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Financial Services Jobs in Canada

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Senior Manager at Ryan Consulting
Winnipeg, Manitoba, Canada - Full Time
Skills Needed
Analytical Skills, Problem Solving Skills, People Skills, Research Skills, Database Reconciliation, Detailed Calculations, Leadership, Communication Skills, Client Management, Tax Compliance, Valuation Techniques, Assessment Reviews, Negotiation, Business Development, Mentoring, Team Management
Specialization
Candidates must have a University Degree, College Diploma, or equivalent in relevant fields and at least seven years of property tax-related experience. Demonstrated leadership and strong verbal and written communication skills are essential.
Experience Required
Minimum 5 year(s)
Divisional Account Manager - Traditional Asset Management at S&P Global
Toronto, Ontario, Canada - Full Time
Skills Needed
Account Management, Sales, Communication, Organization, Presentation, Problem Solving, Customer Focus, Crm Systems, Market Intelligence, Credit Workflows, Diagnostic Selling, Collaboration, Campaign Development, Client Support, Revenue Synergy, Cross Selling
Specialization
Candidates should have a strong commercial mindset and prior experience interacting with credit personas. A bachelor's degree and 2-5 years of relevant work experience are required, along with proficiency in MS Office and CRM systems.
Experience Required
Minimum 2 year(s)
Project Manager at Aviso Wealth
Toronto, Ontario, Canada - Full Time
Skills Needed
Project Management, Service Excellence, Collaboration, Risk Mitigation, Change Management, Budget Planning, Cost Control, Communication Skills, Negotiation Skills, Presentation Skills, Capital Markets, Regulatory Compliance, Agile Methodology, Waterfall Methodology, Critical Path Analysis, Integrated Systems Lifecycle
Specialization
Candidates should have a degree in Management Information Systems, Business Administration, or a related field, along with 7+ years of work experience, including 5+ years in project management. A Project Management Certification and experience in Capital Markets projects are also required.
Experience Required
Minimum 5 year(s)
AI Technical Product Manager - Startup Scaling and Growth at Valsoft Corporation
, , Canada - Full Time
Skills Needed
Ai Innovation, Product Management, Team Building, Market Research, Customer Engagement, Operational Excellence, Agile Methodologies, Ai/Ml Technologies, Entrepreneurship, Proof Of Concept, Scaling Operations, Customer Feedback Integration, High Performance Culture, Competitive Analysis, Strategy Development, Execution
Specialization
Candidates should have a strong understanding of AI/ML technologies and their commercial applications, along with the ability to lead and inspire teams in a fast-moving environment. An entrepreneurial background or experience in building/scaling a business unit is a plus, and a Bachelor's degree in a related field is advantageous.
Staff Machine Learning Engineer - Core Automation at Coinbase Careers Page
, , Canada - Full Time
Skills Needed
Machine Learning, Software Engineering, Python, Data Processing, Deep Learning, Natural Language Processing, Mentoring, Ai Technologies, Data Mining, Information Retrieval, Statistics, Computer Vision, Model Interpretability, Data Analysis, Visualization
Specialization
Candidates should have 8+ years of experience in machine learning and software engineering, with proven expertise in building and maintaining production services. A passion for building an open financial system and exceptional communication skills are also essential.
Experience Required
Minimum 10 year(s)
Managing Director - Consumer Non-Regulatory Models at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Credit Modeling, Risk Management, Team Leadership, Artificial Intelligence, Machine Learning, Statistical Modeling, Portfolio Management, Data Analysis, Regulatory Compliance, Communication, Performance Management, Coaching, Mentoring, Business Strategy, Financial Analysis, Customer Focus
Specialization
Candidates must have a Master's or PhD in a quantitative field and at least 10 years of experience in developing credit models. Strong leadership skills and the ability to apply AI and machine learning techniques are essential.
Experience Required
Minimum 10 year(s)
Manager, Investor Relations - Private Assets at The Citco Group Limited
, , Canada - Full Time
Skills Needed
Investor Relations, Private Assets, Fund Administration, Asset Servicing, Client Experience, Accounting Services, Technology Solutions, Alternative Assets
