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Financial Services Jobs in Canada

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Senior Manager at Gridlines
, , Canada - Full Time
Skills Needed
Valuation Experience, Analytical Capability, Client Management, Project Management, Financial Management, Team Development, Writing Skills, Excel Proficiency, Bloomberg Knowledge, Coaching Skills, Business Development, Sector Expertise, Mentoring, Proactivity, Valuation Methodologies, Due Diligence Analysis
Specialization
Candidates should have broad valuation experience of at least 3-5 years, with strong analytical skills and the ability to manage client relationships effectively. A relevant qualification such as CA, CFA, or MBA is desirable, along with experience in coaching and team development.
Experience Required
Minimum 5 year(s)
Bilingual Account specialist, LVAR (Low Value at Risk) at Bank of Montreal
Kelowna, Northwest Territories, Canada - Full Time
Skills Needed
Bilingual, Customer Service, Collections, Sales, Communication, Analytical Skills, Problem Solving, Organization Skills, Collaboration, Training, Quality Audits, Vendor Management, Credit Collection Disputes, Data Analysis, Relationship Management, Loss Mitigation
Specialization
Candidates should have 1-2 years of relevant experience and a post-secondary degree in a related field or an equivalent combination of education and experience. Knowledge of consumer collections laws and BMO products is also required.
Technology Architecture Senior Analyst at Citi
Mississauga, Ontario, Canada - Full Time
Skills Needed
Technology Architecture, System Analysis, Application Architecture, It Architecture Solutions, Standards Documentation, Industry Trends Research, Hardware Engineering, Software Design, Technical Solutions, Communication Skills, Mentoring, Judgment Skills, Project Impact, Team Performance, Prioritization Skills, Initiative
Specialization
Candidates should have over 5 years of relevant experience and demonstrate strong communication and management skills. A bachelor's degree or equivalent experience is required.
Experience Required
Minimum 5 year(s)
Branch Administrator at Raymond James
Mississauga, Ontario, Canada - Full Time
Skills Needed
Client Account Management, Organizational Skills, Attention To Detail, Problem Solving, Investment Operations, Administrative Support, Technology And Systems, Communication Skills, Microsoft 365, Investment Representative Licensing, Wealth Management, Data Entry, Client Focused, Teamwork, Trade Processing, Regulatory Compliance
Specialization
Candidates should have at least two years of experience in a wealth management or investment management environment, along with proficiency in Microsoft 365 and knowledge of investment concepts. Strong organizational skills, attention to detail, and effective communication abilities are essential.
Experience Required
Minimum 2 year(s)
Technology Delivery Manager at Citi
Mississauga, Ontario, Canada - Full Time
Skills Needed
Project Management, Communication, People Management, Risk Management, Budget Management, Analytical Skills, Problem Solving, Process Improvement, Strategic Planning, Resource Planning, Financial Management, Diplomacy, Innovation, Collaboration, Motivation, Compliance
Specialization
Candidates should have a bachelor's degree or equivalent experience, with a master's degree preferred. Proven experience in managing large cross-functional projects and strong analytical and problem-solving skills are essential.
Experience Required
Minimum 5 year(s)
Analyst, Clearing Risk Policy at ASX
Sydney, Nova Scotia, Canada - Full Time
Skills Needed
Financial Risk Management, Policy Development, Quantitative Analysis, Qualitative Analysis, Coding, Ai Techniques, Data Driven Policy Reviews, Risk Governance, Regulatory Compliance, Ccp Risk Management, Otc Derivatives, Equities, Exchange Traded Derivatives, Analytical Tools, Automation
Specialization
