)
Supervisor, Client Solutions at Aviso Wealth
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Coaching, People Management, Metrics Analysis, Contact Centre Best Practices, Operational Functions, Wealth Management, Market Knowledge, Trading Systems, Order Management, Corporate Actions, Customer Service, Issue Resolution, English Communication, French Communication, Service Excellence, Continuous Improvement
Specialization
Candidates must possess strong coaching and people management skills, the ability to use metrics to strengthen client voice, and a strong understanding of wealth management operational functions and market knowledge. Fluent English communication is required, with bilingual French skills being an asset.
Experience Required
Minimum 5 year(s)
Sales Development Representative at Tipalti
Toronto, Ontario, Canada - Full Time
Skills Needed
Lead Generation, Account Targeting, Cold Calling, Lead Development, Pipeline Growth, Sales Process Understanding, Product Value Propositions, Communication Skills, Proactive Mindset, Accountability, Collaboration, SFDC, Inside Sales Software, New Account Development, Organizational Skills, Planning Skills
Specialization
Candidates must possess a Bachelor’s Degree or equivalent, with a preference for 1+ years of inside sales software experience and a proven track record in new account development, including calling into the CXO level. The ideal applicant is highly motivated, energetic, demonstrates strong organizational skills, and is committed to meeting high activity expectations.
Lead Mobile Engineer - Android at LHV Bank
London, Ontario, Canada - Full Time
Skills Needed
Mobile Engineering, Android, Ios, Kotlin, Swift, Cloud Services, Aws, Ci/Cd, Automated Testing, Agile Delivery, Team Leadership, Stakeholder Management, User Centered Design, Technical Guidance, Performance Optimization, Security Compliance
Specialization
Candidates should have demonstrable experience in a lead or senior mobile engineering role, with strong hands-on experience in either Android or iOS development. A solid understanding of mobile architecture patterns and experience with cloud-based services is also required.
Experience Required
Minimum 5 year(s)
Product Specialist - XVA & CCR (USA/Canada) at Numerix
New York, New York, Canada - Full Time
Skills Needed
Counterparty Credit Risk, Xva, Product Management, Business Analysis, Financial Technology, Risk Management, Jira, User Experience Design, Derivative Trade Lifecycle, Quantitative Analytics, Functional Specifications, User Stories, Market Risk, Exposure Calculation, Collateral Management, Sa Ccr
Specialization
Candidates must have at least 5 years of experience in the financial services industry with strong domain expertise in Counterparty Credit Risk and XVA. A bachelor's degree in finance, mathematics, or computer science is required, along with proven experience in requirements gathering and JIRA-based project management.
Experience Required
Minimum 5 year(s)
Director - Treasury and Cash Management at Royal Bank of Canada
Edmonton, Alberta, Canada - Full Time
Skills Needed
Treasury Management, Cash Management, Relationship Management, Account Management, Sales, Revenue Growth, Client Acquisition, Portfolio Growth, Sales Planning, Marketing Planning, Business Advice, Negotiation, Stakeholder Management, Coaching, Client Strategy, Rfp Management
Specialization
Candidates must possess a minimum of 12 years of experience in bank relationship management, account management, or sales, coupled with extensive knowledge of RBC Cash Management Products and industry trends. Proven success in achieving revenue growth, exceptional client service, and strong negotiation skills with executive-level stakeholders are essential requirements.
Experience Required
Minimum 10 year(s)
Branch Assistant - 6 Month Contract at Raymond James
Calgary, Alberta, Canada - Full Time
Skills Needed
Time Management, Prioritization, Multitasking, Attention To Detail, Face To Face Etiquette, Email Etiquette, Videoconferencing Etiquette, Telephone Etiquette, Relationship Management, Flexibility, Teamwork, Professionalism, Discretion, Microsoft Office, Client Relationship Support, Problem Solving
Specialization
Candidates must possess a minimum of two years of experience in the Investment Brokerage or Financial Services Industry, along with knowledge of fundamental investment concepts and proficiency in Microsoft Office. Essential skills include strong time management, the ability to multitask under pressure, and excellent professional etiquette across various communication channels.
Experience Required
Minimum 2 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.
