Y-Axis Jobs Logo
Send us feedback
telephone  +91 7670 800 001
Log in Sign up Try Premium

Financial Services Jobs in Canada

About 1564 results in (3) seconds Clear Filters

Jobs Search

About 1564 results in (3) seconds
Customer Care Representative at Primerica - Toronto, ON
North York, Ontario, Canada - Full Time
Skills Needed
Communication, Interpersonal Skills, Problem Solving, Attention To Detail, Financial Products, Crm Systems, Microsoft Office, Empathy, Organizational Skills, Time Management, Confidentiality, Professionalism, Willingness To Learn, Customer Service
Specialization
A high school diploma is required, with a preference for a bachelor's degree in finance or business. Prior customer service experience in financial services, insurance, or banking is an asset.
Bilingual Transition Administrator at Raymond James
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Bilingualism, Financial Advisor Transition Support, Policy Education, Operations Training, Compliance Knowledge, Marketing Knowledge, Technology Knowledge, Investment Products Knowledge, Process Maintenance, Relationship Management, Attention To Detail, Microsoft Office Proficiency, Time Management, Discretion, French Fluency
Specialization
Candidates must possess fluency in both English and French (spoken and written) and have three or more years of experience in the Investment Brokerage or Financial Services Industry, along with a post-secondary diploma or degree. Essential skills include proficiency in Microsoft Office, the ability to work under high-volume deadlines while maintaining detail, and strong relationship management etiquette.
Experience Required
Minimum 2 year(s)
Senior Analyst, Incident Response at Raymond James
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Incident Response, Threat Hunting, Threat Intelligence, Malware Analysis, Exploit Analysis, Intrusion Monitoring, Threat Detection, Data Analysis, Threat Research, Ir Playbook Creation, Ir Automation, Forensic Investigations, Scripting, Powershell, Python, Bash
Specialization
Candidates need a B.S. in a related field or equivalent experience, with a minimum of 5 years in IT, including at least 3 years in Information Security and 3 years in incident response methodologies. Required expertise covers incident management lifecycle, forensics (Windows, Linux, memory), log analysis, malware analysis, and scripting capabilities.
Experience Required
Minimum 5 year(s)
Field Marketing Specialist at Tipalti
Toronto, Ontario, Canada - Full Time
Skills Needed
Event Planning, Event Execution, Project Management, Stakeholder Management, Attention To Detail, Digital Marketing, Landing Page Creation, Budget Management, Reporting, Communication, Organizational Skills, Strategic Planning, Proactive Mindset, Crisis Management, Asana, Salesforce
Specialization
The successful candidate needs 2-3 years of experience in project management, sales, or marketing, preferably within a B2B or B2C technology company. Key attributes include strong organizational skills, excellent communication, attention to detail, and a strategic, outcome-oriented mindset.
Experience Required
Minimum 2 year(s)
Senior Actuarial Analyst (Life) -12 month contract at The Co Operators
Regina, Saskatchewan, Canada - Full Time
Skills Needed
Actuarial Modeling, Actuarial Science, Actuarial Exams, Actuarial Concepts, Communication, Professional Ethics, Microsoft Office, Excel, Critical Thinking, Team Player, Mentoring
Specialization
Candidates must possess a Bachelor's degree in Actuarial Science or a relevant discipline, along with insurance industry experience that includes actuarial modeling. Applicants must be actively pursuing a CIA or SOA designation and be within one year of attaining Associateship, coupled with strong computing skills in Microsoft Office and Excel.
Experience Required
Minimum 2 year(s)
Investment Associate at Bank of Montreal
Markham, Ontario, Canada - Full Time
Skills Needed
Client Relationship Management, Investment Advice, Sales, Service Delivery, Portfolio Reviews, Investment Research, Financial Planning, Data Management, Business Development, Marketing, Collaboration, Problem Solving, Communication, Influence, Risk Mitigation, Compliance
Specialization
Candidates must possess a minimum of 5 years of relevant experience or an equivalent combination of education and experience, along with knowledge of the Canadian Securities Course and Conduct and Practices Handbook. Registration as a Registered Representative (RR) is required, along with adherence to IIROC Continuing Education Program requirements.
Experience Required
Minimum 5 year(s)
