Financial Services Jobs in Canada

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Director, ACP Operations at Aviso Wealth
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Leadership, Client Service, Collaboration, Problem Solving, Decision Making, Critical Thinking, Vendor Management, Account Maintenance, Compliance, Negotiation, Team Management, Performance Improvement, Kpi Development, Emotional Maturity, Strategic Planning, Continuous Improvement
Specialization
Candidates should have a bachelor's degree or equivalent experience, with a master's degree preferred. A minimum of 10 years in leadership roles and 5 years in Dealer Operations Management at a financial institution is required, along with expertise in compliance and vendor negotiation.
Experience Required
Minimum 10 year(s)
Banking Advisor at Royal Bank of Canada
Owen Sound, Ontario, Canada - Full Time
Skills Needed
Job Skills Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy
Specialization
Candidates should possess strong skills in communication, critical thinking, and data analysis, along with a curious mindset. The position requires a client-centric approach to delivering banking solutions.
Experience Required
Minimum 2 year(s)
Banking Advisor at Royal Bank of Canada
Thetford Mines, Quebec, Canada - Full Time
Skills Needed
Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy, Sales, Problem Solving, Relationship Building, Advice Based Solutions
Specialization
Candidates must possess Mutual Funds accreditation or be willing to obtain it, demonstrating a passion for client service within a target-driven sales environment. Essential requirements include strong problem-solving and people skills, digital literacy across various devices, flexibility, and a strong ethical foundation.
Banking Advisor at Royal Bank of Canada
Bruce Mines, Ontario, Canada - Full Time
Skills Needed
Client Centricity, Communication, Critical Thinking, Digital Literacy, Problem Solving, Sales, Relationship Building
Specialization
Candidates must have Mutual Funds accreditation and demonstrate a passion for client service in a sales environment. Strong problem-solving skills and digital literacy are essential for success in this role.
Senior Manager, Tax at KPMG Canada
Abbotsford, British Columbia, Canada - Full Time
Skills Needed
Tax Planning, Client Engagement, People Management, Research, Mentoring, Professional Development, Organizational Skills, Accuracy, Compliance, Initiative, Client Service, Team Leadership, Quality Assurance, Collaboration, Problem Solving, Communication
Specialization
Candidates must have a minimum of 5 years of tax specialization in a public accounting firm and a professional accounting designation. They should also be enrolled in or have completed the CPA In-Depth Tax Course.
Experience Required
Minimum 5 year(s)
Senior Manager, Strategic Sourcing at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Strategic Sourcing, Negotiation, Contract Management, Supplier Relationship Management, Cost Savings, Analytical Skills, Business Acumen, Communication, Leadership, Risk Management, Decision Making, Interpersonal Relationship Management, Sourcing Strategies, Vendor Management, Taking Initiative, Supplier Evaluations
Specialization
Candidates must have over 7 years of experience in global procurement and sourcing, along with strong negotiation skills. A post-secondary education in Finance or a related field is required, and experience with procurement software is a plus.
Experience Required
Minimum 10 year(s)
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)
Banking Advisor at Royal Bank of Canada
City of Leduc, Alberta, Canada - Full Time
Skills Needed
Sales, Problem Solving, Client Service, Financial Transactions, Relationship Management, Digital Literacy, Mutual Funds, Communication, Critical Thinking, Data Analysis, Client Discovery, Advice Based Solutions
Specialization
Candidates must possess Mutual Funds accreditation and demonstrate a strong passion for client-focused sales in a target-driven environment. Proficiency in digital tools and the ability to build strong, professional relationships are essential for success in this role.
