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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)
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)
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)
Manager, Trading, QTrade Contact Center at Aviso Wealth
Toronto, Ontario, Canada - Full Time
Skills Needed
Trade Strategy, Risk Analysis, Policy Review, System Development, Gap Analysis, Training & Development, Client Experience, Service Excellence, Goal Achievement, Continuous Improvement, Collaboration, Coaching, Performance Management, Customer Service, Trade Accuracy, Risk Mitigation
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 CIRO education cycles. Preferred qualifications include post-secondary education in business or economics, expert knowledge of trading systems, and excellent coaching and customer service skills.
Experience Required
Minimum 5 year(s)
Product Specialist - Trading (USA/Canada) at Numerix
New York, New York, Canada - Full Time
Skills Needed
Trade Management, Front To Back Trading Systems, Derivative Trade Lifecycle, Clearing, Settlement, Cash Flow Processing, Risk Management, Pnl, Sensitivities, Var, Exposure, Jira, Workflow Orchestration, Functional Specification, Asset Classes
Specialization
Candidates must have 5+ years of experience with trade management or front-to-back trading systems and a strong understanding of derivative lifecycles. Proficiency in writing structured, user-centric requirements in JIRA and the ability to communicate effectively across diverse technical and business teams are essential.
Experience Required
Minimum 5 year(s)
Financial Planning Specialist at Royal Bank of Canada
Edmonton, Alberta, Canada - Full Time
Skills Needed
Tax Planning, Financial Planning, Investment Planning, Retirement Planning, Risk Management, Estate Planning, Holding Companies, Employee Stock Options, Individual Pension Plans, Retirement Compensation Agreements, Gift Planning, Charitable Planning, Communication Skills, Analytical Skills, Judgment Skills, Microsoft Office
Specialization
Candidates must possess a minimum of five years of experience in tax planning for high net worth clients and five years in all aspects of financial planning, along with a professional designation in Accounting (CA/CPA/CMA/CGA). Strong analytical, communication skills, and proficiency with financial planning software like Conquest or Naviplan are also required.
Experience Required
Minimum 5 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.
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)
Intermediate Financial Analyst at BGIS Careers
Mississauga, Ontario, Canada - Full Time
Skills Needed
Transactional Support, Full Cycle Accounting, Account Reconciliations, Data Reporting, Client Invoicing, Audit Working Papers, Accrual Entries, Bank Reconciliations, Journal Entries, Expense Report Coding, Invoice Validation, Sub Ledger Entries, General Ledger Entries, Gaap Procedures, Variance Explanations, Process Improvement
Specialization
Candidates need 3-5 years or more of job-related experience, along with a College Diploma or equivalent training. Required abilities include resolving transactional accounting discrepancies, recommending process improvements following GAAP, and communicating basic accounting principles effectively.
Experience Required
Minimum 2 year(s)
Intermediate Financial Analyst at BGIS Careers
Markham, Ontario, Canada - Full Time
Skills Needed
Transactional Support, Full Cycle Accounting, Account Reconciliations, Data Reporting, Client Invoicing, Audit Working Papers, Accrual Entries, Bank Reconciliations, Journal Entries, Expense Report Coding, Invoice Validation, Sub Ledger Entries, General Ledger Entries, Gaap Procedures, Variance Explanations, Process Improvement
Specialization
Candidates need 3-5 years of job-related experience and a college diploma or equivalent training, with partial completion of an accounting designation program being preferred. Required abilities include resolving transactional discrepancies, recommending process improvements following GAAP, and communicating basic accounting principles effectively.
Experience Required
Minimum 2 year(s)
Senior Financial Analyst (FP&A) at NextStar Energy
, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Forecasting, Operational Performance Analysis, Budgeting, Cost Analysis, Margin Improvement, Executive Reporting, Variance Analysis, Manufacturing Kpis, Financial Modeling, Data Analytics, Excel, Korean Language, Cost Performance Improvement, Capital Expenditure Planning, Reporting Automation
Specialization
Candidates must possess a Bachelor's degree in Finance or Accounting and have over six years of FP&A experience specifically within a manufacturing environment. Fluency in both English and Korean (written and verbal) is mandatory, along with advanced Microsoft Excel skills including financial modeling and data manipulation tools.
Experience Required
Minimum 5 year(s)
Senior Financial Analyst - G&A at Molson Coors Brewing Company United Kingdom
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Reporting, Budgeting, Forecasting, Variance Analysis, Journal Entries, Accruals, Consolidation, Financial Analytics, Excel, Sap, Internal Controls, Financial Acumen, Prioritization, Relationship Management
