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Financial Planner, Investment & Retirement Planning at Royal Bank of Canada
Brantford, Ontario, Canada - Full Time
Skills Needed
Financial Planning Designation, Mutual Funds License, Client Acquisition, Networking, Partner Relationships, Digital Savviness, Adaptability, Business Development, Client Centricity, Curious Mindset, Investment Sales, Portfolio Solutions
Specialization
Candidates must possess a Financial Planning Designation (QAFP, PFP®, or CFP®) and a Mutual Funds License (IFIC or CSC), along with a minimum of two years of experience in financial planning. Success requires proven networking and client acquisition skills, the ability to cultivate strong partner relationships, and digital savviness.
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 Royal Bank of Canada
Richmond, British Columbia, Canada - Full Time
Skills Needed
Financial Planning Designation, Pfp, Qafp, Cfp, Mutual Funds License, Ific, Csc, Financial Planning, Networking, Client Acquisition, Partner Relationships, Digital Savviness, Cantonese, Mandarin
Specialization
Candidates must possess a Financial Planning Designation (PFP®, QAFP™, or CFP®) and a Mutual Funds License (IFIC or CSC), along with a minimum of two years of experience in financial planning. Essential soft skills include proven networking and client acquisition abilities, capacity to cultivate strong partner relationships, digital savviness, and required proficiency in Cantonese and Mandarin languages.
Experience Required
Minimum 2 year(s)
Financial Planner, Investment and Retirement Planning at Royal Bank of Canada
Area E (Cowichan Station / Sahtlam / Glenora), British Columbia, Canada - Full Time
Skills Needed
Financial Planning, Investment Solutions, Portfolio Solutions, Mutual Funds, Client Acquisition, Prospecting, Networking, Partner Relationships, Digital Savviness, Mobile Applications, Sales
Specialization
Candidates must possess a Financial Planning Designation (PFP®, QAFP™ or CFP®) and a Mutual Funds License (IFIC or CSC). A minimum of two years of experience in financial planning is required, along with proven skills in networking, client acquisition, and cultivating strong partner relationships.
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)
Global Financial Crimes and AML, Manager, Internal Audit at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Adaptability, Auditing, Commercial Acumen, Communication, Detail Oriented, Internal Controls, Interpersonal Relationship Management, Long Term Planning, Results Oriented
Specialization
Candidates must have 3+ years of experience in risk management and AML compliance, preferably in a large financial institution. A university degree in business, accounting, or legal is required, along with strong communication skills and knowledge of AML regulations.
Experience Required
Minimum 2 year(s)
Financial Services Consultant - Client Relationship Team at Sun Life
Montreal, Quebec, Canada - Full Time
Skills Needed
Relationship Building, Client Experience, Investment Sales, Interpersonal Skills, Communication Skills, Listening Skills, Probing Questions, Agility, Self Motivation, Portfolio Review, Retirement Planning, Risk Assessment, Asset Consolidation, Bilingualism, Financial Planning Tools
Specialization
Candidates must possess a passion for building relationships and experience in selling and supporting investment/savings products, along with strong interpersonal and communication skills. Preference is given to candidates holding a valid Life Insurance License (LLQP/PQAP) or those willing to obtain it within 60 days.
Experience Required
Minimum 2 year(s)
Financial Services Consultant - Client Relationship Team at Sun Life
Montreal, Quebec, Canada - Full Time
Skills Needed
Relationship Building, Client Experience, Investment Support, Savings Products, Interpersonal Skills, Communication, Bilingualism, Rapport Building, Listening Skills, Risk Assessment, Agility, Self Motivation, Financial Planning Tools, Asset Consolidation, Sales Target Achievement, Client Education
Specialization
Candidates must possess a passion for building relationships and experience selling investment or savings products, along with strong communication skills. Preference is given to candidates holding an active Life Insurance License (LLQP/PQAP) or those willing to obtain it within 60 days.