Mortgage Specialist at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Sales, Relationship Management, Customer Service, Negotiation, Mortgage Lending, Marketing, Cross Selling, Up Selling, Analytical Skills, Problem Solving, Communication, Teamwork, Self Management, Lending, Origination
Specialization
Candidates typically need 3 to 5 years of relevant experience, often combined with a post-secondary degree, and must possess an in-depth understanding of the mortgage lending process and regulatory requirements. Strong skills in interpersonal interaction, sales, customer service, negotiation, and self-management are essential.
Experience Required
Minimum 2 year(s)
Directeur(trice) général(e) | Managing Director at Valsoft Corporation
Trois-Rivières, Quebec, Canada - Full Time
Skills Needed
Strategy, Operational Excellence, Growth, Product Strategy, Technology, Continuous Improvement, Revenue Growth, Cross Selling, Market Penetration, Customer Success, Research And Development, Customer Satisfaction, P&L Management, Capital Allocation, Team Leadership, Strategic Thinking
Specialization
Candidates must possess over 6 years of experience in management consulting or a technology/software business, holding at least a Bachelor's degree in a relevant field, with an MBA being a strong asset. Essential qualifications include proven leadership in business operations, strong financial acumen (P&L management), and the ability to translate strategic vision into concrete, results-driven action plans.
Experience Required
Minimum 5 year(s)
Senior Manager, NBA Delivery - Campaign Delivery at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Sas Programming, People Management, Agile, Data Warehouse Environments, Data Lake, Communication, Data Sources, Channels, Campaign Design, Execution Standards, Data Driven, Targeted Client Communications, Marketing Process Optimization, Regulatory Adherence, Legal Adherence, Privacy Adherence
Specialization
Candidates must possess 5-7 years of advanced SAS programming experience with deep technical skills, alongside over 5 years of previous people management experience. Essential requirements include the ability to work collaboratively in an agile environment and a strong understanding of Data Warehouse Environments and Data Lake concepts.
Experience Required
Minimum 5 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)
Senior Manager, Policy Governance at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Risk Frameworks, Policy Governance, Regulatory Requirements, Operational Risk Management, Policy Architecture, Stakeholder Management, Data Gathering Analysis, Effectiveness Measurement, Ethical Business, Fraud Management, Internal Controls, Long Term Planning, Process Management, Results Oriented, Risk Management, Strategic Thinking
Specialization
Candidates must demonstrate expertise in developing risk frameworks, policies, standards, and governance structures, coupled with a deep understanding of HR functions within a financial institution and RBC's policy ecosystem. Essential skills include balancing global standards with local regulatory requirements, leading teams, driving organizational change, and strong communication abilities.
Experience Required
Minimum 5 year(s)
Senior Underwriting Consultant, BMO Insurance at Bank of Montreal
Kelowna, British Columbia, Canada - Full Time
Skills Needed
Underwriting, Critical Thinking, Communication, Negotiation, Interpersonal Skills, Data Analysis, Medical Knowledge, Financial Concepts, Risk Assessment, Reinsurance, Aml Compliance, Client Relations, Presentation Skills, Bilingualism, Analytical Skills, Business Numeracy
Specialization
Candidates should possess an undergraduate degree and 5-10 years of experience in an underwriting environment. Advanced knowledge of industry trends and strong analytical skills are also required.
Experience Required
Minimum 5 year(s)
Branch Manager, RJLU at Raymond James
Toronto, Ontario, Canada - Full Time
Skills Needed
Finra Rules, Sec Rules, Investment Advisers Act Of 1940, Securities Exchange Act Of 1934, Retail Supervision, Compliance, Regulatory Guidance, Written Supervisory Procedures (Wsps), Principal Registration, Transaction Review, Account Opening Approval, Marketing Review, Process Improvements, Interpersonal Communication, Diplomacy, Attention To Detail
Specialization
