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Financial Securities Trading Jobs in Canada

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North America Sales Representative for Financial Products at Trading Central
Toronto, Ontario, Canada - Full Time
Skills Needed
Sales, Financial Products, Customer Service, Communication, Presentation Skills, Problem Solving, Relationship Management, Detail Orientation, Time Management, Organizational Skills, Technical Understanding, Team Leadership, Marketing, Etfs Knowledge, Client Support, Market Analysis
Specialization
Candidates must have at least 5 years of experience with ETFs in Canada and a relevant post-secondary education. Strong communication skills and a customer service orientation are also essential.
Experience Required
Minimum 5 year(s)
Officer, Trading Operations at ASX
Sydney, Nova Scotia, Canada - Full Time
Skills Needed
Verbal Communication, Written Communication, Presentation Skills, Interpersonal Skills, Attention To Detail, Agility, Adaptability, Resilience, Intellectual Curiosity, Analytical Thinking, Decisive Communication, Team Player, Market Awareness, Regulatory Compliance, Customer Service, Stakeholder Engagement
Specialization
Candidates must possess excellent communication skills and an understanding of the Australian Equity or Derivatives market. Attention to detail, adaptability, and a commitment to ongoing learning are also essential.
Financial Analyst at Ford Global Career Site
Oakville, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Teamwork, Financial Reporting, Data Analysis, Decision Making, Business Acumen, Project Management
Specialization
The job requires the ability to make financial decisions as part of the Finance team. Candidates should be prepared for a dynamic and challenging environment.
Financial Advisor at Dr Bill RBC Ventures
Thunder Bay, Ontario, Canada - Full Time
Skills Needed
Client Centricity, Communication, Critical Thinking, Curious Mindset
Specialization
Candidates must have valid Mutual Funds accreditation and 2-3 years of proven sales experience in the financial services industry. Strong digital literacy and the ability to build long-term client relationships are also essential.
Experience Required
Minimum 2 year(s)
Financial Analyst at Canadian Helicopters
Les Cèdres, Quebec, Canada - Full Time
Skills Needed
Accounting, Financial Analysis, Bilingualism, Excel, Communication, Teamwork, Organizational Skills
Specialization
Candidates must have a bachelor's degree in accounting, finance, or a related discipline, along with preferably 2 years of experience in accounting and financial analysis. Bilingualism in English and French is required.
Experience Required
Minimum 2 year(s)
Financial Planner at RBC Global Asset Management
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Networking, Business Development, Communication, Long Term Planning
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 3 years of experience in financial planning. Strong financial acumen and proven networking skills are essential for success in this role.
Experience Required
Minimum 2 year(s)
Financial Planner at RBC Global Asset Management
Mississauga, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Networking, Business Development, Communication, Long Term Planning
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 3 years of experience in financial planning. Strong financial acumen and proven networking skills are essential for success in this role.
Experience Required
Minimum 2 year(s)
Financial Advisor at RBC Global Asset Management
Drayton Valley, Alberta, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy
Specialization
Candidates must have a valid Mutual Funds accreditation and 2-3 years of proven sales experience in the financial services industry. Strong digital literacy and the ability to build long-term client relationships are essential.
Experience Required
Minimum 2 year(s)
Financial Analyst at Toyota Motor Corporation
Toronto, Ontario, Canada - Full Time
Skills Needed
Accounting, Financial Reporting, Ifrs, Account Reconciliations, Financial Planning, Variance Analysis, Excel, Erp Systems, Cost Management, Attention To Detail, Organization, Communication, Process Improvement, Analytical Skills, Collaboration, Customer Focus
Specialization
Candidates should have a university degree in Accounting, Finance, or Business Administration, with a CPA designation preferred. A minimum of 2-4 years of financial experience and strong knowledge of IFRS and financial close processes are required.
Experience Required
Minimum 2 year(s)
Financial Analyst at Ford Global Career Site
Oakville, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Teamwork, Financial Reporting, Data Analysis, Decision Making, Business Acumen, Project Management, Communication
Specialization
The job requires the ability to make financial decisions as part of the Finance team. Candidates should be prepared for a dynamic and challenging environment.
Financial Planner at Bank of Montreal
Sudbury, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Strategies, Customer Engagement, Sales, Relationship Management, Analytical Skills, Problem Solving, Communication Skills, Collaboration, Business Development, Client Needs Assessment, Regulatory Compliance, Data Analysis, Strategic Thinking, Networking, Customer Service
