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Financial Services Jobs in Canada

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Investment Advisor at Royal Bank of Canada
Surrey, British Columbia, Canada - Full Time
Skills Needed
Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services, Financial Planning, Portfolio Management, Business Development, Outbound Sales, Relationship Building
Specialization
Candidates must have 4-6 years of outbound sales experience and possess the Canadian Investment Regulatory Exam (CIRE) and Retail Securities Exam (RSE) certifications. A passion for financial planning and strong relationship-building skills are essential for success in this role.
Experience Required
Minimum 5 year(s)
Mortgage Agent at True North Mortgage
Calgary, Alberta, Canada - Full Time
Skills Needed
Mortgage Lending, Financial Products, Client Relationship Management, Sales, Underwriting, Real Estate Market Analysis, File Management, Risk Assessment, Microsoft Office, Word, Excel, Outlook, Slack
Specialization
Requires a proven track record in sales as a banker, broker, or mobile mortgage specialist. Candidates must possess strong knowledge of mortgage lending, risk assessment, and proficiency in MS Office tools.
Experience Required
Minimum 2 year(s)
QA Analyst at Range
, British Columbia, Canada - Full Time
Skills Needed
Qa Sign Off, Production Deployment Support, Test Case Writing, Api Testing, Defect Reporting, Jira, Xray, Postman, Sql, Data Validation, Backend Testing, Test Strategy, Time Pressure Management, Independent Work, Written Communication
Specialization
Candidates must possess 4+ years in software QA with proven experience owning quality end-to-end and demonstrated success supporting production deployments calmly and decisively. Essential technical skills include strong API testing using Postman and solid working knowledge of SQL for data validation.
Experience Required
Minimum 2 year(s)
Administrateur ou administratrice de transferts, temporaire at Aviso Wealth
Montreal, Quebec, Canada - Full Time
Skills Needed
Client Service, Problem Solving, Organizational Skills, Multitasking, Teamwork, Continuous Improvement, Microsoft Outlook, Microsoft Excel, Microsoft Word, Back Office Administration, Mutual Funds, Investment Administration, English Fluency, French Fluency
Specialization
Candidates must possess post-secondary education or equivalent experience, including a minimum of 1 to 2 years of back-office administration experience in a mutual fund/investment firm. Strong attention to detail, excellent problem-solving, and organizational skills are required, along with full professional fluency in both English and French.
Inside Wholesaler - Insurance at Royal Bank of Canada
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Insurance Sales, Relationship Management, Business Development, Financial Planning, Communication Skills, Presentation Skills, Sales Strategy, Product Knowledge, Market Analysis, Lead Generation, Customer Service, Organizational Skills, Interpersonal Skills, Sales Forecasting, Cross Selling
Specialization
Candidates must possess a Life Insurance License (LLQP) or be willing to obtain it within six months. A post-secondary education and a valid driver's license with access to a vehicle are also required.
Experience Required
Minimum 2 year(s)
RCW - Full time Weekend Days at The Salvation Army in Canada
Kingston, Ontario, Canada - Full Time
Skills Needed
Client Orientation, Documentation, Emhware, Log Book Entries, Csc Compliance, Referrals, Fire Safety Procedures, Client Room Inspections, Conduct Reports, Telephone Answering, First Aid, Cpr, Microsoft Office, Networking, Culturally Competent Practices, Confidentiality
Specialization
Candidates must be willing to support The Salvation Army's mission and possess the ability to obtain a satisfactory Protected B Clearance. Required qualifications include a Diploma in a Human Services profession, with Basic First Aid/CPR Certification being an asset, alongside strong documentation and computer skills.
Vice-président adjoint/e, Middle Office-Client Pod/ AVP, Middle Office- Cli at State Street Corporation - United States
Montreal, Quebec, Canada - Full Time
Skills Needed
Middle Office Operations, Client Service Delivery, Aladdin Platform, Incident Management, Sla Adherence, Stakeholder Management, Strategic Initiatives, Mentoring, Risk Management, Process Improvement, Automation, Critical Thinking, Problem Solving, Communication Skills, Executive Presence, Trade Lifecycle Management