Candidates must possess a minimum of 10 years in the securities industry, with at least five years specifically in supervision or compliance, and be expected to register as a principal. Essential qualifications include deep knowledge of FINRA and SEC rules, particularly the Investment Advisers Act of 1940, and holding or being willing to obtain required U.S. licenses like Series 7, 24, and 63.
Experience Required
Minimum 10 year(s)
Développeur IA | AI Developer at Valsoft Corporation
Montreal, Quebec, Canada - Full Time
Skills Needed
Javascript, Typescript, React, Next.Js, Backend Logic, Api Endpoints, Postgresql, Rest Apis, Relational Databases, Ai Coding Assistants, Real Time Ai, Voice Ai, Code Reviews, System Reliability, Observability, Architecture Decisions
Specialization
Candidates must possess 2 or more years of professional software development experience, demonstrating strong practical knowledge of JavaScript and TypeScript, along with hands-on experience in React and/or Next.js. A solid understanding of REST APIs and relational databases is required, alongside comfort in owning features end-to-end and utilizing AI coding assistants daily.
Experience Required
Minimum 2 year(s)
Client Advisor at Royal Bank of Canada
Ottawa, Ontario, Canada - Full Time
Skills Needed
Client Focused Sales Expertise, Problem Solving, Client Education, Digital Banking Demonstration, Client Relationship Management, Sales Opportunities Identification, Referral Generation, Financial Transactions Handling, Active Listening, Conflict Resolution, Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Digital Literacy
Specialization
Candidates must demonstrate a passion for client service and success in a target-driven sales environment, possessing strong problem-solving and relationship-building skills. Essential requirements include flexibility, eagerness to learn, strong ethics, digital literacy across various devices, and the ability to work all business hours.
Senior Analyst, Incident Response at Raymond James
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Incident Response, Threat Hunting, Threat Intelligence, Malware Analysis, Exploit Analysis, Intrusion Monitoring, Threat Detection, Data Analysis, Threat Research, Ir Playbook Creation, Ir Automation, Forensic Investigations, Scripting, Powershell, Python, Bash
Specialization
Candidates need a B.S. in a related field or equivalent experience, with a minimum of 5 years in IT, including at least 3 years in Information Security and 3 years in incident response methodologies. Required expertise covers incident management lifecycle, forensics (Windows, Linux, memory), log analysis, malware analysis, and scripting capabilities.
Experience Required
Minimum 5 year(s)
Lead Management Administrator at Tipalti
Toronto, Ontario, Canada - Full Time
Skills Needed
Lead Administration, Salesforce, Leandata, Lead Routing, Contact Management, Account Routing, Speed To Lead, Gtm Strategy Alignment, Workflow Management, Reporting And Dashboards, Data Governance, Troubleshooting, Qa Testing, Sla Monitoring, Salesforce Automation, Lead Lifecycle Management
Specialization
Candidates must have 4+ years of relevant experience, including at least 2 years in Marketing Ops, Sales Ops, RevOps, or Salesforce Administration, with required hands-on experience in LeanData Matching & Routing. Strong proficiency in Salesforce, including object design, automation, and understanding of lead lifecycle management and SLA frameworks is essential.
Experience Required
Minimum 2 year(s)
Associate Director, PC GIB/CIB Canada & Europe at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Product Control, Leadership, Analytical, Problem Solving, Communication, People Management, Project Management, Change Management, Accounting Knowledge, Excel, Access, Word, Operational Controls, Decision Making, Stakeholder Management, Strategic Thinking
Specialization
Candidates must possess a minimum of five years of Product Control experience, strong leadership, analytical, and people management skills, along with project management experience and a change management mindset. A university degree and professional accounting designation (CA/CMA/CGA/CPA/CFA or equivalent) are required, along with proficiency in Excel, Access, and Word.
Experience Required
Minimum 5 year(s)
Director, ACP Operations at Aviso Wealth
Vancouver, British Columbia, Canada -
Full Time


