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Financial Services Jobs in Canada

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Partnerships Manager - Rental industry (car rental, fleet management) at Valsoft Corporation
, , Canada - Full Time
Skills Needed
Partnerships Management, Business Development, Channel Sales, B2b Saas, Project Coordination, Api Integrations, Strategic Planning, Relationship Building, Go To Market Strategy, Crm Management, Hubspot, Market Analysis, Stakeholder Management, Sales Enablement, Technical Communication
Specialization
The role requires 2 to 5 years of experience in partnerships, business development, or channel sales within a B2B SaaS environment. Candidates must possess strong project coordination skills, a builder mindset, and familiarity with API-based integrations.
Experience Required
Minimum 2 year(s)
Business Development Representative at Valsoft Corporation
Montreal, Quebec, Canada - Full Time
Skills Needed
Outbound Prospecting, Multi Channel Outreach, Pipeline Development, Lead Qualification, Discovery Conversations, Crm Management, Hubspot, Performance Tracking, Account Penetration, Saas Sales, Value Proposition Communication, Time Management, Reporting Accuracy, Cold Prospecting, Metrics Driven
Specialization
Candidates must have 3–5+ years of outbound BDR/SDR or SaaS sales experience with a demonstrated track record of generating qualified pipelines and engaging senior decision-makers. Strong cold prospecting skills, commercial acumen for qualification, and a metrics-driven, resilient performance orientation are essential, along with excellent CRM hygiene.
Experience Required
Minimum 2 year(s)
Copilot Support Engineer, Microsoft 365 (M365) - Workplace Solutions team at Export Development Canada
Ottawa, Ontario, Canada - Full Time
Skills Needed
Copilot For Microsoft 365, Copilot Studio, Power Automate, M365 Ai Platform Administration, Agent Development, Workflow Development, Power Platform, Microsoft Graph, M365 Data Architecture, Entra Id, Generative Ai, Llm Based Features, Prompt Design, Powershell Automation, Security, Data Governance
Specialization
Candidates must have an undergraduate degree in Computer Science, Management Information Systems, or a related field, along with a minimum of 7 years of experience administering Microsoft 365, Power Platform, or related enterprise platforms. Practical experience developing solutions in Copilot Studio and strong knowledge of Power Automate workflows are essential.
Experience Required
Minimum 5 year(s)
Senior Relationship Manager, Mid Market Commercial - Healthcare Professiona at Royal Bank of Canada
Ottawa, Ontario, Canada - Full Time
Skills Needed
Business Development, Client Relationship Management, Financial Analysis, Credit Structuring, Portfolio Management, Risk Mitigation, Client Acquisition, Solution Development, Business Acumen, Client Service, Prospecting, Lead Generation, Digital Enablement, Bilingualism, Financial Statements Review
Specialization
Candidates must possess a minimum of 3-5 years of commercial banking experience, demonstrating a proven track record in business development and client relationship management. Essential requirements include credit skills covering risk assessment, financial analysis, credit structuring, and specialized industry expertise, along with full bilingual proficiency in French and English.
Experience Required
Minimum 2 year(s)
Copilot Platform Engineer, Microsoft 365 (M365) - Workplace Solutions team at Export Development Canada
Ottawa, Ontario, Canada - Full Time
Skills Needed
Copilot Platform Engineering, Microsoft 365, Microsoft Graph, Power Platform, Azure Services, Azure Openai, Databricks, Powershell, Python, Ai Concepts, Prompt Engineering, Platform Engineering, Enterprise Systems Integration, Security, Compliance, Performance Optimization
Specialization
Candidates must possess an undergraduate degree in Computer Science, MIS, or a related field, along with a minimum of 7 years of experience in platform engineering or enterprise systems integration. Essential technical expertise includes strong experience with the Microsoft 365 ecosystem, Microsoft Power Platform, proficiency in Azure services, and scripting languages like PowerShell and Python.
Experience Required
Minimum 10 year(s)
Administrator, Bonds at Computershare Deutschland GmbH Co KG
, , Canada - Full Time
Skills Needed
Technical Processes, Procedures, Judgment, Communication, Team Leadership, Training
Specialization
Candidates should have previous relevant work experience or basic qualifications, gaining knowledge through formal training reinforced by on-the-job experience, and operating under a moderate degree of supervision. This position also involves acting as an informal resource and guiding/supporting junior team members.
