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Financial Services Jobs in Canada

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Director, ERA Technology Strategy at Citi
Mississauga, Ontario, Canada - Full Time
Skills Needed
Technology Strategy, Product Management, Risk Assessment, Stakeholder Engagement, Agile Delivery, Budget Management, Continuous Improvement, Collaboration, Forecasting, Financial Concepts, Communication, Innovation, Project Lifecycle Management, User Empowerment, Kpi Tracking, Data Integration
Specialization
A Bachelor's degree is required, with a Master's preferred. Candidates should have 10+ years of experience in financial services, risk, finance, or related fields, with significant exposure to technology-enabled transformation and product management.
Experience Required
Minimum 10 year(s)
Engineering Excellence Testing Developer Senior Manager at Citi
Mississauga, Ontario, Canada - Full Time
Skills Needed
Applications Development, Management, Ai, Automation, Testing, Global Technology Teams, Budget Management, Performance Evaluations, Hiring, Disciplinary Actions, Strategic Influence, Negotiation, Communication, Problem Solving, Standards Definition, Resource Control
Specialization
Candidates should have 10+ years of relevant experience, including applications development and management. Experience with AI and automation for testing, as well as managing global technology teams, is required.
Experience Required
Minimum 10 year(s)
Senior Manager, Technology Governance at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Adaptability, Creative Visioning, Critical Thinking, Decision Making, Detail Oriented, Industry Knowledge, Information Technology Infrastructure Library (Itil), Strategic Thinking, Systems Software, Time Management
Specialization
A Bachelor’s Degree or equivalent experience is required, along with experience in the financial services industry and a strong understanding of technology risk and compliance. Candidates should have demonstrated success in managing large-scale remediation programs and possess strong analytical and communication skills.
Experience Required
Minimum 5 year(s)
Technology and Data Risk Assurance Lead at Citi
Mississauga, Ontario, Canada - Full Time
Skills Needed
Analytical Thinking, Assurance Strategy, Communication, Constructive Debate, Controls Assessment, Controls Lifecycle, Policy And Procedure, Risk Remediation, Stakeholder Management
Specialization
Candidates should have over 6 years of experience in operational risk management or related fields in the financial services industry. Strong analytical skills and an expert understanding of compliance laws and best practices are essential.
Experience Required
Minimum 5 year(s)
Director, Commercial Banking (Corporate Finance Group) at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Risk Management, Business Development, Client Relationship Management, Credit Analysis, Data Analysis, Negotiation Skills, Team Collaboration, Organizational Skills, Communication Skills, Microsoft Office, Quantitative Skills, Problem Solving, Strategic Planning, Portfolio Management, Sales Activities
Specialization
Candidates should have a Master's or MBA degree with 3-5 years of relevant experience, or an undergraduate degree with 5-7 years of experience. Professional designations such as CPA, CBV, or CFA are considered assets, along with strong analytical, communication, and organizational skills.
Experience Required
Minimum 5 year(s)
Associate, Equities - Healthcare at CPP Investments
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Modeling, Valuation Analysis, Research, Analytical Problem Solving, Communication Skills, Organizational Skills, Investment Research, Healthcare Sector Knowledge, Statistical Analysis, Team Collaboration, Data Analysis, Accounting, Corporate Finance, Python, Sql, Data Engineering
Specialization
Candidates should have an undergraduate degree in a relevant field and 3-5 years of experience in financial services. Strong financial modeling skills, a passion for investing, and the ability to conduct high-quality research are essential.