Experience Required
Minimum 2 year(s)
Senior Advisor(s), Change Management (Financial Services) at CGI Group Inc - United States
Toronto, ON, Canada - Full Time
Skills Needed
Change Management, Financial Services, Leadership
Specialization
The fields of organizational change organizational behaviour leadership and/or communications
Qualification
Graduate
Financial Advisor - Delta Delta (California State-Fullerton) at Gamma Phi Beta
, , Canada - Full Time
Skills Needed
Financial Management, Mentoring, Coaching, Budgeting, Communication, Conflict Resolution, Leadership, Training, Accountability, Financial Reporting, Team Collaboration, Problem Solving, Time Management, Relationship Building, Goal Setting, Policy Adherence
Specialization
Candidates should have self-awareness of their strengths and a desire to mentor collegiate women. Knowledge of financial best practices and Gamma Phi Beta policies is preferred.
Manager – AML Financial Intelligence Unit, Wealth Management at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Anti Money Laundering, Communication, Data Gathering Analysis, Detail Oriented, Financial Regulation, Fraud Risk Management, Group Problem Solving, Internal Controls, Operational Integrity, Process Management, Investigation, Risk Assessment, Regulatory Compliance, Transaction Monitoring, Name Screening
Specialization
Candidates must possess a good understanding of the Canadian AML/CTF legal and regulatory environment, along with experience conducting money laundering or terrorist financing investigations and a strong understanding of the securities industry. Essential skills include excellent written and verbal communication, strong analytical capabilities, and the ability to articulate financial crime risks.
Experience Required
Minimum 5 year(s)
Strategic Enterprise Account Executive - Financial Services at Databricks Canada ULC
Toronto, Ontario, Canada - Full Time
Skills Needed
Sales, Enterprise Account Management, Financial Services, Customer Vision Expansion, Deal Progression, Product Understanding, Value Communication, Driving Consumption, Salesforce, Solution Selling, Cloud Technologies, Big Data, Saas Sales, Spark, Forecasting
Specialization
Candidates must have over 7 years of experience exceeding sales quotas, preferably with field sales experience in big data, Cloud, or SaaS, and specific Financial Services (FINS) experience is preferred. A key requirement is the ability to articulate intricate cloud technologies and a strong understanding of Spark and big data is preferable.
Experience Required
Minimum 5 year(s)
Investment Advisor (CSC, CPH) at iA Financial Group
Montreal, Quebec, Canada - Full Time
Skills Needed
Investment Advisory, Wealth Management, Financial Planning, Communication Skills, Sales Strategies, Client Relationship Management, Insurance Solutions, Market Trends, Regulatory Compliance, Organizational Skills, Initiative, Problem Solving, Documentation, Team Collaboration, Financial Products Knowledge, Investment Strategies
Specialization
Candidates should have 2 to 3 years of experience in investment advisory or a similar role, along with strong communication and organizational skills. A solid understanding of financial products and compliance regulations is also required.
Experience Required
Minimum 2 year(s)
Incident and Problem Coordinator (IT Analyst) at iA Financial Group
Montreal, Quebec, Canada - Full Time
Skills Needed
Incident Management, Problem Management, Root Cause Analysis, Itil, Servicenow, Crisis Management, Operational Leadership, Cross Functional Influence, Communication, Analytical Rigor, Itsm Practices, Stakeholder Management, Service Resilience, Process Optimization
Specialization
Requires at least 5 years of experience in major IT incident coordination and 10 years of total IT experience. Candidates must be fluent in French and have an advanced level of English, with availability for 24/7 on-call rotations.
Experience Required
Minimum 5 year(s)
Product Manager - Hub Salesforce at iA Financial Group
Montreal, Quebec, Canada - Full Time
Skills Needed
Salesforce Ecosystem Governance, Financial Services Cloud, Experience Cloud, Data Cloud, Marketing Cloud, Product Vision Definition, Agile Frameworks, Scrum, Safe, Kanban, Leadership, Communication, Customer Focus, Change Agent, Innovation, English Proficiency