Specialization
Candidates must possess strong knowledge of front, middle, and back office operations, a deep understanding of the asset management industry, and a proactive, client-centric mindset. Preferred qualifications include hands-on experience with the Aladdin platform and strong English communication skills for international client coverage.
Experience Required
Minimum 10 year(s)
QC - Frontend Dev Intern (Angular) at KPMG India
Montreal, Quebec, Canada - Full Time
Skills Needed
Angular, Typescript, Html, Css, Scss, Git, Angular Material, Primeng, Bootstrap 5, Responsive Design, Api Integration, Rxjs, Reactive Programming, Internationalization, Code Review
Specialization
Candidates should be students in computer science, software engineering, or a related field with basic knowledge of HTML, CSS, and TypeScript. Familiarity with modern frontend frameworks and version control systems like Git is required.
Paralegal - Denver, CO at Advisor Talent Solutions
Quinte West, Ontario, Canada - Full Time
Skills Needed
Legal Documentation, Contract Management, Regulatory Compliance, Legal Research, Recordkeeping, Risk Management, Corporate Governance, Drafting Legal Documents, Proofreading, Regulatory Filings, Audit Support, Financial Services Regulations, Notarization, Vendor Onboarding, Calendar Management, Process Improvement
Specialization
Candidates should possess a Bachelor's or Associate's degree in a relevant field and 2–4 years of professional paralegal experience. Proficiency in financial services regulations and strong organizational skills are highly preferred for this role.
Experience Required
Minimum 2 year(s)
Bilingual Transfers Administrator, Temporary at Aviso Wealth
Montreal, Quebec, Canada - Full Time
Skills Needed
Bilingualism, Transfer Processing, Review, Approval, Problem Solving, Organizational Skills, Multi Tasking, Teamwork, Initiative, Microsoft Office, Dataphile, Fundserv, Cds, Dtcc, Client Service
Specialization
Candidates must possess post-secondary education or equivalent experience, along with a minimum of 1-2 years in back-office administration within a financial securities firm. Fluency in both English and French (written and spoken) is required, alongside strong organizational, problem-solving, and multitasking abilities.
Bilingual (French and English) Paralegal, Quality and Risk Management at KPMG
Abbotsford, British Columbia, Canada - Full Time
Skills Needed
Bilingualism, Organizational Skills, Initiative, Work Ethic, Time Management, Attention To Detail, Proofreading, Accuracy, Confidentiality, Discretion, Interpersonal Skills, Client Service, Autonomy, Teamwork, Computer Skills
Specialization
Candidates must possess a Certificate in Law or Paralegal Diploma along with a minimum of five years of experience as a Paralegal, requiring strong written and verbal fluency in both French and English. Essential qualifications include excellent organizational skills, attention to detail, and the ability to handle confidential information with discretion.
Experience Required
Minimum 5 year(s)
Superviseure ou superviseur bilingue, Régimes enregistrés at Aviso Wealth
Toronto, Ontario, Canada - Full Time
Skills Needed
Bilingualism, Supervision, Registered Plans Administration, Coaching, Motivation, Planning, Training, Client Service Excellence, Execution, Collaboration, Leadership, Time Management, Organization, Problem Solving, Regulatory Implementation, System Improvement
Specialization
Candidates must possess post-secondary education or equivalent experience, with a deep understanding of mutual fund industry operational procedures and applied knowledge of RESP/RRIF products. A minimum of three to five years of progressive experience in the mutual fund sector is required, including one to two years in a supervisory capacity, along with successful completion of the CSC.
Experience Required
Minimum 2 year(s)
Associate at Royal Bank of Canada
Montreal, Quebec, Canada - Full Time
Skills Needed
Client Service, Account Administration, Wealth Management Planning, Problem Resolution, Onboarding, Regulatory Compliance, Social Media Management, Microsoft 365, Time Management, Bilingualism
Specialization
Candidates must have the Canadian Investment Regulatory Exam (CIRE) certification and be bilingual in English and French. A minimum of 2 years of experience in the securities industry and proficiency in Microsoft 365 are required.
Experience Required
