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Financial Services Jobs in Canada

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Customer Service Representative at Bank of Montreal
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions, Collaboration, Problem Solving, Communication, Interpersonal Skills, Digital Tools, Sales, Organization, Listening, Self Starter, Adaptability, Teamwork, Initiative, Attention To Detail, Ethical Standards
Specialization
No prior experience is necessary, but a post-secondary degree or certification in a related field is desirable. Candidates should have a high-level knowledge of personal banking products and strong interpersonal skills.
Client Advisor - Vaughan, North York, Etobicoke - Bilingual (Mandarin or Ca at Royal Bank of Canada
Vaughan, Ontario, Canada - Full Time
Skills Needed
Client Experience, Emotional Intelligence, Empathetic Communication, Digital Literacy, Flexibility, Self Motivation, Mandarin, Cantonese, Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curious Mindset
Specialization
Candidates must possess a passion for exceptional client experience, strong emotional intelligence, digital literacy across various devices, and personal flexibility to work varied hours, including extended shifts. Fluency in both English and either Mandarin or Cantonese is a mandatory requirement for this role.
Bilingual System Access Administrator, Temporary at Aviso Wealth
Montreal, Quebec, Canada - Full Time
Skills Needed
System Access Administration, Bilingualism, User Access Provisioning, Role Based Access Controls, Access Management Policies, User Access Reviews, Access Log Monitoring, Audit Documentation, Sla Management, Troubleshooting, Iam Process Improvement, Active Directory, Azure Ad, Ldap, Broadridge/Dataphile, Customer Service
Specialization
Candidates must possess a Bachelor's degree or Diploma in a related field (or equivalent experience) along with over 3 years of experience in system access administration or IAM, specifically requiring experience with Broadridge/Dataphile and fluency in both English and French. A strong understanding of RBAC, least privilege, and familiarity with Active Directory/Azure AD and IAM tools are essential.
Experience Required
Minimum 2 year(s)
Client Advisor at Royal Bank of Canada
District of North Vancouver, British Columbia, Canada - Full Time
Skills Needed
Client Focused Sales Expertise, Problem Solving, Client Education, Digital Banking Demonstration, Relationship Building, Sales, Referral Generation, Financial Transactions, Active Listening, Ownership, Adaptability, Client Centricity, Digital Literacy
Specialization
Candidates must demonstrate a passion for client service and success in a target-driven sales environment, possessing strong problem-solving and relationship-building skills. Essential requirements include flexibility, eagerness to learn, strong ethics, digital literacy across various devices, and the ability to work all business hours.
Chief of Staff Director at Affirm
, , Canada - Full Time
Skills Needed
Management Consulting, Finance, Strategy, Operations, Project Management, Strategic Planning, Financial Analysis, Communication, Influencing, Problem Solving, Business Judgment, Collaboration, Leadership Coordination, Goal Setting, Execution, Organizational Dynamics
Specialization
Candidates should have experience in management consulting, finance, or strategy roles, preferably in technology or financial services. A BA/BS in a relevant field is preferred, along with strong project management skills and the ability to influence senior leaders.
Experience Required
Minimum 5 year(s)
Engineering Manager - Merchant Experience at Paramount Commerce
Calgary, Alberta, Canada - Full Time
Skills Needed
Software Engineering, Golang, Distributed Systems, Scalability, Performance, Microservices, Event Sourcing, Kubernetes, Cloud Environments, Product Management, Technical Solutions, Code Reviews, Software Engineering Principles, Design, Architecture, Team Leadership
Specialization
Candidates should have over 5 years of software engineering experience, with at least 3 years in a leadership role. Proficiency in Golang and a strong understanding of distributed systems and microservices are essential.