Regional VP, Business Development - GTA at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Business Development, Sales Results, Product Promotion, Stakeholder Management, Strategy Execution, Industry Presentations, Relationship Building, Business Analysis, Negotiation, Data Analysis, Regulatory Compliance, Insurance Quotations, Technical Support, Coaching, Talent Retention, Problem Solving
Specialization
Candidates typically need 7+ years of relevant experience along with a post-secondary degree or equivalent education/experience, and must possess a Life Insurance License and potentially a Certified Financial Planner designation. Expert knowledge in insurance business, underwriting principles, financial concepts, and advanced insurance sales concepts is required.
Experience Required
Minimum 10 year(s)
Beehive In-house Agency: Senior Designer (6-Month Secondment) at Lloyds Banking Group
Halifax, Nova Scotia, Canada - Full Time
Skills Needed
Adobe Creative Suite, Indesign, Photoshop, Illustrator, Figma, After Effects, Sharepoint, Creative Flair, Campaign Thinking, Detail Obsession, Communication Skills
Specialization
Candidates should be highly skilled in design tools, particularly Adobe Creative Suite, and have expertise in SharePoint. Strong communication skills and the ability to present ideas confidently to senior stakeholders are essential.
Experience Required
Minimum 5 year(s)
Legal Counsel - Corporate at Square Point Capital USA
Montreal, Quebec, Canada - Full Time
Skills Needed
Legal Documentation Review, Negotiation, Venture Capital Investments, Fund Investments, Corporate Transactions, Corporate Governance, Restructuring, Board Resolutions, Statutory Compliance, Project Management, Attention To Detail, Interpersonal Skills, Organizational Skills, Communication Skills, Prioritization, Deadline Management
Specialization
Candidates must have approximately 2 years of Post-Qualified Experience (or US equivalent), ideally with prior training or experience from a top-tier transaction firm focusing on corporate work. Essential qualities include strong attention to detail, pro-activity, excellent organizational and communication skills, and the ability to manage multiple tasks across different jurisdictions and time zones.
Decision Support Lead Analyst at Remitly Canada Operations Inc.
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Budgeting, Forecasting, Scenario Analysis, Business Case Development, Financial Reporting, Investment Analysis, Internal Control, Data Integrity, Excel, Powerpoint, Hyperion, Peoplesoft, P&L Metrics, Management Accounting, Financial Modeling
Specialization
Candidates must possess 5+ years of essential experience in a financial role with a deep understanding of P&L metrics, preferably within a global organization. A Financial Degree or Diploma, MBA, or advanced business degree is required, along with excellent knowledge of financial and management accounting systems and processes.
Experience Required
Minimum 5 year(s)
Senior Analyst- Model Audit at Gridlines
, , Canada - Full Time
Skills Needed
Financial Modelling, Model Audit, Excel, Analytical Skills, Accounting Concepts, Project Finance Concepts, Model Documentation, Project Planning, Client Communication, Team Collaboration, Fast Standard
Specialization
Candidates must have 1-2 years of relevant experience in a financial analysis role within an advisory practice or large corporate setting, coupled with strong analytical skills in building and operating financial models using Excel. A degree in a numerate discipline is required, and a postgraduate qualification in accounting or finance is beneficial.
Senior Analyst - Model Build at Gridlines
, , Canada - Full Time
Skills Needed
Financial Modelling, Analysis, Optimization, Scenario Analysis, Stress Testing, Methodology Development, Documentation, Project Planning, Collaboration, Communication, Excel, Accounting Concepts, Project Finance, Corporate Finance, Financial Planning
Specialization
Candidates need 1-2 years of relevant experience in financial analysis within an advisory practice or large corporate setting, coupled with a degree in a numerate discipline. Strong analytical skills, a foundation in building financial models using Excel, and an appreciation of accounting and finance concepts are essential.
Supervisor, Valuations Profit & Loss at The Citco Group Limited
Halifax, Nova Scotia, Canada - Full Time
Skills Needed
Fund Administration, Valuations, Profit & Loss, Client Experience, Accounting Services, Complex Fund Structures, Technology Solutions, Learning Investment
Specialization
The job posting does not specify detailed requirements, but it implies a need for experience in fund administration and valuations. Candidates should be prepared to work in a team-oriented environment.