Experience Required
Minimum 2 year(s)
2026 Wealth Management, Summer Data Analyst (4-16 months) at Royal Bank of Canada
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Data Analysis, Sql, Python, Data Engineering, Data Quality, Cloud Computing, Devops, Data Management, Data Governance, Ai/Ml, Team Collaboration, Communication, Analytical Skills, Problem Solving, Interpersonal Skills, Software Development Life Cycle
Specialization
Candidates should have a strong quantitative background and experience with SQL and large data sets. Familiarity with cloud platforms and containerization technologies is also required.
Investment Associate at Royal Bank of Canada
Edmonton, Alberta, Canada - Full Time
Skills Needed
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management
Specialization
Candidates must have the Canadian Investment Regulatory Exam Level I or higher and a minimum of 2 years of experience in the investment industry. Strong skills in Microsoft Office, particularly Excel, are required, along with a demonstrated ability to provide excellent client service.
Experience Required
Minimum 2 year(s)
Senior Software Engineer, Java - Temporary at Aviso Wealth
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Java, Software Engineering, Code Reviews, Software Architectures, Ci/Cd, Azure, Docker, Kubernetes, Git, Sql, Nosql, React, Angular, Python, C#, Mentoring
Specialization
Candidates must have 5 to 10 years of professional software development experience, with extensive expertise required in Java and object-oriented programming principles. Desired qualifications include experience with front-end frameworks, Azure cloud services, CI/CD tools, and strong database skills in both SQL and NoSQL.
Experience Required
Minimum 5 year(s)
Client Onboarding Manager Hybrid at Citi
Mississauga, Ontario, Canada - Full Time
Skills Needed
Communication Skills, Diplomacy Skills, Project Management, Customer Service, Documentation Review, Account Maintenance, Interpersonal Skills, Team Player, Attention To Detail, Microsoft Office, Problem Solving, Risk Management, Client Interaction, Time Management, Process Improvement, Autonomy
Specialization
Candidates should have 2-5 years of experience in documentation review and account maintenance, with strong interpersonal and communication skills. Proficiency in Microsoft Office and the ability to work in a high-volume, time-sensitive environment are also required.
Experience Required
Minimum 2 year(s)
Senior Manager, High Risk Client Management at Royal Bank of Canada
Bedford, Nova Scotia, Canada - Full Time
Skills Needed
Analytical Thinking, Anti Money Laundering, Change Management, Coaching, Communication, Critical Thinking, Decision Making, Due Diligence, Execution Excellence, Financial Regulation, Interpersonal Relationship Management, Operational Integrity, Organizational Governance, People Management, Process Management, Strategic Thinking
Specialization
Candidates must have strong knowledge of financial crimes and AML/Fraud, along with experience in high risk client investigations. A post-secondary education or equivalent experience is required, and a CAMS designation is preferred.
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)
Senior Product Manager at Venn
Toronto, Ontario, Canada - Full Time
Skills Needed
Product Management, Analytical Mindset, Data Analysis, Collaboration, Communication, Entrepreneurial Spirit, Technical Knowledge, User Experience, Product Strategy, Roadmap Development, Stakeholder Management, Experimentation, Cross Functional Teams, Product Excellence, Business Insight, Creative Thinking
Specialization
Candidates should have 5+ years of product management experience and a strong analytical mindset. They must be skilled at collaborating with diverse stakeholders and have an entrepreneurial spirit.
Experience Required
Minimum 5 year(s)
AI Governance and Compliance Specialist (Hybrid) at Morgan Stanley
Montreal, Quebec, Canada - Full Time
Skills Needed
