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Financial Securities Trading Jobs in Canada

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Manager, Trading, QTrade Contact Center at Aviso Wealth
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Trade Strategy, Quality Service Delivery, Trade Risk Analysis, Policy Review, Procedure Review, System Development, Gap Analysis, Risk Mitigation, Training & Development, Client Experience, Coaching, People Management, Customer Service Skills, Contact Centre Best Practices, Metrics Analysis, Market Knowledge
Specialization
Candidates must have 5-7 years of related experience, including at least 3 years supervising Investment Representatives, and must be registered as a Supervisor and Options Supervisor, completing all required CIRO education cycles. Preferred education is post-secondary in business or economics, alongside expert knowledge of trading systems and strong coaching abilities.
Experience Required
Minimum 5 year(s)
Intern, Financial Analyst at The Home Depot
, , Canada - Full Time
Skills Needed
Financial Analysis, Reporting, P&L Management, Abc Cost Analysis, Financial Modeling, Variance Analysis, Data Analysis, Microsoft Excel, Powerpoint, Tableau, Gbq, Python, Power Bi, Problem Solving, Communication, Analytical Skills
Specialization
Candidates must be currently enrolled in a Bachelor’s or MBA program in relevant fields such as Finance, Accounting, or Data Analytics. Strong analytical, communication, and problem-solving skills are required, along with familiarity with tools like Microsoft Excel and Python.
Financial Representative 1 at Primerica - Toronto, ON
Toronto, Ontario, Canada - Full Time
Skills Needed
Crm Software, Ms Excel, Sales Performance Metrics, Prospecting, Lead Qualification, Customer Support, Brand Awareness, Educational Opportunities, Referrals, Account Management
Specialization
Candidates should have experience with CRM software and familiarity with MS Excel for analyzing spreadsheets and charts. An understanding of sales performance metrics is also required.
Senior Vice President of Electronic Trading at Citi
Mississauga, Ontario, Canada - Full Time
Skills Needed
Governance, Project Management, Real Time Monitoring, Data Analytics, E Trading Regulations, Risk Management, Compliance, Stakeholder Management, Communication Skills, Problem Solving, Strategy Development, Process Improvement, Technical Expertise, Market Structure, Audit, Controls
Specialization
Candidates should have over 10 years of relevant experience in Business Risk & Controls, Compliance, or Audit, along with subject matter expertise in Electronic Trading Risks and Controls. Strong proficiency in Data Analytics and experience with E-Trading regulations are also required.
Experience Required
Minimum 10 year(s)
Financial Advisor Assistant at Raymond James
Calgary, Alberta, Canada - Full Time
Skills Needed
Administrative Skills, Time Management, Customer Service, Report Preparation, Transaction Processing, Client Liaising, Problem Solving, Ms Office Proficiency, Attention To Detail, Communication Skills, Organizational Skills, Multitasking, Prioritization, Confidentiality Handling, Teamwork
Specialization
Candidates must possess a minimum of two years of investment industry experience and post-secondary education, along with excellent proficiency in MS Office, especially Word, Excel, and Outlook. Superior customer service skills, meticulous attention to detail, and the ability to work under deadlines in a high-volume environment are essential.
Experience Required
Minimum 2 year(s)
Financial Advisor Assistant at Raymond James
Calgary, Alberta, Canada - Full Time
Skills Needed
Administrative Skills, Time Management, Customer Service, Report Preparation, Transaction Processing, Client Liaising, Problem Solving, Office Duties, Ms Office Proficiency, Communication Skills, Attention To Detail, Prioritization, Multitasking, Organizational Skills, Confidentiality Handling, Ciro Ir Licensed
Specialization
Candidates must possess a minimum of two years of investment industry experience and post-secondary education, along with excellent proficiency in MS Office applications. Essential attributes include strong organizational skills, meticulous attention to detail, superior customer service, and the ability to work effectively under deadlines in a high-volume environment.