Start Date

Immediate

Expiry Date

26 Apr, 26

Salary

160000.0

Posted On

26 Jan, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Leadership, Client Service, Collaboration, Problem Solving, Decision Making, Critical Thinking, Vendor Management, Account Maintenance, Compliance, Negotiation, Team Management, Performance Improvement, KPI Development, Emotional Maturity, Strategic Planning, Continuous Improvement

Industry

Financial Services

Description
Aviso: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca. The Opportunity: We’re looking to fill an opening for a Director, ACP Operations to join our Operations team. Reporting to the VP, Operations, the Director, ACP Operations is responsible for management, leadership, and development of the Aviso Correspondent Partners (ACP) New Accounts and Transfers Operations teams. This includes applying business strategies and objectives to ensure that direct reports and functional teams are aligned to meet and exceed the goals and SLA’s for our back office. The Director, ACP Operations is also responsible for establishing and maintaining supportive relationships within Aviso and with our external partners and vendors. Who you are: Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members What your day looks like: Set positive leadership tone through gaining respect of staff, peers, and stakeholders Coach Operations team members to increase performance while increasing/maintaining employee engagement through timely and appropriate training and development Oversee Aviso’s New Account Open and Maintenance team and Aviso’s Transfers in/out department. Understands, translates, communicates, and applies, business strategies and objectives, ensuring that direct reports and functional teams are aligned to overall strategy, objectives, and best practices Direct vendor management of key strategic relationships Work collaboratively with strategic business partners across Aviso on cross enterprise projects and initiatives Uses critical thinking and problem solving to support Aviso’s strategic efforts while maintaining focus on day-to-day responsibilities Define clear KPIs to measure team service levels and productivity, implement procedures to monitor, track and report against these KPIs Demonstrate exceptional emotional maturity in decision-making situations, while keeping client delivery and operational control as priorities Your experience and skills: Bachelor’s degree or equivalent experience; master’s degree preferred 5+ years of demonstrated Dealer Operations Management experience at a financial institution supporting CIRO (formerly IIROC and MFDA) 10+ years in a leadership and people management position with proven experience developing a strategic succession plan that fosters growth opportunities and provides career development through daily coaching and mentoring Exceptional problem solving, partnering, decision making and critical thinking Expertise in Settlements, Trading and/or Corporate actions and proven experience meeting SLAs an asset Deep expertise in Transfers, and systems, including ATON, A$M, Fundserv, CDS and DTC Deep expertise in account and account maintenance compliance, including IRS/CRS/QI reporting requirements. Remaining current on legislation governing registered products, securities, and mutual funds Proven ability to negotiate with external vendors (business partners) to ensure Aviso’s needs and interests are secured Excellent decision-making, prioritizing, change management, presentation, and interpersonal skills with the ability to establish and maintain effective working relationships at all levels at Aviso and with our external partners Fluent communication skills in English are required and bilingual skills in French are an asset Why Aviso? At Aviso, you will find a dynamic and inclusive culture that rewards innovation and celebrates success. Here are a few things that set us apart: Competitive compensation package that rewards and recognizes individual contributions Excellent health, dental and insurance benefits to meet the diverse needs of our employees Generous vacation time, fitness benefit, parental leave top-up options Matching contributions to our retirement program Commitment to the continuous improvement of our staff through learning & development and an education assistance program Regular social events to foster teamwork Your Information By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law. Further information is available on the Privacy link on our Career Page – Privacy Policies Equal Employment Opportunity Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process. We thank all applicants for their interest, however, only those selected for further consideration will be contacted. No recruiters or agencies, please. Company Overview: Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors. A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team. Salary This position is posted with an expected salary range of $135,000 - $160,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.
Responsibilities
The Director, ACP Operations is responsible for managing and leading the New Accounts and Transfers Operations teams, ensuring alignment with business strategies and objectives. This role includes establishing relationships with internal and external partners and overseeing operational performance.
Director, ACP Operations at Aviso Wealth
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Leadership, Client Service, Collaboration, Problem Solving, Decision Making, Critical Thinking, Vendor Management, Account Maintenance, Compliance, Negotiation, Team Management, Performance Improvement, Kpi Development, Emotional Maturity, Strategic Planning, Continuous Improvement
Specialization
Candidates should have a bachelor's degree or equivalent experience, with a master's degree preferred. A minimum of 10 years in leadership roles and 5 years in Dealer Operations Management at a financial institution is required, along with expertise in compliance and vendor negotiation.
Experience Required