Experience Required
Minimum 5 year(s)
Senior Relationship Manager, Mid Market Commercial - Healthcare Professiona at Royal Bank of Canada
Ottawa, Ontario, Canada - Full Time
Skills Needed
Business Development, Client Relationship Management, Financial Analysis, Credit Structuring, Portfolio Management, Risk Mitigation, Client Acquisition, Solution Development, Business Acumen, Client Service, Prospecting, Lead Generation, Digital Enablement, Bilingualism, Financial Statements Review
Specialization
Candidates must possess a minimum of 3-5 years of commercial banking experience, demonstrating a proven track record in business development and client relationship management. Essential requirements include credit skills covering risk assessment, financial analysis, credit structuring, and specialized industry expertise, along with full bilingual proficiency in French and English.
Experience Required
Minimum 2 year(s)
Sales Support Representative - Wealth at Royal Bank of Canada
Mississauga, Ontario, Canada - Full Time
Skills Needed
Customer Service, Sales Support, Product Support, Administrative Support, Education, Training, Quoting, Contracting, Application Completion, Rbc Systems, New Business Process, Marketing Support, Customer Inquiries Resolution, Relationship Building, Negotiation, Analytical Thinking
Specialization
Candidates must possess professional customer service skills, strong organizational abilities, initiative, proactive behavior, and excellent negotiation and analytical thinking skills. Knowledge of the insurance industry and an LLQP License are considered assets, along with post-secondary education or equivalent experience.
Senior Analyst - Model Build at Gridlines
, , Canada - Full Time
Skills Needed
Financial Modelling, Analysis, Optimization, Scenario Analysis, Stress Testing, Methodology Development, Documentation, Project Planning, Collaboration, Communication, Excel, Accounting Concepts, Project Finance, Corporate Finance, Financial Planning
Specialization
Candidates need 1-2 years of relevant experience in financial analysis within an advisory practice or large corporate setting, coupled with a degree in a numerate discipline. Strong analytical skills, a foundation in building financial models using Excel, and an appreciation of accounting and finance concepts are essential.
Bilingual Transition Administrator at Raymond James
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Bilingualism, Financial Advisor Transition Support, Policy Education, Operations Training, Compliance Knowledge, Marketing Knowledge, Technology Knowledge, Investment Products Knowledge, Process Maintenance, Relationship Management, Attention To Detail, Microsoft Office Proficiency, Time Management, Discretion, French Fluency
Specialization
Candidates must possess fluency in both English and French (spoken and written) and have three or more years of experience in the Investment Brokerage or Financial Services Industry, along with a post-secondary diploma or degree. Essential skills include proficiency in Microsoft Office, the ability to work under high-volume deadlines while maintaining detail, and strong relationship management etiquette.
Experience Required
Minimum 2 year(s)
Customer Care Representative at Primerica - Toronto, ON
North York, Ontario, Canada - Full Time
Skills Needed
Communication, Interpersonal Skills, Problem Solving, Attention To Detail, Financial Products, Crm Systems, Microsoft Office, Empathy, Organizational Skills, Time Management, Confidentiality, Professionalism, Willingness To Learn, Customer Service
Specialization
A high school diploma is required, with a preference for a bachelor's degree in finance or business. Prior customer service experience in financial services, insurance, or banking is an asset.
Beehive In-house Agency: Senior Designer (6-Month Secondment) at Lloyds Banking Group
Halifax, Nova Scotia, Canada - Full Time
Skills Needed
Adobe Creative Suite, Indesign, Photoshop, Illustrator, Figma, After Effects, Sharepoint, Creative Flair, Campaign Thinking, Detail Obsession, Communication Skills
Specialization
Candidates should be highly skilled in design tools and have a strong understanding of SharePoint. They should also possess creativity, attention to detail, and excellent communication skills.
Experience Required
Minimum 5 year(s)
Client Advisor at Royal Bank of Canada
Thunder Bay, Ontario, Canada - Full Time
Skills Needed
Client Focused Sales Expertise, Problem Solving, Client Education, Digital Banking Demonstration, Client Relationship Management, Financial Transactions Assistance, Active Listening, Conflict Resolution, Partnership Cultivation, Target Driven Sales, Digital Literacy, Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication
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 flexibility, eagerness to learn, strong ethics, digital literacy across various devices, and the ability to work all business hours.