Experience Required
Minimum 2 year(s)
Team Leader, Agile Flex at Royal Bank of Canada
, Nova Scotia, Canada - Full Time
Skills Needed
Active Learning, Change Management, Coaching, Collaborating, Communication, Decision Making, Detail Oriented, Effectiveness Measurement, Employee Management, Leadership, People Management, Performance Management, Resource Management, System Applications, Team Management, Time Management
Specialization
Candidates must have a High School Diploma and previous leadership experience, along with strong communication and organizational skills. A college diploma or degree is preferred but not required.
Experience Required
Minimum 2 year(s)
Bilingual BMO Insurance Service Centre (BISC) Analyst at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Bilingual, Customer Service, Insurance Knowledge, Analytical Skills, Problem Solving, Communication Skills, Crm Platforms, Digital Tools, Client Engagement, Complaint Resolution, Customer Retention, Empathy, Consultative Approach, Process Improvement, Training Support, Regulatory Compliance
Specialization
Candidates should have 2-3 years of experience in insurance or customer operations and possess in-depth knowledge of Creditor Insurance Products. Strong analytical and communication skills are essential, along with being bilingual in English and French.
Experience Required
Minimum 2 year(s)
Strategic Risk Insights Analyst at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Data Science, Statistics, Computer Science, Engineering, Economics, Data Analysis, Audit, Risk Management, Ai, Machine Learning, Sql, Python, R, Communication, Data Wrangling, Statistical Analysis
Specialization
Candidates must have a university degree in a quantitative field like Data Science, Statistics, or Computer Science, along with 1-2 years of relevant experience in data analysis, audit, or risk management. Proficiency in SQL and working knowledge of Python or R are mandatory requirements.
Personal Banking Associate at Bank of Montreal
Brossard, Quebec, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Collaboration, Communication, Problem Solving, Interpersonal Skills, Organization, Analytical Skills, Consultative Skills, Digital Tools, Listening Skills, Creativity, Self Starter, Teamwork, Results Focused
Specialization
Candidates typically need 1-2 years of relevant experience or certification in a related field. A commitment to customer service and the ability to use digital tools effectively are essential.
Account Executive, Mid Market at Brex
Vancouver, British Columbia, Canada - Full Time
Skills Needed
B2b Saas Closing, Net New Logo Acquisition, Sales Methodologies, Process Oriented, Cross Functional Collaboration, Problem Solving, Value Selling, Pipeline Management
Specialization
Candidates should have 4+ years of B2B SaaS closing experience and familiarity with structured sales methodologies. Proven success in entrepreneurial environments and the ability to lead cross-functional teams are also required.
Experience Required
Minimum 5 year(s)
Customer Service Representative at Bank of Montreal
Montreal, Quebec, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions Advice, Sales, Transaction Handling, Inquiry Resolution, Digital Guidance, Needs Based Conversation, Referrals, Operational Support, Cash Management, Risk Compliance, Problem Solving, Interpersonal Skills, Communication Skills, Organization Skills, Collaboration
Specialization
No prior experience is necessary, though a post-secondary degree or certification in a related field is desirable. Candidates must be confident with digital tools, possess strong interpersonal and problem-solving skills, and demonstrate a commitment to providing a personal customer experience.
Manager, Operations, Transfers at Aviso Wealth
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Operations Management, Team Leadership, Client Service, Process Improvement, Capacity Planning, Performance Management, Problem Solving, Collaboration, Communication, Talent Management, Business Acumen, Decision Making, Attention To Detail, Time Management, Regulatory Compliance, Bilingual Communication
Specialization
Candidates should have a Bachelor's Degree and at least 5 years of experience in operations within the Mutual Fund or Brokerage industry, including 2 years in a supervisory role. Strong leadership, problem-solving skills, and the ability to work under pressure are essential.
Experience Required
Minimum 5 year(s)
Customer Care Representative at Primerica - Toronto, ON
North York, Ontario, Canada -
Full Time