Minimum 10 year(s)
Banking Advisor at Royal Bank of Canada
Owen Sound, Ontario, Canada - Full Time
Skills Needed
Job Skills Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy
Specialization
Candidates should possess strong skills in communication, critical thinking, and data analysis, along with a curious mindset. The position requires a client-centric approach to delivering banking solutions.
Experience Required
Minimum 2 year(s)
Banking Advisor at Royal Bank of Canada
Thetford Mines, Quebec, Canada - Full Time
Skills Needed
Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy, Sales, Problem Solving, Relationship Building, Advice Based Solutions
Specialization
Candidates must possess Mutual Funds accreditation or be willing to obtain it, demonstrating a passion for client service within a target-driven sales environment. Essential requirements include strong problem-solving and people skills, digital literacy across various devices, flexibility, and a strong ethical foundation.
Banking Advisor at Royal Bank of Canada
Bruce Mines, Ontario, Canada - Full Time
Skills Needed
Client Centricity, Communication, Critical Thinking, Digital Literacy, Problem Solving, Sales, Relationship Building
Specialization
Candidates must have Mutual Funds accreditation and demonstrate a passion for client service in a sales environment. Strong problem-solving skills and digital literacy are essential for success in this role.
Senior Manager, Tax at KPMG Canada
Abbotsford, British Columbia, Canada - Full Time
Skills Needed
Tax Planning, Client Engagement, People Management, Research, Mentoring, Professional Development, Organizational Skills, Accuracy, Compliance, Initiative, Client Service, Team Leadership, Quality Assurance, Collaboration, Problem Solving, Communication
Specialization
Candidates must have a minimum of 5 years of tax specialization in a public accounting firm and a professional accounting designation. They should also be enrolled in or have completed the CPA In-Depth Tax Course.
Experience Required
Minimum 5 year(s)
Senior Manager, Strategic Sourcing at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Strategic Sourcing, Negotiation, Contract Management, Supplier Relationship Management, Cost Savings, Analytical Skills, Business Acumen, Communication, Leadership, Risk Management, Decision Making, Interpersonal Relationship Management, Sourcing Strategies, Vendor Management, Taking Initiative, Supplier Evaluations
Specialization
Candidates must have over 7 years of experience in global procurement and sourcing, along with strong negotiation skills. A post-secondary education in Finance or a related field is required, and experience with procurement software is a plus.
Experience Required
Minimum 10 year(s)
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)
Banking Advisor at Royal Bank of Canada
City of Leduc, Alberta, Canada - Full Time
Skills Needed
Sales, Problem Solving, Client Service, Financial Transactions, Relationship Management, Digital Literacy, Mutual Funds, Communication, Critical Thinking, Data Analysis, Client Discovery, Advice Based Solutions
Specialization
Candidates must possess Mutual Funds accreditation and demonstrate a strong passion for client-focused sales in a target-driven environment. Proficiency in digital tools and the ability to build strong, professional relationships are essential for success in this role.
Mortgage Specialist at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Sales, Relationship Management, Customer Service, Negotiation, Mortgage Lending, Marketing, Cross Selling, Up Selling, Analytical Skills, Problem Solving, Communication, Teamwork, Self Management, Lending, Origination
Specialization
Candidates typically need 3 to 5 years of relevant experience, often combined with a post-secondary degree, and must possess an in-depth understanding of the mortgage lending process and regulatory requirements. Strong skills in interpersonal interaction, sales, customer service, negotiation, and self-management are essential.
Experience Required
Minimum 2 year(s)
Directeur(trice) général(e) | Managing Director at Valsoft Corporation
Trois-Rivières, Quebec, Canada - Full Time
Skills Needed
Strategy, Operational Excellence, Growth, Product Strategy, Technology, Continuous Improvement, Revenue Growth, Cross Selling, Market Penetration, Customer Success, Research And Development, Customer Satisfaction, P&L Management, Capital Allocation, Team Leadership, Strategic Thinking
Specialization
Candidates must possess over 6 years of experience in management consulting or a technology/software business, holding at least a Bachelor's degree in a relevant field, with an MBA being a strong asset. Essential qualifications include proven leadership in business operations, strong financial acumen (P&L management), and the ability to translate strategic vision into concrete, results-driven action plans.
Experience Required
Minimum 5 year(s)
Senior Manager, NBA Delivery - Campaign Delivery at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Sas Programming, People Management, Agile, Data Warehouse Environments, Data Lake, Communication, Data Sources, Channels, Campaign Design, Execution Standards, Data Driven, Targeted Client Communications, Marketing Process Optimization, Regulatory Adherence, Legal Adherence, Privacy Adherence
Specialization
Candidates must possess 5-7 years of advanced SAS programming experience with deep technical skills, alongside over 5 years of previous people management experience. Essential requirements include the ability to work collaboratively in an agile environment and a strong understanding of Data Warehouse Environments and Data Lake concepts.
Experience Required
Minimum 5 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)
Senior Manager, Policy Governance at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Risk Frameworks, Policy Governance, Regulatory Requirements, Operational Risk Management, Policy Architecture, Stakeholder Management, Data Gathering Analysis, Effectiveness Measurement, Ethical Business, Fraud Management, Internal Controls, Long Term Planning, Process Management, Results Oriented, Risk Management, Strategic Thinking