Associate - Commercial Real Estate at KPMG
Toronto, Ontario, Canada - Full Time
Skills Needed
Commercial Real Estate Law, Legal Drafting, Negotiation, Real Estate Structuring, Regulatory Compliance, Legal Research, Analytical Skills, Client Relationship Management, Joint Ventures, Limited Partnerships, Financing, Acquisitions And Dispositions
Specialization
Requires a JD or Bachelor of Laws with active membership in the Law Society of Ontario and at least five years of commercial real estate law experience. Proficiency in real estate structuring and transaction management is essential.
Experience Required
Minimum 5 year(s)
Marketing Coordinator at Range
, , Canada - Full Time
Skills Needed
Marketing Coordination, Project Management, Content Management, Digital Marketing, Brand Messaging, Communication, Organizational Skills, Attention To Detail, Collaboration, Email Marketing, Workflow Management
Specialization
Candidates must have a college or university degree in marketing or a related field and at least one year of relevant experience. Strong organizational skills, attention to detail, and excellent communication abilities are required for this role.
Marketing Specialist at Aviso Wealth
Toronto, Ontario, Canada - Full Time
Skills Needed
Digital Marketing, B2c Marketing, Dtc Marketing, Campaign Execution, Data Analysis, Google Analytics, Project Management, Agile, Crm, Social Media, Stakeholder Management, Go To Market Planning, Customer Insights, Performance Optimization, Communication Skills, Interpersonal Skills
Specialization
Candidates must possess a Bachelor's degree and over 5 years of relevant marketing experience, ideally with a successful track record in marketing for online businesses and B2C/DTC programs. Strong execution skills, data analysis capabilities, and proficiency in digital marketing tools are essential for this fast-paced, data-driven role.
Experience Required
Minimum 5 year(s)
Banking Advisor at Royal Bank of Canada
Owen Sound, Ontario, Canada - Full Time
Skills Needed
Job Skills Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy
Specialization
Candidates should possess strong skills in communication, critical thinking, and data analysis, along with a curious mindset. The position requires a client-centric approach to delivering banking solutions.
Experience Required
Minimum 2 year(s)
Senior Product Manager at Venn
Toronto, Ontario, Canada - Full Time
Skills Needed
Product Management, Business Insight, Product Thinking, Technical Know How, Roadmap Shaping, Data Analysis, Experimentation, Customer Feedback, Cross Functional Collaboration, Strategy, Operational Processes, Product Excellence, Analytical Mindset, Prioritization, Communication
Specialization
Candidates must possess over 5 years of product management experience, successfully launching technical products from concept to completion, coupled with a strong analytical mindset for data-driven decision-making. Essential qualities include the ability to navigate complex trade-offs, collaborate effectively with diverse stakeholders, and demonstrate an entrepreneurial spirit suitable for being the first Product Manager in a scaling company.
Experience Required
Minimum 5 year(s)
Senior Specialist, Tax Information Reporting (FATCA/CRS & Chapter 3) at The Citco Group Limited
Halifax, Nova Scotia, Canada - Full Time
Skills Needed
Fatca, Crs, Chapter 3, 1042 Data Management, Client Relationship Management, Project Management, Microsoft Office, Investor Communication, Stakeholder Management, Regulatory Reporting
Specialization
Requires a bachelor's degree and 2-4+ years of experience in financial services with exposure to FATCA/CRS regulations. Candidates must possess strong organizational skills and the ability to work within global teams.
Experience Required
Minimum 2 year(s)
Client Advisor Intern at Royal Bank of Canada
Cheticamp, Nova Scotia, Canada - Full Time
Skills Needed
Customer Service, Bilingual, Financial Advice, Needs Based Conversations, Sales, Client Concerns Resolution, Digital Literacy, Compliance, Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curious Mindset, Data Analysis
Specialization
Candidates must be bilingual in English and French and possess proven customer service skills, preferably in finance or service industries, along with drive and excellent communication skills. Eagerness to learn, digital literacy across various devices, and flexibility for shift hours are also required.
Non-trading Market Risk Officer - Vice President at Citi
Mississauga, Ontario, Canada - Full Time
Skills Needed
Analytical Thinking, Credible Challenge, Financial Analysis, Governance, Issue Management, Management Reporting, Policy And Procedure, Policy And Regulation, Risk Controls And Monitors, Risk Identification And Assessment, Interest Rate Risk In The Banking Book, Treasury Investments, Market Risk Management, Stress Loss Limits, Regulatory Compliance
Specialization
The position requires 6-10 years of relevant experience in risk management. A bachelor's degree is required, with a master's degree preferred.