Senior Manager, SEO Growth at Tipalti
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Technical Seo, Inbound Marketing, Data Driven Decision Making, People Management, B2b Saas Growth, Analytical Skills, Structured Data, Web Architecture, International Seo, Budget Management, Authority Building, Digital Pr, Serp Analysis, Aeo Strategies, Geo Strategies, Cross Functional Collaboration
Specialization
Candidates should have 7-10 years of search marketing experience with a strong technical SEO foundation and proven leadership skills. Experience in scaling B2B SaaS or FinTech brands through inbound and organic growth initiatives is also required.
Experience Required
Minimum 5 year(s)
Bilingual Talent Acquisition Specialist at Raymond James
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Full Cycle Recruitment, Sourcing, Talent Acquisition, Technology Recruiting, Workforce Planning, Offer Negotiations, Onboarding Partnership, Talent Advisor, Market Insights, Data Analysis, Sourcing Strategies, Talent Pipelines, Stakeholder Management, Interview Practices, Recruitment Data, Ats Management
Specialization
Candidates must be fluent in both English and French (spoken and written) and possess over 3 years of recruiting experience, preferably in financial services or a professional business environment. A minimum of 2 years experience recruiting for technology roles with a strong understanding of technical skill sets is also required.
Experience Required
Minimum 2 year(s)
Mortgage Specialist Associate at Bank of Montreal
Calgary, Alberta, Canada - Full Time
Skills Needed
Customer Service, Relationship Management, Problem Solving, Analytical Skills, Communication Skills, Organization Skills, Collaboration Skills, Marketing Coordination, Event Coordination, Credit Application Processing, Data Analysis, Documentation Management, Negotiation Skills, Administrative Support, Financial Solutions, Regulatory Compliance
Specialization
Candidates should have 1-2 years of relevant experience or certification in a related field. A working knowledge of personal lending and mortgage products, along with good relationship management and problem-solving skills, is desirable.
Mortgage Specialist at Bank of Montreal
Calgary, Alberta, Canada - Full Time
Skills Needed
Mortgage Lending, Sales, Customer Service, Negotiation, Relationship Management, Marketing, Problem Solving, Analytical Skills, Communication, Teamwork, Networking, Regulatory Compliance, Data Analysis, Cross Selling, Community Engagement, Financial Products Knowledge
Specialization
Candidates should have 3-5 years of relevant experience and a post-secondary degree in a related field. An in-depth understanding of the mortgage lending process and strong interpersonal skills are essential.
Experience Required
Minimum 2 year(s)
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)
Client Service Assistant, Private Wealth at Bank of Montreal
Oakville, Ontario, Canada - Full Time
Skills Needed
Client Service, Organization Skills, Collaboration, Analytical Skills, Problem Solving, Communication Skills, Wealth Management Knowledge, Technology Familiarity
Specialization
Candidates should have 1-2 years of relevant banking or administrative experience, with knowledge of wealth management operations being an asset. Good communication, organization, and analytical skills are also required.
Client Advisor at Royal Bank of Canada
London, Ontario, Canada - Full Time
Skills Needed
Client Focused Sales, Problem Solving, Client Interaction, Banking Transactions, Client Education, Digital Banking Demonstration, Relationship Building, Sales Opportunities, Referral Management, Active Listening, Ownership, Conflict Resolution, Digital Literacy, Target Driven Sales, Personal Ethics, Flexibility
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.
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)
Bilingual Engagement Specialist (English/French) at Kingsdale Advisors
Toronto, Ontario, Canada - Full Time
Skills Needed
Bilingualism, Shareholder Engagement, Proxy Solicitation, Corporate Actions, Client Service, Outbound Calling, Inbound Calling, Communication, Diplomacy, Critical Thinking, Problem Solving, Attention To Detail, Adaptability, Digital Literacy, Financial Terminology, Call Center Kpis
Specialization
Candidates must possess strong verbal and written communication skills, fluency in both English and French (Quebecois preferred), and demonstrated experience in client service or call-center environments, handling high-volume interactions. Essential attributes include remaining calm and diplomatic under pressure, strong critical-thinking skills, high attention to detail, and adaptability to shifting priorities.