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Financial Services Jobs in Canada

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C++ Developer (Hybrid) at Morgan Stanley
Montreal, Quebec, Canada - Full Time
Skills Needed
C++, Object Oriented Programming, Perl, Python, Shell, Unix, Sql, Sdlc, Java, Financial Products, Otc Derivatives, Counterparty Risk, Margining, Collateral, Confirmation Systems
Specialization
Candidates should have 2-5 years of experience in C++ and scripting languages such as Perl, Python, or Shell. Familiarity with SQL and financial systems related to counterparty risk and margining is also required.
Experience Required
Minimum 2 year(s)
Insurance Advisor, Home and Auto - Advice Centre (Bilingual) at Royal Bank of Canada
Beaconsfield, Quebec, Canada - Full Time
Skills Needed
Adaptability, Advice Based Solutions, Client Discovery, Communication, Critical Thinking, Curiosity, Customer Service, Digital Literacy
Specialization
Must be willing and able to obtain the necessary insurance certifications and licenses. Bilingualism in English and French is required, along with exceptional customer service skills.
Sr. Compliance Manager at Wise
Ottawa, Ontario, Canada - Full Time
Skills Needed
Compliance, Anti Money Laundering, Regulatory Relationships, Ciro Rules, National Instruments, Problem Solving, Leadership, Communication, Investment Dealer, Financial Crime, Regulatory Compliance, Market Conduct Rules, Compliance Reporting, Advisory Skills, Policy Development, Team Management
Specialization
Candidates should have over 5 years of experience in a senior compliance leadership role at a CIRO-regulated Investment Dealer and possess expert knowledge of relevant regulations. Strong communication and leadership skills are essential, along with a proactive approach to problem-solving.
Experience Required
Minimum 5 year(s)
Principal Crypto & Digital Assets Architect at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Applications Architecture, Application Security, Cloud Computing, Critical Thinking, Data Architecture, Decision Making, Detail Oriented, Enterprise Application Delivery, Industry Knowledge, Multi Level Communication
Specialization
Candidates must have 8+ years of experience in enterprise architecture, with at least 3+ years focused on blockchain or digital assets. Deep technical expertise in blockchain platforms and understanding of cryptocurrency regulations are essential.
Experience Required
Minimum 10 year(s)
Adjoint ou Adjointe à la gestion du centre financier at Sun Life
, , Canada - Full Time
Skills Needed
Customer Service, Communication, Organization, Problem Solving, Time Management, Teamwork, Initiative, Technical Support, Microsoft Office, Salesforce.Com, Sharepoint, Oracle
Specialization
Candidates should have strong organizational skills and excellent computer knowledge. A high school diploma and 3 to 6 years of experience, or an equivalent combination of education and experience, are required.
Experience Required
Minimum 2 year(s)
Senior Developer Operations at Sun Life
Toronto, Ontario, Canada - Full Time
Skills Needed
Amazon Connect, Aws Services, Lambda Functions, Ivr Systems, Dynamodb, S3, Api Gateway, Crm Solutions, Web Technologies, Restful Apis, Problem Solving, Analytical Skills, Communication, Collaboration, Telephony Concepts, Voip Technologies
Specialization
Candidates should have a bachelor's degree in a related field and at least 3 years of experience with Amazon Connect and AWS services. Strong programming skills and familiarity with contact center technologies are also required.
Experience Required
Minimum 2 year(s)
DevOps Engineering Specialist - Python (Hybrid) at Morgan Stanley
Montreal, Quebec, Canada - Full Time
Skills Needed
Python, Java, Tomcat, Apache, Linux, Sql, Networking, Load Balancing, Application Security, Kerberos, Oauth, Jenkins, Continuous Integration, Ansible, Message Queue
Specialization
Minimum 6 years of experience in Software Engineering or Dev/Ops with at least 3 years in Python and knowledge of Java. Experience with Tomcat, Linux, relational databases, application security, and CI/CD pipelines is also required.
Experience Required
Minimum 5 year(s)
Finance Data Analyst, Commercial Finance at Computershare Deutschland GmbH Co KG
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Data Management, Data Analysis, Quantitative Analysis, Qualitative Analysis, Financial Modelling, Database Skills, Visualization Software, Python, Sql, Data Warehousing, Statistical Programming, Business Intelligence, Erp Experience, Cfa, Aca, Acca
Specialization
Candidates should have a minimum of 2 years of financial and analytical experience, along with a bachelor's degree in a numeracy-related discipline. Experience in data management and analysis, particularly in a financial services or fintech environment, is 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)
Private Client Associate at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance And Follow Through, Product Services, Sales Activities
Specialization
Candidates must have a university degree, CSC/CPH certification, and a minimum of 2 years' experience in a similar role within the investment industry. Advanced proficiency in MS Office and the ability to work under pressure are also required.
Experience Required
Minimum 2 year(s)
Executive Assistant/Divisional Coordinator at Aviso Wealth
Toronto, Ontario, Canada - Full Time
Skills Needed
Email Management, Calendar Management, Meeting Coordination, Event Coordination, Travel Planning, Invoice Management, Document Management, Professionalism, Collaboration, Communication, Organizational Skills, Attention To Detail, Proactivity, Client Service, Continuous Improvement, Budget Tracking