Start Date

Immediate

Expiry Date

15 Apr, 26

Salary

0.0

Posted On

15 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Communication, Interpersonal Skills, Problem Solving, Attention To Detail, Financial Products, CRM Systems, Microsoft Office, Empathy, Organizational Skills, Time Management, Confidentiality, Professionalism, Willingness To Learn, Customer Service

Industry

Financial Services

Description
Key Responsibilities: New Client Acquisition: Proactively identify and engage potential clients through referrals, networking, and outreach, presenting Primerica’s services to bring in new business. Customer Support: Respond to customer inquiries via phone, email, and in-person, providing assistance with financial products, account management, and service requests. Account Management: Assist clients with managing their financial accounts, including account updates, product applications, and status inquiries. Problem Solving: Address customer concerns promptly, investigating and resolving issues such as payment discrepancies, transaction errors, and account changes Key Responsibilities: New Client Acquisition: Proactively identify and engage potential clients through referrals, networking, and outreach, presenting Primerica’s services to bring in new business. Customer Support: Respond to customer inquiries via phone, email, and in-person, providing assistance with financial products, account management, and service requests. Account Management: Assist clients with managing their financial accounts, including account updates, product applications, and status inquiries. Qualifications: Education: High school diploma or equivalent required; Bachelor’s degree in finance, business, or a related field preferred. Experience: Prior customer service experience in financial services, insurance, or banking is an asset Must be able to work in Canada, with Valid SIN, and if not citizen or permanent resident MUST HAVE valid permit Skills: Strong communication and interpersonal skills. Ability to work independently and as part of a team. Problem-solving skills with a high level of attention to detail. Familiarity with financial products and services is a plus. Proficiency in CRM systems and Microsoft Office applications. Attributes: Empathy and a customer-first mindset. Strong organizational and time-management skills. Ability to handle sensitive financial information with confidentiality and professionalism. An attitude of willing to learn and grow Why Work with Us? Opportunities for professional growth and career advancement. Supportive and collaborative work environment. Ongoing training and development in financial services and customer relations. Compensation: Compensation will be discussed during a face-to-face meeting, based on an assessment of your qualifications and experience.
Responsibilities
The Customer Care Representative is responsible for acquiring new clients, providing customer support, and assisting with account management. They will also address customer concerns and resolve issues related to financial products and services.
Customer Care Representative at Primerica - Toronto, ON
North York, Ontario, Canada - Full Time
Skills Needed
Communication, Interpersonal Skills, Problem Solving, Attention To Detail, Financial Products, Crm Systems, Microsoft Office, Empathy, Organizational Skills, Time Management, Confidentiality, Professionalism, Willingness To Learn, Customer Service
Specialization
A high school diploma is required, with a preference for a bachelor's degree in finance or business. Prior customer service experience in financial services, insurance, or banking is an asset.
Bilingual Transition Administrator at Raymond James
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Bilingualism, Financial Advisor Transition Support, Policy Education, Operations Training, Compliance Knowledge, Marketing Knowledge, Technology Knowledge, Investment Products Knowledge, Process Maintenance, Relationship Management, Attention To Detail, Microsoft Office Proficiency, Time Management, Discretion, French Fluency
Specialization
Candidates must possess fluency in both English and French (spoken and written) and have three or more years of experience in the Investment Brokerage or Financial Services Industry, along with a post-secondary diploma or degree. Essential skills include proficiency in Microsoft Office, the ability to work under high-volume deadlines while maintaining detail, and strong relationship management etiquette.
Experience Required
Minimum 2 year(s)
Senior Analyst, Incident Response at Raymond James
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Incident Response, Threat Hunting, Threat Intelligence, Malware Analysis, Exploit Analysis, Intrusion Monitoring, Threat Detection, Data Analysis, Threat Research, Ir Playbook Creation, Ir Automation, Forensic Investigations, Scripting, Powershell, Python, Bash
Specialization
Candidates need a B.S. in a related field or equivalent experience, with a minimum of 5 years in IT, including at least 3 years in Information Security and 3 years in incident response methodologies. Required expertise covers incident management lifecycle, forensics (Windows, Linux, memory), log analysis, malware analysis, and scripting capabilities.
Experience Required
Minimum 5 year(s)
Field Marketing Specialist at Tipalti
Toronto, Ontario, Canada - Full Time
Skills Needed
Event Planning, Event Execution, Project Management, Stakeholder Management, Attention To Detail, Digital Marketing, Landing Page Creation, Budget Management, Reporting, Communication, Organizational Skills, Strategic Planning, Proactive Mindset, Crisis Management, Asana, Salesforce