Minimum 2 year(s)
Appraiser/Estimator - Western Canada at Suncorp Valuations
, Alberta, Canada - Full Time
Skills Needed
Appraisal, Estimating, Construction Knowledge, Field Inspections, Data Analysis, Report Preparation, Digital Literacy, Microsoft Office, Blueprint Reading, Building Codes, Fire Codes, Risk Assessment, Project Management, Communication, Attention To Detail
Specialization
Requires completion of post-secondary education and strong digital literacy, with proficiency in Microsoft Office. Experience in field inspections, construction knowledge, and the ability to read blueprints are considered significant assets.
Mortgage Agent at True North Mortgage
Langley, British Columbia, Canada - Full Time
Skills Needed
Mortgage Lending, Financial Products, Sales, Client Relationship Management, Mortgage Underwriting, Risk Assessment, Ms Office, Word, Excel, Outlook, Slack, Real Estate Market Analysis
Specialization
Requires a proven track record in sales as a banker, broker, or mortgage specialist. Must possess strong knowledge of mortgage lending, risk assessment, and proficiency in MS Office tools.
Experience Required
Minimum 2 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)
Strategic Planning & Events Manager at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Content Coordination, Agenda Coordination, Project Management, Logistics Management, Calendar Management, Stakeholder Alignment, Presentation Creation, Organizational Abilities, Detail Oriented, Flexibility, Relationship Building, Multi Tasking, Communication Skills, Strategic Thinking, Problem Solving, Analytical Skills
Specialization
Candidates must possess 3-5+ years of related experience in creating polished presentations and supporting materials for leadership events, requiring meticulous attention to detail and the ability to juggle multiple planning stages simultaneously. Essential qualities include strong organizational skills, being a self-starter, exceptional communication abilities, and strategic thinking with strong problem-solving capabilities.
Experience Required
Minimum 2 year(s)
Head of Strategic Partnerships at Valsoft Corporation
Montreal, Quebec, Canada - Full Time
Skills Needed
Ecosystem Partnerships, Technology Partnerships, Platform Partnerships, Hospitality Space, Pms Companies, B2b Saas, Api Based Integrations, Partner Gtm Programs, Sales Enablement, Marketing Initiatives, Cross Functional Coordination, Partner Performance Management, Project Management, Stakeholder Management, Commercial Outcomes, Ai
Specialization
Candidates must have at least 3+ years of experience in ecosystem, technology, or platform partnerships, preferably within the hospitality space working with Property Management Software (PMS) companies and B2B SaaS API-based integrations. Strong skills in leading partner Go-To-Market (GTM) programs, running structured partner reviews, managing escalations, and driving commercial outcomes are essential.
Experience Required
Minimum 2 year(s)
Bilingual Supervisor, Registered Plans at Aviso Wealth
Toronto, Ontario, Canada - Full Time
Skills Needed
Supervision, Registered Plan Administration, Staff Guidance, Staff Training, Scheduling, Client Service Excellence, Goal Achievement, Continuous Improvement, Collaboration, Leadership, Coaching, Delegation, Regulatory Compliance, Time Management, Organizational Skills, Bilingualism
Specialization
Candidates must possess post-secondary education or equivalent experience, with in-depth knowledge of mutual fund industry operational procedures and RDSP/RESP products. A minimum of 3-5 years in the mutual fund industry, including 1-2 years in a supervisory role, along with CSC completion, is required, and fluency in both English and French is mandatory.
Experience Required
Minimum 2 year(s)
Member Advisor (Ridge Meadows Branch) at First West
Maple Ridge, British Columbia, Canada - Full Time
Skills Needed
Financial Advice, Customer Service, Sales, Cash Handling, Digital Literacy, Relationship Building, Interpersonal Skills, Microsoft Office, Risk Management, Account Opening, Problem Solving, Communication, Mentoring, Product Promotion
Specialization
Candidates must have a high school diploma or equivalent and at least 2 years of retail or customer service experience. Proficiency in Microsoft Office and the ability to build strong member relationships are required.
Experience Required
Minimum 2 year(s)
Investment Advisor at Royal Bank of Canada
Surrey, British Columbia, Canada -
Full Time