Experience Required
Minimum 5 year(s)
Analyst, Infrastructure & Real Assets at StepStone Group
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Modelling, Analytical Skills, Valuation Bridges, Discounted Cash Flow Analysis, Comparable Public Companies, Sensitivity Analysis, Scenario Analysis, Memo Writing, Presentation Writing, Research, Diligence, Investment Opportunities, Client Interaction, Advisory Materials, Sourcing, Team Environment
Specialization
Candidates need 1 to 3 years of experience in fields like investment banking, project finance, or investment management, along with a Bachelor’s degree or MBA in a related field such as Finance or Engineering. Strong financial modeling, presentation skills, and the ability to defend investment positions are required.
Experience Required
Minimum 2 year(s)
Reporting & Data Analyst at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Sql, Tableau, Snowflake, Power Bi, Data Analytics, Business Intelligence, Kpi Development, Portfolio Management, Statistical Analysis, Data Governance, Data Mining, Regression, Clustering, Financial Reporting, Task Management, Stakeholder Collaboration
Specialization
Candidates must have at least 3 years of progressive analytics experience, preferably in the financial industry, with strong proficiency in SQL and data visualization tools. A bachelor's degree in a quantitative field such as Mathematics, Statistics, or Computer Science is required.
Experience Required
Minimum 2 year(s)
Supplier Risk Manager at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Supplier Risk Management, Operational Risk, Governance, Stakeholder Engagement, Spend Analysis, Business Case Development, Performance Monitoring, Change Management, Project Management, Critical Thinking, Analytical Skills, Problem Solving, Relationship Management, Microsoft Excel, Microsoft Powerpoint, Regulatory Compliance
Specialization
Candidates must have a Business Administration degree or equivalent and at least 3 years of experience in Supplier or Operational Risk management. Strong communication, critical thinking, and proficiency in Microsoft Office are essential for success in this role.
Experience Required
Minimum 2 year(s)
Business Operations Support Specialist at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Critical Thinking, Problem Solving, Customer Service, Attention To Detail, Organizational Skills, Communication Skills, Technical Support, Project Management, Software Monitoring, Data Tracking, Process Improvement, Interpersonal Skills
Specialization
Requires experience in a clerical, technical, or customer service role within a fast-paced environment. Candidates must possess strong critical thinking, attention to detail, and the ability to explain complex concepts clearly.
Remote Travel & Concierge Experience Bilingual Agent at American Express Global Business
Quebec, Quebec, Canada - Full Time
Skills Needed
Travel Knowledge, World Geography, Customer Relationship Management, Communication Skills, Resilience, Time Management, Multi Tasking, Sales, Consultative Selling, Computer Literacy, Sabre Gds, French Fluency
Specialization
Requires fluency in French and English, along with strong knowledge of world geography and travel tools. Candidates must be or become TICO and OPC certified and be flexible to work shifts including nights and weekends.
Experience Required
Minimum 2 year(s)
Supervisor, Client Solutions at Aviso Wealth
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Coaching, People Management, Metrics Analysis, Contact Centre Best Practices, Operational Functions, Wealth Management, Market Knowledge, Trading Systems, Order Management, Corporate Actions, Customer Service, Issue Resolution, English Communication, French Communication, Service Excellence, Continuous Improvement
Specialization
Candidates must possess strong coaching and people management skills, the ability to use metrics to strengthen client voice, and a strong understanding of wealth management operational functions and market knowledge. Fluent English communication is required, with bilingual French skills being an asset.