Candidates must possess experience in financial risk management or regulatory capital within a financial institution, coupled with strong analytical, mathematical, and statistical capabilities. Essential technical requirements include strong coding and AI experience, along with knowledge of financial risk concepts and familiarity with OTC derivatives, equities, and exchange-traded derivative products.
Experience Required
Minimum 5 year(s)
Credit Risk Analyst, Summer 2026 (Co-op/Internship) - 4 Months at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Python, Sql, Power Bi, Advanced Excel, Machine Learning, Compliance, Risk Assessment, Regulatory Requirements, Analytical Skills, Problem Solving, Communication Skills, Relationship Management, Project Management, Critical Thinking, Collaboration, Influence Skills
Specialization
Candidates should have 1-3 years of relevant experience and a post-secondary degree in a related field. Strong knowledge of compliance requirements, business operations, and proficiency in communication and analytical skills are essential.
Executive Assistant to the CEO (Early Career) at Ratehub
Toronto, Ontario, Canada - Full Time
Skills Needed
Organisational Skills, Calendar Management, Travel Booking, Expense Management, Email Management, Event Coordination, Office Management, Employee Recognition, Customer Service, Proactive Attitude, Resourcefulness, Attention To Detail, Relationship Building, Technology Proficiency, Problem Solving, Team Collaboration
Specialization
Candidates should have experience in a fast-paced office environment providing executive-level support and the ability to manage multiple priorities. A proactive attitude and strong organisational skills are essential.
Business Operations Manager at Sherwood Park Primary Care Network
Sherwood Park, AB, Canada - Full Time
Skills Needed
N/A
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Senior Solution and Data Delivery Lead at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Data Warehouse Expertise, Data Architecture, Etl Development, Data Modeling, Agile Methodologies, Process Automation, Stakeholder Management, Compliance, Governance, Financial Forecasting, Risk Assessment, Resource Optimization, Quality Management, Requirements Analysis, Cloud Computing, Database Development
Specialization
Candidates should have 7+ years of hands-on experience with data warehouse technologies and a proven track record in data architecture and ETL development. Familiarity with Agile methodologies and strong stakeholder management skills are also essential.
Experience Required
Minimum 5 year(s)
Service Designer, Temporary at Aviso Wealth
Toronto, Ontario, Canada - Full Time
Skills Needed
Service Design, User Research, Design Strategy, User Centered Design, Design Thinking, Service Design Methods, Consulting, Storytelling, Presentation Skills, Collaboration, Stakeholder Management, Continuous Improvement, Research Subject Matter Expertise, Prototyping, Data Analysis, Client Centric Solutions
Specialization
Candidates should have 5-7 years of experience in Service Design or a related field and a Bachelor's degree in a relevant area. Expertise in user-centered design and proficiency with design tools is required.
Experience Required
Minimum 5 year(s)
Compliance Sr. Manager at Wise
Ottawa, Ontario, Canada - Full Time
Skills Needed
Compliance, Anti Money Laundering, Regulatory Relationships, Ciro Rules, National Instruments, Problem Solving, Leadership, Communication, Investment Dealer, Financial Crime, Regulatory Compliance, Policy Development, Market Conduct Rules, Reporting, Advisory, Team Management
Specialization
Candidates should have over 5 years of experience in a senior compliance leadership role at a CIRO-regulated Investment Dealer and possess expert-level knowledge of relevant regulations. Strong communication and leadership skills are essential, along with a proactive approach to problem-solving.
Experience Required
Minimum 5 year(s)
Applications Engineer, Application Support at ASX
Sydney, Nova Scotia, Canada - Full Time
Skills Needed
Java, Spring Boot, Bash, Python, Sql, Aws Analytics, Event Management, Monitoring, Api, Kafka, Incident Management, Problem Management, Devops, Continuous Integration, Tcp/Ip, Non Functional Testing