Specialization
Candidates should have 3-5 years of relevant experience and a post-secondary degree in a related field. They must also meet the regulatory licensing requirements for a Financial Planner in their province or territory.
Experience Required
Minimum 2 year(s)
Financial Analyst at Aston Carter
Toronto, Ontario, Canada - Full Time
Skills Needed
Month End Close, Year End Close, Journal Entries, Auditor Schedules, General Ledger Reconciliations, Balance Sheet Reconciliations, Grant Allocation, Excel, Vlookup, Pivot Tables, If Functions, Sumifs, Erp Systems, Communication, Interpersonal Skills, Data Cleanup
Specialization
Candidates must possess an accounting degree and 2-3 years of experience, preferably from small to medium-sized companies, along with intermediate Excel skills covering VLOOKUP, pivot tables, IF functions, and SUMIFS. Essential qualifications also include experience with large ERP systems and strong written and spoken English communication skills.
Experience Required
Minimum 2 year(s)
Financial Planner at Bank of Montreal
Smiths Falls, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Planning, Sales, Client Relationship Management, Business Development, Needs Assessment, Referrals, Performance Target Achievement, Relationship Management, Data Analysis, Problem Solving, Communication, Influence, Regulatory Compliance
Specialization
Candidates typically need between 3-5 years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Applicants must also meet all regulatory and governing body licensing and registration requirements for a Financial Planner in the employment province or territory.
Experience Required
Minimum 2 year(s)
Financial Analyst at Canadian Helicopters
Les Cèdres, Quebec, Canada - Full Time
Skills Needed
Accounting, Financial Analysis, Bilingualism, Excel, Communication, Teamwork, Organizational Skills
Specialization
Candidates must have a bachelor's degree in accounting, finance, or a related discipline, along with preferably 2 years of experience in accounting and financial analysis. Bilingualism in English and French is required.
Experience Required
Minimum 2 year(s)
Financial Advisor at RBC Global Asset Management
Bradford West Gwillimbury, Ontario, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy
Specialization
Candidates must have a valid Mutual Funds accreditation and 2-3 years of proven sales experience in the financial services industry. Strong digital literacy and the ability to build long-term client relationships are essential.
Experience Required
Minimum 2 year(s)
Financial Planner at Raymond James
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Financial Planning, Client Service, Communication Skills, Presentation Skills, Time Management, Organizational Skills, Team Collaboration, Data Interpretation, Relationship Building, Problem Solving, Tax Knowledge, Legal Knowledge, Software Proficiency, Goal Driven Approach, Integrity, Initiative, Flexibility
Specialization
Candidates should have 3-5 years of relevant experience in financial planning and a strong understanding of Canadian financial concepts. Excellent communication and presentation skills are essential, along with proficiency in financial planning software.
Experience Required
Minimum 5 year(s)
Financial Advisor at Primerica - Toronto, ON
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Advice, Client Relationships, Investment Analysis, Insurance Recommendations, Financial Planning, Client Education, Networking, Referrals, Interpersonal Skills, Communication Skills, Self Motivation, Results Oriented, Willingness To Learn, Entrepreneurial Spirit
Specialization
Candidates should have a passion for personal finance and helping others, along with strong interpersonal and communication skills. A willingness to learn and obtain necessary licenses is also required.
Financial Planner at Bank of Montreal
Milton, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Planning, Sales, Client Relationship Management, Business Development, Needs Assessment, Referrals, Performance Target Achievement, Relationship Management, Data Analysis, Problem Solving, Communication, Collaboration, Influence, Regulatory Compliance
Specialization
Candidates typically need 3-5 years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Applicants must also meet all required regulatory and governing body licensing and registration requirements for a Financial Planner in the province of employment.
Experience Required
Minimum 2 year(s)
Financial Analyst at Bird Construction
Montréal, QC, Canada - Full Time
Skills Needed
N/A
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Financial Planner at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Networking, Business Development, Communication, Long Term Planning
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 3 years of experience in financial planning. Strong financial acumen and proven networking skills are essential for success in this role.
Experience Required
Minimum 2 year(s)
North America Sales Representative for Financial Products at Trading Central
Toronto, Ontario, Canada -
Full Time