Specialization
Candidates should possess a college degree and at least 5 years of experience supporting senior executives, with advanced proficiency in Microsoft Office. Experience in the wealth management industry is preferred, along with strong organizational and communication skills.
Experience Required
Minimum 5 year(s)
Mortgage Specialist Georgetown at Bank of Montreal
Halton Hills, Ontario, 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, Trust Services
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)
Machine Learning Developer (Hybrid) at Morgan Stanley
Montreal, Quebec, Canada - Full Time
Skills Needed
Machine Learning, Data Engineering, Python, Spark, Sql, Mlops, Feature Engineering, Big Data, Java, Scala, Databricks, Snowflake, Azure Machine Learning, React, Analytics, Code Optimization
Specialization
Bachelor's degree in a technical field and 5+ years of relevant experience in software development or machine learning applications are required. Proficiency in Python, SQL, and exposure to modern AI technologies is essential.
Experience Required
Minimum 5 year(s)
Associé(e), Sélection de titres – Actions actives (secteur des soins de san at CPP Investments
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Modeling, Valuation Analysis, Investment Research, Analytical Skills, Problem Solving, Healthcare Sector Knowledge, Communication Skills, Initiative, Organizational Skills, Collaboration, Data Analysis, Statistical Methods, Investment Strategies, Market Trends, Financial Analysis, Excel
Specialization
Candidates should have a university degree in a relevant field and 3 to 5 years of relevant experience in financial services. Strong financial modeling skills and a passion for investment analysis, particularly in the healthcare sector, are essential.
Experience Required
Minimum 2 year(s)
Transition Planner at Raymond James
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Investment Concepts, Microsoft Office, Problem Solving, Customer Service, Collaboration, Attention To Detail, Confidentiality, Communication, Videoconferencing, Telephone Etiquette, Relationship Management, Dataphile
Specialization
Candidates should have a post-secondary diploma or degree and at least 3 years of experience in the Investment Brokerage or Financial Services Industry. Knowledge of investment concepts and proficiency in Microsoft Office are essential, along with excellent problem-solving and customer service skills.
Experience Required
Minimum 2 year(s)
Customer Service Representative at Bank of Montreal
Rivière-du-Loup, Quebec, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions, Collaboration, Problem Solving, Interpersonal Skills, Digital Tools, Communication, Organization, Sales, Teamwork, Listening, Initiative, Adaptability, Creativity, Risk Management, Compliance
Specialization
No prior experience is necessary, but a post-secondary degree or certification in a related field is desirable. Candidates should possess strong interpersonal skills and a commitment to helping customers.
Service Team Lead, Operations - WMC Fee Billing at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Adaptability, Business Performance Management, Critical Thinking, Customer Service, Decision Making, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Process Improvements, Time Management
Specialization
A 4-year degree or equivalent experience in operations or financial services is required, along with proven leadership skills. Candidates should have strong problem-solving abilities and proficiency in Windows-based tools.
Experience Required
Minimum 2 year(s)
Business Developer (FX Sales) at Ebury
Vancouver, British Columbia, Canada - Full Time
Skills Needed
B2b Sales, Client Facing, Communication Skills, Interpersonal Skills, Negotiation, Presentation, Financial Markets, Global Trade, Sales Skills, Networking, Research, Tailored Approach, Onboarding, Mentorship, Team Collaboration, Career Development
Specialization
Enthusiastic, highly motivated recent graduates are preferred, with a desire or experience in B2B sales or a client-facing environment. Strong interpersonal and communication skills, along with a genuine interest in financial markets, are essential.
AML Manager at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Risk Management, Compliance, Analytical Skills, Problem Solving, Communication Skills, Collaboration, Program Management, Change Management, Stakeholder Management, Training, Monitoring, Documentation, Regulatory Knowledge, Data Analysis, Internal Controls, Strategic Planning, Quality Control
Specialization
Candidates should have 5-7 years of relevant experience and a post-secondary degree in a related field. Strong program management, communication, and analytical skills are essential for this role.
Experience Required
Minimum 5 year(s)
Taxation and Advanced Case Life Insurance Specialist at Royal Bank of Canada
Mississauga, Ontario, Canada - Full Time
Skills Needed
Tax Planning, Estate Planning, Sales Strategies, Wealth Preservation, Wealth Transfer, Client Relationship Management, Continuous Learning, Insurance Concepts, Bilingualism, Leadership, Collaboration, Communication, Financial Planning, Civil Code Knowledge, Life Insurance, Living Benefit Products
Specialization
Candidates must have a provincial life insurance license or CFP, along with at least 5 years of sales experience in the life insurance industry. Bilingualism in English and French is required, along with a strong understanding of wealth preservation and transfer concepts.
Experience Required
Minimum 5 year(s)
C++ Developer (Hybrid) at Morgan Stanley
Montreal, Quebec, Canada -
Full Time