Experience Required
Minimum 2 year(s)
Senior Financial Accountant at Nanometrics Inc
Ottawa, Ontario, Canada - Full Time
Skills Needed
Cpa Designation, Financial Reporting, General Ledger Management, Month End Close, Year End Close, Audit Support, Compliance, Aspe, Microsoft Excel, Google Sheets, Erp Systems, Data Analytics, Process Improvement, Mentorship, Problem Solving, Time Management
Specialization
Candidates must possess a CPA designation and a minimum of four years of accounting experience, along with advanced proficiency in Microsoft Excel/Google Sheets and a strong command of accounting software and ERP systems. Essential soft skills include exceptional communication, proactive problem-solving, high adaptability to new technologies, and superior organizational abilities.
Experience Required
Minimum 2 year(s)
Financial Planner - Partner - Growth Financial Corp at Aviso Wealth
Creston, British Columbia, Canada - Full Time
Skills Needed
Financial Planning, Client Relationship Management, Investment Strategies, Cash Management, Risk Management, Retirement Planning, Estate Planning, Analytical Skills, Communication Skills, Interpersonal Skills, Compliance, Mutual Funds, Financial Analysis, Holistic Financial Plans, Proactive Communication, Client Service
Specialization
Candidates must have active registration as a Mutual Fund Dealing Representative and completion of relevant financial courses. A clean compliance record and strong interpersonal skills are essential, along with a willingness to obtain the Life License Qualification Program within 12-18 months.
Experience Required
Minimum 2 year(s)
Financial Planning Specialist at RBC Global Asset Management
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Effective Communication, Financial Planning, Analytical Skills, Judgment Skills, Teamwork, Independence, Investment Knowledge, Insurance Knowledge, Coaching, Presentation Skills, Networking, Opportunity Spotting, Revenue Generation, Risk Management, Client Relationship Management, Complex Strategy Simplification
Specialization
Candidates must have ten years of relevant experience in financial planning and hold a professional designation such as CA, CGA, LLB, or CMA. Strong analytical skills and proficiency in financial planning software are also required.
Experience Required
Minimum 10 year(s)
Associate, Financial Planning at Royal Bank of Canada
Surrey, British Columbia, Canada - Full Time
Skills Needed
Sales Support, Client Contact, Financial Planning, Client Relationships, Digital Ambassador, Mutual Funds Accreditation, Collaboration, Client Needs Assessment, Advice Experience, Operational Risk, Flexibility, Eagerness To Learn, Personal Ethics, Teamwork, Investment Advice, Credit Advice
Specialization
Candidates must have Mutual Funds accreditation and demonstrate strong client contact routines. Flexibility, eagerness to learn, and the ability to work independently and collaboratively are essential.
Director, Financial Reporting at Aecon
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Reporting, Ifrs, Technical Accounting, Leadership, Team Development, Risk Management, Communication, Problem Solving, Collaboration, Accounting Policies, Audit Coordination, Financial Statements, Regulatory Compliance, Sap, Construction Industry Knowledge
Specialization
Candidates must have a professional accounting designation and at least 10 years of relevant experience in public accounting or public company external reporting. Strong knowledge of IFRS and leadership experience in building high-performing teams are essential.
Experience Required
Minimum 10 year(s)
Financial Controller (Remote) at Jobgether
, , Canada - Full Time
Skills Needed
Accounting, Financial Management, Leadership, Team Management, Compliance, Internal Controls, Financial Analysis, Budgeting, Forecasting, Excel, Erp Systems, Spanish, Tax Regulations, Financial Risk Management, Collaboration, Multi Country Accounting
Specialization
Candidates must have a Bachelor’s degree in Accounting, Finance, or a related field, with at least 5 years of experience in accounting or financial management roles. Fluency in English and Spanish, along with strong knowledge of multi-country accounting processes, is required.
Experience Required
Minimum 5 year(s)
Financial Planning Consultant at Royal Bank of Canada
Montreal, Quebec, Canada - Full Time
Skills Needed
Bilingualism, Financial Planning, Training And Development, Knowledge Of Canadian Taxation, Knowledge Of Pension Legislation, Communication Skills, Presentation Skills, Interpersonal Skills, Coaching, Team Collaboration, Technical Proficiency, Networking, Client Facing Planning, Market Presentations, Feedback, Branch Leadership Support
Specialization
Candidates must be bilingual in English and French, possess a university degree with a professional designation, and have over 5 years of relevant experience. Knowledge of financial planning software and Canadian taxation legislation is also required.