Specialization
Candidates should have significant experience in investor relations and a strong understanding of private assets. A background in fund administration and alternative asset servicing is also important.
Experience Required
Minimum 5 year(s)
Manager, Treasury at American Express Company South Africa
Toronto, Ontario, Canada - Full Time
Skills Needed
Treasury Management, Liquidity Risk Management, Asset Liability Management, Financial Risk Management, Regulatory Compliance, Forecasting, Analytical Skills, Project Management, Interpersonal Skills, Communication Skills, Problem Solving, Strategic Thinking, Data Visualization, Excel Proficiency, Stress Testing, Balance Sheet Management
Specialization
Candidates should have a university degree or equivalent professional certification with 5+ years of progressive Treasury experience in a regulated banking environment. Strong knowledge of banking, liquidity risk management, and financial risk management is essential, along with excellent analytical and communication skills.
Experience Required
Minimum 5 year(s)
Private Credit Analyst at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Modeling, Investment Due Diligence, Private Debt, Private Equity, Infrastructure, Real Estate, Quantitative Analysis, Qualitative Analysis, Market Research, Portfolio Monitoring, Risk Assessment, Excel, Python, Power Bi, Tableau, Communication Skills
Specialization
Candidates should possess a bachelor's or master's degree in finance, economics, business, or a related field, along with 3-6 years of relevant experience. Strong financial modeling skills and familiarity with private market structures are essential.
Experience Required
Minimum 2 year(s)
Director, Credit Structuring – Commercial Banking at Bank of Montreal
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Change Management, Project Management, Problem Solving, Detail Oriented, People Management, Stakeholder Management, Strategic Thinking, Product Knowledge, Regulatory Compliance, Data Analysis Reporting, Document Management
Specialization
Candidates should have over 7 years of relevant experience in client relationship management or financial services, with a preference for a bachelor's degree in business administration, finance, or marketing. Advanced proficiency in various management and analytical skills is essential.
Experience Required
Minimum 10 year(s)
Adjoint ou Adjointe à la gestion du centre financier at Sun Life
, , Canada - Full Time
Skills Needed
Customer Service, Communication, Organization, Problem Solving, Time Management, Teamwork, Initiative, Technical Support, Microsoft Office, Salesforce.Com, Sharepoint, Oracle
Specialization
Candidates should have strong organizational skills and excellent computer knowledge. A high school diploma and 3 to 6 years of experience, or an equivalent combination of education and experience, are required.
Experience Required
Minimum 2 year(s)
New Accounts Administrator, Temporary at Aviso Wealth
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Client Service, Administrative Support, Continuous Improvement, Collaboration, Financial Industry Knowledge, Dataphile, Communication Skills, Attention To Detail
Specialization
A post-secondary program in Finance or Business is preferred, along with a minimum of one year of administrative experience in the financial industry. Knowledge of Dataphile and completion of the Canadian Securities Course or Investment Funds Institute of Canada course are assets.
Product / Domain Lead (AI + Banking domain) – Toronto - Hybrid at Capco Singapore
Toronto, Ontario, Canada - Full Time
Skills Needed
Banking, Operations, Product, Risk, Compliance, Machine Learning, Artificial Intelligence, Stakeholder Management, Vendor Evaluation, Platform Evaluation, Communication Skills, Analytical Skills, Problem Solving, Organizational Skills, Technical Features, Business Needs
Specialization
Candidates should have 5+ years of related experience with a strong background in banking operations, product, risk, and compliance. Experience in ML/AI product development and the ability to translate business needs into technical features is essential.
Experience Required
Minimum 5 year(s)
Bilingual Corporate Actions Administrator at Aviso Wealth
Toronto, Ontario, Canada - Full Time
Skills Needed
Bilingual Communication, Client Service, Corporate Actions Processing, Team Collaboration, Attention To Detail, Problem Solving, Process Improvement, Tax Treatment Knowledge, Time Management, Customer Service, Financial Reporting, Regulatory Compliance, Post Secondary Education, Professional Development, Gic Interest Processing, Dividend Reinvestment Plans, Entitlements Processing