Specialization
Candidates must demonstrate expertise in developing risk frameworks, policies, standards, and governance structures, coupled with a deep understanding of HR functions within a financial institution and RBC's policy ecosystem. Essential skills include balancing global standards with local regulatory requirements, leading teams, driving organizational change, and strong communication abilities.
Experience Required
Minimum 5 year(s)
Senior Underwriting Consultant, BMO Insurance at Bank of Montreal
Kelowna, British Columbia, Canada - Full Time
Skills Needed
Underwriting, Critical Thinking, Communication, Negotiation, Interpersonal Skills, Data Analysis, Medical Knowledge, Financial Concepts, Risk Assessment, Reinsurance, Aml Compliance, Client Relations, Presentation Skills, Bilingualism, Analytical Skills, Business Numeracy
Specialization
Candidates should possess an undergraduate degree and 5-10 years of experience in an underwriting environment. Advanced knowledge of industry trends and strong analytical skills are also required.
Experience Required
Minimum 5 year(s)
Branch Manager, RJLU at Raymond James
Toronto, Ontario, Canada - Full Time
Skills Needed
Finra Rules, Sec Rules, Investment Advisers Act Of 1940, Securities Exchange Act Of 1934, Retail Supervision, Compliance, Regulatory Guidance, Written Supervisory Procedures (Wsps), Principal Registration, Transaction Review, Account Opening Approval, Marketing Review, Process Improvements, Interpersonal Communication, Diplomacy, Attention To Detail
Specialization
Candidates must possess a minimum of 10 years in the securities industry, with at least five years specifically in supervision or compliance, and be expected to register as a principal. Essential qualifications include deep knowledge of FINRA and SEC rules, particularly the Investment Advisers Act of 1940, and holding or being willing to obtain required U.S. licenses like Series 7, 24, and 63.
Experience Required
Minimum 10 year(s)
Développeur IA | AI Developer at Valsoft Corporation
Montreal, Quebec, Canada - Full Time
Skills Needed
Javascript, Typescript, React, Next.Js, Backend Logic, Api Endpoints, Postgresql, Rest Apis, Relational Databases, Ai Coding Assistants, Real Time Ai, Voice Ai, Code Reviews, System Reliability, Observability, Architecture Decisions
Specialization
Candidates must possess 2 or more years of professional software development experience, demonstrating strong practical knowledge of JavaScript and TypeScript, along with hands-on experience in React and/or Next.js. A solid understanding of REST APIs and relational databases is required, alongside comfort in owning features end-to-end and utilizing AI coding assistants daily.
Experience Required
Minimum 2 year(s)
Client Advisor at Royal Bank of Canada
Ottawa, Ontario, Canada - Full Time
Skills Needed
Client Focused Sales Expertise, Problem Solving, Client Education, Digital Banking Demonstration, Client Relationship Management, Sales Opportunities Identification, Referral Generation, Financial Transactions Handling, Active Listening, Conflict Resolution, Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Digital Literacy
Specialization
Candidates must demonstrate a passion for client service and success in a target-driven sales environment, possessing strong problem-solving and relationship-building skills. Essential requirements include flexibility, eagerness to learn, strong ethics, digital literacy across various devices, and the ability to work all business hours.
Senior Analyst, Incident Response at Raymond James
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Incident Response, Threat Hunting, Threat Intelligence, Malware Analysis, Exploit Analysis, Intrusion Monitoring, Threat Detection, Data Analysis, Threat Research, Ir Playbook Creation, Ir Automation, Forensic Investigations, Scripting, Powershell, Python, Bash
Specialization
Candidates need a B.S. in a related field or equivalent experience, with a minimum of 5 years in IT, including at least 3 years in Information Security and 3 years in incident response methodologies. Required expertise covers incident management lifecycle, forensics (Windows, Linux, memory), log analysis, malware analysis, and scripting capabilities.
Experience Required
Minimum 5 year(s)
Lead Management Administrator at Tipalti
Toronto, Ontario, Canada - Full Time
Skills Needed
Lead Administration, Salesforce, Leandata, Lead Routing, Contact Management, Account Routing, Speed To Lead, Gtm Strategy Alignment, Workflow Management, Reporting And Dashboards, Data Governance, Troubleshooting, Qa Testing, Sla Monitoring, Salesforce Automation, Lead Lifecycle Management
Specialization
Candidates must have 4+ years of relevant experience, including at least 2 years in Marketing Ops, Sales Ops, RevOps, or Salesforce Administration, with required hands-on experience in LeanData Matching & Routing. Strong proficiency in Salesforce, including object design, automation, and understanding of lead lifecycle management and SLA frameworks is essential.
Experience Required
Minimum 2 year(s)
Associate Director, PC GIB/CIB Canada & Europe at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Product Control, Leadership, Analytical, Problem Solving, Communication, People Management, Project Management, Change Management, Accounting Knowledge, Excel, Access, Word, Operational Controls, Decision Making, Stakeholder Management, Strategic Thinking
Specialization
Candidates must possess a minimum of five years of Product Control experience, strong leadership, analytical, and people management skills, along with project management experience and a change management mindset. A university degree and professional accounting designation (CA/CMA/CGA/CPA/CFA or equivalent) are required, along with proficiency in Excel, Access, and Word.
Experience Required
Minimum 5 year(s)
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