Ai Governance, Compliance, Data Management, Regulatory Requirements, Communication Skills, Interpersonal Relationships, Organizational Skills, Risk Management, Collaboration, Policy Design, Monitoring, Testing, Artificial Intelligence, Machine Learning, Gen Ai, Stakeholder Interaction
Specialization
Candidates should have a strong interest in data management regulatory requirements and possess excellent communication skills. A bachelor's degree and 5 years of professional experience in compliance or related fields are required.
Experience Required
Minimum 5 year(s)
Growth Product Marketing Manager at Questrade Inc
Toronto, Ontario, Canada - Full Time
Skills Needed
Product Marketing, Growth Marketing, Performance Campaigns, Promotional Programs, A/B Testing, Conversion Optimization, Cohort Analysis, Project Management, Cross Functional Collaboration, Data Analysis, Customer Insights, Campaign Strategy, Financial Services Regulations, Creative Problem Solving, Analytics Tools, Market Opportunities
Specialization
Candidates should have 5+ years of product marketing experience with a focus on growth marketing and performance campaigns. They must be highly analytical and possess strong project management skills.
Experience Required
Minimum 5 year(s)
Customer Service Representative at Bank of Montreal
Burnaby, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions, Interpersonal Skills, Problem Solving, Collaboration, Digital Tools, Sales, Communication, Organization, Initiative, Listening, Flexibility, Creativity, Teamwork, Attention To Detail, Risk Management
Specialization
No prior experience is necessary, but a post-secondary degree or certification in a related field is desirable. Candidates should possess strong interpersonal skills and a passion for helping customers.
2026 Wealth Management, Summer Finance Analyst (4-16 months) at Royal Bank of Canada
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Communication, Computer Literacy, Detail Oriented, Interpersonal Relationships, Listening Effectively, Personal Development, Personal Initiative, Analytical Skills, Critical Thinking, Relationship Management, Collaboration, Time Management, Investment Management, Tax Software Skills, Market Intelligence, Excel Skills, Salesforce
Specialization
Candidates must have intermediate to advanced MS Office skills and excellent analytical and communication skills. A good understanding of financial markets and an interest in investment management are also required.
Banking Advisor at Royal Bank of Canada
Bruce Mines, Ontario, Canada - Full Time
Skills Needed
Client Centricity, Communication, Critical Thinking, Digital Literacy, Problem Solving, Sales, Relationship Building
Specialization
Candidates must have Mutual Funds accreditation and demonstrate a passion for client service in a sales environment. Strong problem-solving skills and digital literacy are essential for success in this role.
First Credit Union - General Application at First Credit Union
Bowser, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Problem Solving, Organization Skills, Listening Skills, Relationship Building, Teamwork, Communication Skills, Attention To Detail, Mathematical Calculations, Initiative, Enthusiasm, Willingness To Learn
Specialization
Candidates must have a high school diploma and at least one year of experience in the financial, retail, or hospitality industry. They should possess effective listening skills, strong communication abilities, and a positive attitude towards teamwork.
Tax Advisor at Raymond James
Saskatoon, Saskatchewan, Canada - Full Time
Skills Needed
Tax Preparation, Client Engagement, Filing Compliance, Team Leadership, Process Improvement, Communication Skills, Organizational Skills, Tax Software Proficiency, Microsoft Office Proficiency
Specialization
Candidates should possess a CPA designation or equivalent and have a minimum of five years of experience in tax preparation and review. Strong leadership and communication skills are essential.
Experience Required
Minimum 5 year(s)
Director, ERA Technology Strategy at Citi
Mississauga, Ontario, Canada -
Full Time