Specialization
Candidates must have a proven track record in engineering with Java, Spring Boot, and Python, along with experience in RDBMS and AWS Analytics. Familiarity with integration technologies and incident management tools is also required.
Experience Required
Minimum 2 year(s)
Senior Quality Engineer - GFT Halifax at Royal Bank of Canada
, Nova Scotia, Canada - Full Time
Skills Needed
Quality Engineering, Automation Testing, Python, Selenium, Jira, Qtest, Api Testing, Unix Commands, Test Management, Regression Testing, Integration Testing, Performance Testing, Test Planning, Defect Tracking, Communication Skills, Presentation Skills
Specialization
Candidates must have a relevant degree and at least 3 years of QE testing experience with a focus on test automation. Hands-on experience with Python and automation tools is essential, along with proficiency in test management tools like JIRA and qTest.
Experience Required
Minimum 2 year(s)
Business Development Manager at Global Payments Inc.
Toronto, Ontario, Canada - Full Time
Skills Needed
B2b Sales, Customer Service, Sales Strategy, Problem Solving, Analytical Skills, Relationship Building, Sales Funnel Methodology, Presentation Skills, Salesforce Crm, Networking, Goal Oriented, Self Motivated, Persistence, Determination, Cold Calling, Client Management
Specialization
Candidates should have 2 to 5 years of experience in B2B sales and a demonstrated track record of achievement. Strong customer service orientation and presentation skills are essential, along with familiarity with Sales Funnel methodology.
Experience Required
Minimum 2 year(s)
Manager, Practice Enablement at Royal Bank of Canada
London, Ontario, Canada - Full Time
Skills Needed
Coaching Others, Communication, Customer Service Management, Identifying Sales Opportunities, Interpersonal Relationship Management, Long Term Planning, Negotiation, Performance Management, Sales, Team Management
Specialization
Candidates must have demonstrated experience in managing and developing teams, particularly in Wealth Management or Financial Services. Strong communication, conflict resolution skills, and the ability to handle ambiguity are essential.
Experience Required
Minimum 5 year(s)
Strategic Account Manager at Tipalti
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Strategic Account Management, Sales, Customer Success, Crm Systems, Problem Solving, Time Management, Communication Skills, Negotiation Skills, Relationship Building, Cross Functional Collaboration, Saas Sales, Financial Technology, Quota Achievement, Business Strategy, Data Analysis, Customer Engagement
Specialization
Candidates should have 4+ years of experience in Software/SaaS or Financial Tech sales with a proven track record of quota achievement. An undergraduate degree in business administration, finance, accounting, or a related area is required, along with strong problem-solving and organizational skills.
Experience Required
Minimum 5 year(s)
Banking Advisor at Royal Bank of Canada
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy
Specialization
Candidates must have Mutual Funds accreditation and a passion for client service in a sales environment. Strong problem-solving skills and digital literacy are essential.
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)
Equity Research Associate Intern at Raymond James
Montreal, Quebec, Canada - Full Time
Skills Needed
Investment Concepts, Accounting Principles, Financial Analysis, Bloomberg Terminal, Eikon, Capital Iq, Microsoft Office, Financial Modelling, Attention To Detail, Relationship Management, Team Collaboration, Confidential Information Handling, Bilingual Communication
Specialization
Candidates should have knowledge of fundamental investment concepts and be familiar with accounting and financial analysis principles. Previous experience with financial tools and the ability to work under deadlines in a high-volume environment is expected.
Senior Manager at Gridlines
, , Canada -
Full Time