Start Date

Immediate

Expiry Date

08 Mar, 26

Salary

0.0

Posted On

08 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Sales, Financial Products, Customer Service, Communication, Presentation Skills, Problem Solving, Relationship Management, Detail Orientation, Time Management, Organizational Skills, Technical Understanding, Team Leadership, Marketing, ETFs Knowledge, Client Support, Market Analysis

Industry

Financial Services

Description
North America Sales Representative for Financial Products FPTC Team Who are we? If you know someone who runs their own stock portfolio, then there's a good chance that they use our insightful investing analysis to help make their decisions! We have been successfully supporting investment decisions through innovation since 1999. Our award-winning fintech products, trusted by 300 of the world's leading brands and 100 million end users, combine Patented Software, Artificial Intelligence and Human Expertise. With offices in Paris, London, Hong Kong, Shanghai, Cyprus, Ottawa; Sydney and Bucharest, we are truly a global team with an entrepreneurial startup company culture. Here at Trading Central, you get the opportunity to become familiar with the entire team and to see your projects through from concept to completion. We’re proud to create a friendly, social and intellectually challenging environment focused on building collaborative teams and personal career growth. We build personalized career paths for each employee and give you the tools, education, and opportunities to succeed. Our work environment is fast paced and team oriented, encouraging creative problem solving, customer focus and a passion to advance your craft. We connect across our global offices every day to deliver on our mission to empower today’s investors with actionable, insightful analytics. This journey is filled with learning opportunities and challenges, which are balanced with an international friendly atmosphere. This position requires someone based in Toronto, Canada. Who are you? If you are, pro-active and you have a ‘can do’ attitude/ outstanding problem-solving skills (seeing challenges not problems), thinking outside the box, and you are interested in financial services environment and financial markets you will likely be a good fit in our team. Main requirements: + 5 years of experience on Exchange Traded Funds (ETFs) listed and distributed in Canada, with equity brokers, banks and financial advisors. You have an overall understanding of the ETFs industry in the United States. You are familiar with pure indexing business, dedicated to players such as structured products issuers. A post-secondary education in a relevant field (Business, Financial degree or similar) Excellent communication and presentation skills, both written & verbal. You have a quick eye for detail (keen observational skills) A customer service profile with a strong commitment to providing value-added services to demanding, high profile customers Passionate about building and maintaining customer relationships with decision makers Technical understanding and autonomy is a must-have Business travel is required (monthly throughout Canada, and once to twice a year in the US or Paris, France) Able to work within the company group’s requirements and regional team Good time management and excellent organizational and prioritising skills Fluent in English written and oral. A second language such as French would be an asset Based in Toronto, Canada. Frequent travels to Montreal (clients) and Ottawa (our Canadian office) What will we do together? You will join our Trading Central Financial Products (TCFP) team to manage existing relationship with tier-1 distributors and open new distributors for our ETFs suite. You will lead our outsourced team based in Toronto, and will manage the retail marketing push. Your main responsibilities will be: Engaging proactively with our existing clients on a regular basis to improve the relationship, diversify the nature of business streams from existing to include TCFP, and increase our placement capacity (through rebate, free brokerage etc) to develop Assets under Management (AuM). On-board and support your clients / new clients (distributors, retail flow aggregators, and buy-side entities in general) throughout their client journey. Leading the outsourced Toronto-based team (3 people), dedicated to Trading Central and focusing on financial advisers: education, training, monitoring, adapting sales+product mix strategy where need be, and reporting. Proactively take action to improve efficiency. Managing the local retail marketing budget and initiatives, being public conference, advertising campaigns, press, and beyond. Ensuring the relationship with our Canadian