Start Date

Immediate

Expiry Date

26 Mar, 26

Salary

0.0

Posted On

26 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Technology Strategy, Product Management, Risk Assessment, Stakeholder Engagement, Agile Delivery, Budget Management, Continuous Improvement, Collaboration, Forecasting, Financial Concepts, Communication, Innovation, Project Lifecycle Management, User Empowerment, KPI Tracking, Data Integration

Industry

Financial Services

Description
Create and execute a cohesive ERA technology strategy that supports enterprise risk objectives and drives business impact. Rationalize and integrate ERA technology platforms (Scenario Manager, MEP, ERDL), reducing duplication and seamlessly connecting systems for scalability, resilience, and cost efficiency. Coordinate technology solutions with partners in Risk and Finance to ensure alignment with evolving business requirements and maximize stakeholder value. Lead budget and capability decisions, prioritizing investments that deliver measurable outcomes and empower users. Manage the full project lifecycle for ERA initiatives, including all technology platforms, with a focus on adoption, intuitive usage, and continuous improvement. Apply product management best practices: develop and maintain product roadmaps, prioritize backlogs, and drive enhancements based on user feedback and business needs. Set and track KPIs for product quality, usage/adoption, stakeholder satisfaction, and realized ROI. Champion solutions that make risk identification, forecasting, and analytics accessible and actionable for all stakeholders. Ensure platforms are regularly enhanced to support robust risk assessment, monitoring, and reporting, adapting to regulatory and business changes. Foster a culture of collaboration, innovation, and accountability across teams and stakeholders. Strong strategic vision and the ability to engage diverse stakeholders, bridging business needs with technology solutions. Demonstrated expertise in product management: owning roadmaps, driving adoption, and delivering measurable business outcomes. Fluency in technical processes and databases, with the ability to clearly articulate complex concepts and drive alignment, efficiency, and innovation. Broad and diverse understanding of forecasting approaches, financial concepts, and experience in model and reporting implementation and execution frameworks. Proven track record of delivering measurable outcomes in complex, regulated environments. Deep experience implementing and championing Agile delivery practices. Excellent communication skills—able to articulate strategy, influence stakeholders, and drive alignment. Highly organized, resilient, and detail-oriented; adept at managing multiple priorities and building high-performing teams. Bachelor's degree required; Master's preferred. 10+ years of progressive experience in financial services, risk, finance, or related fields, with significant exposure to technology-enabled transformation and product management. Self-starter, motivated to deliver results and do what's right. Team player and collaborator who builds consensus and drives alignment. Effective communicator and influencer, able to engage senior stakeholders and diverse teams. High emotional intelligence; adapts to dynamic environments and evolving business needs. Committed to continuous improvement, innovation, and empowering others. Bachelor's degree; Master's preferred. ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Automated Processing and AI We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. ------------------------------------------------------
Responsibilities
Create and execute a cohesive ERA technology strategy that supports enterprise risk objectives. Manage the full project lifecycle for ERA initiatives, focusing on adoption, intuitive usage, and continuous improvement.
Director, ERA Technology Strategy at Citi
Mississauga, Ontario, Canada - Full Time
Skills Needed
Technology Strategy, Product Management, Risk Assessment, Stakeholder Engagement, Agile Delivery, Budget Management, Continuous Improvement, Collaboration, Forecasting, Financial Concepts, Communication, Innovation, Project Lifecycle Management, User Empowerment, Kpi Tracking, Data Integration
Specialization
A Bachelor's degree is required, with a Master's preferred. Candidates should have 10+ years of experience in financial services, risk, finance, or related fields, with significant exposure to technology-enabled transformation and product management.
Experience Required
Minimum 10 year(s)
Engineering Excellence Testing Developer Senior Manager at Citi
Mississauga, Ontario, Canada - Full Time
Skills Needed
Applications Development, Management, Ai, Automation, Testing, Global Technology Teams, Budget Management, Performance Evaluations, Hiring, Disciplinary Actions, Strategic Influence, Negotiation, Communication, Problem Solving, Standards Definition, Resource Control
Specialization
Candidates should have 10+ years of relevant experience, including applications development and management. Experience with AI and automation for testing, as well as managing global technology teams, is required.
Experience Required
Minimum 10 year(s)
