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Financial Services Jobs in Canada

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Financial Planning Specialist at RBC Global Asset Management
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Effective Communication, Financial Planning, Analytical Skills, Judgment Skills, Teamwork, Independence, Investment Knowledge, Insurance Knowledge, Coaching, Presentation Skills, Networking, Opportunity Spotting, Revenue Generation, Risk Management, Client Relationship Management, Complex Strategy Simplification
Specialization
Candidates must have ten years of relevant experience in financial planning and hold a professional designation such as CA, CGA, LLB, or CMA. Strong analytical skills and proficiency in financial planning software are also required.
Experience Required
Minimum 10 year(s)
SPECIALIST, FINANCIAL CRIMES at Banque de dveloppement du Canada
Montreal, Quebec, Canada - Full Time
Skills Needed
Bilingualism, Kyc, Aml, Atf, Sanctions, Data Analysis, Investigation, Relationship Management, Risk Assessment, Compliance, Leadership, Communication, Microsoft Office, Integrity, Professionalism, Judgment
Specialization
Candidates must have a Bachelor’s degree and a minimum of 5 years of relevant financial industry experience in the AML domain. A CAMS certification is required, along with strong organizational and communication skills in both English and French.
Experience Required
Minimum 5 year(s)
Director, Financial Reporting at Aecon
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Reporting, Ifrs, Technical Accounting, Leadership, Team Development, Risk Management, Communication, Problem Solving, Collaboration, Accounting Policies, Audit Coordination, Financial Statements, Regulatory Compliance, Sap, Construction Industry Knowledge
Specialization
Candidates must have a professional accounting designation and at least 10 years of relevant experience in public accounting or public company external reporting. Strong knowledge of IFRS and leadership experience in building high-performing teams are essential.
Experience Required
Minimum 10 year(s)
Sr. Financial Officer - C14 - MISSISSAUGA at Citi
Mississauga, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Budgeting, Reporting, Analytics, Communication, Analytical Skills, Real Estate Finance, Stakeholder Management, Business Case Development, Expense Optimization, Performance Analysis, Strategic Planning, Forecasting, Investment Analysis, Partnership Development, Variance Analysis
Specialization
Candidates should have over 10 years of experience in financial management, particularly in Real Estate. A bachelor's degree is required, with a master's degree preferred.
Experience Required
Minimum 10 year(s)
Lead Financial Officer, Wealth Management at BMO Financial Group
Toronto, ON, Canada - Full Time
Skills Needed
Communication Skills, Technical Proficiency, Collaboration
Qualification
Diploma
Experience Required
Minimum 5 year(s)
Financial Assistant, Qualified at ATCO
Whitehorse, Yukon, Canada - Full Time
Skills Needed
Accounts Payable, Accounts Receivable, Financial Reporting, Budget Preparation, Reconciliation, Bookkeeping, Oracle, Excel, Team Player, Attention To Detail, Adaptability, Time Management
Specialization
Candidates should have a High School Diploma or equivalent, with a preference for a Diploma/Certificate in a related field. A minimum of three years of related experience and basic bookkeeping knowledge are required.
Experience Required
Minimum 2 year(s)
Assistant Financial Controller at Gallagher
Halifax, Nova Scotia, Canada - Full Time
Skills Needed
Financial Reporting, Budgeting, Gaap, Accounts Payable, Accounts Receivable, Variance Analysis, Audit Compliance, Process Improvement, Payroll Processing, Communication Skills, Organizational Skills, Microsoft Office, Accounting Software, Attention To Detail, Collaboration, Problem Solving
Specialization
A bachelor's degree in Accounting or Finance and 5 years of related experience are required. Strong knowledge of financial reporting, GAAP, and proficiency in Microsoft Office and accounting software are essential.
Experience Required
Minimum 5 year(s)
Financial Aid Officer- Windsor at triOS College Business Technology Healthcare
Windsor, Quebec, Canada - Full Time
Skills Needed
Financial Counselling, Customer Service, Sales, Financial Aid Administration, Data Entry, Payment Processing, Record Keeping, Banking, Collections, Communication, Great Plains, Xcas, Tuition Management, Student Support, Diversity, Inclusion