Specialization
Candidates must possess a CPA designation (or be in the process of attaining one) along with a minimum of 3 years of financial analyst experience. Strong proficiency in Excel and experience with financial software like SAP are required, alongside the ability to manage complex projects effectively.
Experience Required
Minimum 2 year(s)
Intermediate Financial Analyst at BGIS Careers
Markham, Ontario, Canada - Full Time
Skills Needed
Transactional Support, Full Cycle Accounting, Account Reconciliations, Data Reporting, Client Invoicing, Audit Working Papers, Accrual Entries, Bank Reconciliations, Journal Entries, Expense Report Coding, Sub Ledger Entry, General Ledger Entry, Gaap Procedures, Process Improvement, Variance Explanations, Ms Office Suite
Specialization
Candidates need 3-5 years or more of job-related experience, along with a College Diploma or equivalent training, and ideally partial completion of an accounting designation program (CGA, CMA). Required abilities include resolving transactional discrepancies, recommending process improvements following GAAP, and communicating basic accounting principles effectively.
Experience Required
Minimum 2 year(s)
Manager - Financial Model Build at Gridlines
, , Canada - Full Time
Skills Needed
Financial Modeling, Excel, Project Finance, Corporate Finance, Financial Planning, Sensitivity Analysis, Stress Testing, Team Leadership, Client Relationship Management, Business Development, Project Planning, Documentation, Analytical Skills, Accounting Concepts, Fast Standard
Specialization
Candidates must have 4-7 years of relevant experience in a financial role within an advisory practice or large corporate setting, demonstrating strong analytical skills and proven experience building financial models in Excel. A degree in a numerate discipline is required, with an in-depth understanding of Project Finance, Corporate Finance, or Financial Planning concepts being essential.
Experience Required
Minimum 5 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.
Project Financial Control Officer at MX Career Site
, , Canada - Full Time
Skills Needed
Financial Planning, Cost Control, Budget Control, Project Management, Accounting, Data Analysis, Contract Administration, Negotiation, Oracle, Ecosys, Unifier, Presentation Skills, Communication Skills, Accruals, Cost Allocation, Variance Analysis
Specialization
Candidates should have a degree in Accounting, Business Administration, or a related field, along with experience in project management and cost control. Strong oral, written, and presentation skills are essential for generating reports and making presentations to senior management.
Experience Required
Minimum 2 year(s)
Financial Service Representative at The Check Cashing Store
Mississauga, Ontario, Canada - Full Time
Skills Needed
Sales Driven, Customer Service, Cash Handling, Transaction Execution, Needs Assessment, Problem Solving, Documentation Accuracy, Compliance Adherence, Negotiation, Profitability Goal Achievement
Specialization
Successful candidates must be sales-driven and possess a minimum of one year of experience in financial services and sales, alongside previous cash handling experience. A high school diploma or equivalent is required for this role.
Financial Service Representative at The Check Cashing Store
Williams Lake, British Columbia, Canada - Full Time
Skills Needed
Sales Driven, Customer Service, Cash Handling, Transaction Accuracy, Negotiation, Compliance, Financial Services Experience, Loan Products Knowledge, Check Cashing, Currency Exchange, Money Transfers
Specialization
Successful candidates must be sales-driven and possess a minimum of one year of experience in both financial services and sales, along with prior cash handling experience. A high school diploma or equivalent is required for this position.
Financial Service Representative at The Check Cashing Store
Kitchener, Ontario, Canada - Full Time
Skills Needed
Sales Driven, Customer Service, Cash Handling, Financial Services Experience, Transaction Execution, Needs Assessment, Payment Negotiation, Documentation Accuracy, Compliance, Profitability Goal Achievement
Specialization
Successful candidates must be sales-driven and possess a minimum of one year of experience in financial services and sales, along with previous cash handling experience. A high school diploma or equivalent is required for this position.
Financial Services Representative at Northern Savings Credit Union
Prince Rupert, British Columbia, Canada - Full Time
Skills Needed
Financial Services, Sales, Customer Service, Cash Handling, Relationship Building, Communication, Attention To Detail, Multitasking, Microsoft Office, Banking Systems, Regulatory Compliance, Account Management, Transaction Processing, Problem Solving, Financial Literacy
Specialization
Candidates must have a high school diploma, with post-secondary education and financial services courses considered an asset. Previous sales and service experience is required, with a preference for 2–4 years of experience in the financial sector.
Experience Required
Minimum 2 year(s)
Financial Advisor Assistant at Raymond James
Calgary, Alberta, Canada -
Full Time


