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Financial Services Jobs in Canada

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Decision Support Lead Analyst at Remitly Canada Operations Inc.
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Budgeting, Forecasting, Scenario Analysis, Business Case Development, Financial Reporting, Investment Analysis, Internal Control, Data Integrity, Excel, Powerpoint, Hyperion, Peoplesoft, P&L Metrics, Management Accounting, Financial Modeling
Specialization
Candidates must possess 5+ years of essential experience in a financial role with a deep understanding of P&L metrics, preferably within a global organization. A Financial Degree or Diploma, MBA, or advanced business degree is required, along with excellent knowledge of financial and management accounting systems and processes.
Experience Required
Minimum 5 year(s)
Senior Manager, Salesforce Development, Wealth Management CRM at Royal Bank of Canada
Calgary, Alberta, Canada - Full Time
Skills Needed
Salesforce Development, Agile Methodology, Requirements Management, Capacity Planning, Data Integration, Data Migration, Business Analysis, Stakeholder Analysis, Salesforce Architecture, Salesforce Certifications, Application Development, Application Integrations, Application Maintenance, Software Development Life Cycle, Commercial Acumen, Enterprise Application Delivery
Specialization
Candidates must have a minimum of 10 years of experience in a management or development lead role, with a strong background in Agile methodology and CRM solutions in the financial sector. They should also possess deep knowledge of the Salesforce platform and its architecture.
Experience Required
Minimum 10 year(s)
Executive Assistant, Vice President Insurance - (6 Month Contract) at Nicola Wealth
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Executive Assistance, Calendar Management, Travel Coordination, Communication Skills, Microsoft Office, Interpersonal Skills, Project Coordination, Attention To Detail, Critical Thinking, Judgement, Analytical Ability, Client Service, Problem Solving, Research Skills, Office Management, Presentation Skills
Specialization
Candidates should have a minimum of 5 years of related work experience, preferably in financial planning or investment services, along with strong organizational and communication skills. Proficiency in Microsoft Office and the ability to manage multiple priorities in a fast-paced environment are essential.
Experience Required
Minimum 5 year(s)
Investment Banking Analyst/Associate (Future Opportunities) at Raymond James
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Financial Modelling, Business Development, Transaction Experience, Communication, Presentation Skills, Quantitative Analysis, Qualitative Analysis, Industry Research, Data Analysis, Attention To Detail, Relationship Management, Tact, Discretion, Due Diligence
Specialization
Candidates must possess competence in financial analysis and modeling, familiarity with finance principles and capital markets, and proficiency in Microsoft Office. The ideal candidate needs strong analytical skills, the ability to work under demanding deadlines while maintaining detail, and excellent relationship management skills.
Experience Required
Minimum 2 year(s)
Manager, Risk Transformation (18-month max term) at ASX
Sydney, Nova Scotia, Canada - Full Time
Skills Needed
Risk Profiling, Risk Control Frameworks, Financial Risk Management, Regulatory Capital, Analytical Ability, Mathematical Capabilities, Statistical Capabilities, Financial Risk Management Concepts
Specialization
Candidates must have experience with risk profiling and financial risk management, along with strong analytical skills. Knowledge of the Australian financial markets regulatory environment and experience presenting to senior management are preferred.
Experience Required
Minimum 5 year(s)
Gestionnaire Succès Client et Croissance / Customer Success and Growth Mana at Valsoft Corporation
Montreal, Quebec, Canada - Full Time
Skills Needed
Customer Success, Account Management, Consulting, Technology Environment, Digital Tools, Crm, Client Relationship Management, Retention Strategy, Upsell, Cross Sell, Churn Risk Prevention, Sales Cycle Understanding, Organization, Prioritization, Initiative, Listening Skills
Specialization
Candidates must have experience in customer success, account management, or consulting, preferably within a technology environment, and must reside in Quebec City or Montreal. Essential qualities include autonomy, structure, a service orientation, strong organizational skills, and excellent communication in both French and English.