Specialization
Candidates should have 1 to 2 years of related work experience, preferably in student financial aid or a Private Career College. A strong background in customer service and proficiency in MS Office, particularly Word and Excel, are also required.
Product Manager, Financial Data at AlphaSense
, , Canada - Full Time
Skills Needed
Product Management, Saas, Financial Data, Private Markets, Alternative Datasets, Communication, Project Management, Integration, Client Discovery, Quality Assurance, Data Analysis, Stakeholder Management, Ai Technologies, Roadmap Development, Team Collaboration, Detail Orientation
Specialization
The ideal candidate should have a minimum of 2 years of experience in building SaaS products and a strong background in financial data products, particularly in private markets. A bachelor's degree in a related field is required, along with excellent communication and organizational skills.
Experience Required
Minimum 2 year(s)
Director, Operational Risk Management at PC Financial
Toronto, Ontario, Canada - Full Time
Skills Needed
Operational Risk Management, Audit, Project Management, Risk Assessment, Control Testing, Communication Skills, Microsoft Office, People Management
Specialization
Candidates should have a post-secondary education in Business or Commerce and over 7 years of experience in operational risk management or audit within the financial services industry. Strong knowledge of credit card and deposit account products, along with excellent communication skills, is essential.
Experience Required
Minimum 5 year(s)
Director, Business Operations at PC Financial
Toronto, Ontario, Canada - Full Time
Skills Needed
Business Process Optimization, Operational Efficiency, Incident Management, Vendor Negotiation, Financial Stewardship, Ai Driven Analytics, Project Management, Regulatory Compliance, Team Leadership, Continuous Improvement, Data Driven Problem Solving, Interpersonal Skills, Communication Skills, Operational Risk Management, Budget Management, Strategic Collaboration
Specialization
Candidates should have a university degree in a relevant field and 5-7 years of experience in the payments or banking industry. Strong leadership, strategic thinking, and excellent communication skills are essential for this role.
Experience Required
Minimum 5 year(s)
Financial Planner, Scotia Financial Planning - Quebec City at Scotiabank
Quebec, Quebec, Canada - Full Time
Skills Needed
Financial Planning, Investment Sales, Networking, Client Acquisition, Interpersonal Skills, Entrepreneurial Spirit, Market Knowledge, Regulatory Knowledge, Business Development, Client Centric Solutions, Community Involvement, Proactive Communication, Needs Analysis, Mutual Fund Certification, Ciro Licensing, Ipf Designation
Specialization
Candidates should have at least 3 years of experience in financial planning and investment sales, along with mutual fund certification and the IPF designation. Proven networking and client acquisition skills are essential, as well as extensive knowledge of market trends and regulatory environments.
Experience Required
Minimum 2 year(s)
Senior Manager- Financial Accounting Advisory Services- Finance Optimizatio at EY
Montreal, Quebec, Canada - Full Time
Skills Needed
Financial Accounting, Process Optimization, Project Management, Leadership, Communication Skills, Interpersonal Skills, Erp Systems, Epm Tools, Bilingualism, Client Relationship Management, Business Process Optimization, Data Analytics, Performance Management, Costing, Finance Strategy, Operating Model
Specialization
Candidates must have a bachelor's degree in accounting, finance, business administration, or data management/analysis, along with 7 to 10 years of professional experience. Proficiency in both French and English, as well as experience with ERP systems and EPM tools, is required.
Experience Required
Minimum 5 year(s)
CMLS Financial - Analyste, Gestion des comptes, Services commerciaux / Anal at Nesto Group
Montreal, Quebec, Canada - Full Time
Skills Needed
Analytical Skills, Communication Skills, Negotiation Skills, Interpersonal Skills, Bilingualism, Problem Solving Abilities, Microsoft Office Proficiency, Attention To Detail, Credit Analysis, Financial Statement Analysis, Mortgage Law Knowledge, Loan Agreements Familiarity, Underwriting Experience, Asset Management Experience, Team Development, Risk Management