Start Date

Immediate

Expiry Date

14 May, 26

Salary

55000.0

Posted On

13 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

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

Industry

Financial Services

Description
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Financial Advisor Assistant How does the role impact the organization? The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, and a focus on customer service. As a key member of the team, contributions are important to the success of the client relationship with the Financial Advisor, and to the success of the Branch as a whole. What will your role be responsible for? Prepare and review daily/monthly/annual reports, client correspondence and taking ownership of project work; Process and follow up on security transactions and transfers; Handle incoming and outgoing phone calls with clients; Foster and support client relationships by liaising with clients, responding to requests and proactive problem solving; Service clients’ general day-to-day requests; Maintain Financial Advisor files; and Perform general office duties. What can you expect from us? Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement. What do we expect from you? To qualify for this opportunity you possess: Minimum 2 years investment industry experience; Post-secondary education; Excellent proficiency with MS Office particularly Word, Excel and Outlook; Experience with Dataphile, Croesus and Thomson Reuters is an asset; Excellent verbal and written communication skills; Ability to work in a team environment and demonstrate a professional and friendly manner Superior customer service skills; Meticulous attention to detail; Self-starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within time constraints and provide necessary follow up; Strong organizational skills; Superior problem solving skills; CIRO IR Licensed preferred; The ability to work within deadlines in a high-volume, pressure-oriented environment; and Ability to effectively handle confidential information. We encourage our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm Salary Range: $45,000 - 55,000 annually, in addition to competitive performance bonuses/incentives. Actual compensation will be determined based on skills, experience, internal equity, and other job requirements. This posting is for an existing vacancy. At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process. We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.
Responsibilities
The role is responsible for preparing and reviewing various reports and client correspondence, processing security transactions, and handling day-to-day client requests and general office duties. Key contributions involve fostering client relationships and supporting the Financial Advisor and Branch success through proactive problem-solving.
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)
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)
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)
Manager, Trading, QTrade Contact Center at Aviso Wealth
Toronto, Ontario, Canada - Full Time
Skills Needed
Trade Strategy, Risk Analysis, Policy Review, System Development, Gap Analysis, Training & Development, Client Experience, Service Excellence, Goal Achievement, Continuous Improvement, Collaboration, Coaching, Performance Management, Customer Service, Trade Accuracy, Risk Mitigation
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 CIRO education cycles. Preferred qualifications include post-secondary education in business or economics, expert knowledge of trading systems, and excellent coaching and customer service skills.
Experience Required
Minimum 5 year(s)
Product Specialist - Trading (USA/Canada) at Numerix
New York, New York, Canada - Full Time
Skills Needed
Trade Management, Front To Back Trading Systems, Derivative Trade Lifecycle, Clearing, Settlement, Cash Flow Processing, Risk Management, Pnl, Sensitivities, Var, Exposure, Jira, Workflow Orchestration, Functional Specification, Asset Classes
Specialization
Candidates must have 5+ years of experience with trade management or front-to-back trading systems and a strong understanding of derivative lifecycles. Proficiency in writing structured, user-centric requirements in JIRA and the ability to communicate effectively across diverse technical and business teams are essential.
Experience Required
Minimum 5 year(s)