Start Date

Immediate

Expiry Date

07 Apr, 26

Salary

0.0

Posted On

07 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

C++, Object Oriented Programming, Perl, Python, Shell, UNIX, SQL, SDLC, Java, Financial Products, OTC Derivatives, Counterparty Risk, Margining, Collateral, Confirmation Systems

Industry

Financial Services

Description
2-5 years of experience in C++ Object Oriented Programming (OOP) Scripting languages - Perl/Python/Shell as well as UNIX platform experience. Database - Ability to write SQLs Understanding of SDLC Java Prior experience with financial products, particularly OTC Derivatives Exposure to counterparty risk, margining, collateral or confirmation systems Build a career with impact. Visit morganstanley.com for more information. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.
Responsibilities
The C++ Developer will work on financial products, particularly focusing on OTC Derivatives and related systems. Responsibilities include developing and maintaining software solutions in a collaborative environment.
C++ Developer (Hybrid) at Morgan Stanley
Montreal, Quebec, Canada - Full Time
Skills Needed
C++, Object Oriented Programming, Perl, Python, Shell, Unix, Sql, Sdlc, Java, Financial Products, Otc Derivatives, Counterparty Risk, Margining, Collateral, Confirmation Systems
Specialization
Candidates should have 2-5 years of experience in C++ and scripting languages such as Perl, Python, or Shell. Familiarity with SQL and financial systems related to counterparty risk and margining is also required.
Experience Required
Minimum 2 year(s)
Insurance Advisor, Home and Auto - Advice Centre (Bilingual) at Royal Bank of Canada
Beaconsfield, Quebec, Canada - Full Time
Skills Needed
Adaptability, Advice Based Solutions, Client Discovery, Communication, Critical Thinking, Curiosity, Customer Service, Digital Literacy
Specialization
Must be willing and able to obtain the necessary insurance certifications and licenses. Bilingualism in English and French is required, along with exceptional customer service skills.
Sr. Compliance Manager at Wise
Ottawa, Ontario, Canada - Full Time
Skills Needed
Compliance, Anti Money Laundering, Regulatory Relationships, Ciro Rules, National Instruments, Problem Solving, Leadership, Communication, Investment Dealer, Financial Crime, Regulatory Compliance, Market Conduct Rules, Compliance Reporting, Advisory Skills, Policy Development, Team Management
Specialization
Candidates should have over 5 years of experience in a senior compliance leadership role at a CIRO-regulated Investment Dealer and possess expert knowledge of relevant regulations. Strong communication and leadership skills are essential, along with a proactive approach to problem-solving.
Experience Required
Minimum 5 year(s)
Principal Crypto & Digital Assets Architect at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Applications Architecture, Application Security, Cloud Computing, Critical Thinking, Data Architecture, Decision Making, Detail Oriented, Enterprise Application Delivery, Industry Knowledge, Multi Level Communication
Specialization
Candidates must have 8+ years of experience in enterprise architecture, with at least 3+ years focused on blockchain or digital assets. Deep technical expertise in blockchain platforms and understanding of cryptocurrency regulations are essential.
Experience Required
Minimum 10 year(s)
Adjoint ou Adjointe à la gestion du centre financier at Sun Life
, , Canada - Full Time
Skills Needed
Customer Service, Communication, Organization, Problem Solving, Time Management, Teamwork, Initiative, Technical Support, Microsoft Office, Salesforce.Com, Sharepoint, Oracle
Specialization
Candidates should have strong organizational skills and excellent computer knowledge. A high school diploma and 3 to 6 years of experience, or an equivalent combination of education and experience, are required.
Experience Required
Minimum 2 year(s)
Senior Developer Operations at Sun Life
Toronto, Ontario, Canada - Full Time
Skills Needed
