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Manager, Financial Operations and Administration at EY
Toronto, Ontario, Canada - Full Time
Skills Needed
Leadership, Operational Excellence, Governance, Compliance, Process Innovation, Project Management, Stakeholder Management, Communication, Confidentiality, Analytical Skills, Problem Solving, Attention To Detail, Adaptability, Data Analytics, Ms Office Proficiency, Continuous Improvement
Specialization
Candidates should have a bachelor's degree and 5-7 years of relevant experience, including 3-5 years in a managerial role. Strong communication skills, confidentiality, and the ability to drive process improvements are essential.
Experience Required
Minimum 5 year(s)
Coordinator, Financial Empowerment (2025-528-CP) at WoodGreen Community Services
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Empowerment, Workshop Facilitation, Client Centered Approach, Volunteer Coordination, Community Outreach, Data Entry, Organizational Skills, Communication Skills, Interpersonal Skills, Conflict Resolution, Financial Literacy, Time Management, Technology Setup, Research Skills, Evaluation Skills, Mentoring
Specialization
Candidates should have a Bachelor’s Degree in a relevant field and at least 2 years of experience in program delivery and workshop facilitation. Experience with marginalized populations and volunteer coordination is considered an asset.
Experience Required
Minimum 2 year(s)
Senior Financial Advisor (Penticton Main Branch) at First West Careers
Penticton, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Financial Advice, Relationship Building, Portfolio Management, Complex Transactions, Sales Targets, Mentoring, Problem Solving, Risk Management, Investment Products, Lending Services, Communication, Microsoft Office, Banking Software, Mutual Funds License, Self Starter
Specialization
Candidates must have a college or tech school diploma in a related discipline or equivalent experience, along with a Mutual Funds License. A minimum of 2-3 years in a Financial Advisor role is required, along with a proven track record in achieving sales targets.
Experience Required
Minimum 2 year(s)
Managing Director, Financial Insights & Analysis at CPP Investments
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Investment Analytics, Governance Frameworks, Stakeholder Management, Leadership, Communication, Cost Governance, Resource Allocation, Data Analysis, Narrative Development, Team Development, Continuous Improvement, Problem Solving, Integrity, Collaboration, Presentation Skills
Specialization
Candidates should have an undergraduate degree in a relevant field, with an advanced degree preferred, and extensive experience in investment analytics or finance. Proven leadership skills and the ability to communicate complex analyses clearly are essential.
Experience Required
Minimum 10 year(s)
Senior Manager, Personal Banking Financial Control at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Accounting Advisory, Financial Reporting, Risk Management, Sox Controls, Data Strategy, Process Transformation, Ifrs Knowledge, Communication, Analytical Skills, Excel, Presentation Skills
Specialization
Candidates must possess a CPA or equivalent designation along with at least 6 years of relevant working experience, ideally within financial institutions, and strong knowledge of IFRS.
Experience Required
Minimum 5 year(s)
Financial Planner, Investment and Retirement Planning at RBC Global Asset Management
Montreal, Quebec, Canada - Full Time
Skills Needed
Adaptability, Business Development, Client Centricity, Curiosity
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking and client acquisition skills are essential.
Experience Required
Minimum 2 year(s)
Financial Planner, Investment & Retirement Planning at RBC Global Asset Management
London, Ontario, Canada - Full Time
Skills Needed
Financial Planning Designation, Mutual Funds License, Client Acquisition, Networking, Partner Relationships, Digital Savviness
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking and client acquisition skills are essential.
Experience Required
Minimum 2 year(s)
Product Owner, Financial Planning Digital Experience at Sun Life
Toronto, Ontario, Canada - Full Time
Skills Needed
Agile Development, Communication Skills, Change Management, Problem Solving, Collaboration, Influencing Others, User Story Development, Market Knowledge, Feature Prioritization, Governance Reviews, Performance Optimization, Innovation, Business Value Assessment, Risk Management, Team Leadership, Customer Outreach
Specialization
Candidates should have experience with agile development methodologies and strong communication skills to influence product direction. A university degree in Marketing, Business, or Information Technologies is required, along with the ability to collaborate effectively with technical leads.
Experience Required
Minimum 5 year(s)
Financial Planner, Investment and Retirement Planning at RBC Global Asset Management
Richmond, British Columbia, Canada - Full Time
Skills Needed
Adaptability, Business Development, Client Centricity, Curiosity
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking and client acquisition skills are essential, along with digital savviness.
Experience Required
Minimum 2 year(s)
Financial Coordinator, Labour and Advanced Education at Government of the Northwest Territories
Yellowknife, NT, Canada - Full Time
Skills Needed
Completion, Commerce
Specialization
Business commerce or a related degree
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Financial Planner Investment and Retirement Planning at RBC Global Asset Management