Experience Required
Minimum 5 year(s)
Financial Centre Administrator at Sun Life
Rimouski, Quebec, Canada - Full Time
Skills Needed
Client Service, Organizational Skills, Multitasking, Pc Skills, Confidentiality, Administrative Support, Communication, Problem Solving, Time Management, Team Collaboration, Event Coordination, Financial Reporting, Recruiting Coordination, Inventory Management, Health And Safety, Business Continuity
Specialization
The successful applicant should possess strong organizational and PC skills, be able to multitask, and work independently with a sense of urgency. Confidentiality and discretion in managing correspondence and information are also essential.
Oracle EPM Financial Specialist at Capgemini Portugal
Mississauga, Ontario, Canada - Full Time
Skills Needed
Oracle Epm, Financial Management, Data Management, Epm Automate, Architecture, Integration, Business Analysis, Best Practices, Technical Specification Document, Functional Specification Document, Project Cubes, Account Reconciliation Cloud Service, Profitability And Cost Management, Workforce Planning, Enterprise Data Management, Month End Process, Code Development
Specialization
Candidates should have deep knowledge of Oracle EPM modules and familiarity with client-specific documentation standards. Strong proficiency in EPM Automate and experience in data management and architectural integration with Oracle ERP are also required.
Experience Required
Minimum 5 year(s)
Entry Level Financial Services at American Income Life AO - Keerat Grewal
Richmond, British Columbia, Canada - Full Time
Skills Needed
Communication Skills, Time Management, Customer Service, Sales, Presentation Skills, Basic Computer Knowledge
Specialization
Candidates must have strong communication and time management skills, be at least 18 years old, and pass a background check. A high school diploma is required, and customer service experience is preferred but not mandatory.
Supervisor, Financial Reporting at Regional Municipality of Wood Buffalo
Fort McMurray, Alberta, Canada - Full Time
Skills Needed
Leadership, Coaching, Mentoring, Analytical Skills, Communication Skills, Teamwork, Financial Reporting, Accounting Standards, Microsoft Office, Sap Finance, Problem Solving, Organizational Skills, Interpersonal Skills, Policy Interpretation, Continuous Improvement, Customer Service
Specialization
Candidates must have a degree in Business Administration, Accounting, or Finance, along with a CPA designation. A minimum of five years of related accounting experience, including two years in a supervisory role, is required.
Experience Required
Minimum 5 year(s)
Financial Centre Administrator at Sun Life
Rimouski, Quebec, Canada - Full Time
Skills Needed
Client Service, Administrative Support, Organizational Skills, Multitasking, Confidentiality, Initiative, Communication, Problem Solving, Event Coordination, Financial Reporting, Recruiting Coordination, Time Management, Team Collaboration, Attention To Detail, Technical Proficiency, Health And Safety
Specialization
Candidates should possess strong organizational and PC skills, with the ability to multitask and work independently. Confidentiality and discretion are essential, along with a positive contribution to the client experience.
Sr. Analyst, Financial Services at Restaurant Brands International
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Budgeting, Forecasting, Variance Analysis, Microsoft Office, Excel, Powerpoint, Outlook, Onestream, Sap, Coupa, Invoice Processing, Collaboration, Communication, Analytical Skills, Self Starter
Specialization
Candidates should have a bachelor's degree in a relevant field and a minimum of 3 years of finance or accounting experience. Proficiency in Microsoft Office and familiarity with Onestream, SAP, and Coupa are preferred.
Experience Required
Minimum 2 year(s)
Entry Level Financial Services at Spade Recruiting
Corner Brook, Newfoundland and Labrador, Canada - Full Time
Skills Needed
Communication Skills, Time Management, Customer Service, Sales, Presentation Skills, Computer Knowledge, Leadership Development
Specialization
Candidates must possess strong communication and time management skills, be at least 18 years old, and pass a background check. A high school diploma is required, with customer service experience preferred but not mandatory.