Amazon Connect, Aws Services, Lambda Functions, Ivr Systems, Dynamodb, S3, Api Gateway, Crm Solutions, Web Technologies, Restful Apis, Problem Solving, Analytical Skills, Communication, Collaboration, Telephony Concepts, Voip Technologies
Specialization
Candidates should have a bachelor's degree in a related field and at least 3 years of experience with Amazon Connect and AWS services. Strong programming skills and familiarity with contact center technologies are also required.
Experience Required
Minimum 2 year(s)
DevOps Engineering Specialist - Python (Hybrid) at Morgan Stanley
Montreal, Quebec, Canada - Full Time
Skills Needed
Python, Java, Tomcat, Apache, Linux, Sql, Networking, Load Balancing, Application Security, Kerberos, Oauth, Jenkins, Continuous Integration, Ansible, Message Queue
Specialization
Minimum 6 years of experience in Software Engineering or Dev/Ops with at least 3 years in Python and knowledge of Java. Experience with Tomcat, Linux, relational databases, application security, and CI/CD pipelines is also required.
Experience Required
Minimum 5 year(s)
Finance Data Analyst, Commercial Finance at Computershare Deutschland GmbH Co KG
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Data Management, Data Analysis, Quantitative Analysis, Qualitative Analysis, Financial Modelling, Database Skills, Visualization Software, Python, Sql, Data Warehousing, Statistical Programming, Business Intelligence, Erp Experience, Cfa, Aca, Acca
Specialization
Candidates should have a minimum of 2 years of financial and analytical experience, along with a bachelor's degree in a numeracy-related discipline. Experience in data management and analysis, particularly in a financial services or fintech environment, is 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)
Private Client Associate at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance And Follow Through, Product Services, Sales Activities
Specialization
Candidates must have a university degree, CSC/CPH certification, and a minimum of 2 years' experience in a similar role within the investment industry. Advanced proficiency in MS Office and the ability to work under pressure are also required.
Experience Required
Minimum 2 year(s)
Executive Assistant/Divisional Coordinator at Aviso Wealth
Toronto, Ontario, Canada - Full Time
Skills Needed
Email Management, Calendar Management, Meeting Coordination, Event Coordination, Travel Planning, Invoice Management, Document Management, Professionalism, Collaboration, Communication, Organizational Skills, Attention To Detail, Proactivity, Client Service, Continuous Improvement, Budget Tracking
Specialization
Candidates should possess a college degree and at least 5 years of experience supporting senior executives, with advanced proficiency in Microsoft Office. Experience in the wealth management industry is preferred, along with strong organizational and communication skills.
Experience Required
Minimum 5 year(s)
Mortgage Specialist Georgetown at Bank of Montreal
Halton Hills, Ontario, 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, Trust Services
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)
Machine Learning Developer (Hybrid) at Morgan Stanley
Montreal, Quebec, Canada - Full Time
Skills Needed
Machine Learning, Data Engineering, Python, Spark, Sql, Mlops, Feature Engineering, Big Data, Java, Scala, Databricks, Snowflake, Azure Machine Learning, React, Analytics, Code Optimization
Specialization
Bachelor's degree in a technical field and 5+ years of relevant experience in software development or machine learning applications are required. Proficiency in Python, SQL, and exposure to modern AI technologies is essential.
Experience Required
Minimum 5 year(s)
Associé(e), Sélection de titres – Actions actives (secteur des soins de san at CPP Investments
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Modeling, Valuation Analysis, Investment Research, Analytical Skills, Problem Solving, Healthcare Sector Knowledge, Communication Skills, Initiative, Organizational Skills, Collaboration, Data Analysis, Statistical Methods, Investment Strategies, Market Trends, Financial Analysis, Excel