Greater Sudbury, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Networking, Client Acquisition, Partner Relationships, Digital Savviness, Adaptability, Business Development, Client Centricity, Curiosity
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking and client acquisition skills are essential.
Experience Required
Minimum 2 year(s)
Manager, Personal Banking Platform Financial Control at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Accounting, Communication, Detail Oriented, Financial Reporting, Analysis, Organizational Skills, Time Management, Work Under Pressure, Critical Thinking
Specialization
Candidates must have an accounting designation (CPA, CGA, CMA) with at least 3 years of post-qualification experience in an accounting or finance role. Strong organizational skills, attention to detail, and excellent communication skills are essential for success in this position.
Experience Required
Minimum 2 year(s)
Financial Advisor - Alpha Lambda (British Columbia) at Gamma Phi Beta
, British Columbia, Canada - Full Time
Skills Needed
Financial Wellness Promotion, Financial Management Practices, Coaching, Leadership Development, Budget Creation, Financial Reporting Review, Accountability Enforcement, Conflict Resolution, Advisory Board Membership, Financial Operations Management, Training And Development, Policy Adherence, Goal Setting, Communication Facilitation
Specialization
This volunteer role requires a commitment of five to fifteen hours per week, including up to two days of travel annually, and demands proficiency in using Beta Base and OmegaFi platforms. Candidates must also complete required training, attend various meetings, and maintain good standing with the organization.
Experience Required
Minimum 2 year(s)
Financial Planner, Investment & Retirement Planning at RBC Global Asset Management
Municipality of Northern Bruce Peninsula, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Networking, Client Acquisition, Partner Relationships, Digital Savviness, Investment Solutions, Portfolio Solutions, Mutual Funds, Creativity, Motivation, Sales, Marketing, Referrals, Business Development, Client Needs, Financial Goals
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking and client acquisition skills are essential.
Experience Required
Minimum 2 year(s)
Financial Planner Investment and Retirement Planning at Dr Bill RBC Ventures
Dawson Creek, British Columbia, Canada - Full Time
Skills Needed
Adaptability, Business Development, Client Centricity, Curious Mindset, Networking, Financial Planning, Investment Solutions, Portfolio Management
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking and client acquisition skills are essential.
Experience Required
Minimum 2 year(s)
Financial Planner, Investment and Retirement Planning at Dr Bill RBC Ventures
Abbotsford, British Columbia, Canada - Full Time
Skills Needed
Financial Planning, Investment Solutions, Client Acquisition, Networking, Partner Relationships, Digital Savviness, Mutual Funds License, Creativity, Motivation, Drive For Sales
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking and client acquisition skills are essential.
Experience Required
Minimum 2 year(s)
Senior Financial Analyst - Sales/Commercial Finance at Apotex Corp United States
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Budgeting, Forecasting, Data Analytics, Sap, Communication, Interpersonal Skills, Decision Making, Organizational Agility, Mentoring, Collaboration, Problem Solving, Trade Spend Analysis, Contract Negotiation, Performance Reporting, Technical Expertise
Specialization
Candidates should have a university degree in Business or Accounting, with a CPA designation being highly desirable. A minimum of 5 years of experience in the pharmaceutical or related industry is required.
Experience Required
Minimum 5 year(s)
Product Owner, Financial Planning Digital Experience at Sun Life
Toronto, Ontario, Canada - Full Time
Skills Needed
Agile Development, Communication Skills, Change Management, Problem Solving, Collaboration, Influencing Others, User Story Creation, Market Knowledge, Feature Prioritization, Governance Reviews, Performance Optimization, Innovation, Business Value Assessment, Risk Management, Team Leadership, Customer Outreach
Specialization
Candidates should have experience with agile methodologies and strong communication skills to influence product direction. A university degree in Marketing, Business, or Information Technologies is required, along with the ability to problem solve and handle change management.
Experience Required
Minimum 5 year(s)
Financial Planner, Investment & Retirement Planning at RBC Global Asset Management
Thunder Bay, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Networking, Client Acquisition, Partner Relationships, Digital Savviness, Bilingual
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking skills and the ability to cultivate strong partner relationships are essential.
Experience Required
Minimum 2 year(s)
Relationship Manager, Commercial Financial Services at RBC Global Asset Management
Brossard, Quebec, Canada - Full Time
Skills Needed
Adaptability, Business Development, Client Centricity, Communication, Critical Thinking, Curiosity, Financial Acumen, Practice Management
Specialization
Candidates must have a minimum of 3-5 years of commercial banking experience and a proven track record in business development and client relationship management. Bilingualism in English and French is required, along with credit skills and specialized industry expertise.
Experience Required
Minimum 5 year(s)
Manager, Financial Operations and Administration at EY
Toronto, Ontario, Canada -
Full Time

