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Financial Securities Trading Jobs in Canada

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Advisor, Securities at Desjardins
Quebec, Quebec, Canada - Full Time
Skills Needed
Interpersonal Skills, Customer Focus, Drive Results, Proactive, Leadership, Research, Documentation, Account Management
Specialization
A general college diploma in a related field and a minimum of two years of relevant experience are required. Knowledge of French and strong interpersonal skills are essential.
Experience Required
Minimum 2 year(s)
Advisor, Securities at Desjardins
Mont-Saint-Hilaire, Quebec, Canada - Full Time
Skills Needed
Interpersonal Skills, Customer Focus, Problem Solving, Documentation Preparation, Calendar Management, Securities Transactions, Research, Report Production
Specialization
A general college diploma in a related field and a minimum of two years of relevant experience are required. Knowledge of French is also necessary, along with strong interpersonal skills.
Experience Required
Minimum 2 year(s)
Trading Associate at Value Partners Investments
Winnipeg, Manitoba, Canada - Full Time
Skills Needed
Trading, Portfolio Management, Equities, Fixed Income, Foreign Exchange, Compliance, Excel, Vba, Salesforce, Communication, Detail Oriented, Problem Solving, Team Collaboration, Regulatory Requirements, Record Keeping, Process Improvement
Specialization
Candidates should have an undergraduate degree in Commerce, Business Administration, Economics, or a related discipline. A willingness to complete the Canadian Securities Course (CSC) or similar program is also expected.
North America Sales Representative for Financial Products at Trading Central
Toronto, Ontario, Canada - Full Time
Skills Needed
Sales, Financial Products, Customer Service, Communication, Presentation Skills, Problem Solving, Relationship Management, Detail Orientation, Time Management, Organizational Skills, Technical Understanding, Team Leadership, Marketing, Etfs Knowledge, Client Support, Market Analysis
Specialization
Candidates must have at least 5 years of experience with ETFs in Canada and a relevant post-secondary education. Strong communication skills and a customer service orientation are also essential.
Experience Required
Minimum 5 year(s)
Director, Treasury Trading at Manulife
, Newfoundland and Labrador, Canada - Full Time
Skills Needed
Repo Trading, Money Market Trading, Collateral Management, Foreign Exchange Execution, Risk Management, Market Analysis, Trade Execution, Compliance, Microsoft Excel, Bloomberg, Analytical Skills, Problem Solving, Communication Skills, Interpersonal Skills, Attention To Detail, Teamwork
Specialization
Candidates must have a minimum of 3 years of experience in U.S. and Canadian repo trading and a strong background in finance or economics. A CFA designation is preferred, along with expertise in money markets and foreign exchange products.
Experience Required
Minimum 2 year(s)
Financial Analyst at Canadian Helicopters
Les Cèdres, Quebec, Canada - Full Time
Skills Needed
Accounting, Financial Analysis, Bilingualism, Excel, Communication, Teamwork, Organizational Skills
Specialization
Candidates must have a bachelor's degree in accounting, finance, or a related discipline, along with preferably 2 years of experience in accounting and financial analysis. Bilingualism in English and French is required.
Experience Required
Minimum 2 year(s)
Financial Analyst at Carmeuse
Ingersoll, Ontario, Canada - Full Time
Skills Needed
Attention To Detail, Analytical Skills, Problem Solving, Presentation Skills, Communication Skills, Teamwork, Time Management, Self Starter, Relationship Building, Adaptability, Customer Service Focus, Conflict Resolution, Digitization, Sustainability, Project Management, Conceptual Thinking
Specialization
Candidates should have a bachelor's degree in Accounting, Finance, or a related field, with 0-5 years of experience. Strong analytical skills and proficiency in Microsoft Office and SAP ERP systems are preferred.
Financial Analyst at Davie
Lévis, Quebec, Canada - Full Time
Skills Needed
Financial Analysis, Budgeting, Forecasting, Reporting, Data Analysis, Problem Solving, Communication, Teamwork
Specialization
Candidates should have a strong background in finance and analytical skills. A degree in finance or a related field is preferred.
Experience Required
Minimum 2 year(s)
Financial Analyst at Closer to Home Community Services
Calgary, Alberta, Canada - Full Time
Skills Needed
Accounting Principles, Analytical Skills, Attention To Detail, Journal Entries, Account Reconciliations, Financial Statements, Data Analysis, Budgeting, Internal Controls, Auditing, Microsoft Excel, Google Sheets, Organizational Skills, Time Management, Cultural Competence, Problem Solving
Specialization
Candidates should have a degree or diploma in a related field and two years of relevant experience. A CPA designation is preferred, along with proficiency in Microsoft Excel and Google Sheets.
Experience Required
Minimum 2 year(s)
Financial Analyst at Bird Construction
Montréal, QC, Canada - Full Time
Skills Needed
N/A