Experience Required
Minimum 5 year(s)
Partnerships Manager - Rental industry (car rental, fleet management) at Valsoft Corporation
, , Canada -
Full Time

Start Date

Immediate

Expiry Date

13 Jul, 26

Salary

0.0

Posted On

14 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Partnerships management, Business development, Channel sales, B2B SaaS, Project coordination, API integrations, Strategic planning, Relationship building, Go-to-market strategy, CRM management, HubSpot, Market analysis, Stakeholder management, Sales enablement, Technical communication

Industry

Financial Services

Description
About Valsoft Valsoft builds and scales vertical market software companies. We partner with strong teams, invest for the long term, and run disciplined operating systems to drive sustainable growth across our portfolio. About Carla AI Carla AI is an AI powered voice agent that handles inbound calls, takes reservations, processes payments, and delivers 24/7 customer support, all without human intervention. When a situation requires a human touch, Carla seamlessly transfers the call with full context. Carla was purpose built for the rental industry, starting with car rental operators across North America. Our platform integrates directly with rental management systems, giving operators instant call answering, real time availability checks, automated booking workflows, and a live performance dashboard. We are now establishing Carla AI as an independent business unit with its own leadership team, with ambitions to expand into the broader rental and services verticals. This is a ground floor opportunity to join a product that already works, at the moment it begins to scale. The Opportunity We’re hiring a Partnerships Manager to build and scale Carla AI’s ecosystem partnerships. This is a hands on, execution focused role for someone who thrives in builder environments and wants to create a partnerships function from the ground up. You’ll own the full partnership lifecycle: sourcing, qualifying, onboarding, and growing relationships with software providers, marketplaces, referral networks, and distribution partners. Your work will bring Carla AI directly into the workflows of rental operators and, over time, into adjacent verticals. You’ll work cross functionally with Product, Engineering, Sales, Marketing, and Customer Success to drive integration delivery, partner launches, and co go to market initiatives. You’ll report to the CEO of Carla AI and have a direct line to shaping the commercial strategy of the business. What You’ll DoBuild the partner ecosystem • Identify, qualify, and onboard partners across rental software providers, fleet management systems, dealership platforms, travel marketplaces, lead generation networks, and adjacent technology ecosystems. • Develop and execute a partner sourcing strategy that aligns with Carla AI’s expansion roadmap, starting with car rental and extending into broader rental and services verticals. • Build repeatable partner onboarding playbooks, including qualification criteria, integration scoping, and launch readiness checklists. Drive commercial impact through partnerships • Collaborate with partners on referral programs, reseller opportunities, co marketing initiatives, and joint go to market campaigns. • Track partner sourced pipeline, revenue contribution, and performance metrics to ensure partnerships translate into measurable business outcomes. • Support partner sales enablement: equip partners with the positioning, materials, and training to effectively sell and recommend Carla AI. Coordinate integration delivery • Work with Product and Engineering to scope, prioritize, and manage integration timelines, from initial partner requirements through testing and launch. • Serve as the connective tissue between external partners and internal teams, ensuring integration work stays on track and partners have a consistent experience. Manage relationships and governance • Own ongoing partner relationships: regular check ins, QBRs, performance reviews, and escalation management. • Maintain partner CRM records, documentation, and internal playbooks. • Share structured market and partner feedback with Product and leadership to inform roadmap and go to market decisions. What Success Looks LikeIn the first 90 days • You’ve mapped the ecosystem: a clear target partner list by category, with a prioritized outreach plan. • First partnerships are in motion, with at least two to three partners in active onboarding or integration scoping. • Partner CRM, tracking, and internal documentation are set up and maintained. In 6 to 12 months • A repeatable partner pipeline is producing qualified leads and contributing to revenue. • Multiple live integrations are in market, with co go to market motions running. • You’ve established Carla AI as a recognized integration partner within the rental technology ecosystem and are actively exploring adjacent verticals. • Partner governance cadence is in place: QBRs, performance tracking, and clear partner health metrics. What We’re Looking ForRequired • 2 to 5 years of experience in partnerships, business development, or channel sales within B2B SaaS. • Demonstrated ability to source, negotiate, and close partnership agreements. • Strong project coordination skills, comfortable managing multiple integration workstreams and stakeholders simultaneously. • Builder mindset: you can create and refine partner programs, playbooks, and processes from scratch. • Clear, confident communicator with strong relationship building skills across technical and business audiences. • Familiarity with SaaS products and API based integrations. • Self motivated, detail oriented, and comfortable working in a fast paced, evolving environment. Preferred • Experience in the rental industry (car rental, equipment rental, fleet management) or adjacent verticals such as automotive, travel tech, or mobility is a strong plus. • Experience working with marketplace or platform ecosystems where integrations drive distribution. • Familiarity with modern CRM and partner management tooling (HubSpot or similar). • Experience in a high growth or early stage SaaS environment where you had to build the motion, not just run it. Why Join • Build the partnerships function for an AI product in a large, underserved market, with a clear path to expand beyond the initial vertical. • Ground floor opportunity: join as the business establishes its own leadership team and commercial engine. • Direct exposure to integrations, go to market strategy, and product influence from day one. • Backed by Valsoft / Aspire Software, combining the stability of a global portfolio with the pace and ownership of a startup. • Competitive compensation and strong growth potential as the partnerships function scales. #AspireSoftware #CarlaAI
Responsibilities
You will build and scale the partnership ecosystem by sourcing, onboarding, and managing relationships with software providers and marketplaces. You will also coordinate integration delivery and collaborate cross-functionally to drive commercial impact and go-to-market initiatives.