Specialization
Candidates should have a minimum of 2 years of related work experience and post-secondary education. Fluency in both English and French is required, and completion of the CSC is considered an asset.
Experience Required
Minimum 2 year(s)
Gestionnaire, Évaluation du crédit privé at CPP Investments
Toronto, Ontario, Canada - Full Time
Skills Needed
Credit Evaluation, Financial Modeling, Risk Management, Stakeholder Management, Project Management, Analytical Skills, Collaboration, Attention To Detail, Communication Skills, Leadership, Market Analysis, Process Improvement, Data Analysis, Emerging Technologies, Governance, Investment Analysis
Specialization
A bachelor's degree in finance, accounting, or a related field is required, with a preference for advanced degrees. Candidates should have 6 to 8 years of relevant experience in credit evaluation or related fields, along with demonstrated expertise in private credit evaluation methodologies.
Experience Required
Minimum 5 year(s)
Manager, Lending Optimization, Commercial Banking at Bank of Montreal
Halifax, Nova Scotia, Canada - Full Time
Skills Needed
Process Improvements, Automation, Operational Efficiency, Stakeholder Engagement, Change Management, Analytical Skills, Problem Solving, Collaboration, Influence Skills, Data Driven Decision Making, Credit Transformation, Governance Standards, Project Delivery, Strategic Planning, User Experience, Risk Management
Specialization
Typically requires 5-7 years of relevant experience and a post-secondary degree in a related field of study. Candidates should possess deep knowledge and technical proficiency, along with strong verbal and written communication skills.
Experience Required
Minimum 5 year(s)
Adjoint ou Adjointe à la gestion du centre financier at Sun Life
, , Canada - Full Time
Skills Needed
Customer Service, Communication, Organization, Problem Solving, Time Management, Teamwork, Initiative, Technical Support, Microsoft Office, Windows 10, Salesforce.Com, Sharepoint, Oracle, Financial Services Knowledge, Data Management
Specialization
Candidates should have strong organizational skills and excellent computer knowledge, with a secondary school diploma and 3 to 6 years of experience or an equivalent combination of education and experience. Experience in customer service and financial operations is preferred.
Experience Required
Minimum 2 year(s)
Administrative Assistant at Raymond James
Nanaimo, British Columbia, Canada - Full Time
Skills Needed
Administrative Support, Communication Skills, Attention To Detail, Multitasking, Microsoft Office, Social Media Management, Business Development, Research, Project Management, Content Creation, Email Management, Scheduling, Expense Management, Client Research, Marketing Campaigns, Engagement Monitoring
Specialization
Candidates should have at least 2 years of experience in a similar role, preferably in a financial services firm. Strong communication skills, attention to detail, and proficiency in Microsoft Office and social media platforms are essential.
Experience Required
Minimum 2 year(s)
Application Support Analyst at Aviso Wealth
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Application Support, Customer Service, Analytical Skills, Problem Solving, Collaboration, Documentation, Itil, Sftp, Api, Critical Thinking, Detail Orientation, Interpersonal Skills, Learning Aptitude, Communication Skills, Technical Support, Software Maintenance
Specialization
Candidates should have an IT-related diploma or a computer science degree, along with 3-5 years of experience in application support. A certificate in ITIL and experience with SFTP and API are also required.
Experience Required
Minimum 2 year(s)
Inside Sales Representative at Allianz
Montreal, Quebec, Canada - Full Time
Skills Needed
Sales Experience, Outbound Calling, Lead Generation, Customer Service, Interpersonal Skills, Analytical Skills, Sales Crm, Ms Office, Social Media, Bilingual, Teamwork, Motivation, Communication Skills, Deductive Reasoning, Time Management
Specialization
Candidates should have 1-3 years of sales experience and a college or university degree, preferably in Business or Marketing. Strong verbal, written, and interpersonal skills are essential, along with the ability to work independently and as part of a team.
Senior Manager at Ryan Consulting
Winnipeg, Manitoba, Canada -
Full Time