third-party white-label asset manager (based in Toronto) in charge of issuance, listing and liquidity provision of our ETFs suite. Liaise with Ottawa-based team, in particular sales, research and marketing, and with the TCFP European sales team. Proposing new strategies, investment themes, or ETFs local features, based on client feedback and your personal experience. Keeping an eye to the competition: products, pricing, management fee, MER… Maintaining and updating client records in our CRM systems. Assisting clients and escalate their queries to the relevant departments. Reporting and coordinating to and with the Head of Financial Products. Ready to apply? We invite you to submit your resume incluiding a cover letter detailing how your skills and experience align with the qualifications and responsibilities listed for this position. We thank all applicants; however only those selected for an interview will be contacted. Trading Central is committed to creating an inclusive environment where all team members and clients feel like they belong. Categories of Data Collected and Processed To achieve these purposes, only personal information strictly necessary for assessing your ability to fill the proposed position or for measuring your professional skills will be requested during the selection phase. For this purpose, we will ask for data related to the diplomas you have obtained, your professional experiences, and your skills and qualifications related to the proposed position. Providing this information is a condition for concluding your employment contract. Failure to provide this data will make it impossible for you to participate in the recruitment process. If your application is successful and you are selected for an employment contract, we will request additional information and documentation necessary to complete the mandatory formalities. Providing this information is a condition for the conclusion of the employment contract for selected candidates. Additionally, the communication of certain categories of information and documents (e.g., civil status, residence, social security number, residency status, etc.) is a regulatory requirement for selected candidates. Consequently, failure to provide this data will make it impossible to conclude the employment contract. Duration of Data Retention The data of selected candidates will be incorporated into their administrative file and retained for the applicable retention period (up to five years after the end of the employment relationship). The data of candidates not selected for the position will be retained in case we wish to offer them future job opportunities, for a period of up to two years from the last contact with the company. Recipients of the Data Collected Your file is processed confidentially. Only those responsible for the services interested in your application (recruiters, managers, etc.) have access to the personal data it contains. In the event of a positive outcome in the recruitment process, to finalize the hiring, the Human Resources department will transmit some of the collected information to organizations informed of your hiring (e.g., unemployment insurance, health insurance, retirement, mutual insurance, depending on your location). Your Rights and How to Exercise Them You have the right to access your personal data. You also have the rights to rectify and delete this data, as well as the right to object to its processing. For any questions regarding the protection of your data or to exercise your rights, you can contact the Data Protection Officer (DPO) TRADING CENTRAL SA at the following email address: privacy@tradingcentral.com In case of difficulties, you can file a complaint with the National Commission for Informatics and Liberty (CNIL).
Responsibilities
You will manage existing relationships with tier-1 distributors and open new distributors for our ETFs suite. Additionally, you will lead an outsourced team in Toronto and manage local retail marketing initiatives.
North America Sales Representative for Financial Products at Trading Central
Toronto, Ontario, Canada - Full Time
Skills Needed
Sales, Financial Products, Customer Service, Communication, Presentation Skills, Problem Solving, Relationship Management, Detail Orientation, Time Management, Organizational Skills, Technical Understanding, Team Leadership, Marketing, Etfs Knowledge, Client Support, Market Analysis
Specialization
Candidates must have at least 5 years of experience with ETFs in Canada and a relevant post-secondary education. Strong communication skills and a customer service orientation are also essential.
Experience Required
Minimum 5 year(s)
Officer, Trading Operations at ASX
Sydney, Nova Scotia, Canada - Full Time
Skills Needed