Partnerships Manager - Rental industry (car rental, fleet management) at Valsoft Corporation
, , Canada - Full Time
Skills Needed
Partnerships Management, Business Development, Channel Sales, B2b Saas, Project Coordination, Api Integrations, Strategic Planning, Relationship Building, Go To Market Strategy, Crm Management, Hubspot, Market Analysis, Stakeholder Management, Sales Enablement, Technical Communication
Specialization
The role requires 2 to 5 years of experience in partnerships, business development, or channel sales within a B2B SaaS environment. Candidates must possess strong project coordination skills, a builder mindset, and familiarity with API-based integrations.
Experience Required
Minimum 2 year(s)
Business Development Representative at Valsoft Corporation
Montreal, Quebec, Canada - Full Time
Skills Needed
Outbound Prospecting, Multi Channel Outreach, Pipeline Development, Lead Qualification, Discovery Conversations, Crm Management, Hubspot, Performance Tracking, Account Penetration, Saas Sales, Value Proposition Communication, Time Management, Reporting Accuracy, Cold Prospecting, Metrics Driven
Specialization
Candidates must have 3–5+ years of outbound BDR/SDR or SaaS sales experience with a demonstrated track record of generating qualified pipelines and engaging senior decision-makers. Strong cold prospecting skills, commercial acumen for qualification, and a metrics-driven, resilient performance orientation are essential, along with excellent CRM hygiene.
Experience Required
Minimum 2 year(s)
Copilot Support Engineer, Microsoft 365 (M365) - Workplace Solutions team at Export Development Canada
Ottawa, Ontario, Canada - Full Time
Skills Needed
Copilot For Microsoft 365, Copilot Studio, Power Automate, M365 Ai Platform Administration, Agent Development, Workflow Development, Power Platform, Microsoft Graph, M365 Data Architecture, Entra Id, Generative Ai, Llm Based Features, Prompt Design, Powershell Automation, Security, Data Governance
Specialization
Candidates must have an undergraduate degree in Computer Science, Management Information Systems, or a related field, along with a minimum of 7 years of experience administering Microsoft 365, Power Platform, or related enterprise platforms. Practical experience developing solutions in Copilot Studio and strong knowledge of Power Automate workflows are essential.
Experience Required
Minimum 5 year(s)
Senior Relationship Manager, Mid Market Commercial - Healthcare Professiona at Royal Bank of Canada
Ottawa, Ontario, Canada - Full Time
Skills Needed
Business Development, Client Relationship Management, Financial Analysis, Credit Structuring, Portfolio Management, Risk Mitigation, Client Acquisition, Solution Development, Business Acumen, Client Service, Prospecting, Lead Generation, Digital Enablement, Bilingualism, Financial Statements Review
Specialization
Candidates must possess a minimum of 3-5 years of commercial banking experience, demonstrating a proven track record in business development and client relationship management. Essential requirements include credit skills covering risk assessment, financial analysis, credit structuring, and specialized industry expertise, along with full bilingual proficiency in French and English.
Experience Required
Minimum 2 year(s)
Copilot Platform Engineer, Microsoft 365 (M365) - Workplace Solutions team at Export Development Canada
Ottawa, Ontario, Canada - Full Time
Skills Needed
Copilot Platform Engineering, Microsoft 365, Microsoft Graph, Power Platform, Azure Services, Azure Openai, Databricks, Powershell, Python, Ai Concepts, Prompt Engineering, Platform Engineering, Enterprise Systems Integration, Security, Compliance, Performance Optimization
Specialization
Candidates must possess an undergraduate degree in Computer Science, MIS, or a related field, along with a minimum of 7 years of experience in platform engineering or enterprise systems integration. Essential technical expertise includes strong experience with the Microsoft 365 ecosystem, Microsoft Power Platform, proficiency in Azure services, and scripting languages like PowerShell and Python.