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Financial Planner at Canaccord Genuity Group Inc.
Montreal, Quebec, Canada - Full Time
Skills Needed
Financial Planning, Wealth Management, Investment Strategies, Risk Management, Estate Planning, Tax Analysis, Client Relationship Management, Presentation Skills, Networking, Bilingual Communication, Microsoft Office, Team Collaboration, Client Acquisition, Problem Solving, Analytical Skills, Attention To Detail
Specialization
Candidates should have completed the IQPF designation or be working towards it, along with 10 years of relevant experience in financial planning. Bilingual proficiency in English and French is required, along with strong communication and networking skills.
Experience Required
Minimum 10 year(s)
Financial Planner at Raymond James
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Client Service, Time Management, Decision Making, Organizational Skills, Multi Tasking, Problem Solving, Judgement, Attention To Detail, Relationship Management, Confidentiality, French Communication, Microsoft Office, Naviplan, Snap Software, Insurance Planning
Specialization
Candidates should have knowledge in financial planning and experience with relevant software. A Certified Financial Planner (CFP®) designation or near completion is required, along with practical experience in higher-level planning.
Experience Required
Minimum 2 year(s)
Financial Analyst at Canadian Helicopters
Les Cèdres, Quebec, Canada - Full Time
Skills Needed
Accounting, Financial Analysis, Bilingualism, Excel, Communication, Teamwork, Organizational Skills
Specialization
Candidates must have a bachelor's degree in accounting, finance, or a related discipline, along with preferably 2 years of experience in accounting and financial analysis. Bilingualism in English and French is required.
Experience Required
Minimum 2 year(s)
Financial Analyst at Toyota Motor Corporation
Toronto, Ontario, Canada - Full Time
Skills Needed
Accounting, Financial Reporting, Ifrs, Account Reconciliations, Financial Planning, Variance Analysis, Excel, Erp Systems, Cost Management, Attention To Detail, Organization, Communication, Process Improvement, Analytical Skills, Collaboration, Customer Focus
Specialization
Candidates should have a university degree in Accounting, Finance, or Business Administration, with a CPA designation preferred. A minimum of 2-4 years of financial experience and strong knowledge of IFRS and financial close processes are required.
Experience Required
Minimum 2 year(s)
Financial Planner at RBC Global Asset Management
Mississauga, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Networking, Business Development, Communication, Long Term Planning
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 3 years of experience in financial planning. Strong financial acumen and proven networking skills are essential for success in this role.
Experience Required
Minimum 2 year(s)
Financial Analyst at Aston Carter
Milton, Ontario, Canada - Full Time
Skills Needed
Forecasting, Financial Analysis, Budgeting, Variance Analysis, Accrual Management, Financial Reporting, Excel, Analytical Skills, Planning Skills
Specialization
Candidates should have experience in forecasting and financial analysis, along with proficiency in budgeting and variance analysis. Strong skills in financial reporting and expertise in Excel are essential for this role.
Experience Required
Minimum 2 year(s)
Financial Advisor at RBC Global Asset Management
Bradford West Gwillimbury, Ontario, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy
Specialization
Candidates must have a valid Mutual Funds accreditation and 2-3 years of proven sales experience in the financial services industry. Strong digital literacy and the ability to build long-term client relationships are essential.
Experience Required
Minimum 2 year(s)
Financial Advisor at RBC Global Asset Management
Drayton Valley, Alberta, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy
Specialization
Candidates must have a valid Mutual Funds accreditation and 2-3 years of proven sales experience in the financial services industry. Strong digital literacy and the ability to build long-term client relationships are essential.
Experience Required
Minimum 2 year(s)
Financial Advisor at RBC Global Asset Management
, Alberta, Canada - Full Time
Skills Needed
Client Centricity, Communication, Critical Thinking, Curiosity
Specialization
Candidates must have a valid Mutual Funds accreditation and 2-3 years of proven sales experience in the financial services industry. Strong digital literacy and the ability to build long-term client relationships are essential.
Experience Required
Minimum 2 year(s)
Financial Planner at RBC Global Asset Management
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Networking, Business Development, Communication, Long Term Planning
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 3 years of experience in financial planning. Strong financial acumen and proven networking skills are essential for success in this role.
Experience Required
Minimum 2 year(s)
Advisor, Securities at Desjardins
Quebec, Quebec, Canada -
Full Time