Start Date

Immediate

Expiry Date

25 Feb, 26

Salary

0.0

Posted On

27 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Valuation Experience, Analytical Capability, Client Management, Project Management, Financial Management, Team Development, Writing Skills, Excel Proficiency, Bloomberg Knowledge, Coaching Skills, Business Development, Sector Expertise, Mentoring, Proactivity, Valuation Methodologies, Due Diligence Analysis

Industry

Financial Services

Description
Job Role Responsibility for delivery of valuation engagements · Project management o Assume day-to-day responsibility for valuation assignments across multiple infrastructure sectors. Manage significant projects with director’s supervision o Lead on the research, benchmarking and analytical work informing our valuation opinions o Ensure that reports are of a high standard and delivered to deadlines · Client/ BD o Manage client on-boarding, and key clients. o Contribute to the proposals, business development activity (incl. identifying new targets and contacts), and build key client relationships in the sector or geographic area allocated. · Learning & development o Develop and sustain own competencies needed to perform the above role, including building up sector expertise. Stay updated with the latest sector developments. · Team development o Develop junior members of team, through effective management in assignments, and mentoring in developing specific skills and capabilities + delivering training if required. · Financial management, helping to ensure that valuation team budgets are met, and assisting with team admin including provisioning and billing. · Develop close working relationship with other teams. Identify and monitor strategy for winning joint engagements. Person Specification The successful candidates should possess: 1. Valuation experience a. Broad and deep valuation experience required, at least 3-5 years (at Consultant/ Assistant Manager level). i. Understanding of the value drivers in debt and equity valuations. ii. Experience of valuations across multiple geographies is desirable. iii. Experience of applying different valuation methodologies. b. Strong analytical capability and, some experience of infrastructure sector and energy sector work will be helpful. i. Ability to analyse third-party due diligence reports (in the context of infrastructure). ii. Ability to interpret project finance models and run scenarios/ sensitivity analysis. c. Writing clear, accurate, and logically structured reports in English and ability to lead valuation engagements with minimal supervision. d. High level of proficiency with excel. Interest in adapting to new technologies such as using Power BI, AI tools etc. 2. Client experience a. Experience of managing client relationships and working with large corporations and funds b. Working effectively with clients to win repeat business or new engagements c. Experience of providing valuations for listed companies / funds d. Understanding of engagement and client take-on processes 3. Other desirable skills / qualifications a. CA, CFA, MBA or equivalent qualification from premier institute b. Experience of working with a top-tier Valuations practice/ Investment Bank / Fund Manager c. Understanding of how to use Bloomberg, Capital IQ and other software/ tools relevant to valuation d. Experience of coaching the teams and running project teams e. High level of initiative and pro-activity in all aspects of your career A competitive base salary with flexible working arrangements, including a mixture of office-based, working from home, and working on client sites. Significant opportunities for professional growth and development as we expand. Access to cutting-edge financial modelling tools and resources. Collaborative and supportive team culture
Responsibilities
The Senior Manager will be responsible for delivering valuation engagements, managing projects across multiple infrastructure sectors, and ensuring high-quality reports are delivered on time. Additionally, the role involves managing client relationships and contributing to business development activities.
Senior Manager at Gridlines
, , Canada - Full Time
Skills Needed
Valuation Experience, Analytical Capability, Client Management, Project Management, Financial Management, Team Development, Writing Skills, Excel Proficiency, Bloomberg Knowledge, Coaching Skills, Business Development, Sector Expertise, Mentoring, Proactivity, Valuation Methodologies, Due Diligence Analysis
Specialization
Candidates should have broad valuation experience of at least 3-5 years, with strong analytical skills and the ability to manage client relationships effectively. A relevant qualification such as CA, CFA, or MBA is desirable, along with experience in coaching and team development.
Experience Required
Minimum 5 year(s)
Bilingual Account specialist, LVAR (Low Value at Risk) at Bank of Montreal
Kelowna, Northwest Territories, Canada - Full Time
Skills Needed
Bilingual, Customer Service, Collections, Sales, Communication, Analytical Skills, Problem Solving, Organization Skills, Collaboration, Training, Quality Audits, Vendor Management, Credit Collection Disputes, Data Analysis, Relationship Management, Loss Mitigation
Specialization
Candidates should have 1-2 years of relevant experience and a post-secondary degree in a related field or an equivalent combination of education and experience. Knowledge of consumer collections laws and BMO products is also required.