Experience Required
Minimum 10 year(s)
Administrator, Bonds at Computershare Deutschland GmbH Co KG
, , Canada - Full Time
Skills Needed
Technical Processes, Procedures, Judgment, Communication, Team Leadership, Training
Specialization
Candidates should have previous relevant work experience or basic qualifications, gaining knowledge through formal training reinforced by on-the-job experience, and operating under a moderate degree of supervision. This position also involves acting as an informal resource and guiding/supporting junior team members.
Associate - Commercial Real Estate at KPMG
Toronto, Ontario, Canada - Full Time
Skills Needed
Commercial Real Estate Law, Legal Drafting, Negotiation, Real Estate Structuring, Regulatory Compliance, Legal Research, Analytical Skills, Client Relationship Management, Joint Ventures, Limited Partnerships, Financing, Acquisitions And Dispositions
Specialization
Requires a JD or Bachelor of Laws with active membership in the Law Society of Ontario and at least five years of commercial real estate law experience. Proficiency in real estate structuring and transaction management is essential.
Experience Required
Minimum 5 year(s)
Marketing Coordinator at Range
, , Canada - Full Time
Skills Needed
Marketing Coordination, Project Management, Content Management, Digital Marketing, Brand Messaging, Communication, Organizational Skills, Attention To Detail, Collaboration, Email Marketing, Workflow Management
Specialization
Candidates must have a college or university degree in marketing or a related field and at least one year of relevant experience. Strong organizational skills, attention to detail, and excellent communication abilities are required for this role.
Marketing Specialist at Aviso Wealth
Toronto, Ontario, Canada - Full Time
Skills Needed
Digital Marketing, B2c Marketing, Dtc Marketing, Campaign Execution, Data Analysis, Google Analytics, Project Management, Agile, Crm, Social Media, Stakeholder Management, Go To Market Planning, Customer Insights, Performance Optimization, Communication Skills, Interpersonal Skills
Specialization
Candidates must possess a Bachelor's degree and over 5 years of relevant marketing experience, ideally with a successful track record in marketing for online businesses and B2C/DTC programs. Strong execution skills, data analysis capabilities, and proficiency in digital marketing tools are essential for this fast-paced, data-driven role.
Experience Required
Minimum 5 year(s)
Banking Advisor at Royal Bank of Canada
Owen Sound, Ontario, Canada - Full Time
Skills Needed
Job Skills Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy
Specialization
Candidates should possess strong skills in communication, critical thinking, and data analysis, along with a curious mindset. The position requires a client-centric approach to delivering banking solutions.
Experience Required
Minimum 2 year(s)
Senior Product Manager at Venn
Toronto, Ontario, Canada - Full Time
Skills Needed
Product Management, Business Insight, Product Thinking, Technical Know How, Roadmap Shaping, Data Analysis, Experimentation, Customer Feedback, Cross Functional Collaboration, Strategy, Operational Processes, Product Excellence, Analytical Mindset, Prioritization, Communication
Specialization
Candidates must possess over 5 years of product management experience, successfully launching technical products from concept to completion, coupled with a strong analytical mindset for data-driven decision-making. Essential qualities include the ability to navigate complex trade-offs, collaborate effectively with diverse stakeholders, and demonstrate an entrepreneurial spirit suitable for being the first Product Manager in a scaling company.
Experience Required
Minimum 5 year(s)
Senior Specialist, Tax Information Reporting (FATCA/CRS & Chapter 3) at The Citco Group Limited
Halifax, Nova Scotia, Canada - Full Time
Skills Needed
Fatca, Crs, Chapter 3, 1042 Data Management, Client Relationship Management, Project Management, Microsoft Office, Investor Communication, Stakeholder Management, Regulatory Reporting
Specialization
Requires a bachelor's degree and 2-4+ years of experience in financial services with exposure to FATCA/CRS regulations. Candidates must possess strong organizational skills and the ability to work within global teams.
Experience Required
Minimum 2 year(s)
Client Advisor Intern at Royal Bank of Canada
Cheticamp, Nova Scotia, Canada - Full Time
Skills Needed
Customer Service, Bilingual, Financial Advice, Needs Based Conversations, Sales, Client Concerns Resolution, Digital Literacy, Compliance, Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curious Mindset, Data Analysis
Specialization
Candidates must be bilingual in English and French and possess proven customer service skills, preferably in finance or service industries, along with drive and excellent communication skills. Eagerness to learn, digital literacy across various devices, and flexibility for shift hours are also required.