Start Date

Immediate

Expiry Date

05 Jul, 26

Salary

0.0

Posted On

06 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Client counseling, Critical thinking, Decision making, Interpersonal relationship management, Investment banking, Investment consulting, Investment management, Private banking, Product services, Financial planning, Portfolio management, Business development, Outbound sales, Relationship building

Industry

Financial Services

Description
Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for your career and life to make it yours! What you do best: You have excellent people and problem-solving skills that help you build and maintain client relationships. You’re a self-starter – someone who wants to make their day their own. You’re driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice. How you’ll succeed in this role: Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs. Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients. Foster trusted, often multi-generational, long-term relationships using personalized service and advice. Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives. A few details about what we’re looking for: You have 4-6 years of outbound sales experience and are comfortable earning 100% commission. You have completed the Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam (RSE) or will prior to your start date. You have a passion for financial planning and a keen interest in portfolio management. You have strong relationship building skills and an ability to connect with all types of individuals. Nice to have: Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline. Completed the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA) What’s in it for you? Whether it’s developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life and make it yours. A comprehensive Total Rewards packages that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leave Base salary to get you started and unlimited earning potential through commission and fees. Autonomy to build and run your own business within the RBC brand leveraging our resources and guidance in a flexible environment. Potential to qualify for the prestigious President's Club Program with your peers in your first 4 years. Leaders who are invested in your success, including mentorship and career development programs. A supportive, inclusive culture and team that celebrates your unique perspectives, background and experience so you can bring your whole self to work, every day. Flexible work arrangements and leaders who support your needs—both personal and professional This position is compensated based on production generated by you or your team. This position may be eligible to receive a discretionary/variable incentive payment. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services Additional Job Details Address: 2626 CROYDON DR:SURREY City: Surrey Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Commission Posted Date: 2026-03-30 Application Deadline: 2026-06-24 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Responsibilities
You will build and manage a client base of high-net-worth individuals and business owners by providing customized financial advice and wealth plans. Additionally, you will foster long-term, multi-generational relationships and collaborate with internal partners to support all aspects of your clients' financial lives.
Investment Advisor at Royal Bank of Canada
Surrey, British Columbia, Canada - Full Time
Skills Needed
Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services, Financial Planning, Portfolio Management, Business Development, Outbound Sales, Relationship Building
Specialization
Candidates must have 4-6 years of outbound sales experience and possess the Canadian Investment Regulatory Exam (CIRE) and Retail Securities Exam (RSE) certifications. A passion for financial planning and strong relationship-building skills are essential for success in this role.
Experience Required
Minimum 5 year(s)
Mortgage Agent at True North Mortgage
Calgary, Alberta, Canada - Full Time
Skills Needed
Mortgage Lending, Financial Products, Client Relationship Management, Sales, Underwriting, Real Estate Market Analysis, File Management, Risk Assessment, Microsoft Office, Word, Excel, Outlook, Slack
Specialization
Requires a proven track record in sales as a banker, broker, or mobile mortgage specialist. Candidates must possess strong knowledge of mortgage lending, risk assessment, and proficiency in MS Office tools.
Experience Required
Minimum 2 year(s)
QA Analyst at Range
, British Columbia, Canada - Full Time
Skills Needed
Qa Sign Off, Production Deployment Support, Test Case Writing, Api Testing, Defect Reporting, Jira, Xray, Postman, Sql, Data Validation, Backend Testing, Test Strategy, Time Pressure Management, Independent Work, Written Communication
Specialization
Candidates must possess 4+ years in software QA with proven experience owning quality end-to-end and demonstrated success supporting production deployments calmly and decisively. Essential technical skills include strong API testing using Postman and solid working knowledge of SQL for data validation.
Experience Required
Minimum 2 year(s)
Administrateur ou administratrice de transferts, temporaire at Aviso Wealth
Montreal, Quebec, Canada - Full Time
Skills Needed
Client Service, Problem Solving, Organizational Skills, Multitasking, Teamwork, Continuous Improvement, Microsoft Outlook, Microsoft Excel, Microsoft Word, Back Office Administration, Mutual Funds, Investment Administration, English Fluency, French Fluency