Start Date

Immediate

Expiry Date

24 Jan, 26

Salary

0.0

Posted On

26 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Analytical Skills, Problem-Solving Skills, People Skills, Research Skills, Database Reconciliation, Detailed Calculations, Leadership, Communication Skills, Client Management, Tax Compliance, Valuation Techniques, Assessment Reviews, Negotiation, Business Development, Mentoring, Team Management

Industry

Financial Services

Description
Why Ryan? Hybrid and Remote Work Options Award-Winning Culture Generous Personal Time Off (PTO) Benefits Up to 20 Weeks of Parental Leave Top-up (Adoption Included Monthly Gym Membership OR Gym Equipment Reimbursement Health and Dental Benefit Eligibility Effective Day One RRSP with Employer Match Tuition Reimbursement After One Year of Service The Property Tax Senior Manager ("Senior Manager") oversees Managers/Staff to provide property tax compliance, consulting, and appeal services for assigned clients. The Senior Manager maintains existing client relationships and focuses on property tax management and minimization opportunities. The Senior Manager leads the team in preparing annual property tax filings, reviews and evaluates appeal positions, makes appeal recommendations and manages the appeal process for Ryan clients. This work includes enforcing policies, standards and guidelines, researching tax issues, reviewing valuations of real and personal property, negotiating settlements related to assessment reduction, and the preparation and presentation of assessment appeals and supporting litigation. The Senior Manager is responsible for creating positive team member experiences, which lead to excellent client service and drive revenue and profit for the Firm. The ideal candidate with have analytical and problem-solving skills, coupled with strong people skills. The successful candidate will be effective in researching issues, reconciling databases, and completing detailed calculations. Successful Ryan team members embrace and live Ryan’s values of Pursue Excellence, Wired to Win, Generosity Matters, Build Trust and Integrity Always and will embody and demonstrate accountability. Duties and responsibilities, as they align to Ryan’s Key Results People: Create a positive team member experience. Client: Responds to client inquiries and requests from tax authorities. Value: Manages and monitors all aspects of the annual property tax cycle for assigned real and personal property accounts. Demonstrates superior knowledge in the annual compliance process, valuation techniques, assessment reviews, jurisdictional expertise, and client industry expertise. Schedules, coordinates, and leads all status calls and client presentations and consistently updates clients on recent activities including compliance, reviews, appeals and status of engagements. Leads the review and management of client audits conducted by tax jurisdictions. Attends hearings, settlement conferences, and negotiations, through settlement. Reviews and manages client contract terms, scope of services and fees. Manages client billing and ensures timely collection of receivables (less than 90 days). Supervises and provides guidance to team and acts as mentor to new Managers. Ensures team compliance with Firm policies, practice guidelines, and standards. Gives timely performance feedback to team members and addresses, documents, and escalates performance issues. Ensures workload is property distributed among team members and holds team members accountable for completion of assigned projects. Actively involved in business development of new clients, maintaining existing clients, and focusing on cross selling efforts. Participates actively in professional organizations and seeking speaking opportunities and writing articles to build eminence. Performs other duties as assigned. Education and Experience: University Degree, College Diploma, or equivalent in Accounting, Finance, Business Administration, Economics, Real Estate, Business Management or other degree with MBA, MST or JD required and at least seven years property tax related experience required. Candidates with appropriate valuation designations preferred. Demonstrated leadership, problem solving, and strong verbal and written communication skills. Ability to prioritize tasks, work on multiple assignments, and manage ambiguity. Computer Skills: To perform this job successfully, an individual must have intermediate knowledge of Microsoft® Word, Access, Excel, PowerPoint, Outlook, and Internet navigation and research. Certificates and Licenses: Valid driver’s license required. Manager should maintain professional designations such as Certified Member of the Institute (CMI), and Certified Commercial Investment Member (CCIM), or equivalent, and keep active in professional organizations on a local and national level. Supervisory Responsibilities: This position directly supervises employees in the Property Tax practice and carries out supervisory responsibilities in accordance with the Firm's policies and applicable laws. Equal Opportunity Employer: disability/veteran Can't find the perfect job here, but love everything tax.com? Click below and get set up in our Talent Community to be considered for future openings! At Ryan’s tax.com division, we fuse industry-leading tax expertise with cutting-edge technology development expertise and service delivery excellence. With a focus on innovation and collaboration, our team specializes in the development and deployment of business software designed to streamline and optimize management, compliance and operational tasks related to property tax, unclaimed property, transfer pricing, and indirect taxes as well as grants, credits, and incentives. Ryan’s tax.com division is a growing team of more than 400 dedicated members who specialize in software design, development, user experience, customer support, training, and more and work in conjunction with Ryan’s global team of more than 4,100 professionals. Your skills and expertise, coupled with Ryan’s award-winning workplace culture, will help lead us in the next era of excellence. Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States and with Ryan LLC (i.e., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant status). Job duties related to this role are to be conducted in a manner that adheres to privacy laws, as well as follows internal governance related to protecting confidential information and trade secrets, and to securing data and company records. Equal Employment Opportunity/Affirmative Action/Accommodation Ryan, LLC is an equal opportunity employer and is committed to compliance with all applicable laws prohibiting employment discrimination. It is our policy to take all employment actions and make all employment decisions without regard to race, color, religion, creed, gender, sex (including pregnancy), affectional or sexual orientation, gender identity or expression, national origin, ancestry, age, marital status, citizenship status, genetic predisposition or carrier status, disability, military status, status as a disabled or other protected veteran or any other protected status under applicable law. It is Ryan's policy to make reasonable accommodation for qualified individuals with disabilities. Please contact our People Group at 972.934.0022 or peoplegroup@ryan.com if you are interested in applying and need assistance to submit your application, or if you are interested in a position and believe you may require a reasonable accommodation in order for you to perform its essential functions. Click here to view the entire EEO poster and supplement. *Notice to Canada Candidates – In accordance with the Accessibility for Ontarians with Disabilities Act (AODA), Ryan ULC will provide accommodation, accessible formats and communication supports for the interview upon request. Ryan welcomes and encourages applications from people with disabilities*. Please access our Privacy Notice in relation to this at the following link for additional information on how we protect and handle personal information. To change or modify any personal information previously provided, please click here to access our Data Subject Access Request form.