Experience Required
Minimum 2 year(s)
Third-party Reporting & Analytics Lead (Hybrid) at Morgan Stanley
Montreal, Quebec, Canada - Full Time
Skills Needed
Reporting, Data Analytics, Quality Assurance, Client Management, Teamwork, Sql, Snowflake, Dataiku, Tableau, Powerbi, Microsoft Office Suite, Ai Solutions, Sourcing, Procurement, Accounts Payable, Expense Management
Specialization
Candidates should have at least 6 years of experience in reporting and data analytics, along with a bachelor's degree in a relevant field. Experience with large datasets and BI tools is essential, along with strong client management and teamwork skills.
Experience Required
Minimum 5 year(s)
Engagement Specialist (English) at Kingsdale Advisors
Toronto, Ontario, Canada - Full Time
Skills Needed
Shareholder Engagement, Proxy Voting, Corporate Actions, Client Service, Outbound Calling, Inbound Calling, Email Communication, Chat Support, Sms Support, Diplomacy, Critical Thinking, Problem Solving, Attention To Detail, Adaptability, Digital Literacy, Financial Terminology
Specialization
Candidates must possess strong verbal and written communication skills, coupled with demonstrated experience in client service or call center environments, handling high-volume interactions professionally. Essential attributes include calmness, diplomacy, critical thinking, and the ability to manage shifting priorities in a fast-paced, specialized field.
Stagiaire, Groupe Gestion privée at Raymond James
Montreal, Quebec, Canada - Full Time
Skills Needed
Administrative Tasks, Industry Trends, Financial News, Process Streamlining, Financial Systems, Problem Solving, Microsoft Office, Excel, Powerpoint, Organizational Skills, Multitasking, Communication, 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. Proficiency in Microsoft Office, especially Excel and PowerPoint, along with excellent organizational and interpersonal abilities, is required.
Associate, Metals & Mining, Investment Banking - Toronto at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Modelling, Valuation Analysis, Deal Execution, Project Management, Quantitative Analytics, Credit Analysis, Interpersonal Skills, Teamwork, Client Focus, Risk Assessment, Compliance, Stakeholder Management, Mentoring, Financial Reporting, Strategic Recommendations
Specialization
Candidates must possess an undergraduate degree with strong academic achievement in finance, economics, or accounting, coupled with over 3 years of relevant experience in investment banking, corporate banking, or corporate finance. Essential qualifications include knowledge of capital markets, exceptional quantitative and financial modeling skills, and the ability to manage multiple complex projects diligently within a demanding team setting.
Experience Required
Minimum 2 year(s)
Client Advisor Intern at Royal Bank of Canada
Kelowna, British Columbia, Canada - Full Time
Skills Needed
Client Focused Sales, Problem Solving, Client Interaction, Digital Banking, Client Education, Relationship Building, Sales, Referral, Financial Transactions, Active Listening, Ownership, Digital Literacy, Adaptability, Client Centricity, Client Discovery
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.
Customer Service Representative at Bank of Montreal
Burnaby, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions, Sales, Referrals, Transaction Handling, Inquiry Resolution, Digital Guidance, Needs Assessment, Problem Solving, Risk Management, Compliance, Cash Management, Interpersonal Skills, Rapport Building, Communication Skills, Organization Skills
Specialization
No prior experience is necessary, although a post-secondary degree or certification in a related field is desirable. Candidates must be passionate about customer service, resourceful self-starters, and possess strong interpersonal skills, including the ability to build rapport and solve problems flexibly.
Mortgage Specialist at Royal Bank of Canada
Montreal, Quebec, Canada - Full Time
Skills Needed
Adaptability, Business Development, Client Centricity, Curious Mindset, Sales Success, Relationship Building, Trust Building, Client Relationship Management, Internal Partner Collaboration, Self Starter, Bilingualism (English And French), Mortgage Origination, Home Financing Products, Presentation Skills, Organizational Skills
Specialization
Candidates must possess a minimum of three years of proven sales success, ideally in financial services or real estate, along with a solid community network that generates referrals and new business. Bilingualism in English and French is a mandatory requirement for serving clients.