Specialization
Candidates should possess strong analytical skills and the ability to interpret complex financial data, along with excellent communication and negotiation skills. A university degree in Business, Finance, Accounting, or Real Estate is preferred, along with relevant experience in commercial mortgage funding or credit analysis.
Experience Required
Minimum 2 year(s)
91-19 Financial Empowerment Facilitator and Coach at Family Services of Greater Vancouver
Vancouver, BC, Canada - Full Time
Skills Needed
Computer Competency, Excel, Social Sciences, Outlook, Adult Education, Training, Dynamics, Poverty, Development Projects
Specialization
Personal finances adult education and group facilitation or an equivalent combination of education training and experience
Qualification
Graduate
Experience Required
Minimum 4 year(s)
Support Services Worker at The Salvation Army in Canada
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Interpersonal Skills, Confidentiality, Problem Solving, Communication, Cash Handling, Crisis Management, Safety Procedures, Data Entry, Team Collaboration, Client Support, Security Monitoring, Emergency Services, Behavioral Awareness, Professional Etiquette, Training Participation, Facility Compliance
Specialization
Candidates must have completed Grade 12 or equivalent and possess current First Aid/CPR training. Experience in shelter, security, or hospitality industries, along with strong communication skills and the ability to handle cash transactions, is required.
Senior Financial Advisor - Québec at CIBC
Quebec, Quebec, Canada - Full Time
Skills Needed
Client Engagement, Business Development, Community Involvement, Financial Planning, Investment Advice, Networking, Sales Planning, Relationship Management, Credit Solutions, Estate Planning, Retirement Planning, Teamwork, Accountability, Lending, Personal Investments, Residential Mortgages
Specialization
Candidates must be certified professionals with current accreditation in relevant financial courses and licensing. They should also demonstrate strong relationship-building skills and a commitment to client service.
Experience Required
Minimum 5 year(s)
Manager, Financial Planning & Analysis, Merchant & Onsite (Full Time) - Mis at Linde Global Services
Mississauga, Ontario, Canada - Full Time
Skills Needed
Analytical Skills, Excel, Communication Skills, Interpersonal Skills, Collaboration Skills, Oracle Bi, Hyperion, Jd Edwards
Specialization
A bachelor's degree in Finance or Accounting is required, with CMA, CA, or CPA highly desirable. Candidates should have 5-8 years of experience in similar positions, including 3-5 years in manufacturing and costing.
Experience Required
Minimum 5 year(s)
Conseiller en projet assurance individuelle et services financiers at Dream
Quebec, Quebec, Canada - Full Time
Skills Needed
Strategic Planning, Project Management, Financial Services, Communication, Risk Analysis, Business Analysis, Team Collaboration, Process Implementation, Bilingual Communication, Microsoft Office, Jira, Confluence
Specialization
A bachelor's degree in business administration or a relevant field is required, along with a minimum of 7 years of relevant experience in individual insurance, financial services, and/or project management. Proficiency in Microsoft Office, JIRA, and Confluence, as well as advanced French and English language skills, are essential.
Experience Required
Minimum 5 year(s)
Conseiller en projet assurance individuelle et services financiers at Beneva
Quebec, Quebec, Canada - Full Time
Skills Needed
Strategic Planning, Project Management, Financial Services, Communication, Risk Analysis, Business Analysis, Process Implementation, Team Collaboration, Microsoft Office, Jira, Confluence, Bilingual Communication, Trend Identification, Stakeholder Engagement, Problem Solving, Analytical Skills
Specialization
A bachelor's degree in business administration or a relevant field is required, along with a minimum of 7 years of relevant experience in individual insurance, financial services, and/or project management. Proficiency in Microsoft Office, JIRA, and Confluence, as well as advanced bilingual communication skills in French and English, are essential.
Experience Required
Minimum 5 year(s)
Financial Planning Specialist at RBC Global Asset Management
Vancouver, British Columbia, Canada -
Full Time