Specialization
Candidates must possess in-depth knowledge of Salesforce solutions (FSC, Experience Cloud, Data Cloud, Marketing Cloud) and hold relevant Salesforce certifications, along with over 10 years of experience as a product owner or manager. Essential soft skills include excellent communication, leadership, strong customer focus, and the ability to work under pressure, with advanced English proficiency being mandatory.
Experience Required
Minimum 10 year(s)
Business Improvement Advisor at iA Financial Group
Quebec, Quebec, Canada - Full Time
Skills Needed
Business Improvement, Efficiency Optimization, Effectiveness Strategies, Stakeholder Management, Proactive Culture Development, Agility, Accountability Promotion, Strategic Objective Achievement, Benchmarking, Research, Visual Management, Kpi Definition, Communication, Mobilization, Influencing Skills, Analytical Thinking
Specialization
Candidates must possess a bachelor’s degree in a relevant field and a minimum of 10 years of relevant work experience, demonstrating strong communication, mobilization, and influencing skills. Desired attributes include curiosity, analytical thinking, proactivity, a learning mindset, and comfort in a sales and distribution environment, with advanced English proficiency being necessary.
Experience Required
Minimum 10 year(s)
Training Designer at iA Financial Group
Quebec, Quebec, Canada - Full Time
Skills Needed
Instructional Design, E Learning, Synchronous Training, Asynchronous Training, In Person Training Design, Training Objectives Definition, Course Outlining, Learning Strategies, Training Material Development, Evaluation Criteria, Instructional Storyboarding, Technological Tools Integration, Project Management, Analytical Skills, Writing Skills, Synthesis Skills
Specialization
Candidates must possess relevant experience in instructional design for both online and in-person training, along with a university degree such as a DESS or Master’s in Educational Technology or Digital Pedagogy. Strong analytical, writing, synthesis skills, and advanced proficiency in English are essential for success in this role.
Experience Required
Minimum 2 year(s)
Legal Technician, Corporate Secretariat and Governance at iA Financial Group
Montreal, Quebec, Canada - Full Time
Skills Needed
Corporate Law, Governance, Legal Documentation, Regulatory Filings, Corporate Records Management, Board Meeting Support, Organizational Skills, Microsoft Office, Diligent, Tsx, Sedar, Sedi, Bilingualism, Attention To Detail, Time Management, Collaboration
Specialization
Candidates must hold a Diploma of College Studies (DEC) in Legal Techniques and possess 1 to 5 years of relevant experience. Proficiency in both English and French is required, along with strong organizational skills and familiarity with corporate governance systems.
Experience Required
Minimum 2 year(s)
Directeur(trice) régional(e) des Ventes, Réseau Carrière at iA Financial Group
Montreal, Quebec, Canada - Full Time
Skills Needed
Sales Development, Product Promotion, Market Strategy, Sales Tools Preparation, Advisor Coaching, Sales Concepts Establishment, Microsoft Office, Powerpoint, Financial Planning, Life Insurance
Specialization
Candidates should possess a University Bachelor's degree in Business Administration, Finance, or equivalent, along with 4 to 5 years of relevant experience, including experience in sales. A Financial Planner title or a license in personal insurance are considered assets.
Experience Required
Minimum 2 year(s)
Agent(e) en assurance de dommage at iA Financial Group
Quebec, Quebec, Canada - Full Time
Skills Needed
Customer Service, Consulting Skills, Relationship Building, Rigor, Adaptability, Learning Ability, Teamwork, Underwriting Policies Adherence, Client Retention, Needs Assessment
Specialization
Candidates must be recognized for their ability to build trust, demonstrate strong customer service skills, and possess rigor, adaptability, and learning ability. A high school diploma plus three years of full-time work experience, or an Associate's Degree, Bachelor's Degree, or recognized diploma from MIFI or WES is required.
Financial Planner, Investment & Retirement Planning at Royal Bank of Canada
Brantford, Ontario, Canada -
Full Time