Verbal Communication, Written Communication, Presentation Skills, Interpersonal Skills, Attention To Detail, Agility, Adaptability, Resilience, Intellectual Curiosity, Analytical Thinking, Decisive Communication, Team Player, Market Awareness, Regulatory Compliance, Customer Service, Stakeholder Engagement
Specialization
Candidates must possess excellent communication skills and an understanding of the Australian Equity or Derivatives market. Attention to detail, adaptability, and a commitment to ongoing learning are also essential.
Financial Analyst at Ford Global Career Site
Oakville, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Teamwork, Financial Reporting, Data Analysis, Decision Making, Business Acumen, Project Management
Specialization
The job requires the ability to make financial decisions as part of the Finance team. Candidates should be prepared for a dynamic and challenging environment.
Financial Advisor at Dr Bill RBC Ventures
Thunder Bay, Ontario, Canada - Full Time
Skills Needed
Client Centricity, Communication, Critical Thinking, Curious Mindset
Specialization
Candidates must have valid Mutual Funds accreditation and 2-3 years of proven sales experience in the financial services industry. Strong digital literacy and the ability to build long-term client relationships are also essential.
Experience Required
Minimum 2 year(s)
Financial Analyst at Canadian Helicopters
Les Cèdres, Quebec, Canada - Full Time
Skills Needed
Accounting, Financial Analysis, Bilingualism, Excel, Communication, Teamwork, Organizational Skills
Specialization
Candidates must have a bachelor's degree in accounting, finance, or a related discipline, along with preferably 2 years of experience in accounting and financial analysis. Bilingualism in English and French is required.
Experience Required
Minimum 2 year(s)
Financial Planner at RBC Global Asset Management
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Networking, Business Development, Communication, Long Term Planning
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 3 years of experience in financial planning. Strong financial acumen and proven networking skills are essential for success in this role.
Experience Required
Minimum 2 year(s)
Financial Planner at RBC Global Asset Management
Mississauga, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Networking, Business Development, Communication, Long Term Planning
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 3 years of experience in financial planning. Strong financial acumen and proven networking skills are essential for success in this role.
Experience Required
Minimum 2 year(s)
Financial Advisor at RBC Global Asset Management
Drayton Valley, Alberta, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy
Specialization
Candidates must have a valid Mutual Funds accreditation and 2-3 years of proven sales experience in the financial services industry. Strong digital literacy and the ability to build long-term client relationships are essential.
Experience Required
Minimum 2 year(s)
Financial Analyst at Toyota Motor Corporation
Toronto, Ontario, Canada - Full Time
Skills Needed
Accounting, Financial Reporting, Ifrs, Account Reconciliations, Financial Planning, Variance Analysis, Excel, Erp Systems, Cost Management, Attention To Detail, Organization, Communication, Process Improvement, Analytical Skills, Collaboration, Customer Focus
Specialization
Candidates should have a university degree in Accounting, Finance, or Business Administration, with a CPA designation preferred. A minimum of 2-4 years of financial experience and strong knowledge of IFRS and financial close processes are required.
Experience Required
Minimum 2 year(s)
Financial Analyst at Ford Global Career Site
Oakville, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Teamwork, Financial Reporting, Data Analysis, Decision Making, Business Acumen, Project Management, Communication
Specialization
The job requires the ability to make financial decisions as part of the Finance team. Candidates should be prepared for a dynamic and challenging environment.
Financial Planner at Bank of Montreal
Sudbury, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Strategies, Customer Engagement, Sales, Relationship Management, Analytical Skills, Problem Solving, Communication Skills, Collaboration, Business Development, Client Needs Assessment, Regulatory Compliance, Data Analysis, Strategic Thinking, Networking, Customer Service
Specialization
Candidates should have 3-5 years of relevant experience and a post-secondary degree in a related field. They must also meet the regulatory licensing requirements for a Financial Planner in their province or territory.
Experience Required
Minimum 2 year(s)