Specialization
Candidates must possess post-secondary education or equivalent experience, including a minimum of 1 to 2 years of back-office administration experience in a mutual fund/investment firm. Strong attention to detail, excellent problem-solving, and organizational skills are required, along with full professional fluency in both English and French.
Inside Wholesaler - Insurance at Royal Bank of Canada
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Insurance Sales, Relationship Management, Business Development, Financial Planning, Communication Skills, Presentation Skills, Sales Strategy, Product Knowledge, Market Analysis, Lead Generation, Customer Service, Organizational Skills, Interpersonal Skills, Sales Forecasting, Cross Selling
Specialization
Candidates must possess a Life Insurance License (LLQP) or be willing to obtain it within six months. A post-secondary education and a valid driver's license with access to a vehicle are also required.
Experience Required
Minimum 2 year(s)
RCW - Full time Weekend Days at The Salvation Army in Canada
Kingston, Ontario, Canada - Full Time
Skills Needed
Client Orientation, Documentation, Emhware, Log Book Entries, Csc Compliance, Referrals, Fire Safety Procedures, Client Room Inspections, Conduct Reports, Telephone Answering, First Aid, Cpr, Microsoft Office, Networking, Culturally Competent Practices, Confidentiality
Specialization
Candidates must be willing to support The Salvation Army's mission and possess the ability to obtain a satisfactory Protected B Clearance. Required qualifications include a Diploma in a Human Services profession, with Basic First Aid/CPR Certification being an asset, alongside strong documentation and computer skills.
Vice-président adjoint/e, Middle Office-Client Pod/ AVP, Middle Office- Cli at State Street Corporation - United States
Montreal, Quebec, Canada - Full Time
Skills Needed
Middle Office Operations, Client Service Delivery, Aladdin Platform, Incident Management, Sla Adherence, Stakeholder Management, Strategic Initiatives, Mentoring, Risk Management, Process Improvement, Automation, Critical Thinking, Problem Solving, Communication Skills, Executive Presence, Trade Lifecycle Management
Specialization
Candidates must possess strong knowledge of front, middle, and back office operations, a deep understanding of the asset management industry, and a proactive, client-centric mindset. Preferred qualifications include hands-on experience with the Aladdin platform and strong English communication skills for international client coverage.
Experience Required
Minimum 10 year(s)
QC - Frontend Dev Intern (Angular) at KPMG India
Montreal, Quebec, Canada - Full Time
Skills Needed
Angular, Typescript, Html, Css, Scss, Git, Angular Material, Primeng, Bootstrap 5, Responsive Design, Api Integration, Rxjs, Reactive Programming, Internationalization, Code Review
Specialization
Candidates should be students in computer science, software engineering, or a related field with basic knowledge of HTML, CSS, and TypeScript. Familiarity with modern frontend frameworks and version control systems like Git is required.
Paralegal - Denver, CO at Advisor Talent Solutions
Quinte West, Ontario, Canada - Full Time
Skills Needed
Legal Documentation, Contract Management, Regulatory Compliance, Legal Research, Recordkeeping, Risk Management, Corporate Governance, Drafting Legal Documents, Proofreading, Regulatory Filings, Audit Support, Financial Services Regulations, Notarization, Vendor Onboarding, Calendar Management, Process Improvement
Specialization
Candidates should possess a Bachelor's or Associate's degree in a relevant field and 2–4 years of professional paralegal experience. Proficiency in financial services regulations and strong organizational skills are highly preferred for this role.
Experience Required
Minimum 2 year(s)
Bilingual Transfers Administrator, Temporary at Aviso Wealth
Montreal, Quebec, Canada - Full Time
Skills Needed
Bilingualism, Transfer Processing, Review, Approval, Problem Solving, Organizational Skills, Multi Tasking, Teamwork, Initiative, Microsoft Office, Dataphile, Fundserv, Cds, Dtcc, Client Service
Specialization
Candidates must possess post-secondary education or equivalent experience, along with a minimum of 1-2 years in back-office administration within a financial securities firm. Fluency in both English and French (written and spoken) is required, alongside strong organizational, problem-solving, and multitasking abilities.
Bilingual (French and English) Paralegal, Quality and Risk Management at KPMG
Abbotsford, British Columbia, Canada - Full Time
Skills Needed
Bilingualism, Organizational Skills, Initiative, Work Ethic, Time Management, Attention To Detail, Proofreading, Accuracy, Confidentiality, Discretion, Interpersonal Skills, Client Service, Autonomy, Teamwork, Computer Skills
Specialization
Candidates must possess a Certificate in Law or Paralegal Diploma along with a minimum of five years of experience as a Paralegal, requiring strong written and verbal fluency in both French and English. Essential qualifications include excellent organizational skills, attention to detail, and the ability to handle confidential information with discretion.
Experience Required
Minimum 5 year(s)
Superviseure ou superviseur bilingue, Régimes enregistrés at Aviso Wealth
Toronto, Ontario, Canada - Full Time
Skills Needed