Start Date

Immediate

Expiry Date

31 May, 26

Salary

0.0

Posted On

02 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Planning Designation, Mutual Funds License, Client Acquisition, Networking, Partner Relationships, Digital Savviness, Adaptability, Business Development, Client Centricity, Curious Mindset, Investment Sales, Portfolio Solutions

Industry

Financial Services

Description
Job Description What is the opportunity? As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients in the Brantford, ON Market. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals. (Specific location is to be determined and successful incumbent must be mobile within the Brantford Market) What will you do? Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions Acquire and consolidate existing and new-to-RBC clients and assets Connect clients with the right RBC team members to help continuously meet their needs Develop external business referral sources through networking, marketing, and your centres of influence What do you need to succeed? Must-have Financial Planning Designation (QAFP, PFP® or CFP®) Mutual Funds License (IFIC or CSC) Minimum 2 years’ experience in financial planning Proven networking and client acquisition skills Ability to cultivate strong partner relationships Digital Savviness, ability to effectively utilize mobile applications What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options World-class training programs and career development opportunities The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded A flexible work schedule based on client preferences and your own work/life balance Innovative mobile technology to ensure your success RBC is presently inviting candidates to apply for future vacancies. Applying to this posting allows you to express your interest in future career opportunities at RBC. Qualified applicants may be contacted to review their resume in more detail. Job Skills Adaptability, Business Development, Client Centricity, Curious Mindset Additional Job Details Address: 22 COLBORNE ST:BRANTFORD City: Brantford Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Commission Posted Date: 2025-06-18 Application Deadline: 2026-03-25 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Responsibilities
The role involves creating custom investment and retirement solutions for clients in the Brantford Market, utilizing a wide array of investment and portfolio options. Responsibilities also include acquiring new clients, consolidating assets, and developing external referral sources through networking and marketing.
Financial Planner, Investment & Retirement Planning at Royal Bank of Canada
Brantford, Ontario, Canada - Full Time
Skills Needed
Financial Planning Designation, Mutual Funds License, Client Acquisition, Networking, Partner Relationships, Digital Savviness, Adaptability, Business Development, Client Centricity, Curious Mindset, Investment Sales, Portfolio Solutions
Specialization
Candidates must possess a Financial Planning Designation (QAFP, PFP®, or CFP®) and a Mutual Funds License (IFIC or CSC), along with a minimum of two years of experience in financial planning. Success requires proven networking and client acquisition skills, the ability to cultivate strong partner relationships, and digital savviness.
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 Royal Bank of Canada
Richmond, British Columbia, Canada - Full Time
Skills Needed
Financial Planning Designation, Pfp, Qafp, Cfp, Mutual Funds License, Ific, Csc, Financial Planning, Networking, Client Acquisition, Partner Relationships, Digital Savviness, Cantonese, Mandarin
Specialization
Candidates must possess a Financial Planning Designation (PFP®, QAFP™, or CFP®) and a Mutual Funds License (IFIC or CSC), along with a minimum of two years of experience in financial planning. Essential soft skills include proven networking and client acquisition abilities, capacity to cultivate strong partner relationships, digital savviness, and required proficiency in Cantonese and Mandarin languages.
Experience Required
Minimum 2 year(s)
Financial Planner, Investment and Retirement Planning at Royal Bank of Canada
Area E (Cowichan Station / Sahtlam / Glenora), British Columbia, Canada - Full Time
Skills Needed
Financial Planning, Investment Solutions, Portfolio Solutions, Mutual Funds, Client Acquisition, Prospecting, Networking, Partner Relationships, Digital Savviness, Mobile Applications, Sales
Specialization
Candidates must possess a Financial Planning Designation (PFP®, QAFP™ or CFP®) and a Mutual Funds License (IFIC or CSC). A minimum of two years of experience in financial planning is required, along with proven skills in networking, client acquisition, and cultivating strong partner relationships.
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)
Global Financial Crimes and AML, Manager, Internal Audit at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Adaptability, Auditing, Commercial Acumen, Communication, Detail Oriented, Internal Controls, Interpersonal Relationship Management, Long Term Planning, Results Oriented
Specialization