Start Date

Immediate

Expiry Date

17 Jan, 26

Salary

0.0

Posted On

19 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Interpersonal Skills, Customer Focus, Drive Results, Proactive, Leadership, Research, Documentation, Account Management

Industry

Banking

Description
As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead. You have the leadership required to handle daily requests and perform tasks as instructed, in accordance with our high quality standards. You are in close, regular contact with our clients, employees and partners to answer questions, take action and keep tabs on any changes in circumstances. Highly developed interpersonal skills are therefore essential. In your actions, you strive to meet the needs of members and clients while ensuring their full satisfaction, business growth, sound risk and compliance management, and adherence to current practices and policies, as well as leveraging your ability to achieve results. More specifically, you will be required to : Prepare the necessary documentation for member and client meetings. Manage the advisors’ calendars and voicemail. Complete account openings, forms and securities transactions as directed by the advisor(s). Handle certain queries, perform the necessary research and propose solutions tailored to member and client needs. Take part in producing reports and statistics and preparing related documents. What we offer* Competitive salary and annual bonus 4 weeks of flexible vacation starting in the first year Defined benefit pension plan that provides predictable, stable income throughout retirement Group insurance including telemedicine Reimbursement of health and wellness expenses and telework equipment *Benefits apply based on eligibility criteria. What you bring to the table General college diploma in a related field A minimum of two years of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Knowledge of French is required Customer Focus, Drive results, Interpersonal Savvy Curious about Desjardins ? Click here #LI-Hybrid At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask! Job Family Member/client sales and service (FG)
Responsibilities
You will support advisors by managing administrative and operational tasks related to securities account management. This includes tracking client transactions, preparing documentation, and handling queries.
Advisor, Securities at Desjardins
Quebec, Quebec, Canada - Full Time
Skills Needed
Interpersonal Skills, Customer Focus, Drive Results, Proactive, Leadership, Research, Documentation, Account Management
Specialization
A general college diploma in a related field and a minimum of two years of relevant experience are required. Knowledge of French and strong interpersonal skills are essential.
Experience Required
Minimum 2 year(s)
Advisor, Securities at Desjardins
Mont-Saint-Hilaire, Quebec, Canada - Full Time
Skills Needed
Interpersonal Skills, Customer Focus, Problem Solving, Documentation Preparation, Calendar Management, Securities Transactions, Research, Report Production
Specialization
A general college diploma in a related field and a minimum of two years of relevant experience are required. Knowledge of French is also necessary, along with strong interpersonal skills.
Experience Required
Minimum 2 year(s)
Trading Associate at Value Partners Investments
Winnipeg, Manitoba, Canada - Full Time
Skills Needed
Trading, Portfolio Management, Equities, Fixed Income, Foreign Exchange, Compliance, Excel, Vba, Salesforce, Communication, Detail Oriented, Problem Solving, Team Collaboration, Regulatory Requirements, Record Keeping, Process Improvement
Specialization
Candidates should have an undergraduate degree in Commerce, Business Administration, Economics, or a related discipline. A willingness to complete the Canadian Securities Course (CSC) or similar program is also expected.
North America Sales Representative for Financial Products at Trading Central
Toronto, Ontario, Canada - Full Time
Skills Needed
Sales, Financial Products, Customer Service, Communication, Presentation Skills, Problem Solving, Relationship Management, Detail Orientation, Time Management, Organizational Skills, Technical Understanding, Team Leadership, Marketing, Etfs Knowledge, Client Support, Market Analysis