Experience Required
Minimum 2 year(s)
Bilingual (French/English) Insurance Advisor Home & Auto - Advice Centre at Royal Bank of Canada
Mississauga, Ontario, Canada - Full Time
Skills Needed
Insurance Advice, Client Experience, Needs Assessment, Relationship Building, Problem Solving, Regulatory Risk, Underwriting, Communication, Customer Service, Sales, Cross Selling, Digital Literacy, French, English
Specialization
Candidates must be willing and able to obtain the General Insurance License for Ontario (Other Than Life) and all other provinces, possessing excellent communication skills in both French and English. Essential requirements include exceptional customer service skills, flexibility to work all shifts within operating hours, and strong digital literacy.
Product Specialist - Trading (USA/Canada) at Numerix
New York, New York, Canada - Full Time
Skills Needed
Trade Management, Front To Back Trading Systems, Derivative Trade Lifecycle, Clearing, Settlement, Cash Flow Processing, Risk Management, Pnl, Sensitivities, Var, Exposure, Jira, Workflow Orchestration, Functional Specification, Asset Classes
Specialization
Candidates must have 5+ years of experience with trade management or front-to-back trading systems and a strong understanding of derivative lifecycles. Proficiency in writing structured, user-centric requirements in JIRA and the ability to communicate effectively across diverse technical and business teams are essential.
Experience Required
Minimum 5 year(s)
Credit Analyst at Servus Credit Union
Grande Prairie, AB, Canada - Full Time
Skills Needed
Analytical Skills, Financial Statements
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Staff Platform Engineer - AI/ML at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Machine Learning, Mlops, Devops, Distributed Systems, Jenkins, Github Actions, Airflow, Kubeflow, Dagster, Flyte, Metaflow, Python, Bash, Javascript, Unix, Aws
Specialization
Candidates must have strong experience designing and implementing distributed and Machine Learning systems, along with proficiency in MLOps orchestration tools like AirFlow or KubeFlow. Essential technical skills include programming in Python, Bash, or JavaScript, experience with cloud environments like AWS/Azure, and knowledge of professional software engineering best practices.
Experience Required
Minimum 5 year(s)
Personal Banking Associate at Bank of Montreal
Brossard, Quebec, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Collaboration, Communication, Problem Solving, Interpersonal Skills, Organization, Analytical Skills, Consultative Skills, Digital Tools, Listening Skills, Creativity, Self Starter, Teamwork, Results Focused
Specialization
Candidates typically need 1-2 years of relevant experience or certification in a related field. A commitment to customer service and the ability to use digital tools effectively are essential.
Manager, Global Asset Management Finance at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Cpa, Ms Excel, Powerpoint, Analytical, Problem Solving, Logical Thinking, Attention To Detail, Communication, Interpersonal Skills, Us Gaap, Financial Planning, Forecasting, Financial Reporting, Journal Entries, Reconciliation, Automation
Specialization
Candidates must possess a CPA designation along with a minimum of three years of progressive accounting or finance experience within a large organization, demonstrating advanced proficiency in MS Excel and Powerpoint. Essential requirements also include strong analytical, problem-solving skills, attention to detail, and effective communication abilities for cross-functional collaboration.
Experience Required
Minimum 2 year(s)
Manager - Project Finance at Gridlines
, , Canada - Full Time
Skills Needed
Financial Modelling, Project Finance, Excel, Analytical Skills, Scenario Analysis, Stress Testing, Client Communication, Team Leadership, Business Development, Project Planning, Documentation, Fast Standard, Accounting Concepts, Data Analysis
Specialization
Candidates must have 4-6 years of relevant financial experience, preferably in advisory or corporate settings, with an in-depth understanding of Project Finance concepts. A degree in a numerate discipline is required, along with strong analytical skills and proven experience building financial models in Excel.
Experience Required
Minimum 2 year(s)
Decision Support Lead Analyst at Remitly Canada Operations Inc.
Toronto, Ontario, Canada -
Full Time