Financial Planning Specialist at Royal Bank of Canada
Edmonton, Alberta, Canada - Full Time
Skills Needed
Tax Planning, Financial Planning, Investment Planning, Retirement Planning, Risk Management, Estate Planning, Holding Companies, Employee Stock Options, Individual Pension Plans, Retirement Compensation Agreements, Gift Planning, Charitable Planning, Communication Skills, Analytical Skills, Judgment Skills, Microsoft Office
Specialization
Candidates must possess a minimum of five years of experience in tax planning for high net worth clients and five years in all aspects of financial planning, along with a professional designation in Accounting (CA/CPA/CMA/CGA). Strong analytical, communication skills, and proficiency with financial planning software like Conquest or Naviplan are also required.
Experience Required
Minimum 5 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.
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)
Intermediate Financial Analyst at BGIS Careers
Mississauga, Ontario, Canada - Full Time
Skills Needed
Transactional Support, Full Cycle Accounting, Account Reconciliations, Data Reporting, Client Invoicing, Audit Working Papers, Accrual Entries, Bank Reconciliations, Journal Entries, Expense Report Coding, Invoice Validation, Sub Ledger Entries, General Ledger Entries, Gaap Procedures, Variance Explanations, Process Improvement
Specialization
Candidates need 3-5 years or more of job-related experience, along with a College Diploma or equivalent training. Required abilities include resolving transactional accounting discrepancies, recommending process improvements following GAAP, and communicating basic accounting principles effectively.
Experience Required
Minimum 2 year(s)
Intermediate Financial Analyst at BGIS Careers
Markham, Ontario, Canada - Full Time
Skills Needed
Transactional Support, Full Cycle Accounting, Account Reconciliations, Data Reporting, Client Invoicing, Audit Working Papers, Accrual Entries, Bank Reconciliations, Journal Entries, Expense Report Coding, Invoice Validation, Sub Ledger Entries, General Ledger Entries, Gaap Procedures, Variance Explanations, Process Improvement
Specialization
Candidates need 3-5 years of job-related experience and a college diploma or equivalent training, with partial completion of an accounting designation program being preferred. Required abilities include resolving transactional discrepancies, recommending process improvements following GAAP, and communicating basic accounting principles effectively.
Experience Required
Minimum 2 year(s)
Senior Financial Analyst (FP&A) at NextStar Energy
, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Forecasting, Operational Performance Analysis, Budgeting, Cost Analysis, Margin Improvement, Executive Reporting, Variance Analysis, Manufacturing Kpis, Financial Modeling, Data Analytics, Excel, Korean Language, Cost Performance Improvement, Capital Expenditure Planning, Reporting Automation
Specialization
Candidates must possess a Bachelor's degree in Finance or Accounting and have over six years of FP&A experience specifically within a manufacturing environment. Fluency in both English and Korean (written and verbal) is mandatory, along with advanced Microsoft Excel skills including financial modeling and data manipulation tools.
Experience Required
Minimum 5 year(s)
Senior Financial Analyst - G&A at Molson Coors Brewing Company United Kingdom
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Reporting, Budgeting, Forecasting, Variance Analysis, Journal Entries, Accruals, Consolidation, Financial Analytics, Excel, Sap, Internal Controls, Financial Acumen, Prioritization, Relationship Management
Specialization
Candidates must possess a CPA designation (or be in the process of attaining one) along with a minimum of 3 years of financial analyst experience. Strong proficiency in Excel and experience with financial software like SAP are required, alongside the ability to manage complex projects effectively.
Experience Required
Minimum 2 year(s)
Intermediate Financial Analyst at BGIS Careers
Markham, Ontario, Canada - Full Time
Skills Needed
Transactional Support, Full Cycle Accounting, Account Reconciliations, Data Reporting, Client Invoicing, Audit Working Papers, Accrual Entries, Bank Reconciliations, Journal Entries, Expense Report Coding, Sub Ledger Entry, General Ledger Entry, Gaap Procedures, Process Improvement, Variance Explanations, Ms Office Suite