Manager, Trading, QTrade Contact Center at Aviso Wealth
Vancouver, British Columbia, Canada -
Full Time

Start Date

Immediate

Expiry Date

16 May, 26

Salary

113000.0

Posted On

15 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Trade Strategy, Quality Service Delivery, Trade Risk Analysis, Policy Review, Procedure Review, System Development, Gap Analysis, Risk Mitigation, Training & Development, Client Experience, Coaching, People Management, Customer Service Skills, Contact Centre Best Practices, Metrics Analysis, Market Knowledge

Industry

Financial Services

Description
Aviso: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca. The Opportunity: We’re looking for a Manager, Trading to join our Qtrade Direct Investing team. Reporting to the Senior Manager, Trading, the Manager, Trading is responsible for delivery of effective trade strategy, quality service delivery, and trade risk analysis as it relates to the Investment Representatives (IR). The Manager, Trading will review policies and procedures, system development, and gap analysis. The Manager, Trading will make recommendations for better utility of IR resources with a focus on trade risk mitigation, training & development strategy, as well as client trading activity from both a risk mitigation and client experience perspective. The Manager, Trading will liaison with the Manager of Client Engagement and Manager of Product Development to review and recommend strategy to enhance the Qtrade offering; and will supervise a team of Investment Representatives. We are looking for leaders who equally value the employee and client experience. Who you are: Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members What your day looks like: Cultivate a team of customer service experience Investment Representative superstars Help to ensure that people know the importance of their roles, and how that effort is measured and supports the goals of the organization Coach and develop the team through regular discussions with a balanced scorecard approach using tools such as KPI’s, company values, quality monitoring, Voice of the Customer (VoC) and peer feedback to provide a well-rounded view of one’s overall performance Champion a continuous improvement service philosophy. Sets the standard to always have World Class customer service and challenges your team and peers to live up to the standard, thereby increasing our Voice of the Employee (VoE) and Voice of the Customer (VoC) results Create an empowering culture through knowledge sharing, procedure documentation and finding efficiencies to enable IRs to do their job better Work with Trade Control to reach out to clients who encounter issues or who escalate Ensure top quartile delivery of service to Premier/Investor Plus clients and ongoing expansion of that client base Conduct service quality and trade accuracy review Recognize and motivate your team to maintain high level of engagement and deliver on the brand promise Monitor and analyze all trade issues to recommend risk mitigation protocols, from a client experience perspectiv Find scalability opportunities for rep and client activity in processes and procedures Your experience and skills: Post secondary education is preferred with an emphasis in business or economics, or an equivalent combination of education and experience Registered as a Supervisor and Options Supervisor is required Completion of the Professional Development and Compliance Requirements of each CIRO education cycle 5-7 years related experience, with at least 3 years experience supervising Investment Representatives Expert Market knowledge – trading systems, order management, corporate actions Coaching and people management – know how to get the best out of your team Excellent customer service skills and Contact Centre best practices Large focus and ability to use metrics to strengthen the voice of our clients Fluent communication skills in English are required and bilingual skills in French are an asset Why Aviso? At Aviso, you will find a dynamic and inclusive culture that rewards innovation and celebrates success. Here are a few things that set us apart: Competitive compensation package that rewards and recognizes individual contributions Excellent health, dental and insurance benefits to meet the diverse needs of our employees Generous vacation time, fitness benefit, parental leave top-up options Matching contributions to our retirement program Commitment to the continuous improvement of our staff through learning & development and an education assistance program Regular social events to foster teamwork Your Information By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law. Further information is available on the Privacy link on our Career Page – Privacy Policies Equal Employment Opportunity Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process. We thank all applicants for their interest, however, only those selected for further consideration will be contacted. No recruiters or agencies, please. Company Overview: Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors. A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team. Salary This position is posted with an expected salary range of $93,000 - $113,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.
Responsibilities
The Manager, Trading is responsible for delivering effective trade strategy, quality service, and trade risk analysis related to Investment Representatives (IRs), while also reviewing policies and procedures. This role involves making recommendations for better utilization of IR resources focusing on risk mitigation, training, and enhancing the client trading experience.