Start Date

Immediate

Expiry Date

26 Feb, 26

Salary

140000.0

Posted On

28 Nov, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Effective Communication, Financial Planning, Analytical Skills, Judgment Skills, Teamwork, Independence, Investment Knowledge, Insurance Knowledge, Coaching, Presentation Skills, Networking, Opportunity Spotting, Revenue Generation, Risk Management, Client Relationship Management, Complex Strategy Simplification

Industry

Description
Job Description What is the opportunity? As an integral member of the Wealth Management Services team, your role as a Financial Planning Specialist is to work with our Advisors to deliver high value customized advice and financial planning to High Net Worth (HNW) clients of RBC. As a valued partner, you will also assist with business development, opportunity spotting and revenue generation. What will you do? Prepare comprehensive financial plans that meet client’s specific needs in the areas of financial, investment, retirement, and risk management planning. Personalize each financial plan to provide expert knowledge around issues affecting clients, such as: holding companies, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning, etc. Simplify complex strategies to assist Advisors Deliver presentations to Advisors and clients Provide ongoing coaching to the Financial Planning Analysts assisting in the preparation of financial plans Promote and support a work environment that inspires innovation, creativity, collaboration and diversity Develop strong internal and external networks and referral sources What do you need to succeed? Must-have Effective communication skills both oral and written Ten years of relevant experience in all aspects of financial planning Professional designation such as CA, CGA, LLB, or CMA Complex financial planning experience Strong analytical and judgment skills. Computer skills : Microsoft Office, “Naviplan Extended” or CCH – (planning software). Ability to work both as part of a team and independently Nice-to-have Financial planning designation: CFP or RFP Investment and insurance industry knowledge are also strong assets What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable A world-class training program in financial services Work in a dynamic, collaborative, progressive, and high-performing team Ability to make a difference and lasting impact The expected salary range for the above position is $80,000 - $140,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This position may be eligible to receive a discretionary/variable incentive payment. Job Skills Additional Job Details Address: VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER City: Vancouver Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-01-07 Application Deadline: 2025-11-29 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At 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.
Responsibilities
Prepare comprehensive financial plans tailored to High Net Worth clients, focusing on various financial aspects. Collaborate with Advisors to deliver customized advice and assist in business development.
Financial Planning Specialist at RBC Global Asset Management
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Effective Communication, Financial Planning, Analytical Skills, Judgment Skills, Teamwork, Independence, Investment Knowledge, Insurance Knowledge, Coaching, Presentation Skills, Networking, Opportunity Spotting, Revenue Generation, Risk Management, Client Relationship Management, Complex Strategy Simplification
Specialization
Candidates must have ten years of relevant experience in financial planning and hold a professional designation such as CA, CGA, LLB, or CMA. Strong analytical skills and proficiency in financial planning software are also required.
Experience Required
Minimum 10 year(s)
SPECIALIST, FINANCIAL CRIMES at Banque de dveloppement du Canada
Montreal, Quebec, Canada - Full Time
Skills Needed
Bilingualism, Kyc, Aml, Atf, Sanctions, Data Analysis, Investigation, Relationship Management, Risk Assessment, Compliance, Leadership, Communication, Microsoft Office, Integrity, Professionalism, Judgment
Specialization
Candidates must have a Bachelor’s degree and a minimum of 5 years of relevant financial industry experience in the AML domain. A CAMS certification is required, along with strong organizational and communication skills in both English and French.
Experience Required
Minimum 5 year(s)
Director, Financial Reporting at Aecon
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Reporting, Ifrs, Technical Accounting, Leadership, Team Development, Risk Management, Communication, Problem Solving, Collaboration, Accounting Policies, Audit Coordination, Financial Statements, Regulatory Compliance, Sap, Construction Industry Knowledge
Specialization
Candidates must have a professional accounting designation and at least 10 years of relevant experience in public accounting or public company external reporting. Strong knowledge of IFRS and leadership experience in building high-performing teams are essential.
Experience Required
Minimum 10 year(s)
Sr. Financial Officer - C14 - MISSISSAUGA at Citi
Mississauga, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Budgeting, Reporting, Analytics, Communication, Analytical Skills, Real Estate Finance, Stakeholder Management, Business Case Development, Expense Optimization, Performance Analysis, Strategic Planning, Forecasting, Investment Analysis, Partnership Development, Variance Analysis