Specialization
Candidates need 3-5 years or more of job-related experience, along with a College Diploma or equivalent training, and ideally partial completion of an accounting designation program (CGA, CMA). Required abilities include resolving transactional discrepancies, recommending process improvements following GAAP, and communicating basic accounting principles effectively.
Experience Required
Minimum 2 year(s)
Manager - Financial Model Build at Gridlines
, , Canada - Full Time
Skills Needed
Financial Modeling, Excel, Project Finance, Corporate Finance, Financial Planning, Sensitivity Analysis, Stress Testing, Team Leadership, Client Relationship Management, Business Development, Project Planning, Documentation, Analytical Skills, Accounting Concepts, Fast Standard
Specialization
Candidates must have 4-7 years of relevant experience in a financial role within an advisory practice or large corporate setting, demonstrating strong analytical skills and proven experience building financial models in Excel. A degree in a numerate discipline is required, with an in-depth understanding of Project Finance, Corporate Finance, or Financial Planning concepts being essential.
Experience Required
Minimum 5 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.
Project Financial Control Officer at MX Career Site
, , Canada - Full Time
Skills Needed
Financial Planning, Cost Control, Budget Control, Project Management, Accounting, Data Analysis, Contract Administration, Negotiation, Oracle, Ecosys, Unifier, Presentation Skills, Communication Skills, Accruals, Cost Allocation, Variance Analysis
Specialization
Candidates should have a degree in Accounting, Business Administration, or a related field, along with experience in project management and cost control. Strong oral, written, and presentation skills are essential for generating reports and making presentations to senior management.
Experience Required
Minimum 2 year(s)
Financial Service Representative at The Check Cashing Store
Mississauga, Ontario, Canada - Full Time
Skills Needed
Sales Driven, Customer Service, Cash Handling, Transaction Execution, Needs Assessment, Problem Solving, Documentation Accuracy, Compliance Adherence, Negotiation, Profitability Goal Achievement
Specialization
Successful candidates must be sales-driven and possess a minimum of one year of experience in financial services and sales, alongside previous cash handling experience. A high school diploma or equivalent is required for this role.
Financial Service Representative at The Check Cashing Store
Williams Lake, British Columbia, Canada - Full Time
Skills Needed
Sales Driven, Customer Service, Cash Handling, Transaction Accuracy, Negotiation, Compliance, Financial Services Experience, Loan Products Knowledge, Check Cashing, Currency Exchange, Money Transfers
Specialization
Successful candidates must be sales-driven and possess a minimum of one year of experience in both financial services and sales, along with prior cash handling experience. A high school diploma or equivalent is required for this position.
Financial Service Representative at The Check Cashing Store
Kitchener, Ontario, Canada - Full Time
Skills Needed
Sales Driven, Customer Service, Cash Handling, Financial Services Experience, Transaction Execution, Needs Assessment, Payment Negotiation, Documentation Accuracy, Compliance, Profitability Goal Achievement
Specialization
Successful candidates must be sales-driven and possess a minimum of one year of experience in financial services and sales, along with previous cash handling experience. A high school diploma or equivalent is required for this position.
Financial Services Representative at Northern Savings Credit Union
Prince Rupert, British Columbia, Canada - Full Time
Skills Needed
Financial Services, Sales, Customer Service, Cash Handling, Relationship Building, Communication, Attention To Detail, Multitasking, Microsoft Office, Banking Systems, Regulatory Compliance, Account Management, Transaction Processing, Problem Solving, Financial Literacy
Specialization
Candidates must have a high school diploma, with post-secondary education and financial services courses considered an asset. Previous sales and service experience is required, with a preference for 2–4 years of experience in the financial sector.
Experience Required
Minimum 2 year(s)
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