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Responsibilities
The Senior Manager oversees Managers/Staff to provide property tax compliance, consulting, and appeal services for assigned clients. They lead the team in preparing annual property tax filings, managing the appeal process, and ensuring excellent client service.
Senior Manager at Ryan Consulting
Winnipeg, Manitoba, Canada - Full Time
Skills Needed
Analytical Skills, Problem Solving Skills, People Skills, Research Skills, Database Reconciliation, Detailed Calculations, Leadership, Communication Skills, Client Management, Tax Compliance, Valuation Techniques, Assessment Reviews, Negotiation, Business Development, Mentoring, Team Management
Specialization
Candidates must have a University Degree, College Diploma, or equivalent in relevant fields and at least seven years of property tax-related experience. Demonstrated leadership and strong verbal and written communication skills are essential.
Experience Required
Minimum 5 year(s)
Divisional Account Manager - Traditional Asset Management at S&P Global
Toronto, Ontario, Canada - Full Time
Skills Needed
Account Management, Sales, Communication, Organization, Presentation, Problem Solving, Customer Focus, Crm Systems, Market Intelligence, Credit Workflows, Diagnostic Selling, Collaboration, Campaign Development, Client Support, Revenue Synergy, Cross Selling
Specialization
Candidates should have a strong commercial mindset and prior experience interacting with credit personas. A bachelor's degree and 2-5 years of relevant work experience are required, along with proficiency in MS Office and CRM systems.
Experience Required
Minimum 2 year(s)
Project Manager at Aviso Wealth
Toronto, Ontario, Canada - Full Time
Skills Needed
Project Management, Service Excellence, Collaboration, Risk Mitigation, Change Management, Budget Planning, Cost Control, Communication Skills, Negotiation Skills, Presentation Skills, Capital Markets, Regulatory Compliance, Agile Methodology, Waterfall Methodology, Critical Path Analysis, Integrated Systems Lifecycle
Specialization
Candidates should have a degree in Management Information Systems, Business Administration, or a related field, along with 7+ years of work experience, including 5+ years in project management. A Project Management Certification and experience in Capital Markets projects are also required.
Experience Required
Minimum 5 year(s)
AI Technical Product Manager - Startup Scaling and Growth at Valsoft Corporation
, , Canada - Full Time
Skills Needed
Ai Innovation, Product Management, Team Building, Market Research, Customer Engagement, Operational Excellence, Agile Methodologies, Ai/Ml Technologies, Entrepreneurship, Proof Of Concept, Scaling Operations, Customer Feedback Integration, High Performance Culture, Competitive Analysis, Strategy Development, Execution
Specialization
Candidates should have a strong understanding of AI/ML technologies and their commercial applications, along with the ability to lead and inspire teams in a fast-moving environment. An entrepreneurial background or experience in building/scaling a business unit is a plus, and a Bachelor's degree in a related field is advantageous.
Staff Machine Learning Engineer - Core Automation at Coinbase Careers Page
, , Canada - Full Time
Skills Needed
Machine Learning, Software Engineering, Python, Data Processing, Deep Learning, Natural Language Processing, Mentoring, Ai Technologies, Data Mining, Information Retrieval, Statistics, Computer Vision, Model Interpretability, Data Analysis, Visualization
Specialization
Candidates should have 8+ years of experience in machine learning and software engineering, with proven expertise in building and maintaining production services. A passion for building an open financial system and exceptional communication skills are also essential.
Experience Required
Minimum 10 year(s)
Managing Director - Consumer Non-Regulatory Models at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Credit Modeling, Risk Management, Team Leadership, Artificial Intelligence, Machine Learning, Statistical Modeling, Portfolio Management, Data Analysis, Regulatory Compliance, Communication, Performance Management, Coaching, Mentoring, Business Strategy, Financial Analysis, Customer Focus
Specialization
Candidates must have a Master's or PhD in a quantitative field and at least 10 years of experience in developing credit models. Strong leadership skills and the ability to apply AI and machine learning techniques are essential.
Experience Required
Minimum 10 year(s)
Manager, Investor Relations - Private Assets at The Citco Group Limited