Private Client Group Intern (Summer 2026) at Raymond James
Victoria, British Columbia, Canada - Full Time
Skills Needed
Analytical Skills, Problem Solving Skills, Microsoft Office, Excel, Powerpoint, Organizational Skills, Multitasking Abilities, Communication Skills, Interpersonal Skills
Specialization
Candidates must currently be pursuing a degree in Finance, Business Administration, or a related field and possess strong analytical and problem-solving skills. Required proficiencies include Microsoft Office, especially Excel and PowerPoint, alongside excellent organizational and communication abilities.
Lead Management Administrator at Tipalti
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Lead Administration, Salesforce, Leandata, Routing Optimization, Data Governance, Sla Monitoring, Gtm Strategy Alignment, Workflow Management, Report Development, Data Quality Assurance, Cross Functional Collaboration, Territory Planning, Marketing Operations, Sales Operations, Revops, Salesforce Administration
Specialization
Candidates must have 4+ years of relevant experience, including at least 2 years in Marketing Ops, Sales Ops, RevOps, or Salesforce Administration, with required hands-on experience in LeanData Matching & Routing. Strong proficiency in Salesforce, including object design and automation, and a deep understanding of the lead lifecycle are essential.
Experience Required
Minimum 2 year(s)
Member Advisor (High Street Branch) at First West Careers
Abbotsford, British Columbia, Canada - Full Time
Skills Needed
Member Service, Financial Advice, Sales, Customer Service, Interpersonal Skills, Digital Literacy, Risk Management, Teamwork, Communication, Flexibility, Problem Solving, Cash Handling, Process Improvement, Relationship Building, Time Management, Technical Proficiency
Specialization
Candidates must have a high school diploma or equivalent and at least 2 years of retail or customer service experience. Strong interpersonal skills and the ability to recommend products and services are essential.
Experience Required
Minimum 2 year(s)
Head of Group Purchasing Organization - Hospitality at Valsoft Corporation
Montreal, Quebec, Canada - Full Time
Skills Needed
Business Unit Building, Vendor Partnership Structuring, Commercial Aggregation, Negotiation, Monetization Models, Gpo Operations, Revenue Scaling, Supplier Relationship Management, Spend Analysis, Governance Establishment, Financial Tracking, Roadmap Development, Contract Negotiation, Rebate Structuring, Customer Adoption, Commercial Instinct
Specialization
The ideal candidate must be a commercially driven builder with 6-10+ years of direct experience in a Group Purchasing Organization or similar commercial aggregation model. Proven success in launching or scaling a GPO, negotiating national supplier agreements, and structuring vendor-funded monetization models is essential.
Experience Required
Minimum 10 year(s)
Sales Account Manager I at Brex
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Account Management, Relationship Management, Revenue Generation, Customer Retention, Platform Adoption, Workflow Analysis, Stakeholder Management, Proposal Creation, Price Negotiation, Cross Functional Collaboration, Forecasting, Crm Hygiene, Business Reviews, Data Analysis, Business Acumen, Sales
Specialization
Candidates must have over two years of experience in customer-facing roles managing a book of business, owning account health, executive relationships, renewals, and expansion strategy. A strong finance-first mindset, comfort speaking the language of finance executives, and experience with financial technology ecosystems are essential.