Specialization
The successful candidate needs 2-3 years of experience in project management, sales, or marketing, preferably within a B2B or B2C technology company. Key attributes include strong organizational skills, excellent communication, attention to detail, and a strategic, outcome-oriented mindset.
Experience Required
Minimum 2 year(s)
Senior Actuarial Analyst (Life) -12 month contract at The Co Operators
Regina, Saskatchewan, Canada - Full Time
Skills Needed
Actuarial Modeling, Actuarial Science, Actuarial Exams, Actuarial Concepts, Communication, Professional Ethics, Microsoft Office, Excel, Critical Thinking, Team Player, Mentoring
Specialization
Candidates must possess a Bachelor's degree in Actuarial Science or a relevant discipline, along with insurance industry experience that includes actuarial modeling. Applicants must be actively pursuing a CIA or SOA designation and be within one year of attaining Associateship, coupled with strong computing skills in Microsoft Office and Excel.
Experience Required
Minimum 2 year(s)
Investment Associate at Bank of Montreal
Markham, Ontario, Canada - Full Time
Skills Needed
Client Relationship Management, Investment Advice, Sales, Service Delivery, Portfolio Reviews, Investment Research, Financial Planning, Data Management, Business Development, Marketing, Collaboration, Problem Solving, Communication, Influence, Risk Mitigation, Compliance
Specialization
Candidates must possess a minimum of 5 years of relevant experience or an equivalent combination of education and experience, along with knowledge of the Canadian Securities Course and Conduct and Practices Handbook. Registration as a Registered Representative (RR) is required, along with adherence to IIROC Continuing Education Program requirements.
Experience Required
Minimum 5 year(s)
Regional VP, Business Development - GTA at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Business Development, Sales Results, Product Promotion, Stakeholder Management, Strategy Execution, Industry Presentations, Relationship Building, Business Analysis, Negotiation, Data Analysis, Regulatory Compliance, Insurance Quotations, Technical Support, Coaching, Talent Retention, Problem Solving
Specialization
Candidates typically need 7+ years of relevant experience along with a post-secondary degree or equivalent education/experience, and must possess a Life Insurance License and potentially a Certified Financial Planner designation. Expert knowledge in insurance business, underwriting principles, financial concepts, and advanced insurance sales concepts is required.
Experience Required
Minimum 10 year(s)
Beehive In-house Agency: Senior Designer (6-Month Secondment) at Lloyds Banking Group
Halifax, Nova Scotia, Canada - Full Time
Skills Needed
Adobe Creative Suite, Indesign, Photoshop, Illustrator, Figma, After Effects, Sharepoint, Creative Flair, Campaign Thinking, Detail Obsession, Communication Skills
Specialization
Candidates should be highly skilled in design tools, particularly Adobe Creative Suite, and have expertise in SharePoint. Strong communication skills and the ability to present ideas confidently to senior stakeholders are essential.
Experience Required
Minimum 5 year(s)
Legal Counsel - Corporate at Square Point Capital USA
Montreal, Quebec, Canada - Full Time
Skills Needed
Legal Documentation Review, Negotiation, Venture Capital Investments, Fund Investments, Corporate Transactions, Corporate Governance, Restructuring, Board Resolutions, Statutory Compliance, Project Management, Attention To Detail, Interpersonal Skills, Organizational Skills, Communication Skills, Prioritization, Deadline Management
Specialization
Candidates must have approximately 2 years of Post-Qualified Experience (or US equivalent), ideally with prior training or experience from a top-tier transaction firm focusing on corporate work. Essential qualities include strong attention to detail, pro-activity, excellent organizational and communication skills, and the ability to manage multiple tasks across different jurisdictions and time zones.
Decision Support Lead Analyst at Remitly Canada Operations Inc.
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Budgeting, Forecasting, Scenario Analysis, Business Case Development, Financial Reporting, Investment Analysis, Internal Control, Data Integrity, Excel, Powerpoint, Hyperion, Peoplesoft, P&L Metrics, Management Accounting, Financial Modeling
Specialization
Candidates must possess 5+ years of essential experience in a financial role with a deep understanding of P&L metrics, preferably within a global organization. A Financial Degree or Diploma, MBA, or advanced business degree is required, along with excellent knowledge of financial and management accounting systems and processes.
Experience Required
Minimum 5 year(s)
Senior Analyst- Model Audit at Gridlines
, , Canada - Full Time
Skills Needed
Financial Modelling, Model Audit, Excel, Analytical Skills, Accounting Concepts, Project Finance Concepts, Model Documentation, Project Planning, Client Communication, Team Collaboration, Fast Standard
Specialization
Candidates must have 1-2 years of relevant experience in a financial analysis role within an advisory practice or large corporate setting, coupled with strong analytical skills in building and operating financial models using Excel. A degree in a numerate discipline is required, and a postgraduate qualification in accounting or finance is beneficial.
Senior Analyst - Model Build at Gridlines