Senior Manager, Technology Governance at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Adaptability, Creative Visioning, Critical Thinking, Decision Making, Detail Oriented, Industry Knowledge, Information Technology Infrastructure Library (Itil), Strategic Thinking, Systems Software, Time Management
Specialization
A Bachelor’s Degree or equivalent experience is required, along with experience in the financial services industry and a strong understanding of technology risk and compliance. Candidates should have demonstrated success in managing large-scale remediation programs and possess strong analytical and communication skills.
Experience Required
Minimum 5 year(s)
Technology and Data Risk Assurance Lead at Citi
Mississauga, Ontario, Canada - Full Time
Skills Needed
Analytical Thinking, Assurance Strategy, Communication, Constructive Debate, Controls Assessment, Controls Lifecycle, Policy And Procedure, Risk Remediation, Stakeholder Management
Specialization
Candidates should have over 6 years of experience in operational risk management or related fields in the financial services industry. Strong analytical skills and an expert understanding of compliance laws and best practices are essential.
Experience Required
Minimum 5 year(s)
Director, Commercial Banking (Corporate Finance Group) at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Risk Management, Business Development, Client Relationship Management, Credit Analysis, Data Analysis, Negotiation Skills, Team Collaboration, Organizational Skills, Communication Skills, Microsoft Office, Quantitative Skills, Problem Solving, Strategic Planning, Portfolio Management, Sales Activities
Specialization
Candidates should have a Master's or MBA degree with 3-5 years of relevant experience, or an undergraduate degree with 5-7 years of experience. Professional designations such as CPA, CBV, or CFA are considered assets, along with strong analytical, communication, and organizational skills.
Experience Required
Minimum 5 year(s)
Associate, Equities - Healthcare at CPP Investments
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Modeling, Valuation Analysis, Research, Analytical Problem Solving, Communication Skills, Organizational Skills, Investment Research, Healthcare Sector Knowledge, Statistical Analysis, Team Collaboration, Data Analysis, Accounting, Corporate Finance, Python, Sql, Data Engineering
Specialization
Candidates should have an undergraduate degree in a relevant field and 3-5 years of experience in financial services. Strong financial modeling skills, a passion for investing, and the ability to conduct high-quality research are essential.
Experience Required
Minimum 2 year(s)
2026 Wealth Management, Summer Data Analyst (4-16 months) at Royal Bank of Canada
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Data Analysis, Sql, Python, Data Engineering, Data Quality, Cloud Computing, Devops, Data Management, Data Governance, Ai/Ml, Team Collaboration, Communication, Analytical Skills, Problem Solving, Interpersonal Skills, Software Development Life Cycle
Specialization
Candidates should have a strong quantitative background and experience with SQL and large data sets. Familiarity with cloud platforms and containerization technologies is also required.
Investment Associate at Royal Bank of Canada
Edmonton, Alberta, Canada - Full Time
Skills Needed
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management
Specialization
Candidates must have the Canadian Investment Regulatory Exam Level I or higher and a minimum of 2 years of experience in the investment industry. Strong skills in Microsoft Office, particularly Excel, are required, along with a demonstrated ability to provide excellent client service.
Experience Required
Minimum 2 year(s)
Senior Software Engineer, Java - Temporary at Aviso Wealth
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Java, Software Engineering, Code Reviews, Software Architectures, Ci/Cd, Azure, Docker, Kubernetes, Git, Sql, Nosql, React, Angular, Python, C#, Mentoring
Specialization
Candidates must have 5 to 10 years of professional software development experience, with extensive expertise required in Java and object-oriented programming principles. Desired qualifications include experience with front-end frameworks, Azure cloud services, CI/CD tools, and strong database skills in both SQL and NoSQL.
Experience Required
Minimum 5 year(s)
Client Onboarding Manager Hybrid at Citi
Mississauga, Ontario, Canada - Full Time
Skills Needed
Communication Skills, Diplomacy Skills, Project Management, Customer Service, Documentation Review, Account Maintenance, Interpersonal Skills, Team Player, Attention To Detail, Microsoft Office, Problem Solving, Risk Management, Client Interaction, Time Management, Process Improvement, Autonomy
Specialization
Candidates should have 2-5 years of experience in documentation review and account maintenance, with strong interpersonal and communication skills. Proficiency in Microsoft Office and the ability to work in a high-volume, time-sensitive environment are also required.
Experience Required
Minimum 2 year(s)
Senior Manager, High Risk Client Management at Royal Bank of Canada
Bedford, Nova Scotia, Canada - Full Time
Skills Needed