Manager, Trading, QTrade Contact Center at Aviso Wealth
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Trade Strategy, Quality Service Delivery, Trade Risk Analysis, Policy Review, Procedure Review, System Development, Gap Analysis, Risk Mitigation, Training & Development, Client Experience, Coaching, People Management, Customer Service Skills, Contact Centre Best Practices, Metrics Analysis, Market Knowledge
Specialization
Candidates must have 5-7 years of related experience, including at least 3 years supervising Investment Representatives, and must be registered as a Supervisor and Options Supervisor, completing all required CIRO education cycles. Preferred education is post-secondary in business or economics, alongside expert knowledge of trading systems and strong coaching abilities.
Experience Required
Minimum 5 year(s)
Intern, Financial Analyst at The Home Depot
, , Canada - Full Time
Skills Needed
Financial Analysis, Reporting, P&L Management, Abc Cost Analysis, Financial Modeling, Variance Analysis, Data Analysis, Microsoft Excel, Powerpoint, Tableau, Gbq, Python, Power Bi, Problem Solving, Communication, Analytical Skills
Specialization
Candidates must be currently enrolled in a Bachelor’s or MBA program in relevant fields such as Finance, Accounting, or Data Analytics. Strong analytical, communication, and problem-solving skills are required, along with familiarity with tools like Microsoft Excel and Python.
Financial Representative 1 at Primerica - Toronto, ON
Toronto, Ontario, Canada - Full Time
Skills Needed
Crm Software, Ms Excel, Sales Performance Metrics, Prospecting, Lead Qualification, Customer Support, Brand Awareness, Educational Opportunities, Referrals, Account Management
Specialization
Candidates should have experience with CRM software and familiarity with MS Excel for analyzing spreadsheets and charts. An understanding of sales performance metrics is also required.
Senior Vice President of Electronic Trading at Citi
Mississauga, Ontario, Canada - Full Time
Skills Needed
Governance, Project Management, Real Time Monitoring, Data Analytics, E Trading Regulations, Risk Management, Compliance, Stakeholder Management, Communication Skills, Problem Solving, Strategy Development, Process Improvement, Technical Expertise, Market Structure, Audit, Controls
Specialization
Candidates should have over 10 years of relevant experience in Business Risk & Controls, Compliance, or Audit, along with subject matter expertise in Electronic Trading Risks and Controls. Strong proficiency in Data Analytics and experience with E-Trading regulations are also required.
Experience Required
Minimum 10 year(s)
Financial Advisor Assistant at Raymond James
Calgary, Alberta, Canada - Full Time
Skills Needed
Administrative Skills, Time Management, Customer Service, Report Preparation, Transaction Processing, Client Liaising, Problem Solving, Ms Office Proficiency, Attention To Detail, Communication Skills, Organizational Skills, Multitasking, Prioritization, Confidentiality Handling, Teamwork
Specialization
Candidates must possess a minimum of two years of investment industry experience and post-secondary education, along with excellent proficiency in MS Office, especially Word, Excel, and Outlook. Superior customer service skills, meticulous attention to detail, and the ability to work under deadlines in a high-volume environment are essential.
Experience Required
Minimum 2 year(s)
Financial Advisor Assistant at Raymond James
Calgary, Alberta, Canada - Full Time
Skills Needed
Administrative Skills, Time Management, Customer Service, Report Preparation, Transaction Processing, Client Liaising, Problem Solving, Office Duties, Ms Office Proficiency, Communication Skills, Attention To Detail, Prioritization, Multitasking, Organizational Skills, Confidentiality Handling, Ciro Ir Licensed
Specialization
Candidates must possess a minimum of two years of investment industry experience and post-secondary education, along with excellent proficiency in MS Office applications. Essential attributes include strong organizational skills, meticulous attention to detail, superior customer service, and the ability to work effectively under deadlines in a high-volume environment.