Start Date

Immediate

Expiry Date

14 Jun, 26

Salary

143300.0

Posted On

16 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Planning, Budgeting, Forecasting, Scenario Analysis, Business Case Development, Financial Reporting, Investment Analysis, Internal Control, Data Integrity, Excel, PowerPoint, Hyperion, PeopleSoft, P&L Metrics, Management Accounting, Financial Modeling

Industry

Financial Services

Description
Provide stewardship and expertise for all financial aspects of performance across the Large Law organization. The role will be responsible for advising and influencing key management decisions through insight and recommending actions. Provide constructive challenge and scenarios for financial planning, budgeting, forecasting and interpreting and explaining the drivers for business performance and scenarios on potential outcomes. Support investments in technology, acquisitions or product roll outs from development of business cases, through the acquisition life cycle to reviewing financial performance and outcomes. The position reports directly to the Large Law and Small Law Manager and has frequent interactions with LexisNexis business partners and liaises with other Finance teams to provide financial support and improve business performance. Accountabilities: 1. Management reporting: Provide timely, sound and actionable financial recommendations from insights on scenarios of future performance. Interpret, explain and drive financial performance using additional business insight and local knowledge to develop commentaries. 2. Strategic and tactical Planning, budgeting and forecasting - Plan, Budget, RF1/2/3: Advise on key business planning assumptions, trade-offs and opportunities based on “what if” scenarios. Provide enhanced insight on revenue and cost drivers based on understanding of competitor activities and local business knowledge. Provide clearly constructed recommendations for actions. Finalize the messaging and content for the budget presentation material. 3. Product pricing, sales and bids: Identify areas of financial performance that merit analytical investigation and request support through the demand management framework. Provide review and challenge on product rollouts, renewals or pricing. 4. Investment: Identify areas of financial performance that merit analytical investigation and request support through the demand management framework. Provide support, review and challenge on investments in technology, acquisitions or product rollouts from development of business cases, through the acquisition lifecycle to reviewing financial performance and outcomes. 5. Internal control: Provide insight for the annual audits with support of RPA. Follow internal controls and procedures to comply data integrity and consistency. 6. Relations network (internal / external): Develop excellent relations and maintain regular contact with the Large Law Leadership Team, Senior Director and Business Partners. Experience and Qualifications: 1. 5+ years of experience in a financial role (essential) and a deep understanding of P & L metrics and drivers working in a global organization. 2. Financial Degree or Diploma, MBA or advanced business degree. Excellent knowledge of financial and management accounting, process and systems. 3. Experience of achieving results in an international environment, with appreciation of differences in culture and legal frameworks. 4. Experience of delivering a service through a period of significant change. 5. Knowledge and application of financial technical accounting standards and management accounting techniques. 6. Robust knowledge and application of financial processes, metrics, drivers and dynamics for area of accountability. 7. System knowledge: Excel (advanced level), PowerPoint (intermediate) Hyperion, PeopleSoft (or equivalent systems). 8. Ideally will have experience in LexisNexis /Industry comparator. Primary Location Base Pay Range: Home based-Ohio $68,000 - $113,400. If performed in New York, the base pay range is $78,700 - $131,400.If performed in New York City, the base pay range is $85,900 - $143,300.If performed in Rochester, NY, the base pay range is $71,600 - $119,400.U.S. National Base Pay Range: $71,600 - $119,400. Geographic differentials may apply in some locations to better reflect local market rates. This job is eligible for an annual incentive bonus. We know your well-being and happiness are key to a long and successful career. We are delighted to offer country specific benefits. Click here to access benefits specific to your location. We are committed to providing a fair and accessible hiring process. If you have a disability or other need that requires accommodation or adjustment, please let us know by completing our Applicant Request Support Form or please contact 1-855-833-5120. Criminals may pose as recruiters asking for money or personal information. We never request money or banking details from job applicants. Learn more about spotting and avoiding scams here. Please read our Candidate Privacy Policy. We are an equal opportunity employer: qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex, national origin, citizenship status, disability status, protected veteran status, age, marital status, sexual orientation, gender identity, genetic information, or any other characteristic protected by law. USA Job Seekers: EEO Know Your Rights. RELX is a global provider of information-based analytics and decision tools for professional and business customers, enabling them to make better decisions, get better results and be more productive. Our purpose is to benefit society by developing products that help researchers advance scientific knowledge; doctors and nurses improve the lives of patients; lawyers promote the rule of law and achieve justice and fair results for their clients; businesses and governments prevent fraud; consumers access financial services and get fair prices on insurance; and customers learn about markets and complete transactions. Our purpose guides our actions beyond the products that we develop. It defines us as a company. Every day across RELX our employees are inspired to undertake initiatives that make unique contributions to society and the communities in which we operate.