Technology Architecture Senior Analyst at Citi
Mississauga, Ontario, Canada - Full Time
Skills Needed
Technology Architecture, System Analysis, Application Architecture, It Architecture Solutions, Standards Documentation, Industry Trends Research, Hardware Engineering, Software Design, Technical Solutions, Communication Skills, Mentoring, Judgment Skills, Project Impact, Team Performance, Prioritization Skills, Initiative
Specialization
Candidates should have over 5 years of relevant experience and demonstrate strong communication and management skills. A bachelor's degree or equivalent experience is required.
Experience Required
Minimum 5 year(s)
Branch Administrator at Raymond James
Mississauga, Ontario, Canada - Full Time
Skills Needed
Client Account Management, Organizational Skills, Attention To Detail, Problem Solving, Investment Operations, Administrative Support, Technology And Systems, Communication Skills, Microsoft 365, Investment Representative Licensing, Wealth Management, Data Entry, Client Focused, Teamwork, Trade Processing, Regulatory Compliance
Specialization
Candidates should have at least two years of experience in a wealth management or investment management environment, along with proficiency in Microsoft 365 and knowledge of investment concepts. Strong organizational skills, attention to detail, and effective communication abilities are essential.
Experience Required
Minimum 2 year(s)
Technology Delivery Manager at Citi
Mississauga, Ontario, Canada - Full Time
Skills Needed
Project Management, Communication, People Management, Risk Management, Budget Management, Analytical Skills, Problem Solving, Process Improvement, Strategic Planning, Resource Planning, Financial Management, Diplomacy, Innovation, Collaboration, Motivation, Compliance
Specialization
Candidates should have a bachelor's degree or equivalent experience, with a master's degree preferred. Proven experience in managing large cross-functional projects and strong analytical and problem-solving skills are essential.
Experience Required
Minimum 5 year(s)
Analyst, Clearing Risk Policy at ASX
Sydney, Nova Scotia, Canada - Full Time
Skills Needed
Financial Risk Management, Policy Development, Quantitative Analysis, Qualitative Analysis, Coding, Ai Techniques, Data Driven Policy Reviews, Risk Governance, Regulatory Compliance, Ccp Risk Management, Otc Derivatives, Equities, Exchange Traded Derivatives, Analytical Tools, Automation
Specialization
Candidates must possess experience in financial risk management or regulatory capital within a financial institution, coupled with strong analytical, mathematical, and statistical capabilities. Essential technical requirements include strong coding and AI experience, along with knowledge of financial risk concepts and familiarity with OTC derivatives, equities, and exchange-traded derivative products.
Experience Required
Minimum 5 year(s)
Credit Risk Analyst, Summer 2026 (Co-op/Internship) - 4 Months at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Python, Sql, Power Bi, Advanced Excel, Machine Learning, Compliance, Risk Assessment, Regulatory Requirements, Analytical Skills, Problem Solving, Communication Skills, Relationship Management, Project Management, Critical Thinking, Collaboration, Influence Skills
Specialization
Candidates should have 1-3 years of relevant experience and a post-secondary degree in a related field. Strong knowledge of compliance requirements, business operations, and proficiency in communication and analytical skills are essential.
Executive Assistant to the CEO (Early Career) at Ratehub
Toronto, Ontario, Canada - Full Time
Skills Needed
Organisational Skills, Calendar Management, Travel Booking, Expense Management, Email Management, Event Coordination, Office Management, Employee Recognition, Customer Service, Proactive Attitude, Resourcefulness, Attention To Detail, Relationship Building, Technology Proficiency, Problem Solving, Team Collaboration
Specialization
Candidates should have experience in a fast-paced office environment providing executive-level support and the ability to manage multiple priorities. A proactive attitude and strong organisational skills are essential.
Business Operations Manager at Sherwood Park Primary Care Network
Sherwood Park, AB, Canada - Full Time
Skills Needed
N/A
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Senior Solution and Data Delivery Lead at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Data Warehouse Expertise, Data Architecture, Etl Development, Data Modeling, Agile Methodologies, Process Automation, Stakeholder Management, Compliance, Governance, Financial Forecasting, Risk Assessment, Resource Optimization, Quality Management, Requirements Analysis, Cloud Computing, Database Development
Specialization
Candidates should have 7+ years of hands-on experience with data warehouse technologies and a proven track record in data architecture and ETL development. Familiarity with Agile methodologies and strong stakeholder management skills are also essential.
Experience Required
Minimum 5 year(s)
Service Designer, Temporary at Aviso Wealth
Toronto, Ontario, Canada - Full Time
Skills Needed