Candidates must have 3+ years of experience in risk management and AML compliance, preferably in a large financial institution. A university degree in business, accounting, or legal is required, along with strong communication skills and knowledge of AML regulations.
Experience Required
Minimum 2 year(s)
Financial Services Consultant - Client Relationship Team at Sun Life
Montreal, Quebec, Canada - Full Time
Skills Needed
Relationship Building, Client Experience, Investment Sales, Interpersonal Skills, Communication Skills, Listening Skills, Probing Questions, Agility, Self Motivation, Portfolio Review, Retirement Planning, Risk Assessment, Asset Consolidation, Bilingualism, Financial Planning Tools
Specialization
Candidates must possess a passion for building relationships and experience in selling and supporting investment/savings products, along with strong interpersonal and communication skills. Preference is given to candidates holding a valid Life Insurance License (LLQP/PQAP) or those willing to obtain it within 60 days.
Experience Required
Minimum 2 year(s)
Financial Services Consultant - Client Relationship Team at Sun Life
Montreal, Quebec, Canada - Full Time
Skills Needed
Relationship Building, Client Experience, Investment Support, Savings Products, Interpersonal Skills, Communication, Bilingualism, Rapport Building, Listening Skills, Risk Assessment, Agility, Self Motivation, Financial Planning Tools, Asset Consolidation, Sales Target Achievement, Client Education
Specialization
Candidates must possess a passion for building relationships and experience selling investment or savings products, along with strong communication skills. Preference is given to candidates holding an active Life Insurance License (LLQP/PQAP) or those willing to obtain it within 60 days.
Experience Required
Minimum 2 year(s)
Senior Advisor(s), Change Management (Financial Services) at CGI Group Inc - United States
Toronto, ON, Canada - Full Time
Skills Needed
Change Management, Financial Services, Leadership
Specialization
The fields of organizational change organizational behaviour leadership and/or communications
Qualification
Graduate
Financial Advisor - Delta Delta (California State-Fullerton) at Gamma Phi Beta
, , Canada - Full Time
Skills Needed
Financial Management, Mentoring, Coaching, Budgeting, Communication, Conflict Resolution, Leadership, Training, Accountability, Financial Reporting, Team Collaboration, Problem Solving, Time Management, Relationship Building, Goal Setting, Policy Adherence
Specialization
Candidates should have self-awareness of their strengths and a desire to mentor collegiate women. Knowledge of financial best practices and Gamma Phi Beta policies is preferred.
Manager – AML Financial Intelligence Unit, Wealth Management at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Anti Money Laundering, Communication, Data Gathering Analysis, Detail Oriented, Financial Regulation, Fraud Risk Management, Group Problem Solving, Internal Controls, Operational Integrity, Process Management, Investigation, Risk Assessment, Regulatory Compliance, Transaction Monitoring, Name Screening
Specialization
Candidates must possess a good understanding of the Canadian AML/CTF legal and regulatory environment, along with experience conducting money laundering or terrorist financing investigations and a strong understanding of the securities industry. Essential skills include excellent written and verbal communication, strong analytical capabilities, and the ability to articulate financial crime risks.
Experience Required
Minimum 5 year(s)
Strategic Enterprise Account Executive - Financial Services at Databricks Canada ULC
Toronto, Ontario, Canada - Full Time
Skills Needed
Sales, Enterprise Account Management, Financial Services, Customer Vision Expansion, Deal Progression, Product Understanding, Value Communication, Driving Consumption, Salesforce, Solution Selling, Cloud Technologies, Big Data, Saas Sales, Spark, Forecasting
Specialization
Candidates must have over 7 years of experience exceeding sales quotas, preferably with field sales experience in big data, Cloud, or SaaS, and specific Financial Services (FINS) experience is preferred. A key requirement is the ability to articulate intricate cloud technologies and a strong understanding of Spark and big data is preferable.
Experience Required
Minimum 5 year(s)
Investment Advisor (CSC, CPH) at iA Financial Group
Montreal, Quebec, Canada - Full Time
Skills Needed
Investment Advisory, Wealth Management, Financial Planning, Communication Skills, Sales Strategies, Client Relationship Management, Insurance Solutions, Market Trends, Regulatory Compliance, Organizational Skills, Initiative, Problem Solving, Documentation, Team Collaboration, Financial Products Knowledge, Investment Strategies
Specialization
Candidates should have 2 to 3 years of experience in investment advisory or a similar role, along with strong communication and organizational skills. A solid understanding of financial products and compliance regulations is also required.
Experience Required
Minimum 2 year(s)
Incident and Problem Coordinator (IT Analyst) at iA Financial Group