, , Canada - Full Time
Skills Needed
Investor Relations, Private Assets, Fund Administration, Asset Servicing, Client Experience, Accounting Services, Technology Solutions, Alternative Assets
Specialization
Candidates should have significant experience in investor relations and a strong understanding of private assets. A background in fund administration and alternative asset servicing is also important.
Experience Required
Minimum 5 year(s)
Manager, Treasury at American Express Company South Africa
Toronto, Ontario, Canada - Full Time
Skills Needed
Treasury Management, Liquidity Risk Management, Asset Liability Management, Financial Risk Management, Regulatory Compliance, Forecasting, Analytical Skills, Project Management, Interpersonal Skills, Communication Skills, Problem Solving, Strategic Thinking, Data Visualization, Excel Proficiency, Stress Testing, Balance Sheet Management
Specialization
Candidates should have a university degree or equivalent professional certification with 5+ years of progressive Treasury experience in a regulated banking environment. Strong knowledge of banking, liquidity risk management, and financial risk management is essential, along with excellent analytical and communication skills.
Experience Required
Minimum 5 year(s)
Private Credit Analyst at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Modeling, Investment Due Diligence, Private Debt, Private Equity, Infrastructure, Real Estate, Quantitative Analysis, Qualitative Analysis, Market Research, Portfolio Monitoring, Risk Assessment, Excel, Python, Power Bi, Tableau, Communication Skills
Specialization
Candidates should possess a bachelor's or master's degree in finance, economics, business, or a related field, along with 3-6 years of relevant experience. Strong financial modeling skills and familiarity with private market structures are essential.
Experience Required
Minimum 2 year(s)
Director, Credit Structuring – Commercial Banking at Bank of Montreal
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Change Management, Project Management, Problem Solving, Detail Oriented, People Management, Stakeholder Management, Strategic Thinking, Product Knowledge, Regulatory Compliance, Data Analysis Reporting, Document Management
Specialization
Candidates should have over 7 years of relevant experience in client relationship management or financial services, with a preference for a bachelor's degree in business administration, finance, or marketing. Advanced proficiency in various management and analytical skills is essential.
Experience Required
Minimum 10 year(s)
Adjoint ou Adjointe à la gestion du centre financier at Sun Life
, , Canada - Full Time
Skills Needed
Customer Service, Communication, Organization, Problem Solving, Time Management, Teamwork, Initiative, Technical Support, Microsoft Office, Salesforce.Com, Sharepoint, Oracle
Specialization
Candidates should have strong organizational skills and excellent computer knowledge. A high school diploma and 3 to 6 years of experience, or an equivalent combination of education and experience, are required.
Experience Required
Minimum 2 year(s)
New Accounts Administrator, Temporary at Aviso Wealth
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Client Service, Administrative Support, Continuous Improvement, Collaboration, Financial Industry Knowledge, Dataphile, Communication Skills, Attention To Detail
Specialization
A post-secondary program in Finance or Business is preferred, along with a minimum of one year of administrative experience in the financial industry. Knowledge of Dataphile and completion of the Canadian Securities Course or Investment Funds Institute of Canada course are assets.
Product / Domain Lead (AI + Banking domain) – Toronto - Hybrid at Capco Singapore
Toronto, Ontario, Canada - Full Time
Skills Needed
Banking, Operations, Product, Risk, Compliance, Machine Learning, Artificial Intelligence, Stakeholder Management, Vendor Evaluation, Platform Evaluation, Communication Skills, Analytical Skills, Problem Solving, Organizational Skills, Technical Features, Business Needs
Specialization
Candidates should have 5+ years of related experience with a strong background in banking operations, product, risk, and compliance. Experience in ML/AI product development and the ability to translate business needs into technical features is essential.
Experience Required
Minimum 5 year(s)
Bilingual Corporate Actions Administrator at Aviso Wealth
Toronto, Ontario, Canada - Full Time
Skills Needed