Start Date

Immediate

Expiry Date

21 Mar, 26

Salary

0.0

Posted On

21 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Leadership, Operational Excellence, Governance, Compliance, Process Innovation, Project Management, Stakeholder Management, Communication, Confidentiality, Analytical Skills, Problem-Solving, Attention to Detail, Adaptability, Data Analytics, MS Office Proficiency, Continuous Improvement

Industry

Professional Services

Description
At EY, we’re all in to shape your future with confidence.    We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.    Join EY and help to build a better working world.   The opportunity The Partnership Operations Group is dedicated to supporting EY Canada leaders across both the partner talent and financial life cycles. As a team of problem solvers, we are committed to resolving complex business issues and providing comprehensive support from strategy through to implementation. As Manager, Operations & Finance, you will play a pivotal role in leading the team, overseeing complex administrative functions, enhancing operational processes, and delivering high-impact reporting and insights. This role requires a strategic mindset, strong leadership capabilities, and the ability to manage confidential information with discretion. You will collaborate closely with senior leaders and contribute to continuous improvement initiatives that elevate the quality and efficiency of our services. This position is fully on-site at the Toronto office, facilitating close collaboration, effective communication, and secure handling of sensitive information.   Your key responsibilities This list is not intended to be exhaustive. The Manager will oversee a variety of unique requests, including: Leadership & Oversight Lead and mentor a high-performing team, fostering a culture of collaboration, accountability, and continuous improvement. Serve as a key point of contact for senior stakeholders, ensuring exceptional service delivery and responsiveness. Operational Excellence Oversee the maintenance of complex administrative data and ensure timely an accurate production of monthly, quarterly, and ad-hoc reports. Leverage technology and data analytics to generate actionable insights that support strategic decision-making. Governance & Compliance Manage sensitive files and records with a high degree of confidentiality and accuracy. Conduct regular audits to ensure data integrity and compliance with internal policies and external regulations. Process Innovation Proactively identify and implement opportunities to streamline and enhance administrative processes. Develop and maintain clear standard operating procedures to support scalability, control hazards and promote consistency. Project & Stakeholder Management Lead and support ad hoc projects, balancing multiple priorities and deadlines with minimal supervision. Prepare high-quality presentations and communications for internal and external stakeholders. Continuous Development Stay current with industry best practices and participate in relevant training and development opportunities. Demonstrate flexibility and adaptability in a fast-paced, evolving environment.   Skills and attributes for success Bachelor’s degree combined with 5–7 years of relevant experience in a fast-paced, growth-oriented environment, ideally in operations, administration, or a similar field. Minimum of 3–5 years of experience at a managerial level, with demonstrated leadership and oversight responsibilities. Strong professional verbal/written communication and interpersonal skills, with the ability to interact effectively with a diverse range of internal and external stakeholders. Strong confidentiality, tact, and discretion in preparing, disclosing, and handling sensitive information. Highly adaptable to change with excellent organizational skills, strong attention to detail, and analytical abilities for a structured and efficient approach to tasks. Proven track record in learning and effectively using various independent systems. Initiative in driving process improvements and innovation, with a strong adherence to organizational policies and procedures. Solid understanding of processes, policies, and procedures required for supporting an organization. Demonstrated critical thinking, care, and diligence in problem-solving, decision-making, execution, and stakeholder interactions. Proficiency in MS Office products, including advanced Excel skills (lookups and pivot tables) and advanced Word skills (mail merge). Strong verbal and written communication skills. This position is fully on-site and requires the individual to work from the Toronto office.   What we offer you The EY benefits package is designed to support your physical, emotional, financial, and social wellbeing. Our extensive benefits include comprehensive medical, dental, and prescription drug coverage, as well as mental health benefits, a robust Employee Assistance Program and group savings plans to promote your overall wellbeing. We offer generous time off, including personal days, vacation days, and additional firm-wide holidays, along with the option to purchase extra vacation days. Employees can take advantage of EY's exclusive learning programs tailored just for them. We also provide internal opportunities for career development and advancement, enabling you to grow within the firm. Get involved in meaningful volunteering through EY Ripples and make a positive impact in the community. Learn about our commitment to DE&I at https://www.ey.com/en_ca/about-us/corporate-responsibility/equity Are you ready to shape your future with confidence? Apply today. To help create the best experience during the recruitment process, please describe any accommodations you may need.   Diversity and Inclusion at EY     Diversity and inclusiveness are at the heart of who we are and how we work. We’re committed to fostering an environment where differences are valued, policies and practices are equitable, and our people feel a sense of belonging. We embrace diversity and are committed to combating systemic racism, advancing gender equity and women in leadership, advocating for the 2SLGBTQIA+ community, promoting our neuroinclusion and accessibility initiatives, and are dedicated to amplifying the voices of Indigenous peoples (First Nations, Inuit, and Métis) nationally as we strive towards reconciliation. Our diverse experiences, abilities, backgrounds, and perspectives make our people unique and help guide us. Because when people feel free to be their authentic selves at work, they bring their best and are empowered to build a better working world.  EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