Non-trading Market Risk Officer - Vice President at Citi
Mississauga, Ontario, Canada - Full Time
Skills Needed
Analytical Thinking, Credible Challenge, Financial Analysis, Governance, Issue Management, Management Reporting, Policy And Procedure, Policy And Regulation, Risk Controls And Monitors, Risk Identification And Assessment, Interest Rate Risk In The Banking Book, Treasury Investments, Market Risk Management, Stress Loss Limits, Regulatory Compliance
Specialization
The position requires 6-10 years of relevant experience in risk management. A bachelor's degree is required, with a master's degree preferred.
Experience Required
Minimum 5 year(s)
Analyst, Infrastructure & Real Assets at StepStone Group
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Modelling, Analytical Skills, Valuation Bridges, Discounted Cash Flow Analysis, Comparable Public Companies, Sensitivity Analysis, Scenario Analysis, Memo Writing, Presentation Writing, Research, Diligence, Investment Opportunities, Client Interaction, Advisory Materials, Sourcing, Team Environment
Specialization
Candidates need 1 to 3 years of experience in fields like investment banking, project finance, or investment management, along with a Bachelor’s degree or MBA in a related field such as Finance or Engineering. Strong financial modeling, presentation skills, and the ability to defend investment positions are required.
Experience Required
Minimum 2 year(s)
Reporting & Data Analyst at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Sql, Tableau, Snowflake, Power Bi, Data Analytics, Business Intelligence, Kpi Development, Portfolio Management, Statistical Analysis, Data Governance, Data Mining, Regression, Clustering, Financial Reporting, Task Management, Stakeholder Collaboration
Specialization
Candidates must have at least 3 years of progressive analytics experience, preferably in the financial industry, with strong proficiency in SQL and data visualization tools. A bachelor's degree in a quantitative field such as Mathematics, Statistics, or Computer Science is required.
Experience Required
Minimum 2 year(s)
Supplier Risk Manager at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Supplier Risk Management, Operational Risk, Governance, Stakeholder Engagement, Spend Analysis, Business Case Development, Performance Monitoring, Change Management, Project Management, Critical Thinking, Analytical Skills, Problem Solving, Relationship Management, Microsoft Excel, Microsoft Powerpoint, Regulatory Compliance
Specialization
Candidates must have a Business Administration degree or equivalent and at least 3 years of experience in Supplier or Operational Risk management. Strong communication, critical thinking, and proficiency in Microsoft Office are essential for success in this role.
Experience Required
Minimum 2 year(s)
Business Operations Support Specialist at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Critical Thinking, Problem Solving, Customer Service, Attention To Detail, Organizational Skills, Communication Skills, Technical Support, Project Management, Software Monitoring, Data Tracking, Process Improvement, Interpersonal Skills
Specialization
Requires experience in a clerical, technical, or customer service role within a fast-paced environment. Candidates must possess strong critical thinking, attention to detail, and the ability to explain complex concepts clearly.
Remote Travel & Concierge Experience Bilingual Agent at American Express Global Business
Quebec, Quebec, Canada - Full Time
Skills Needed
Travel Knowledge, World Geography, Customer Relationship Management, Communication Skills, Resilience, Time Management, Multi Tasking, Sales, Consultative Selling, Computer Literacy, Sabre Gds, French Fluency
Specialization
Requires fluency in French and English, along with strong knowledge of world geography and travel tools. Candidates must be or become TICO and OPC certified and be flexible to work shifts including nights and weekends.
Experience Required
Minimum 2 year(s)
Supervisor, Client Solutions at Aviso Wealth
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Coaching, People Management, Metrics Analysis, Contact Centre Best Practices, Operational Functions, Wealth Management, Market Knowledge, Trading Systems, Order Management, Corporate Actions, Customer Service, Issue Resolution, English Communication, French Communication, Service Excellence, Continuous Improvement
Specialization
Candidates must possess strong coaching and people management skills, the ability to use metrics to strengthen client voice, and a strong understanding of wealth management operational functions and market knowledge. Fluent English communication is required, with bilingual French skills being an asset.
Experience Required
Minimum 5 year(s)