Bilingualism, Supervision, Registered Plans Administration, Coaching, Motivation, Planning, Training, Client Service Excellence, Execution, Collaboration, Leadership, Time Management, Organization, Problem Solving, Regulatory Implementation, System Improvement
Specialization
Candidates must possess post-secondary education or equivalent experience, with a deep understanding of mutual fund industry operational procedures and applied knowledge of RESP/RRIF products. A minimum of three to five years of progressive experience in the mutual fund sector is required, including one to two years in a supervisory capacity, along with successful completion of the CSC.
Experience Required
Minimum 2 year(s)
Associate at Royal Bank of Canada
Montreal, Quebec, Canada - Full Time
Skills Needed
Client Service, Account Administration, Wealth Management Planning, Problem Resolution, Onboarding, Regulatory Compliance, Social Media Management, Microsoft 365, Time Management, Bilingualism
Specialization
Candidates must have the Canadian Investment Regulatory Exam (CIRE) certification and be bilingual in English and French. A minimum of 2 years of experience in the securities industry and proficiency in Microsoft 365 are required.
Experience Required
Minimum 2 year(s)
Appraiser/Estimator - Western Canada at Suncorp Valuations
, Alberta, Canada - Full Time
Skills Needed
Appraisal, Estimating, Construction Knowledge, Field Inspections, Data Analysis, Report Preparation, Digital Literacy, Microsoft Office, Blueprint Reading, Building Codes, Fire Codes, Risk Assessment, Project Management, Communication, Attention To Detail
Specialization
Requires completion of post-secondary education and strong digital literacy, with proficiency in Microsoft Office. Experience in field inspections, construction knowledge, and the ability to read blueprints are considered significant assets.
Mortgage Agent at True North Mortgage
Langley, British Columbia, Canada - Full Time
Skills Needed
Mortgage Lending, Financial Products, Sales, Client Relationship Management, Mortgage Underwriting, Risk Assessment, Ms Office, Word, Excel, Outlook, Slack, Real Estate Market Analysis
Specialization
Requires a proven track record in sales as a banker, broker, or mortgage specialist. Must possess strong knowledge of mortgage lending, risk assessment, and proficiency in MS Office tools.
Experience Required
Minimum 2 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)
Strategic Planning & Events Manager at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Content Coordination, Agenda Coordination, Project Management, Logistics Management, Calendar Management, Stakeholder Alignment, Presentation Creation, Organizational Abilities, Detail Oriented, Flexibility, Relationship Building, Multi Tasking, Communication Skills, Strategic Thinking, Problem Solving, Analytical Skills
Specialization
Candidates must possess 3-5+ years of related experience in creating polished presentations and supporting materials for leadership events, requiring meticulous attention to detail and the ability to juggle multiple planning stages simultaneously. Essential qualities include strong organizational skills, being a self-starter, exceptional communication abilities, and strategic thinking with strong problem-solving capabilities.
Experience Required
Minimum 2 year(s)
Head of Strategic Partnerships at Valsoft Corporation
Montreal, Quebec, Canada - Full Time
Skills Needed
Ecosystem Partnerships, Technology Partnerships, Platform Partnerships, Hospitality Space, Pms Companies, B2b Saas, Api Based Integrations, Partner Gtm Programs, Sales Enablement, Marketing Initiatives, Cross Functional Coordination, Partner Performance Management, Project Management, Stakeholder Management, Commercial Outcomes, Ai
Specialization
Candidates must have at least 3+ years of experience in ecosystem, technology, or platform partnerships, preferably within the hospitality space working with Property Management Software (PMS) companies and B2B SaaS API-based integrations. Strong skills in leading partner Go-To-Market (GTM) programs, running structured partner reviews, managing escalations, and driving commercial outcomes are essential.
Experience Required
Minimum 2 year(s)
Bilingual Supervisor, Registered Plans at Aviso Wealth
Toronto, Ontario, Canada - Full Time
Skills Needed
Supervision, Registered Plan Administration, Staff Guidance, Staff Training, Scheduling, Client Service Excellence, Goal Achievement, Continuous Improvement, Collaboration, Leadership, Coaching, Delegation, Regulatory Compliance, Time Management, Organizational Skills, Bilingualism
Specialization
Candidates must possess post-secondary education or equivalent experience, with in-depth knowledge of mutual fund industry operational procedures and RDSP/RESP products. A minimum of 3-5 years in the mutual fund industry, including 1-2 years in a supervisory role, along with CSC completion, is required, and fluency in both English and French is mandatory.
Experience Required
Minimum 2 year(s)
Member Advisor (Ridge Meadows Branch) at First West
Maple Ridge, British Columbia, Canada - Full Time
Skills Needed
Financial Advice, Customer Service, Sales, Cash Handling, Digital Literacy, Relationship Building, Interpersonal Skills, Microsoft Office, Risk Management, Account Opening, Problem Solving, Communication, Mentoring, Product Promotion
Specialization
Candidates must have a high school diploma or equivalent and at least 2 years of retail or customer service experience. Proficiency in Microsoft Office and the ability to build strong member relationships are required.
Experience Required
Minimum 2 year(s)