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Responsibilities
This role provides financial stewardship and expertise for the Large Law organization, advising management on key decisions through financial insights and recommended actions. Responsibilities include driving financial performance via management reporting, supporting strategic planning, budgeting, forecasting, and reviewing investments in technology and acquisitions.
Decision Support Lead Analyst at Remitly Canada Operations Inc.
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Budgeting, Forecasting, Scenario Analysis, Business Case Development, Financial Reporting, Investment Analysis, Internal Control, Data Integrity, Excel, Powerpoint, Hyperion, Peoplesoft, P&L Metrics, Management Accounting, Financial Modeling
Specialization
Candidates must possess 5+ years of essential experience in a financial role with a deep understanding of P&L metrics, preferably within a global organization. A Financial Degree or Diploma, MBA, or advanced business degree is required, along with excellent knowledge of financial and management accounting systems and processes.
Experience Required
Minimum 5 year(s)
Senior Manager, Salesforce Development, Wealth Management CRM at Royal Bank of Canada
Calgary, Alberta, Canada - Full Time
Skills Needed
Salesforce Development, Agile Methodology, Requirements Management, Capacity Planning, Data Integration, Data Migration, Business Analysis, Stakeholder Analysis, Salesforce Architecture, Salesforce Certifications, Application Development, Application Integrations, Application Maintenance, Software Development Life Cycle, Commercial Acumen, Enterprise Application Delivery
Specialization
Candidates must have a minimum of 10 years of experience in a management or development lead role, with a strong background in Agile methodology and CRM solutions in the financial sector. They should also possess deep knowledge of the Salesforce platform and its architecture.
Experience Required
Minimum 10 year(s)
Executive Assistant, Vice President Insurance - (6 Month Contract) at Nicola Wealth
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Executive Assistance, Calendar Management, Travel Coordination, Communication Skills, Microsoft Office, Interpersonal Skills, Project Coordination, Attention To Detail, Critical Thinking, Judgement, Analytical Ability, Client Service, Problem Solving, Research Skills, Office Management, Presentation Skills
Specialization
Candidates should have a minimum of 5 years of related work experience, preferably in financial planning or investment services, along with strong organizational and communication skills. Proficiency in Microsoft Office and the ability to manage multiple priorities in a fast-paced environment are essential.
Experience Required
Minimum 5 year(s)
Investment Banking Analyst/Associate (Future Opportunities) at Raymond James
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Financial Modelling, Business Development, Transaction Experience, Communication, Presentation Skills, Quantitative Analysis, Qualitative Analysis, Industry Research, Data Analysis, Attention To Detail, Relationship Management, Tact, Discretion, Due Diligence
Specialization
Candidates must possess competence in financial analysis and modeling, familiarity with finance principles and capital markets, and proficiency in Microsoft Office. The ideal candidate needs strong analytical skills, the ability to work under demanding deadlines while maintaining detail, and excellent relationship management skills.
Experience Required
Minimum 2 year(s)
Manager, Risk Transformation (18-month max term) at ASX
Sydney, Nova Scotia, Canada - Full Time
Skills Needed
Risk Profiling, Risk Control Frameworks, Financial Risk Management, Regulatory Capital, Analytical Ability, Mathematical Capabilities, Statistical Capabilities, Financial Risk Management Concepts
Specialization
Candidates must have experience with risk profiling and financial risk management, along with strong analytical skills. Knowledge of the Australian financial markets regulatory environment and experience presenting to senior management are preferred.
Experience Required
Minimum 5 year(s)
Gestionnaire Succès Client et Croissance / Customer Success and Growth Mana at Valsoft Corporation
Montreal, Quebec, Canada - Full Time
Skills Needed
Customer Success, Account Management, Consulting, Technology Environment, Digital Tools, Crm, Client Relationship Management, Retention Strategy, Upsell, Cross Sell, Churn Risk Prevention, Sales Cycle Understanding, Organization, Prioritization, Initiative, Listening Skills
Specialization