Experience Required
Minimum 2 year(s)
Senior Software Developer at ONTARIO TEACHERS PENSION PLAN SEA PRIVATE LIMITED
Toronto, Ontario, Canada - Full Time
Skills Needed
Software Development, System Design, Technical Leadership, Mentoring, Python, T Sql/Sql, .Net, Microsoft Ssis, Aks, Kubernetes, Continuous Delivery, Test Automation, Test Driven Development, Data Modelling, Soa, Angular
Specialization
Candidates need a Computer Science or Engineering degree or equivalent experience, with a minimum of 5 years of professional software development experience and expert knowledge of current information systems theories. Required technical experience includes data modeling, system integration using SOA, and proficiency with Python, T-SQL/SQL, .NET, Microsoft SSIS, and deploying applications on AKS.
Experience Required
Minimum 5 year(s)
Director, Application Support and SRE at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Software Engineering, Sre, Devops, Cloud, Data, People Management, Ai, Distributed Systems, Mainframe, Apis, Databases, Incident Management, Problem Management, Automation, Negotiation, Stakeholder Management
Specialization
Candidates must possess over 5 years in software engineering (SRE, DevOps, Cloud, Data) combined with 5+ years of people management experience, including deep knowledge of SRE industry practices across various technologies. Essential requirements also include proven leadership in driving technical excellence, comprehensive understanding of AI's potential, strong domain knowledge, and exceptional communication and negotiation skills.
Experience Required
Minimum 5 year(s)
Customer Service Representative at Bank of Montreal
Vancouver, British Columbia, Canada -
Full Time

Start Date

Immediate

Expiry Date

24 Apr, 26

Salary

47250.0

Posted On

24 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Service, Financial Solutions, Collaboration, Problem Solving, Communication, Interpersonal Skills, Digital Tools, Sales, Organization, Listening, Self-Starter, Adaptability, Teamwork, Initiative, Attention to Detail, Ethical Standards

Industry

Financial Services

Description
Application Deadline: 02/20/2026 Address: 3290 Grandview Highway Job Family Group: Retail Banking Sales & Service Fluency in English and Cantonese preferred. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Identifies customer needs and initiates referrals to BMO colleagues. Supports customer requests for banking services, including handling transactions and customer inquiries. Welcomes customers warmly and meets their banking service and transactional needs with seamless execution. Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Escalates complex or unresolved customer situations to managers as required. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU). Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements. Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer’s experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes standardized tasks under supervision. Performs initial problem solving within given rules/limits & escalates when required. Broader work or accountabilities may be assigned as needed. Qualifications: No prior experience necessary; post-secondary degree or certification in related field of study is desirable. High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs. Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications. Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits. Projects a professional presence. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. A focus on delivering a personal experience to customers. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic knowledge learned on the job. Verbal & written communication skills - Basic (in business environment). Organization skills - Basic (in business environment). Collaboration & team skills - Basic (in business environment). Salary: $34,750.00 - $47,250.00 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
The Customer Service Representative delivers exceptional service to customers, identifies their needs, and provides guidance on financial solutions. They also support banking services, handle transactions, and collaborate with branch partners to enhance the customer experience.
Customer Service Representative at Bank of Montreal
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions, Collaboration, Problem Solving, Communication, Interpersonal Skills, Digital Tools, Sales, Organization, Listening, Self Starter, Adaptability, Teamwork, Initiative, Attention To Detail, Ethical Standards
Specialization
No prior experience is necessary, but a post-secondary degree or certification in a related field is desirable. Candidates should have a high-level knowledge of personal banking products and strong interpersonal skills.
Client Advisor - Vaughan, North York, Etobicoke - Bilingual (Mandarin or Ca at Royal Bank of Canada
Vaughan, Ontario, Canada - Full Time
Skills Needed
Client Experience, Emotional Intelligence, Empathetic Communication, Digital Literacy, Flexibility, Self Motivation, Mandarin, Cantonese, Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curious Mindset
Specialization
Candidates must possess a passion for exceptional client experience, strong emotional intelligence, digital literacy across various devices, and personal flexibility to work varied hours, including extended shifts. Fluency in both English and either Mandarin or Cantonese is a mandatory requirement for this role.