Specialization
Candidates should have a university degree in a relevant field and 3 to 5 years of relevant experience in financial services. Strong financial modeling skills and a passion for investment analysis, particularly in the healthcare sector, are essential.
Experience Required
Minimum 2 year(s)
Transition Planner at Raymond James
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Investment Concepts, Microsoft Office, Problem Solving, Customer Service, Collaboration, Attention To Detail, Confidentiality, Communication, Videoconferencing, Telephone Etiquette, Relationship Management, Dataphile
Specialization
Candidates should have a post-secondary diploma or degree and at least 3 years of experience in the Investment Brokerage or Financial Services Industry. Knowledge of investment concepts and proficiency in Microsoft Office are essential, along with excellent problem-solving and customer service skills.
Experience Required
Minimum 2 year(s)
Customer Service Representative at Bank of Montreal
Rivière-du-Loup, Quebec, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions, Collaboration, Problem Solving, Interpersonal Skills, Digital Tools, Communication, Organization, Sales, Teamwork, Listening, Initiative, Adaptability, Creativity, Risk Management, Compliance
Specialization
No prior experience is necessary, but a post-secondary degree or certification in a related field is desirable. Candidates should possess strong interpersonal skills and a commitment to helping customers.
Service Team Lead, Operations - WMC Fee Billing at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Adaptability, Business Performance Management, Critical Thinking, Customer Service, Decision Making, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Process Improvements, Time Management
Specialization
A 4-year degree or equivalent experience in operations or financial services is required, along with proven leadership skills. Candidates should have strong problem-solving abilities and proficiency in Windows-based tools.
Experience Required
Minimum 2 year(s)
Business Developer (FX Sales) at Ebury
Vancouver, British Columbia, Canada - Full Time
Skills Needed
B2b Sales, Client Facing, Communication Skills, Interpersonal Skills, Negotiation, Presentation, Financial Markets, Global Trade, Sales Skills, Networking, Research, Tailored Approach, Onboarding, Mentorship, Team Collaboration, Career Development
Specialization
Enthusiastic, highly motivated recent graduates are preferred, with a desire or experience in B2B sales or a client-facing environment. Strong interpersonal and communication skills, along with a genuine interest in financial markets, are essential.
AML Manager at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Risk Management, Compliance, Analytical Skills, Problem Solving, Communication Skills, Collaboration, Program Management, Change Management, Stakeholder Management, Training, Monitoring, Documentation, Regulatory Knowledge, Data Analysis, Internal Controls, Strategic Planning, Quality Control
Specialization
Candidates should have 5-7 years of relevant experience and a post-secondary degree in a related field. Strong program management, communication, and analytical skills are essential for this role.
Experience Required
Minimum 5 year(s)
Taxation and Advanced Case Life Insurance Specialist at Royal Bank of Canada
Mississauga, Ontario, Canada - Full Time
Skills Needed
Tax Planning, Estate Planning, Sales Strategies, Wealth Preservation, Wealth Transfer, Client Relationship Management, Continuous Learning, Insurance Concepts, Bilingualism, Leadership, Collaboration, Communication, Financial Planning, Civil Code Knowledge, Life Insurance, Living Benefit Products
Specialization
Candidates must have a provincial life insurance license or CFP, along with at least 5 years of sales experience in the life insurance industry. Bilingualism in English and French is required, along with a strong understanding of wealth preservation and transfer concepts.
Experience Required
Minimum 5 year(s)