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Responsibilities
The Manager will oversee complex administrative functions, enhance operational processes, and deliver high-impact reporting and insights. This role involves leading a high-performing team and collaborating closely with senior leaders to improve service quality and efficiency.
Manager, Financial Operations and Administration at EY
Toronto, Ontario, Canada - Full Time
Skills Needed
Leadership, Operational Excellence, Governance, Compliance, Process Innovation, Project Management, Stakeholder Management, Communication, Confidentiality, Analytical Skills, Problem Solving, Attention To Detail, Adaptability, Data Analytics, Ms Office Proficiency, Continuous Improvement
Specialization
Candidates should have a bachelor's degree and 5-7 years of relevant experience, including 3-5 years in a managerial role. Strong communication skills, confidentiality, and the ability to drive process improvements are essential.
Experience Required
Minimum 5 year(s)
Coordinator, Financial Empowerment (2025-528-CP) at WoodGreen Community Services
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Empowerment, Workshop Facilitation, Client Centered Approach, Volunteer Coordination, Community Outreach, Data Entry, Organizational Skills, Communication Skills, Interpersonal Skills, Conflict Resolution, Financial Literacy, Time Management, Technology Setup, Research Skills, Evaluation Skills, Mentoring
Specialization
Candidates should have a Bachelor’s Degree in a relevant field and at least 2 years of experience in program delivery and workshop facilitation. Experience with marginalized populations and volunteer coordination is considered an asset.
Experience Required
Minimum 2 year(s)
Senior Financial Advisor (Penticton Main Branch) at First West Careers
Penticton, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Financial Advice, Relationship Building, Portfolio Management, Complex Transactions, Sales Targets, Mentoring, Problem Solving, Risk Management, Investment Products, Lending Services, Communication, Microsoft Office, Banking Software, Mutual Funds License, Self Starter
Specialization
Candidates must have a college or tech school diploma in a related discipline or equivalent experience, along with a Mutual Funds License. A minimum of 2-3 years in a Financial Advisor role is required, along with a proven track record in achieving sales targets.
Experience Required
Minimum 2 year(s)
Managing Director, Financial Insights & Analysis at CPP Investments
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Investment Analytics, Governance Frameworks, Stakeholder Management, Leadership, Communication, Cost Governance, Resource Allocation, Data Analysis, Narrative Development, Team Development, Continuous Improvement, Problem Solving, Integrity, Collaboration, Presentation Skills
Specialization
Candidates should have an undergraduate degree in a relevant field, with an advanced degree preferred, and extensive experience in investment analytics or finance. Proven leadership skills and the ability to communicate complex analyses clearly are essential.
Experience Required
Minimum 10 year(s)
Senior Manager, Personal Banking Financial Control at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Accounting Advisory, Financial Reporting, Risk Management, Sox Controls, Data Strategy, Process Transformation, Ifrs Knowledge, Communication, Analytical Skills, Excel, Presentation Skills
Specialization
Candidates must possess a CPA or equivalent designation along with at least 6 years of relevant working experience, ideally within financial institutions, and strong knowledge of IFRS.
Experience Required
Minimum 5 year(s)
Financial Planner, Investment and Retirement Planning at RBC Global Asset Management
Montreal, Quebec, Canada - Full Time
Skills Needed
