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ATB
4+ YOECandidates need several years of retail banking experience, a proven record of growing a book of business, and knowledge of financial planning and complex mortgages. PFSA and FP1 accreditation is required, along with a post-secondary diploma or equivalent work experience.
Financial planning, Critical thinking, Communication skills, Client relationship management, Sales targets, Sales
ATB
Candidates need prior upstream energy, investment banking, corporate development or capital markets experience, plus a bachelor's degree or higher in engineering, geology, geophysics or a similar field. Reserves evaluator experience is strongly preferred, and a CFA, CA, CPA, CBV or MBA is a plus.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Bloomberg, FactSet
ATB
10+ YOECandidates need 10 to 15 years of experience in digital solutions, strong knowledge of CRM platforms such as Salesforce, HubSpot or Dynamics 365, and experience architecting enterprise CRM and marketing solutions. A bachelor's degree in a technology or quantitative field and cloud experience with AWS or Google Cloud are also expected.
Salesforce, HubSpot, SAP CRM, Amazon Web Services, Google Cloud Platform
ATB
3+ YOECandidates need 3 to 5 years of sales and client experience, ideally in retail banking, plus a broad understanding of lending products such as mortgages and personal loans. A post-secondary diploma or degree in finance or business, or equivalent experience, is needed, and the CSI PFSA is an asset.
Communication skills, Sales, Critical thinking, Sales targets, Financial products
ATB
5+ YOECandidates need 5 to 7+ years of sales and client experience in financial services, ideally wealth management, and a proven ability to grow an investment client base. Strong communication, presentation and organizational skills are required, along with an undergraduate degree or equivalent and eligibility to register as an RR with CIRO.
virtual communication tools
ATB
Candidates need a Grade 12 diploma, strong numerical skills, and proven customer service or sales experience. Previous banking experience and familiarity with personal lending are preferred.
digital banking platforms
ATB
5+ YOEATB needs candidates with 5 to 7+ years of sales and client experience in financial services, ideally wealth management, and a proven record of building investment clients. Candidates must be immediately eligible to register as an RR with CIRO and hold or pursue an undergraduate degree in commerce, economics, business or a related field.
virtual communication tools
ATB
Candidates need to be CIRO registered as an Investment Representative or working towards it, with working knowledge of wealth management and sales processes. Strong administrative, organizational and detail skills, good customer service, and G-suite proficiency are needed.
Salesforce, G-suite, wealth management systems
ATB
Candidates need a Grade 12 diploma, strong numerical aptitude, and proven customer service or sales experience. Previous banking experience is preferred, and familiarity with personal lending is an asset.
digital banking platforms
ATB
3+ YOECandidates need 3 to 5 years of sales and client experience, ideally in retail banking, plus mortgage origination and lending knowledge. A post-secondary diploma or degree in finance or business, or equivalent experience, is needed, and the CSI Personal Financial Services Advice (PFSA) credential is an asset.
Communication skills, Sales, Critical thinking, Sales targets, Financial products
ATB
5+ YOECandidates need 5 to 7+ years of sales and client experience in financial services, ideally wealth management, and must be able to register as an RR with CIRO right away. They also need an undergraduate degree or equivalent experience, strong communication skills and an established network of centres of influence.
virtual communication tools
ATB
1+ YOECandidates need 1 to 2 years of customer service experience in a professional setting and a basic understanding of Canadian banking. They must communicate clearly, troubleshoot multiple systems, and stay calm under pressure.
Banking systems
ATB
Candidates need a forensic, analytical mindset with strong credit underwriting and financial statement skills. Knowledge of business credit, security agreements and contract law is needed, and experience with distressed accounts and insolvency or collection procedures is an asset. Strong negotiation, communication and self-direction skills are required.
Customer relationship management, Financial statements, Negotiation, Customer service, Collaboration, Client relationship management
ATB
2+ YOECandidates need 2 to 4 years of experience building client relationships and 1 to 3 years in retail banking or a similar field. Lending product experience is an asset, and a post-secondary diploma or degree in finance, business administration, or relevant experience is preferred.
Relationship building, Sales, Regulatory compliance
1 companies