Experience Required
Minimum 2 year(s)
Senior Financial Accountant at Nanometrics Inc
Ottawa, Ontario, Canada - Full Time
Skills Needed
Cpa Designation, Financial Reporting, General Ledger Management, Month End Close, Year End Close, Audit Support, Compliance, Aspe, Microsoft Excel, Google Sheets, Erp Systems, Data Analytics, Process Improvement, Mentorship, Problem Solving, Time Management
Specialization
Candidates must possess a CPA designation and a minimum of four years of accounting experience, along with advanced proficiency in Microsoft Excel/Google Sheets and a strong command of accounting software and ERP systems. Essential soft skills include exceptional communication, proactive problem-solving, high adaptability to new technologies, and superior organizational abilities.
Experience Required
Minimum 2 year(s)
Financial Planner - Partner - Growth Financial Corp at Aviso Wealth
Creston, British Columbia, Canada - Full Time
Skills Needed
Financial Planning, Client Relationship Management, Investment Strategies, Cash Management, Risk Management, Retirement Planning, Estate Planning, Analytical Skills, Communication Skills, Interpersonal Skills, Compliance, Mutual Funds, Financial Analysis, Holistic Financial Plans, Proactive Communication, Client Service
Specialization
Candidates must have active registration as a Mutual Fund Dealing Representative and completion of relevant financial courses. A clean compliance record and strong interpersonal skills are essential, along with a willingness to obtain the Life License Qualification Program within 12-18 months.
Experience Required
Minimum 2 year(s)
Financial Planning Specialist at RBC Global Asset Management
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Effective Communication, Financial Planning, Analytical Skills, Judgment Skills, Teamwork, Independence, Investment Knowledge, Insurance Knowledge, Coaching, Presentation Skills, Networking, Opportunity Spotting, Revenue Generation, Risk Management, Client Relationship Management, Complex Strategy Simplification
Specialization
Candidates must have ten years of relevant experience in financial planning and hold a professional designation such as CA, CGA, LLB, or CMA. Strong analytical skills and proficiency in financial planning software are also required.
Experience Required
Minimum 10 year(s)
Associate, Financial Planning at Royal Bank of Canada
Surrey, British Columbia, Canada - Full Time
Skills Needed
Sales Support, Client Contact, Financial Planning, Client Relationships, Digital Ambassador, Mutual Funds Accreditation, Collaboration, Client Needs Assessment, Advice Experience, Operational Risk, Flexibility, Eagerness To Learn, Personal Ethics, Teamwork, Investment Advice, Credit Advice
Specialization
Candidates must have Mutual Funds accreditation and demonstrate strong client contact routines. Flexibility, eagerness to learn, and the ability to work independently and collaboratively are essential.
Director, Financial Reporting at Aecon
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Reporting, Ifrs, Technical Accounting, Leadership, Team Development, Risk Management, Communication, Problem Solving, Collaboration, Accounting Policies, Audit Coordination, Financial Statements, Regulatory Compliance, Sap, Construction Industry Knowledge
Specialization
Candidates must have a professional accounting designation and at least 10 years of relevant experience in public accounting or public company external reporting. Strong knowledge of IFRS and leadership experience in building high-performing teams are essential.
Experience Required
Minimum 10 year(s)
Financial Controller (Remote) at Jobgether
, , Canada - Full Time
Skills Needed
Accounting, Financial Management, Leadership, Team Management, Compliance, Internal Controls, Financial Analysis, Budgeting, Forecasting, Excel, Erp Systems, Spanish, Tax Regulations, Financial Risk Management, Collaboration, Multi Country Accounting
Specialization
Candidates must have a Bachelor’s degree in Accounting, Finance, or a related field, with at least 5 years of experience in accounting or financial management roles. Fluency in English and Spanish, along with strong knowledge of multi-country accounting processes, is required.
Experience Required
Minimum 5 year(s)
Financial Planning Consultant at Royal Bank of Canada
Montreal, Quebec, Canada - Full Time
Skills Needed
Bilingualism, Financial Planning, Training And Development, Knowledge Of Canadian Taxation, Knowledge Of Pension Legislation, Communication Skills, Presentation Skills, Interpersonal Skills, Coaching, Team Collaboration, Technical Proficiency, Networking, Client Facing Planning, Market Presentations, Feedback, Branch Leadership Support
Specialization
Candidates must be bilingual in English and French, possess a university degree with a professional designation, and have over 5 years of relevant experience. Knowledge of financial planning software and Canadian taxation legislation is also required.