Bilingual System Access Administrator, Temporary at Aviso Wealth
Montreal, Quebec, Canada - Full Time
Skills Needed
System Access Administration, Bilingualism, User Access Provisioning, Role Based Access Controls, Access Management Policies, User Access Reviews, Access Log Monitoring, Audit Documentation, Sla Management, Troubleshooting, Iam Process Improvement, Active Directory, Azure Ad, Ldap, Broadridge/Dataphile, Customer Service
Specialization
Candidates must possess a Bachelor's degree or Diploma in a related field (or equivalent experience) along with over 3 years of experience in system access administration or IAM, specifically requiring experience with Broadridge/Dataphile and fluency in both English and French. A strong understanding of RBAC, least privilege, and familiarity with Active Directory/Azure AD and IAM tools are essential.
Experience Required
Minimum 2 year(s)
Client Advisor at Royal Bank of Canada
District of North Vancouver, British Columbia, Canada - Full Time
Skills Needed
Client Focused Sales Expertise, Problem Solving, Client Education, Digital Banking Demonstration, Relationship Building, Sales, Referral Generation, Financial Transactions, Active Listening, Ownership, Adaptability, Client Centricity, Digital Literacy
Specialization
Candidates must demonstrate a passion for client service and success in a target-driven sales environment, possessing strong problem-solving and relationship-building skills. Essential requirements include flexibility, eagerness to learn, strong ethics, digital literacy across various devices, and the ability to work all business hours.
Chief of Staff Director at Affirm
, , Canada - Full Time
Skills Needed
Management Consulting, Finance, Strategy, Operations, Project Management, Strategic Planning, Financial Analysis, Communication, Influencing, Problem Solving, Business Judgment, Collaboration, Leadership Coordination, Goal Setting, Execution, Organizational Dynamics
Specialization
Candidates should have experience in management consulting, finance, or strategy roles, preferably in technology or financial services. A BA/BS in a relevant field is preferred, along with strong project management skills and the ability to influence senior leaders.
Experience Required
Minimum 5 year(s)
Engineering Manager - Merchant Experience at Paramount Commerce
Calgary, Alberta, Canada - Full Time
Skills Needed
Software Engineering, Golang, Distributed Systems, Scalability, Performance, Microservices, Event Sourcing, Kubernetes, Cloud Environments, Product Management, Technical Solutions, Code Reviews, Software Engineering Principles, Design, Architecture, Team Leadership
Specialization
Candidates should have over 5 years of software engineering experience, with at least 3 years in a leadership role. Proficiency in Golang and a strong understanding of distributed systems and microservices are essential.
Experience Required
Minimum 5 year(s)
Senior Relationship Manager, Mid Market Commercial - Healthcare Professiona at Royal Bank of Canada
Ottawa, Ontario, Canada - Full Time
Skills Needed
Business Development, Client Relationship Management, Financial Analysis, Credit Structuring, Portfolio Management, Risk Mitigation, Client Acquisition, Solution Development, Business Acumen, Client Service, Prospecting, Lead Generation, Digital Enablement, Bilingualism, Financial Statements Review
Specialization
Candidates must possess a minimum of 3-5 years of commercial banking experience, demonstrating a proven track record in business development and client relationship management. Essential requirements include credit skills covering risk assessment, financial analysis, credit structuring, and specialized industry expertise, along with full bilingual proficiency in French and English.
Experience Required
Minimum 2 year(s)
Sales Support Representative - Wealth at Royal Bank of Canada
Mississauga, Ontario, Canada - Full Time
Skills Needed
Customer Service, Sales Support, Product Support, Administrative Support, Education, Training, Quoting, Contracting, Application Completion, Rbc Systems, New Business Process, Marketing Support, Customer Inquiries Resolution, Relationship Building, Negotiation, Analytical Thinking
Specialization
Candidates must possess professional customer service skills, strong organizational abilities, initiative, proactive behavior, and excellent negotiation and analytical thinking skills. Knowledge of the insurance industry and an LLQP License are considered assets, along with post-secondary education or equivalent experience.