Adaptability, Business Development, Client Centricity, Curiosity
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking and client acquisition skills are essential.
Experience Required
Minimum 2 year(s)
Financial Planner, Investment & Retirement Planning at RBC Global Asset Management
London, Ontario, Canada - Full Time
Skills Needed
Financial Planning Designation, Mutual Funds License, Client Acquisition, Networking, Partner Relationships, Digital Savviness
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking and client acquisition skills are essential.
Experience Required
Minimum 2 year(s)
Product Owner, Financial Planning Digital Experience at Sun Life
Toronto, Ontario, Canada - Full Time
Skills Needed
Agile Development, Communication Skills, Change Management, Problem Solving, Collaboration, Influencing Others, User Story Development, Market Knowledge, Feature Prioritization, Governance Reviews, Performance Optimization, Innovation, Business Value Assessment, Risk Management, Team Leadership, Customer Outreach
Specialization
Candidates should have experience with agile development methodologies and strong communication skills to influence product direction. A university degree in Marketing, Business, or Information Technologies is required, along with the ability to collaborate effectively with technical leads.
Experience Required
Minimum 5 year(s)
Financial Planner, Investment and Retirement Planning at RBC Global Asset Management
Richmond, British Columbia, Canada - Full Time
Skills Needed
Adaptability, Business Development, Client Centricity, Curiosity
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking and client acquisition skills are essential, along with digital savviness.
Experience Required
Minimum 2 year(s)
Financial Coordinator, Labour and Advanced Education at Government of the Northwest Territories
Yellowknife, NT, Canada - Full Time
Skills Needed
Completion, Commerce
Specialization
Business commerce or a related degree
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Financial Planner Investment and Retirement Planning at RBC Global Asset Management
Greater Sudbury, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Networking, Client Acquisition, Partner Relationships, Digital Savviness, Adaptability, Business Development, Client Centricity, Curiosity
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking and client acquisition skills are essential.
Experience Required
Minimum 2 year(s)
Manager, Personal Banking Platform Financial Control at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Accounting, Communication, Detail Oriented, Financial Reporting, Analysis, Organizational Skills, Time Management, Work Under Pressure, Critical Thinking
Specialization
Candidates must have an accounting designation (CPA, CGA, CMA) with at least 3 years of post-qualification experience in an accounting or finance role. Strong organizational skills, attention to detail, and excellent communication skills are essential for success in this position.
Experience Required
Minimum 2 year(s)
Financial Advisor - Alpha Lambda (British Columbia) at Gamma Phi Beta
, British Columbia, Canada - Full Time
Skills Needed
Financial Wellness Promotion, Financial Management Practices, Coaching, Leadership Development, Budget Creation, Financial Reporting Review, Accountability Enforcement, Conflict Resolution, Advisory Board Membership, Financial Operations Management, Training And Development, Policy Adherence, Goal Setting, Communication Facilitation
Specialization
This volunteer role requires a commitment of five to fifteen hours per week, including up to two days of travel annually, and demands proficiency in using Beta Base and OmegaFi platforms. Candidates must also complete required training, attend various meetings, and maintain good standing with the organization.
Experience Required