Montreal, Quebec, Canada - Full Time
Skills Needed
Incident Management, Problem Management, Root Cause Analysis, Itil, Servicenow, Crisis Management, Operational Leadership, Cross Functional Influence, Communication, Analytical Rigor, Itsm Practices, Stakeholder Management, Service Resilience, Process Optimization
Specialization
Requires at least 5 years of experience in major IT incident coordination and 10 years of total IT experience. Candidates must be fluent in French and have an advanced level of English, with availability for 24/7 on-call rotations.
Experience Required
Minimum 5 year(s)
Product Manager - Hub Salesforce at iA Financial Group
Montreal, Quebec, Canada - Full Time
Skills Needed
Salesforce Ecosystem Governance, Financial Services Cloud, Experience Cloud, Data Cloud, Marketing Cloud, Product Vision Definition, Agile Frameworks, Scrum, Safe, Kanban, Leadership, Communication, Customer Focus, Change Agent, Innovation, English Proficiency
Specialization
Candidates must possess in-depth knowledge of Salesforce solutions (FSC, Experience Cloud, Data Cloud, Marketing Cloud) and hold relevant Salesforce certifications, along with over 10 years of experience as a product owner or manager. Essential soft skills include excellent communication, leadership, strong customer focus, and the ability to work under pressure, with advanced English proficiency being mandatory.
Experience Required
Minimum 10 year(s)
Business Improvement Advisor at iA Financial Group
Quebec, Quebec, Canada - Full Time
Skills Needed
Business Improvement, Efficiency Optimization, Effectiveness Strategies, Stakeholder Management, Proactive Culture Development, Agility, Accountability Promotion, Strategic Objective Achievement, Benchmarking, Research, Visual Management, Kpi Definition, Communication, Mobilization, Influencing Skills, Analytical Thinking
Specialization
Candidates must possess a bachelor’s degree in a relevant field and a minimum of 10 years of relevant work experience, demonstrating strong communication, mobilization, and influencing skills. Desired attributes include curiosity, analytical thinking, proactivity, a learning mindset, and comfort in a sales and distribution environment, with advanced English proficiency being necessary.
Experience Required
Minimum 10 year(s)
Training Designer at iA Financial Group
Quebec, Quebec, Canada - Full Time
Skills Needed
Instructional Design, E Learning, Synchronous Training, Asynchronous Training, In Person Training Design, Training Objectives Definition, Course Outlining, Learning Strategies, Training Material Development, Evaluation Criteria, Instructional Storyboarding, Technological Tools Integration, Project Management, Analytical Skills, Writing Skills, Synthesis Skills
Specialization
Candidates must possess relevant experience in instructional design for both online and in-person training, along with a university degree such as a DESS or Master’s in Educational Technology or Digital Pedagogy. Strong analytical, writing, synthesis skills, and advanced proficiency in English are essential for success in this role.
Experience Required
Minimum 2 year(s)
Legal Technician, Corporate Secretariat and Governance at iA Financial Group
Montreal, Quebec, Canada - Full Time
Skills Needed
Corporate Law, Governance, Legal Documentation, Regulatory Filings, Corporate Records Management, Board Meeting Support, Organizational Skills, Microsoft Office, Diligent, Tsx, Sedar, Sedi, Bilingualism, Attention To Detail, Time Management, Collaboration
Specialization
Candidates must hold a Diploma of College Studies (DEC) in Legal Techniques and possess 1 to 5 years of relevant experience. Proficiency in both English and French is required, along with strong organizational skills and familiarity with corporate governance systems.
Experience Required
Minimum 2 year(s)
Directeur(trice) régional(e) des Ventes, Réseau Carrière at iA Financial Group
Montreal, Quebec, Canada - Full Time
Skills Needed
Sales Development, Product Promotion, Market Strategy, Sales Tools Preparation, Advisor Coaching, Sales Concepts Establishment, Microsoft Office, Powerpoint, Financial Planning, Life Insurance
Specialization
Candidates should possess a University Bachelor's degree in Business Administration, Finance, or equivalent, along with 4 to 5 years of relevant experience, including experience in sales. A Financial Planner title or a license in personal insurance are considered assets.
Experience Required
Minimum 2 year(s)
Agent(e) en assurance de dommage at iA Financial Group
Quebec, Quebec, Canada - Full Time
Skills Needed
Customer Service, Consulting Skills, Relationship Building, Rigor, Adaptability, Learning Ability, Teamwork, Underwriting Policies Adherence, Client Retention, Needs Assessment
Specialization
Candidates must be recognized for their ability to build trust, demonstrate strong customer service skills, and possess rigor, adaptability, and learning ability. A high school diploma plus three years of full-time work experience, or an Associate's Degree, Bachelor's Degree, or recognized diploma from MIFI or WES is required.
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