Senior Analyst - Model Build at Gridlines
, , Canada - Full Time
Skills Needed
Financial Modelling, Analysis, Optimization, Scenario Analysis, Stress Testing, Methodology Development, Documentation, Project Planning, Collaboration, Communication, Excel, Accounting Concepts, Project Finance, Corporate Finance, Financial Planning
Specialization
Candidates need 1-2 years of relevant experience in financial analysis within an advisory practice or large corporate setting, coupled with a degree in a numerate discipline. Strong analytical skills, a foundation in building financial models using Excel, and an appreciation of accounting and finance concepts are essential.
Bilingual Transition Administrator at Raymond James
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Bilingualism, Financial Advisor Transition Support, Policy Education, Operations Training, Compliance Knowledge, Marketing Knowledge, Technology Knowledge, Investment Products Knowledge, Process Maintenance, Relationship Management, Attention To Detail, Microsoft Office Proficiency, Time Management, Discretion, French Fluency
Specialization
Candidates must possess fluency in both English and French (spoken and written) and have three or more years of experience in the Investment Brokerage or Financial Services Industry, along with a post-secondary diploma or degree. Essential skills include proficiency in Microsoft Office, the ability to work under high-volume deadlines while maintaining detail, and strong relationship management etiquette.
Experience Required
Minimum 2 year(s)
Customer Care Representative at Primerica - Toronto, ON
North York, Ontario, Canada - Full Time
Skills Needed
Communication, Interpersonal Skills, Problem Solving, Attention To Detail, Financial Products, Crm Systems, Microsoft Office, Empathy, Organizational Skills, Time Management, Confidentiality, Professionalism, Willingness To Learn, Customer Service
Specialization
A high school diploma is required, with a preference for a bachelor's degree in finance or business. Prior customer service experience in financial services, insurance, or banking is an asset.
Beehive In-house Agency: Senior Designer (6-Month Secondment) at Lloyds Banking Group
Halifax, Nova Scotia, Canada - Full Time
Skills Needed
Adobe Creative Suite, Indesign, Photoshop, Illustrator, Figma, After Effects, Sharepoint, Creative Flair, Campaign Thinking, Detail Obsession, Communication Skills
Specialization
Candidates should be highly skilled in design tools and have a strong understanding of SharePoint. They should also possess creativity, attention to detail, and excellent communication skills.
Experience Required
Minimum 5 year(s)
Client Advisor at Royal Bank of Canada
Thunder Bay, Ontario, Canada - Full Time
Skills Needed
Client Focused Sales Expertise, Problem Solving, Client Education, Digital Banking Demonstration, Client Relationship Management, Financial Transactions Assistance, Active Listening, Conflict Resolution, Partnership Cultivation, Target Driven Sales, Digital Literacy, Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication
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 flexibility, eagerness to learn, strong ethics, digital literacy across various devices, and the ability to work all business hours.
Private Client Group Intern (Summer 2026) at Raymond James
Victoria, British Columbia, Canada - Full Time
Skills Needed
Analytical Skills, Problem Solving Skills, Microsoft Office, Excel, Powerpoint, Organizational Skills, Multitasking Abilities, Communication Skills, Interpersonal Skills
Specialization
Candidates must currently be pursuing a degree in Finance, Business Administration, or a related field and possess strong analytical and problem-solving skills. Required proficiencies include Microsoft Office, especially Excel and PowerPoint, alongside excellent organizational and communication abilities.