Experience Required
Minimum 5 year(s)
Financial Centre Administrator at Sun Life
Rimouski, Quebec, Canada - Full Time
Skills Needed
Client Service, Organizational Skills, Multitasking, Pc Skills, Confidentiality, Administrative Support, Communication, Problem Solving, Time Management, Team Collaboration, Event Coordination, Financial Reporting, Recruiting Coordination, Inventory Management, Health And Safety, Business Continuity
Specialization
The successful applicant should possess strong organizational and PC skills, be able to multitask, and work independently with a sense of urgency. Confidentiality and discretion in managing correspondence and information are also essential.
Oracle EPM Financial Specialist at Capgemini Portugal
Mississauga, Ontario, Canada - Full Time
Skills Needed
Oracle Epm, Financial Management, Data Management, Epm Automate, Architecture, Integration, Business Analysis, Best Practices, Technical Specification Document, Functional Specification Document, Project Cubes, Account Reconciliation Cloud Service, Profitability And Cost Management, Workforce Planning, Enterprise Data Management, Month End Process, Code Development
Specialization
Candidates should have deep knowledge of Oracle EPM modules and familiarity with client-specific documentation standards. Strong proficiency in EPM Automate and experience in data management and architectural integration with Oracle ERP are also required.
Experience Required
Minimum 5 year(s)
Entry Level Financial Services at American Income Life AO - Keerat Grewal
Richmond, British Columbia, Canada - Full Time
Skills Needed
Communication Skills, Time Management, Customer Service, Sales, Presentation Skills, Basic Computer Knowledge
Specialization
Candidates must have strong communication and time management skills, be at least 18 years old, and pass a background check. A high school diploma is required, and customer service experience is preferred but not mandatory.
Supervisor, Financial Reporting at Regional Municipality of Wood Buffalo
Fort McMurray, Alberta, Canada - Full Time
Skills Needed
Leadership, Coaching, Mentoring, Analytical Skills, Communication Skills, Teamwork, Financial Reporting, Accounting Standards, Microsoft Office, Sap Finance, Problem Solving, Organizational Skills, Interpersonal Skills, Policy Interpretation, Continuous Improvement, Customer Service
Specialization
Candidates must have a degree in Business Administration, Accounting, or Finance, along with a CPA designation. A minimum of five years of related accounting experience, including two years in a supervisory role, is required.
Experience Required
Minimum 5 year(s)
Financial Centre Administrator at Sun Life
Rimouski, Quebec, Canada - Full Time
Skills Needed
Client Service, Administrative Support, Organizational Skills, Multitasking, Confidentiality, Initiative, Communication, Problem Solving, Event Coordination, Financial Reporting, Recruiting Coordination, Time Management, Team Collaboration, Attention To Detail, Technical Proficiency, Health And Safety
Specialization
Candidates should possess strong organizational and PC skills, with the ability to multitask and work independently. Confidentiality and discretion are essential, along with a positive contribution to the client experience.
Sr. Analyst, Financial Services at Restaurant Brands International
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Budgeting, Forecasting, Variance Analysis, Microsoft Office, Excel, Powerpoint, Outlook, Onestream, Sap, Coupa, Invoice Processing, Collaboration, Communication, Analytical Skills, Self Starter
Specialization
Candidates should have a bachelor's degree in a relevant field and a minimum of 3 years of finance or accounting experience. Proficiency in Microsoft Office and familiarity with Onestream, SAP, and Coupa are preferred.
Experience Required
Minimum 2 year(s)
Entry Level Financial Services at Spade Recruiting
Corner Brook, Newfoundland and Labrador, Canada - Full Time
Skills Needed
Communication Skills, Time Management, Customer Service, Sales, Presentation Skills, Computer Knowledge, Leadership Development
Specialization
Candidates must possess strong communication and time management skills, be at least 18 years old, and pass a background check. A high school diploma is required, with customer service experience preferred but not mandatory.