1+ YOECandidates need fluent written and spoken English and French, a bachelor's degree or equivalent experience, and customer service experience in financial services. Strong attention to detail, problem-solving skills and proficiency with Windows and Microsoft 365 are also needed.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Trading platforms
1+ YOECandidates need one to two years of administrative assistant experience, strong MS Word, Excel and PowerPoint skills, and excellent organization and communication abilities. A college diploma and securities industry certifications are assets.
Sales, Complete administration, Presentation skills, Administer appointments, Securities, Computer skills
Candidates need post-secondary education in business or a related field, investment industry experience (private client or high net worth experience is an asset), knowledge of mutual funds and securities, and strong written and verbal communication. They must work well under pressure and independently.
5+ YOECandidates need at least 5 to 7 years in financial services and 3 to 5 years in a regulatory compliance role. Strong knowledge of provincial insurance law, PIPEDA and anti-money laundering rules, and advanced English are required, with French preferred.
1+ YOECandidates need 1 to 2 years in the financial industry, preferably with mutual funds, plus strong Excel and Power BI skills. Analytical thinking, attention to detail, customer service and the ability to juggle priorities in a fast-paced setting are also required.
2+ YOECandidates need a bachelor's degree, two or more years of digital or email marketing experience, and hands-on skill with Salesforce Marketing Cloud. Strong analytical, communication and multi-project skills are also required, with HTML, CSS and Adobe tools as assets.
1+ YOECandidates need one to two years of experience in the investment industry or a related field, along with Excel proficiency and strong organization and communication skills. The Canadian Securities Course is an asset.
5+ YOECandidates need a computer science degree or diploma, or equivalent experience, with 5+ years of change and release management in a large IT environment and 5+ years in an ITIL setting. They also need 1+ years of DevOps and CI/CD experience, plus strong Git, Linux/UNIX and shell scripting skills.
2+ YOECI Investments needs candidates with advanced Excel and strong data skills, plus a finance, accounting or related degree. Two to five years of relevant experience is preferred, and fund tax knowledge is an asset but not required.
Excel, Power Query, SQL, Python, Power BI, Power Automate
2+ YOECandidates need a university degree or college diploma and 2-3 years of experience in securities registration, licensing or compliance. They should know CIRO rules, securities legislation and NRD, and be strong in Excel, Outlook and Word.
National Registration Database (NRD), Microsoft Excel, Microsoft Outlook, Microsoft Word
Candidates need an undergraduate degree in finance, economics or a related business field, strong organizational and communication skills, and close attention to detail.
ECM, Documentation, Regulatory compliance, Reporting, Attention to detail, Sales
1+ YOECandidates need 1 to 3 years of client service experience in investment, banking or related industries, strong MS Office skills, and industry academic credentials or a commitment to further education. Strong communication, problem-solving and the ability to handle high volumes are essential.
10+ YOECandidates need a bachelor's degree in HR, Business or a related field and at least 10 years of progressive talent acquisition experience, mostly in financial services. They must have strong sourcing, social media recruiting, applicant tracking system and negotiation skills.
7+ YOECandidates need a CPA, CA, LL.B., J.D. or equivalent designation and 7+ years of tax experience, preferably in investment funds or financial services. They also need strong knowledge of Canadian income tax for funds, strong analytical, written and verbal communication skills, and the ability to work collaboratively.
Regulatory compliance, CPA, Organizational skills, Documentation, Risk management, Problem solving
5+ YOECandidates need about 5 years of accounting experience, ideally in asset management or financial institutions, plus treasury experience. A CPA designation or near completion is required, along with strong organization, communication, and analytical skills.
3+ YOECandidates need 3-7 years of financial services experience, ideally with financial advisors, plus post-secondary education in business, marketing, communications or a related field. They need strong presentation, facilitation and communication skills and proficiency in Microsoft Office, especially PowerPoint.
5+ YOECI Investments needs candidates with 5+ years of wholesale sales experience in the investment industry, a university degree, and the Canadian Securities Course. The CFP, CIM or CFA designation and Salesforce experience are assets.
2+ YOECI Investments needs candidates with at least 2 years of sales experience in financial services, a university degree in business administration, and knowledge of securities and mutual funds. Financial designations such as CSC, CFP, CIM, CFA or CAIA, advanced MS Office skills and strong communication skills are also sought.
2+ YOECandidates need post-secondary education, service-oriented habits and strong accuracy and attention to detail. Mutual funds experience, 2+ years of prior experience, MS Excel and MS Word skills and CSC or IFIC operations courses are assets.
3+ YOECandidates need at least 3 years of experience in a similar role or in financial services, a solid grasp of mutual fund and securities basics, and working knowledge of CDS, CDCC, NSCC and DTC. Microsoft Office proficiency and strong accuracy, organization and deadline management are also required.
ATON, CDS, DTC, Microsoft Word, Microsoft Excel, Microsoft Access
5+ YOECandidates need 5 to 7 years of fund taxation, accounting or financial services experience, with a strong grasp of Canadian mutual funds and ETFs. A bachelor's degree is required, a CPA is preferred, and proficiency in Excel and tax software is expected.
2+ YOECandidates need at least 2-3 years of service experience, ideally in the financial industry with knowledge of registered accounts. Strong written and verbal communication, relationship-building, analytical and problem-solving skills are needed. Post-secondary education is required, and the Canadian Securities Course and French fluency are assets.
Customer service, Troubleshoot, Communication skills, CSC, Cleaning, Relationship building
1+ YOECandidates need 1-3 years in financial operations, fee processing or billing, and strong attention to detail. Excel proficiency and strong communication are required, and a finance or accounting degree is preferred.
Microsoft Excel, PureFacts, PureFees, invoicing software
2+ YOECandidates need a university degree or college diploma and 2 to 4 years of financial services experience in sales, support or supervision. Compliance experience at an investment or mutual fund dealer, strong communication skills, advanced Excel and Office skills, and the Canadian Securities Course or CPH completion are assets.