Bilingual Communication, Client Service, Corporate Actions Processing, Team Collaboration, Attention To Detail, Problem Solving, Process Improvement, Tax Treatment Knowledge, Time Management, Customer Service, Financial Reporting, Regulatory Compliance, Post Secondary Education, Professional Development, Gic Interest Processing, Dividend Reinvestment Plans, Entitlements Processing
Specialization
Candidates should have a minimum of 2 years of related work experience and post-secondary education. Fluency in both English and French is required, and completion of the CSC is considered an asset.
Experience Required
Minimum 2 year(s)
Gestionnaire, Évaluation du crédit privé at CPP Investments
Toronto, Ontario, Canada - Full Time
Skills Needed
Credit Evaluation, Financial Modeling, Risk Management, Stakeholder Management, Project Management, Analytical Skills, Collaboration, Attention To Detail, Communication Skills, Leadership, Market Analysis, Process Improvement, Data Analysis, Emerging Technologies, Governance, Investment Analysis
Specialization
A bachelor's degree in finance, accounting, or a related field is required, with a preference for advanced degrees. Candidates should have 6 to 8 years of relevant experience in credit evaluation or related fields, along with demonstrated expertise in private credit evaluation methodologies.
Experience Required
Minimum 5 year(s)
Manager, Lending Optimization, Commercial Banking at Bank of Montreal
Halifax, Nova Scotia, Canada - Full Time
Skills Needed
Process Improvements, Automation, Operational Efficiency, Stakeholder Engagement, Change Management, Analytical Skills, Problem Solving, Collaboration, Influence Skills, Data Driven Decision Making, Credit Transformation, Governance Standards, Project Delivery, Strategic Planning, User Experience, Risk Management
Specialization
Typically requires 5-7 years of relevant experience and a post-secondary degree in a related field of study. Candidates should possess deep knowledge and technical proficiency, along with strong verbal and written communication skills.
Experience Required
Minimum 5 year(s)
Adjoint ou Adjointe à la gestion du centre financier at Sun Life
, , Canada - Full Time
Skills Needed
Customer Service, Communication, Organization, Problem Solving, Time Management, Teamwork, Initiative, Technical Support, Microsoft Office, Windows 10, Salesforce.Com, Sharepoint, Oracle, Financial Services Knowledge, Data Management
Specialization
Candidates should have strong organizational skills and excellent computer knowledge, with a secondary school diploma and 3 to 6 years of experience or an equivalent combination of education and experience. Experience in customer service and financial operations is preferred.
Experience Required
Minimum 2 year(s)
Administrative Assistant at Raymond James
Nanaimo, British Columbia, Canada - Full Time
Skills Needed
Administrative Support, Communication Skills, Attention To Detail, Multitasking, Microsoft Office, Social Media Management, Business Development, Research, Project Management, Content Creation, Email Management, Scheduling, Expense Management, Client Research, Marketing Campaigns, Engagement Monitoring
Specialization
Candidates should have at least 2 years of experience in a similar role, preferably in a financial services firm. Strong communication skills, attention to detail, and proficiency in Microsoft Office and social media platforms are essential.
Experience Required
Minimum 2 year(s)
Application Support Analyst at Aviso Wealth
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Application Support, Customer Service, Analytical Skills, Problem Solving, Collaboration, Documentation, Itil, Sftp, Api, Critical Thinking, Detail Orientation, Interpersonal Skills, Learning Aptitude, Communication Skills, Technical Support, Software Maintenance
Specialization
Candidates should have an IT-related diploma or a computer science degree, along with 3-5 years of experience in application support. A certificate in ITIL and experience with SFTP and API are also required.
Experience Required
Minimum 2 year(s)
Inside Sales Representative at Allianz
Montreal, Quebec, Canada - Full Time
Skills Needed
Sales Experience, Outbound Calling, Lead Generation, Customer Service, Interpersonal Skills, Analytical Skills, Sales Crm, Ms Office, Social Media, Bilingual, Teamwork, Motivation, Communication Skills, Deductive Reasoning, Time Management
Specialization
Candidates should have 1-3 years of sales experience and a college or university degree, preferably in Business or Marketing. Strong verbal, written, and interpersonal skills are essential, along with the ability to work independently and as part of a team.