Service Design, User Research, Design Strategy, User Centered Design, Design Thinking, Service Design Methods, Consulting, Storytelling, Presentation Skills, Collaboration, Stakeholder Management, Continuous Improvement, Research Subject Matter Expertise, Prototyping, Data Analysis, Client Centric Solutions
Specialization
Candidates should have 5-7 years of experience in Service Design or a related field and a Bachelor's degree in a relevant area. Expertise in user-centered design and proficiency with design tools is required.
Experience Required
Minimum 5 year(s)
Compliance Sr. Manager at Wise
Ottawa, Ontario, Canada - Full Time
Skills Needed
Compliance, Anti Money Laundering, Regulatory Relationships, Ciro Rules, National Instruments, Problem Solving, Leadership, Communication, Investment Dealer, Financial Crime, Regulatory Compliance, Policy Development, Market Conduct Rules, Reporting, Advisory, Team Management
Specialization
Candidates should have over 5 years of experience in a senior compliance leadership role at a CIRO-regulated Investment Dealer and possess expert-level knowledge of relevant regulations. Strong communication and leadership skills are essential, along with a proactive approach to problem-solving.
Experience Required
Minimum 5 year(s)
Applications Engineer, Application Support at ASX
Sydney, Nova Scotia, Canada - Full Time
Skills Needed
Java, Spring Boot, Bash, Python, Sql, Aws Analytics, Event Management, Monitoring, Api, Kafka, Incident Management, Problem Management, Devops, Continuous Integration, Tcp/Ip, Non Functional Testing
Specialization
Candidates must have a proven track record in engineering with Java, Spring Boot, and Python, along with experience in RDBMS and AWS Analytics. Familiarity with integration technologies and incident management tools is also required.
Experience Required
Minimum 2 year(s)
Senior Quality Engineer - GFT Halifax at Royal Bank of Canada
, Nova Scotia, Canada - Full Time
Skills Needed
Quality Engineering, Automation Testing, Python, Selenium, Jira, Qtest, Api Testing, Unix Commands, Test Management, Regression Testing, Integration Testing, Performance Testing, Test Planning, Defect Tracking, Communication Skills, Presentation Skills
Specialization
Candidates must have a relevant degree and at least 3 years of QE testing experience with a focus on test automation. Hands-on experience with Python and automation tools is essential, along with proficiency in test management tools like JIRA and qTest.
Experience Required
Minimum 2 year(s)
Business Development Manager at Global Payments Inc.
Toronto, Ontario, Canada - Full Time
Skills Needed
B2b Sales, Customer Service, Sales Strategy, Problem Solving, Analytical Skills, Relationship Building, Sales Funnel Methodology, Presentation Skills, Salesforce Crm, Networking, Goal Oriented, Self Motivated, Persistence, Determination, Cold Calling, Client Management
Specialization
Candidates should have 2 to 5 years of experience in B2B sales and a demonstrated track record of achievement. Strong customer service orientation and presentation skills are essential, along with familiarity with Sales Funnel methodology.
Experience Required
Minimum 2 year(s)
Manager, Practice Enablement at Royal Bank of Canada
London, Ontario, Canada - Full Time
Skills Needed
Coaching Others, Communication, Customer Service Management, Identifying Sales Opportunities, Interpersonal Relationship Management, Long Term Planning, Negotiation, Performance Management, Sales, Team Management
Specialization
Candidates must have demonstrated experience in managing and developing teams, particularly in Wealth Management or Financial Services. Strong communication, conflict resolution skills, and the ability to handle ambiguity are essential.
Experience Required
Minimum 5 year(s)
Strategic Account Manager at Tipalti
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Strategic Account Management, Sales, Customer Success, Crm Systems, Problem Solving, Time Management, Communication Skills, Negotiation Skills, Relationship Building, Cross Functional Collaboration, Saas Sales, Financial Technology, Quota Achievement, Business Strategy, Data Analysis, Customer Engagement
Specialization
Candidates should have 4+ years of experience in Software/SaaS or Financial Tech sales with a proven track record of quota achievement. An undergraduate degree in business administration, finance, accounting, or a related area is required, along with strong problem-solving and organizational skills.
Experience Required
Minimum 5 year(s)
Banking Advisor at Royal Bank of Canada
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy
Specialization
Candidates must have Mutual Funds accreditation and a passion for client service in a sales environment. Strong problem-solving skills and digital literacy are essential.
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)
Equity Research Associate Intern at Raymond James
Montreal, Quebec, Canada - Full Time
Skills Needed
Investment Concepts, Accounting Principles, Financial Analysis, Bloomberg Terminal, Eikon, Capital Iq, Microsoft Office, Financial Modelling, Attention To Detail, Relationship Management, Team Collaboration, Confidential Information Handling, Bilingual Communication
Specialization
Candidates should have knowledge of fundamental investment concepts and be familiar with accounting and financial analysis principles. Previous experience with financial tools and the ability to work under deadlines in a high-volume environment is expected.