Candidates must have experience in customer success, account management, or consulting, preferably within a technology environment, and must reside in Quebec City or Montreal. Essential qualities include autonomy, structure, a service orientation, strong organizational skills, and excellent communication in both French and English.
Experience Required
Minimum 2 year(s)
Third-party Reporting & Analytics Lead (Hybrid) at Morgan Stanley
Montreal, Quebec, Canada - Full Time
Skills Needed
Reporting, Data Analytics, Quality Assurance, Client Management, Teamwork, Sql, Snowflake, Dataiku, Tableau, Powerbi, Microsoft Office Suite, Ai Solutions, Sourcing, Procurement, Accounts Payable, Expense Management
Specialization
Candidates should have at least 6 years of experience in reporting and data analytics, along with a bachelor's degree in a relevant field. Experience with large datasets and BI tools is essential, along with strong client management and teamwork skills.
Experience Required
Minimum 5 year(s)
Engagement Specialist (English) at Kingsdale Advisors
Toronto, Ontario, Canada - Full Time
Skills Needed
Shareholder Engagement, Proxy Voting, Corporate Actions, Client Service, Outbound Calling, Inbound Calling, Email Communication, Chat Support, Sms Support, Diplomacy, Critical Thinking, Problem Solving, Attention To Detail, Adaptability, Digital Literacy, Financial Terminology
Specialization
Candidates must possess strong verbal and written communication skills, coupled with demonstrated experience in client service or call center environments, handling high-volume interactions professionally. Essential attributes include calmness, diplomacy, critical thinking, and the ability to manage shifting priorities in a fast-paced, specialized field.
Stagiaire, Groupe Gestion privée at Raymond James
Montreal, Quebec, Canada - Full Time
Skills Needed
Administrative Tasks, Industry Trends, Financial News, Process Streamlining, Financial Systems, Problem Solving, Microsoft Office, Excel, Powerpoint, Organizational Skills, Multitasking, Communication, 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. Proficiency in Microsoft Office, especially Excel and PowerPoint, along with excellent organizational and interpersonal abilities, is required.
Associate, Metals & Mining, Investment Banking - Toronto at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Modelling, Valuation Analysis, Deal Execution, Project Management, Quantitative Analytics, Credit Analysis, Interpersonal Skills, Teamwork, Client Focus, Risk Assessment, Compliance, Stakeholder Management, Mentoring, Financial Reporting, Strategic Recommendations
Specialization
Candidates must possess an undergraduate degree with strong academic achievement in finance, economics, or accounting, coupled with over 3 years of relevant experience in investment banking, corporate banking, or corporate finance. Essential qualifications include knowledge of capital markets, exceptional quantitative and financial modeling skills, and the ability to manage multiple complex projects diligently within a demanding team setting.
Experience Required
Minimum 2 year(s)
Client Advisor Intern at Royal Bank of Canada
Kelowna, British Columbia, Canada - Full Time
Skills Needed
Client Focused Sales, Problem Solving, Client Interaction, Digital Banking, Client Education, Relationship Building, Sales, Referral, Financial Transactions, Active Listening, Ownership, Digital Literacy, Adaptability, Client Centricity, Client Discovery
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.
Customer Service Representative at Bank of Montreal
Burnaby, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions, Sales, Referrals, Transaction Handling, Inquiry Resolution, Digital Guidance, Needs Assessment, Problem Solving, Risk Management, Compliance, Cash Management, Interpersonal Skills, Rapport Building, Communication Skills, Organization Skills
Specialization
No prior experience is necessary, although a post-secondary degree or certification in a related field is desirable. Candidates must be passionate about customer service, resourceful self-starters, and possess strong interpersonal skills, including the ability to build rapport and solve problems flexibly.
Mortgage Specialist at Royal Bank of Canada
Montreal, Quebec, Canada - Full Time
Skills Needed
Adaptability, Business Development, Client Centricity, Curious Mindset, Sales Success, Relationship Building, Trust Building, Client Relationship Management, Internal Partner Collaboration, Self Starter, Bilingualism (English And French), Mortgage Origination, Home Financing Products, Presentation Skills, Organizational Skills