Financial Analyst at Aston Carter
Toronto, Ontario, Canada - Full Time
Skills Needed
Month End Close, Year End Close, Journal Entries, Auditor Schedules, General Ledger Reconciliations, Balance Sheet Reconciliations, Grant Allocation, Excel, Vlookup, Pivot Tables, If Functions, Sumifs, Erp Systems, Communication, Interpersonal Skills, Data Cleanup
Specialization
Candidates must possess an accounting degree and 2-3 years of experience, preferably from small to medium-sized companies, along with intermediate Excel skills covering VLOOKUP, pivot tables, IF functions, and SUMIFS. Essential qualifications also include experience with large ERP systems and strong written and spoken English communication skills.
Experience Required
Minimum 2 year(s)
Financial Planner at Bank of Montreal
Smiths Falls, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Planning, Sales, Client Relationship Management, Business Development, Needs Assessment, Referrals, Performance Target Achievement, Relationship Management, Data Analysis, Problem Solving, Communication, Influence, Regulatory Compliance
Specialization
Candidates typically need between 3-5 years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Applicants must also meet all regulatory and governing body licensing and registration requirements for a Financial Planner in the employment province or territory.
Experience Required
Minimum 2 year(s)
Financial Analyst at Canadian Helicopters
Les Cèdres, Quebec, Canada - Full Time
Skills Needed
Accounting, Financial Analysis, Bilingualism, Excel, Communication, Teamwork, Organizational Skills
Specialization
Candidates must have a bachelor's degree in accounting, finance, or a related discipline, along with preferably 2 years of experience in accounting and financial analysis. Bilingualism in English and French is required.
Experience Required
Minimum 2 year(s)
Financial Advisor at RBC Global Asset Management
Bradford West Gwillimbury, Ontario, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy
Specialization
Candidates must have a valid Mutual Funds accreditation and 2-3 years of proven sales experience in the financial services industry. Strong digital literacy and the ability to build long-term client relationships are essential.
Experience Required
Minimum 2 year(s)
Financial Planner at Raymond James
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Financial Planning, Client Service, Communication Skills, Presentation Skills, Time Management, Organizational Skills, Team Collaboration, Data Interpretation, Relationship Building, Problem Solving, Tax Knowledge, Legal Knowledge, Software Proficiency, Goal Driven Approach, Integrity, Initiative, Flexibility
Specialization
Candidates should have 3-5 years of relevant experience in financial planning and a strong understanding of Canadian financial concepts. Excellent communication and presentation skills are essential, along with proficiency in financial planning software.
Experience Required
Minimum 5 year(s)
Financial Advisor at Primerica - Toronto, ON
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Advice, Client Relationships, Investment Analysis, Insurance Recommendations, Financial Planning, Client Education, Networking, Referrals, Interpersonal Skills, Communication Skills, Self Motivation, Results Oriented, Willingness To Learn, Entrepreneurial Spirit
Specialization
Candidates should have a passion for personal finance and helping others, along with strong interpersonal and communication skills. A willingness to learn and obtain necessary licenses is also required.
Financial Planner at Bank of Montreal
Milton, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Planning, Sales, Client Relationship Management, Business Development, Needs Assessment, Referrals, Performance Target Achievement, Relationship Management, Data Analysis, Problem Solving, Communication, Collaboration, Influence, Regulatory Compliance
Specialization
Candidates typically need 3-5 years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Applicants must also meet all required regulatory and governing body licensing and registration requirements for a Financial Planner in the province of employment.
Experience Required
Minimum 2 year(s)
Financial Analyst at Bird Construction
Montréal, QC, Canada - Full Time
Skills Needed
N/A
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Financial Planner at Royal Bank of Canada
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Networking, Business Development, Communication, Long Term Planning
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 3 years of experience in financial planning. Strong financial acumen and proven networking skills are essential for success in this role.
Experience Required
Minimum 2 year(s)