Specialization
Candidates should have over 10 years of experience in financial management, particularly in Real Estate. A bachelor's degree is required, with a master's degree preferred.
Experience Required
Minimum 10 year(s)
Lead Financial Officer, Wealth Management at BMO Financial Group
Toronto, ON, Canada - Full Time
Skills Needed
Communication Skills, Technical Proficiency, Collaboration
Qualification
Diploma
Experience Required
Minimum 5 year(s)
Financial Assistant, Qualified at ATCO
Whitehorse, Yukon, Canada - Full Time
Skills Needed
Accounts Payable, Accounts Receivable, Financial Reporting, Budget Preparation, Reconciliation, Bookkeeping, Oracle, Excel, Team Player, Attention To Detail, Adaptability, Time Management
Specialization
Candidates should have a High School Diploma or equivalent, with a preference for a Diploma/Certificate in a related field. A minimum of three years of related experience and basic bookkeeping knowledge are required.
Experience Required
Minimum 2 year(s)
Assistant Financial Controller at Gallagher
Halifax, Nova Scotia, Canada - Full Time
Skills Needed
Financial Reporting, Budgeting, Gaap, Accounts Payable, Accounts Receivable, Variance Analysis, Audit Compliance, Process Improvement, Payroll Processing, Communication Skills, Organizational Skills, Microsoft Office, Accounting Software, Attention To Detail, Collaboration, Problem Solving
Specialization
A bachelor's degree in Accounting or Finance and 5 years of related experience are required. Strong knowledge of financial reporting, GAAP, and proficiency in Microsoft Office and accounting software are essential.
Experience Required
Minimum 5 year(s)
Financial Aid Officer- Windsor at triOS College Business Technology Healthcare
Windsor, Quebec, Canada - Full Time
Skills Needed
Financial Counselling, Customer Service, Sales, Financial Aid Administration, Data Entry, Payment Processing, Record Keeping, Banking, Collections, Communication, Great Plains, Xcas, Tuition Management, Student Support, Diversity, Inclusion
Specialization
Candidates should have 1 to 2 years of related work experience, preferably in student financial aid or a Private Career College. A strong background in customer service and proficiency in MS Office, particularly Word and Excel, are also required.
Product Manager, Financial Data at AlphaSense
, , Canada - Full Time
Skills Needed
Product Management, Saas, Financial Data, Private Markets, Alternative Datasets, Communication, Project Management, Integration, Client Discovery, Quality Assurance, Data Analysis, Stakeholder Management, Ai Technologies, Roadmap Development, Team Collaboration, Detail Orientation
Specialization
The ideal candidate should have a minimum of 2 years of experience in building SaaS products and a strong background in financial data products, particularly in private markets. A bachelor's degree in a related field is required, along with excellent communication and organizational skills.
Experience Required
Minimum 2 year(s)
Director, Operational Risk Management at PC Financial
Toronto, Ontario, Canada - Full Time
Skills Needed
Operational Risk Management, Audit, Project Management, Risk Assessment, Control Testing, Communication Skills, Microsoft Office, People Management
Specialization
Candidates should have a post-secondary education in Business or Commerce and over 7 years of experience in operational risk management or audit within the financial services industry. Strong knowledge of credit card and deposit account products, along with excellent communication skills, is essential.
Experience Required
Minimum 5 year(s)
Director, Business Operations at PC Financial
Toronto, Ontario, Canada - Full Time
Skills Needed
Business Process Optimization, Operational Efficiency, Incident Management, Vendor Negotiation, Financial Stewardship, Ai Driven Analytics, Project Management, Regulatory Compliance, Team Leadership, Continuous Improvement, Data Driven Problem Solving, Interpersonal Skills, Communication Skills, Operational Risk Management, Budget Management, Strategic Collaboration
Specialization
Candidates should have a university degree in a relevant field and 5-7 years of experience in the payments or banking industry. Strong leadership, strategic thinking, and excellent communication skills are essential for this role.
Experience Required
Minimum 5 year(s)
Financial Planner, Scotia Financial Planning - Quebec City at Scotiabank
Quebec, Quebec, Canada - Full Time
Skills Needed
Financial Planning, Investment Sales, Networking, Client Acquisition, Interpersonal Skills, Entrepreneurial Spirit, Market Knowledge, Regulatory Knowledge, Business Development, Client Centric Solutions, Community Involvement, Proactive Communication, Needs Analysis, Mutual Fund Certification, Ciro Licensing, Ipf Designation
Specialization
Candidates should have at least 3 years of experience in financial planning and investment sales, along with mutual fund certification and the IPF designation. Proven networking and client acquisition skills are essential, as well as extensive knowledge of market trends and regulatory environments.
Experience Required
Minimum 2 year(s)
Senior Manager- Financial Accounting Advisory Services- Finance Optimizatio at EY
Montreal, Quebec, Canada - Full Time
Skills Needed