Specialization
Candidates must possess a minimum of three years of proven sales success, ideally in financial services or real estate, along with a solid community network that generates referrals and new business. Bilingualism in English and French is a mandatory requirement for serving clients.
Experience Required
Minimum 2 year(s)
Bilingual (French/English) Insurance Advisor Home & Auto - Advice Centre at Royal Bank of Canada
Mississauga, Ontario, Canada - Full Time
Skills Needed
Insurance Advice, Client Experience, Needs Assessment, Relationship Building, Problem Solving, Regulatory Risk, Underwriting, Communication, Customer Service, Sales, Cross Selling, Digital Literacy, French, English
Specialization
Candidates must be willing and able to obtain the General Insurance License for Ontario (Other Than Life) and all other provinces, possessing excellent communication skills in both French and English. Essential requirements include exceptional customer service skills, flexibility to work all shifts within operating hours, and strong digital literacy.
Product Specialist - Trading (USA/Canada) at Numerix
New York, New York, Canada - Full Time
Skills Needed
Trade Management, Front To Back Trading Systems, Derivative Trade Lifecycle, Clearing, Settlement, Cash Flow Processing, Risk Management, Pnl, Sensitivities, Var, Exposure, Jira, Workflow Orchestration, Functional Specification, Asset Classes
Specialization
Candidates must have 5+ years of experience with trade management or front-to-back trading systems and a strong understanding of derivative lifecycles. Proficiency in writing structured, user-centric requirements in JIRA and the ability to communicate effectively across diverse technical and business teams are essential.
Experience Required
Minimum 5 year(s)
Credit Analyst at Servus Credit Union
Grande Prairie, AB, Canada - Full Time
Skills Needed
Analytical Skills, Financial Statements
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Staff Platform Engineer - AI/ML at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Machine Learning, Mlops, Devops, Distributed Systems, Jenkins, Github Actions, Airflow, Kubeflow, Dagster, Flyte, Metaflow, Python, Bash, Javascript, Unix, Aws
Specialization
Candidates must have strong experience designing and implementing distributed and Machine Learning systems, along with proficiency in MLOps orchestration tools like AirFlow or KubeFlow. Essential technical skills include programming in Python, Bash, or JavaScript, experience with cloud environments like AWS/Azure, and knowledge of professional software engineering best practices.
Experience Required
Minimum 5 year(s)
Personal Banking Associate at Bank of Montreal
Brossard, Quebec, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Collaboration, Communication, Problem Solving, Interpersonal Skills, Organization, Analytical Skills, Consultative Skills, Digital Tools, Listening Skills, Creativity, Self Starter, Teamwork, Results Focused
Specialization
Candidates typically need 1-2 years of relevant experience or certification in a related field. A commitment to customer service and the ability to use digital tools effectively are essential.
Manager, Global Asset Management Finance at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Cpa, Ms Excel, Powerpoint, Analytical, Problem Solving, Logical Thinking, Attention To Detail, Communication, Interpersonal Skills, Us Gaap, Financial Planning, Forecasting, Financial Reporting, Journal Entries, Reconciliation, Automation
Specialization
Candidates must possess a CPA designation along with a minimum of three years of progressive accounting or finance experience within a large organization, demonstrating advanced proficiency in MS Excel and Powerpoint. Essential requirements also include strong analytical, problem-solving skills, attention to detail, and effective communication abilities for cross-functional collaboration.
Experience Required
Minimum 2 year(s)
Manager - Project Finance at Gridlines
, , Canada - Full Time
Skills Needed
Financial Modelling, Project Finance, Excel, Analytical Skills, Scenario Analysis, Stress Testing, Client Communication, Team Leadership, Business Development, Project Planning, Documentation, Fast Standard, Accounting Concepts, Data Analysis
Specialization
Candidates must have 4-6 years of relevant financial experience, preferably in advisory or corporate settings, with an in-depth understanding of Project Finance concepts. A degree in a numerate discipline is required, along with strong analytical skills and proven experience building financial models in Excel.
Experience Required
Minimum 2 year(s)