Specialization
Candidates must have at least 5 years of experience with ETFs in Canada and a relevant post-secondary education. Strong communication skills and a customer service orientation are also essential.
Experience Required
Minimum 5 year(s)
Director, Treasury Trading at Manulife
, Newfoundland and Labrador, Canada - Full Time
Skills Needed
Repo Trading, Money Market Trading, Collateral Management, Foreign Exchange Execution, Risk Management, Market Analysis, Trade Execution, Compliance, Microsoft Excel, Bloomberg, Analytical Skills, Problem Solving, Communication Skills, Interpersonal Skills, Attention To Detail, Teamwork
Specialization
Candidates must have a minimum of 3 years of experience in U.S. and Canadian repo trading and a strong background in finance or economics. A CFA designation is preferred, along with expertise in money markets and foreign exchange products.
Experience Required
Minimum 2 year(s)
Financial Analyst at Canadian Helicopters
Les Cèdres, Quebec, Canada - Full Time
Skills Needed
Accounting, Financial Analysis, Bilingualism, Excel, Communication, Teamwork, Organizational Skills
Specialization
Candidates must have a bachelor's degree in accounting, finance, or a related discipline, along with preferably 2 years of experience in accounting and financial analysis. Bilingualism in English and French is required.
Experience Required
Minimum 2 year(s)
Financial Analyst at Carmeuse
Ingersoll, Ontario, Canada - Full Time
Skills Needed
Attention To Detail, Analytical Skills, Problem Solving, Presentation Skills, Communication Skills, Teamwork, Time Management, Self Starter, Relationship Building, Adaptability, Customer Service Focus, Conflict Resolution, Digitization, Sustainability, Project Management, Conceptual Thinking
Specialization
Candidates should have a bachelor's degree in Accounting, Finance, or a related field, with 0-5 years of experience. Strong analytical skills and proficiency in Microsoft Office and SAP ERP systems are preferred.
Financial Analyst at Davie
Lévis, Quebec, Canada - Full Time
Skills Needed
Financial Analysis, Budgeting, Forecasting, Reporting, Data Analysis, Problem Solving, Communication, Teamwork
Specialization
Candidates should have a strong background in finance and analytical skills. A degree in finance or a related field is preferred.
Experience Required
Minimum 2 year(s)
Financial Analyst at Closer to Home Community Services
Calgary, Alberta, Canada - Full Time
Skills Needed
Accounting Principles, Analytical Skills, Attention To Detail, Journal Entries, Account Reconciliations, Financial Statements, Data Analysis, Budgeting, Internal Controls, Auditing, Microsoft Excel, Google Sheets, Organizational Skills, Time Management, Cultural Competence, Problem Solving
Specialization
Candidates should have a degree or diploma in a related field and two years of relevant experience. A CPA designation is preferred, along with proficiency in Microsoft Excel and Google Sheets.
Experience Required
Minimum 2 year(s)
Financial Analyst at Bird Construction
Montréal, QC, Canada - Full Time
Skills Needed
N/A
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Financial Planner at Canaccord Genuity Group Inc.
Montreal, Quebec, Canada - Full Time
Skills Needed
Financial Planning, Wealth Management, Investment Strategies, Risk Management, Estate Planning, Tax Analysis, Client Relationship Management, Presentation Skills, Networking, Bilingual Communication, Microsoft Office, Team Collaboration, Client Acquisition, Problem Solving, Analytical Skills, Attention To Detail
Specialization
Candidates should have completed the IQPF designation or be working towards it, along with 10 years of relevant experience in financial planning. Bilingual proficiency in English and French is required, along with strong communication and networking skills.
Experience Required
Minimum 10 year(s)
Financial Planner at Raymond James