, , Canada - Full Time
Skills Needed
Financial Modelling, Analysis, Optimization, Scenario Analysis, Stress Testing, Methodology Development, Documentation, Project Planning, Collaboration, Communication, Excel, Accounting Concepts, Project Finance, Corporate Finance, Financial Planning
Specialization
Candidates need 1-2 years of relevant experience in financial analysis within an advisory practice or large corporate setting, coupled with a degree in a numerate discipline. Strong analytical skills, a foundation in building financial models using Excel, and an appreciation of accounting and finance concepts are essential.
Supervisor, Valuations Profit & Loss at The Citco Group Limited
Halifax, Nova Scotia, Canada - Full Time
Skills Needed
Fund Administration, Valuations, Profit & Loss, Client Experience, Accounting Services, Complex Fund Structures, Technology Solutions, Learning Investment
Specialization
The job posting does not specify detailed requirements, but it implies a need for experience in fund administration and valuations. Candidates should be prepared to work in a team-oriented environment.
Experience Required
Minimum 2 year(s)
Team Leader, Agile Flex at Royal Bank of Canada
, Nova Scotia, Canada - Full Time
Skills Needed
Active Learning, Change Management, Coaching, Collaborating, Communication, Decision Making, Detail Oriented, Effectiveness Measurement, Employee Management, Leadership, People Management, Performance Management, Resource Management, System Applications, Team Management, Time Management
Specialization
Candidates must have a High School Diploma and previous leadership experience, along with strong communication and organizational skills. A college diploma or degree is preferred but not required.
Experience Required
Minimum 2 year(s)
Bilingual BMO Insurance Service Centre (BISC) Analyst at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Bilingual, Customer Service, Insurance Knowledge, Analytical Skills, Problem Solving, Communication Skills, Crm Platforms, Digital Tools, Client Engagement, Complaint Resolution, Customer Retention, Empathy, Consultative Approach, Process Improvement, Training Support, Regulatory Compliance
Specialization
Candidates should have 2-3 years of experience in insurance or customer operations and possess in-depth knowledge of Creditor Insurance Products. Strong analytical and communication skills are essential, along with being bilingual in English and French.
Experience Required
Minimum 2 year(s)
Strategic Risk Insights Analyst at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Data Science, Statistics, Computer Science, Engineering, Economics, Data Analysis, Audit, Risk Management, Ai, Machine Learning, Sql, Python, R, Communication, Data Wrangling, Statistical Analysis
Specialization
Candidates must have a university degree in a quantitative field like Data Science, Statistics, or Computer Science, along with 1-2 years of relevant experience in data analysis, audit, or risk management. Proficiency in SQL and working knowledge of Python or R are mandatory requirements.
Personal Banking Associate at Bank of Montreal
Brossard, Quebec, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Collaboration, Communication, Problem Solving, Interpersonal Skills, Organization, Analytical Skills, Consultative Skills, Digital Tools, Listening Skills, Creativity, Self Starter, Teamwork, Results Focused
Specialization
Candidates typically need 1-2 years of relevant experience or certification in a related field. A commitment to customer service and the ability to use digital tools effectively are essential.
Account Executive, Mid Market at Brex
Vancouver, British Columbia, Canada - Full Time
Skills Needed
B2b Saas Closing, Net New Logo Acquisition, Sales Methodologies, Process Oriented, Cross Functional Collaboration, Problem Solving, Value Selling, Pipeline Management
Specialization
Candidates should have 4+ years of B2B SaaS closing experience and familiarity with structured sales methodologies. Proven success in entrepreneurial environments and the ability to lead cross-functional teams are also required.
Experience Required
Minimum 5 year(s)
Customer Service Representative at Bank of Montreal
Montreal, Quebec, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions Advice, Sales, Transaction Handling, Inquiry Resolution, Digital Guidance, Needs Based Conversation, Referrals, Operational Support, Cash Management, Risk Compliance, Problem Solving, Interpersonal Skills, Communication Skills, Organization Skills, Collaboration
Specialization
No prior experience is necessary, though a post-secondary degree or certification in a related field is desirable. Candidates must be confident with digital tools, possess strong interpersonal and problem-solving skills, and demonstrate a commitment to providing a personal customer experience.
Manager, Operations, Transfers at Aviso Wealth
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Operations Management, Team Leadership, Client Service, Process Improvement, Capacity Planning, Performance Management, Problem Solving, Collaboration, Communication, Talent Management, Business Acumen, Decision Making, Attention To Detail, Time Management, Regulatory Compliance, Bilingual Communication
Specialization
Candidates should have a Bachelor's Degree and at least 5 years of experience in operations within the Mutual Fund or Brokerage industry, including 2 years in a supervisory role. Strong leadership, problem-solving skills, and the ability to work under pressure are essential.
Experience Required
Minimum 5 year(s)