Lead Management Administrator at Tipalti
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Lead Administration, Salesforce, Leandata, Routing Optimization, Data Governance, Sla Monitoring, Gtm Strategy Alignment, Workflow Management, Report Development, Data Quality Assurance, Cross Functional Collaboration, Territory Planning, Marketing Operations, Sales Operations, Revops, Salesforce Administration
Specialization
Candidates must have 4+ years of relevant experience, including at least 2 years in Marketing Ops, Sales Ops, RevOps, or Salesforce Administration, with required hands-on experience in LeanData Matching & Routing. Strong proficiency in Salesforce, including object design and automation, and a deep understanding of the lead lifecycle are essential.
Experience Required
Minimum 2 year(s)
Member Advisor (High Street Branch) at First West Careers
Abbotsford, British Columbia, Canada - Full Time
Skills Needed
Member Service, Financial Advice, Sales, Customer Service, Interpersonal Skills, Digital Literacy, Risk Management, Teamwork, Communication, Flexibility, Problem Solving, Cash Handling, Process Improvement, Relationship Building, Time Management, Technical Proficiency
Specialization
Candidates must have a high school diploma or equivalent and at least 2 years of retail or customer service experience. Strong interpersonal skills and the ability to recommend products and services are essential.
Experience Required
Minimum 2 year(s)
Head of Group Purchasing Organization - Hospitality at Valsoft Corporation
Montreal, Quebec, Canada - Full Time
Skills Needed
Business Unit Building, Vendor Partnership Structuring, Commercial Aggregation, Negotiation, Monetization Models, Gpo Operations, Revenue Scaling, Supplier Relationship Management, Spend Analysis, Governance Establishment, Financial Tracking, Roadmap Development, Contract Negotiation, Rebate Structuring, Customer Adoption, Commercial Instinct
Specialization
The ideal candidate must be a commercially driven builder with 6-10+ years of direct experience in a Group Purchasing Organization or similar commercial aggregation model. Proven success in launching or scaling a GPO, negotiating national supplier agreements, and structuring vendor-funded monetization models is essential.
Experience Required
Minimum 10 year(s)
Sales Account Manager I at Brex
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Account Management, Relationship Management, Revenue Generation, Customer Retention, Platform Adoption, Workflow Analysis, Stakeholder Management, Proposal Creation, Price Negotiation, Cross Functional Collaboration, Forecasting, Crm Hygiene, Business Reviews, Data Analysis, Business Acumen, Sales
Specialization
Candidates must have over two years of experience in customer-facing roles managing a book of business, owning account health, executive relationships, renewals, and expansion strategy. A strong finance-first mindset, comfort speaking the language of finance executives, and experience with financial technology ecosystems are essential.
Experience Required
Minimum 2 year(s)
Senior Software Developer at ONTARIO TEACHERS PENSION PLAN SEA PRIVATE LIMITED
Toronto, Ontario, Canada - Full Time
Skills Needed
Software Development, System Design, Technical Leadership, Mentoring, Python, T Sql/Sql, .Net, Microsoft Ssis, Aks, Kubernetes, Continuous Delivery, Test Automation, Test Driven Development, Data Modelling, Soa, Angular
Specialization
Candidates need a Computer Science or Engineering degree or equivalent experience, with a minimum of 5 years of professional software development experience and expert knowledge of current information systems theories. Required technical experience includes data modeling, system integration using SOA, and proficiency with Python, T-SQL/SQL, .NET, Microsoft SSIS, and deploying applications on AKS.
Experience Required
Minimum 5 year(s)
Director, Application Support and SRE at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Software Engineering, Sre, Devops, Cloud, Data, People Management, Ai, Distributed Systems, Mainframe, Apis, Databases, Incident Management, Problem Management, Automation, Negotiation, Stakeholder Management
Specialization
Candidates must possess over 5 years in software engineering (SRE, DevOps, Cloud, Data) combined with 5+ years of people management experience, including deep knowledge of SRE industry practices across various technologies. Essential requirements also include proven leadership in driving technical excellence, comprehensive understanding of AI's potential, strong domain knowledge, and exceptional communication and negotiation skills.
Experience Required
Minimum 5 year(s)