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Client Service, Time Management, Decision Making, Organizational Skills, Multi Tasking, Problem Solving, Judgement, Attention To Detail, Relationship Management, Confidentiality, French Communication, Microsoft Office, Naviplan, Snap Software, Insurance Planning
Specialization
Candidates should have knowledge in financial planning and experience with relevant software. A Certified Financial Planner (CFP®) designation or near completion is required, along with practical experience in higher-level planning.
Experience Required
Minimum 2 year(s)
Financial Analyst at Canadian Helicopters
Les Cèdres, Quebec, Canada - Full Time
Skills Needed
Accounting, Financial Analysis, Bilingualism, Excel, Communication, Teamwork, Organizational Skills
Specialization
Candidates must have a bachelor's degree in accounting, finance, or a related discipline, along with preferably 2 years of experience in accounting and financial analysis. Bilingualism in English and French is required.
Experience Required
Minimum 2 year(s)
Financial Analyst at Toyota Motor Corporation
Toronto, Ontario, Canada - Full Time
Skills Needed
Accounting, Financial Reporting, Ifrs, Account Reconciliations, Financial Planning, Variance Analysis, Excel, Erp Systems, Cost Management, Attention To Detail, Organization, Communication, Process Improvement, Analytical Skills, Collaboration, Customer Focus
Specialization
Candidates should have a university degree in Accounting, Finance, or Business Administration, with a CPA designation preferred. A minimum of 2-4 years of financial experience and strong knowledge of IFRS and financial close processes are required.
Experience Required
Minimum 2 year(s)
Financial Planner at RBC Global Asset Management
Mississauga, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Networking, Business Development, Communication, Long Term Planning
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 3 years of experience in financial planning. Strong financial acumen and proven networking skills are essential for success in this role.
Experience Required
Minimum 2 year(s)
Financial Analyst at Aston Carter
Milton, Ontario, Canada - Full Time
Skills Needed
Forecasting, Financial Analysis, Budgeting, Variance Analysis, Accrual Management, Financial Reporting, Excel, Analytical Skills, Planning Skills
Specialization
Candidates should have experience in forecasting and financial analysis, along with proficiency in budgeting and variance analysis. Strong skills in financial reporting and expertise in Excel are essential for this role.
Experience Required
Minimum 2 year(s)
Financial Advisor at RBC Global Asset Management
Bradford West Gwillimbury, Ontario, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy
Specialization
Candidates must have a valid Mutual Funds accreditation and 2-3 years of proven sales experience in the financial services industry. Strong digital literacy and the ability to build long-term client relationships are essential.
Experience Required
Minimum 2 year(s)
Financial Advisor at RBC Global Asset Management
Drayton Valley, Alberta, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy
Specialization
Candidates must have a valid Mutual Funds accreditation and 2-3 years of proven sales experience in the financial services industry. Strong digital literacy and the ability to build long-term client relationships are essential.
Experience Required
Minimum 2 year(s)
Financial Advisor at RBC Global Asset Management
, Alberta, Canada - Full Time
Skills Needed
Client Centricity, Communication, Critical Thinking, Curiosity
Specialization
Candidates must have a valid Mutual Funds accreditation and 2-3 years of proven sales experience in the financial services industry. Strong digital literacy and the ability to build long-term client relationships are essential.
Experience Required
Minimum 2 year(s)
Financial Planner at RBC Global Asset Management
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Networking, Business Development, Communication, Long Term Planning
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 3 years of experience in financial planning. Strong financial acumen and proven networking skills are essential for success in this role.
Experience Required
Minimum 2 year(s)