Analytical Thinking, Anti Money Laundering, Change Management, Coaching, Communication, Critical Thinking, Decision Making, Due Diligence, Execution Excellence, Financial Regulation, Interpersonal Relationship Management, Operational Integrity, Organizational Governance, People Management, Process Management, Strategic Thinking
Specialization
Candidates must have strong knowledge of financial crimes and AML/Fraud, along with experience in high risk client investigations. A post-secondary education or equivalent experience is required, and a CAMS designation is preferred.
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)
Senior Product Manager at Venn
Toronto, Ontario, Canada - Full Time
Skills Needed
Product Management, Analytical Mindset, Data Analysis, Collaboration, Communication, Entrepreneurial Spirit, Technical Knowledge, User Experience, Product Strategy, Roadmap Development, Stakeholder Management, Experimentation, Cross Functional Teams, Product Excellence, Business Insight, Creative Thinking
Specialization
Candidates should have 5+ years of product management experience and a strong analytical mindset. They must be skilled at collaborating with diverse stakeholders and have an entrepreneurial spirit.
Experience Required
Minimum 5 year(s)
AI Governance and Compliance Specialist (Hybrid) at Morgan Stanley
Montreal, Quebec, Canada - Full Time
Skills Needed
Ai Governance, Compliance, Data Management, Regulatory Requirements, Communication Skills, Interpersonal Relationships, Organizational Skills, Risk Management, Collaboration, Policy Design, Monitoring, Testing, Artificial Intelligence, Machine Learning, Gen Ai, Stakeholder Interaction
Specialization
Candidates should have a strong interest in data management regulatory requirements and possess excellent communication skills. A bachelor's degree and 5 years of professional experience in compliance or related fields are required.
Experience Required
Minimum 5 year(s)
Growth Product Marketing Manager at Questrade Inc
Toronto, Ontario, Canada - Full Time
Skills Needed
Product Marketing, Growth Marketing, Performance Campaigns, Promotional Programs, A/B Testing, Conversion Optimization, Cohort Analysis, Project Management, Cross Functional Collaboration, Data Analysis, Customer Insights, Campaign Strategy, Financial Services Regulations, Creative Problem Solving, Analytics Tools, Market Opportunities
Specialization
Candidates should have 5+ years of product marketing experience with a focus on growth marketing and performance campaigns. They must be highly analytical and possess strong project management skills.
Experience Required
Minimum 5 year(s)
Customer Service Representative at Bank of Montreal
Burnaby, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions, Interpersonal Skills, Problem Solving, Collaboration, Digital Tools, Sales, Communication, Organization, Initiative, Listening, Flexibility, Creativity, Teamwork, Attention To Detail, Risk Management
Specialization
No prior experience is necessary, but a post-secondary degree or certification in a related field is desirable. Candidates should possess strong interpersonal skills and a passion for helping customers.
2026 Wealth Management, Summer Finance Analyst (4-16 months) at Royal Bank of Canada
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Communication, Computer Literacy, Detail Oriented, Interpersonal Relationships, Listening Effectively, Personal Development, Personal Initiative, Analytical Skills, Critical Thinking, Relationship Management, Collaboration, Time Management, Investment Management, Tax Software Skills, Market Intelligence, Excel Skills, Salesforce
Specialization
Candidates must have intermediate to advanced MS Office skills and excellent analytical and communication skills. A good understanding of financial markets and an interest in investment management are also required.
Banking Advisor at Royal Bank of Canada
Bruce Mines, Ontario, Canada - Full Time
Skills Needed
Client Centricity, Communication, Critical Thinking, Digital Literacy, Problem Solving, Sales, Relationship Building
Specialization
Candidates must have Mutual Funds accreditation and demonstrate a passion for client service in a sales environment. Strong problem-solving skills and digital literacy are essential for success in this role.
First Credit Union - General Application at First Credit Union
Bowser, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Problem Solving, Organization Skills, Listening Skills, Relationship Building, Teamwork, Communication Skills, Attention To Detail, Mathematical Calculations, Initiative, Enthusiasm, Willingness To Learn
Specialization
Candidates must have a high school diploma and at least one year of experience in the financial, retail, or hospitality industry. They should possess effective listening skills, strong communication abilities, and a positive attitude towards teamwork.
Tax Advisor at Raymond James
Saskatoon, Saskatchewan, Canada - Full Time
Skills Needed
Tax Preparation, Client Engagement, Filing Compliance, Team Leadership, Process Improvement, Communication Skills, Organizational Skills, Tax Software Proficiency, Microsoft Office Proficiency
Specialization
Candidates should possess a CPA designation or equivalent and have a minimum of five years of experience in tax preparation and review. Strong leadership and communication skills are essential.
Experience Required
Minimum 5 year(s)