Minimum 2 year(s)
Financial Planner, Investment & Retirement Planning at RBC Global Asset Management
Municipality of Northern Bruce Peninsula, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Networking, Client Acquisition, Partner Relationships, Digital Savviness, Investment Solutions, Portfolio Solutions, Mutual Funds, Creativity, Motivation, Sales, Marketing, Referrals, Business Development, Client Needs, Financial Goals
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking and client acquisition skills are essential.
Experience Required
Minimum 2 year(s)
Financial Planner Investment and Retirement Planning at Dr Bill RBC Ventures
Dawson Creek, British Columbia, Canada - Full Time
Skills Needed
Adaptability, Business Development, Client Centricity, Curious Mindset, Networking, Financial Planning, Investment Solutions, Portfolio Management
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking and client acquisition skills are essential.
Experience Required
Minimum 2 year(s)
Financial Planner, Investment and Retirement Planning at Dr Bill RBC Ventures
Abbotsford, British Columbia, Canada - Full Time
Skills Needed
Financial Planning, Investment Solutions, Client Acquisition, Networking, Partner Relationships, Digital Savviness, Mutual Funds License, Creativity, Motivation, Drive For Sales
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking and client acquisition skills are essential.
Experience Required
Minimum 2 year(s)
Senior Financial Analyst - Sales/Commercial Finance at Apotex Corp United States
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Budgeting, Forecasting, Data Analytics, Sap, Communication, Interpersonal Skills, Decision Making, Organizational Agility, Mentoring, Collaboration, Problem Solving, Trade Spend Analysis, Contract Negotiation, Performance Reporting, Technical Expertise
Specialization
Candidates should have a university degree in Business or Accounting, with a CPA designation being highly desirable. A minimum of 5 years of experience in the pharmaceutical or related industry is required.
Experience Required
Minimum 5 year(s)
Product Owner, Financial Planning Digital Experience at Sun Life
Toronto, Ontario, Canada - Full Time
Skills Needed
Agile Development, Communication Skills, Change Management, Problem Solving, Collaboration, Influencing Others, User Story Creation, Market Knowledge, Feature Prioritization, Governance Reviews, Performance Optimization, Innovation, Business Value Assessment, Risk Management, Team Leadership, Customer Outreach
Specialization
Candidates should have experience with agile methodologies and strong communication skills to influence product direction. A university degree in Marketing, Business, or Information Technologies is required, along with the ability to problem solve and handle change management.
Experience Required
Minimum 5 year(s)
Financial Planner, Investment & Retirement Planning at RBC Global Asset Management
Thunder Bay, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Networking, Client Acquisition, Partner Relationships, Digital Savviness, Bilingual
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking skills and the ability to cultivate strong partner relationships are essential.
Experience Required
Minimum 2 year(s)
Relationship Manager, Commercial Financial Services at RBC Global Asset Management
Brossard, Quebec, Canada - Full Time
Skills Needed
Adaptability, Business Development, Client Centricity, Communication, Critical Thinking, Curiosity, Financial Acumen, Practice Management
Specialization
Candidates must have a minimum of 3-5 years of commercial banking experience and a proven track record in business development and client relationship management. Bilingualism in English and French is required, along with credit skills and specialized industry expertise.
Experience Required
Minimum 5 year(s)