Financial Accounting, Process Optimization, Project Management, Leadership, Communication Skills, Interpersonal Skills, Erp Systems, Epm Tools, Bilingualism, Client Relationship Management, Business Process Optimization, Data Analytics, Performance Management, Costing, Finance Strategy, Operating Model
Specialization
Candidates must have a bachelor's degree in accounting, finance, business administration, or data management/analysis, along with 7 to 10 years of professional experience. Proficiency in both French and English, as well as experience with ERP systems and EPM tools, is required.
Experience Required
Minimum 5 year(s)
CMLS Financial - Analyste, Gestion des comptes, Services commerciaux / Anal at Nesto Group
Montreal, Quebec, Canada - Full Time
Skills Needed
Analytical Skills, Communication Skills, Negotiation Skills, Interpersonal Skills, Bilingualism, Problem Solving Abilities, Microsoft Office Proficiency, Attention To Detail, Credit Analysis, Financial Statement Analysis, Mortgage Law Knowledge, Loan Agreements Familiarity, Underwriting Experience, Asset Management Experience, Team Development, Risk Management
Specialization
Candidates should possess strong analytical skills and the ability to interpret complex financial data, along with excellent communication and negotiation skills. A university degree in Business, Finance, Accounting, or Real Estate is preferred, along with relevant experience in commercial mortgage funding or credit analysis.
Experience Required
Minimum 2 year(s)
91-19 Financial Empowerment Facilitator and Coach at Family Services of Greater Vancouver
Vancouver, BC, Canada - Full Time
Skills Needed
Computer Competency, Excel, Social Sciences, Outlook, Adult Education, Training, Dynamics, Poverty, Development Projects
Specialization
Personal finances adult education and group facilitation or an equivalent combination of education training and experience
Qualification
Graduate
Experience Required
Minimum 4 year(s)
Support Services Worker at The Salvation Army in Canada
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Interpersonal Skills, Confidentiality, Problem Solving, Communication, Cash Handling, Crisis Management, Safety Procedures, Data Entry, Team Collaboration, Client Support, Security Monitoring, Emergency Services, Behavioral Awareness, Professional Etiquette, Training Participation, Facility Compliance
Specialization
Candidates must have completed Grade 12 or equivalent and possess current First Aid/CPR training. Experience in shelter, security, or hospitality industries, along with strong communication skills and the ability to handle cash transactions, is required.
Senior Financial Advisor - Québec at CIBC
Quebec, Quebec, Canada - Full Time
Skills Needed
Client Engagement, Business Development, Community Involvement, Financial Planning, Investment Advice, Networking, Sales Planning, Relationship Management, Credit Solutions, Estate Planning, Retirement Planning, Teamwork, Accountability, Lending, Personal Investments, Residential Mortgages
Specialization
Candidates must be certified professionals with current accreditation in relevant financial courses and licensing. They should also demonstrate strong relationship-building skills and a commitment to client service.
Experience Required
Minimum 5 year(s)
Manager, Financial Planning & Analysis, Merchant & Onsite (Full Time) - Mis at Linde Global Services
Mississauga, Ontario, Canada - Full Time
Skills Needed
Analytical Skills, Excel, Communication Skills, Interpersonal Skills, Collaboration Skills, Oracle Bi, Hyperion, Jd Edwards
Specialization
A bachelor's degree in Finance or Accounting is required, with CMA, CA, or CPA highly desirable. Candidates should have 5-8 years of experience in similar positions, including 3-5 years in manufacturing and costing.
Experience Required
Minimum 5 year(s)
Conseiller en projet assurance individuelle et services financiers at Dream
Quebec, Quebec, Canada - Full Time
Skills Needed
Strategic Planning, Project Management, Financial Services, Communication, Risk Analysis, Business Analysis, Team Collaboration, Process Implementation, Bilingual Communication, Microsoft Office, Jira, Confluence
Specialization
A bachelor's degree in business administration or a relevant field is required, along with a minimum of 7 years of relevant experience in individual insurance, financial services, and/or project management. Proficiency in Microsoft Office, JIRA, and Confluence, as well as advanced French and English language skills, are essential.
Experience Required
Minimum 5 year(s)
Conseiller en projet assurance individuelle et services financiers at Beneva
Quebec, Quebec, Canada - Full Time
Skills Needed
Strategic Planning, Project Management, Financial Services, Communication, Risk Analysis, Business Analysis, Process Implementation, Team Collaboration, Microsoft Office, Jira, Confluence, Bilingual Communication, Trend Identification, Stakeholder Engagement, Problem Solving, Analytical Skills
Specialization
A bachelor's degree in business administration or a relevant field is required, along with a minimum of 7 years of relevant experience in individual insurance, financial services, and/or project management. Proficiency in Microsoft Office, JIRA, and Confluence, as well as advanced bilingual communication skills in French and English, are essential.
Experience Required
Minimum 5 year(s)