5+ YOECandidates need a degree or diploma in Finance, Business, Accounting or a related field and 5+ years in asset management compliance, operational risk or related work. Knowledge of Canadian securities rules and strong skills in Excel, Word and Monday.com are needed.
Microsoft Excel, Microsoft Word, Monday.com, Bloomberg
Candidates need proven experience developing comprehensive financial plans for high net worth clients, a Certified Financial Planner (CFP) designation, and fluency in French and English. Law or accounting experience with a financial planning base, and CPA, CA, CMA, LLB, TEP or FEA designations, are considered assets.
7+ YOECandidates need at least seven years of macroeconomic or market analysis experience and a master's degree in economics, financial engineering, quantitative methods or a related field. They must be strong in Python, Power BI and clear written and verbal communication, and a CFA designation or progress toward one is an asset.
Candidates need current CIRO-ID Investment Representative accreditation in good standing, with Registered Representative licensing as an asset. They also need financial services or brokerage experience, working knowledge of quotation equipment, and fluency in French and English.
Candidates need to be fluent in French and English, with strong organizational skills, attention to detail, and a client-first attitude. Administrative experience and a passion for relationship building are valued. Legal eligibility to work in Canada is required.
Bilingualism, Administrative support, Regulatory compliance, Sales, Financial products, Relationship building
Candidates need current CIRO-ID Investment Representative accreditation in good standing, a university degree or relevant designation, and financial services or brokerage experience. Fluency in French and English and strong relationship-building skills are required.
4+ YOECandidates need CIRO-ID licensing in good standing, a postsecondary diploma or degree or 4 years of relevant experience, and strong people management and organizational skills. Fluency in French and English is required.
Bilingualism, Team leadership, Coaching, Guide staff, Administrative support, Regulatory compliance
5+ YOECIBC needs candidates with 5+ years of experience in asset management compliance, operational risk or related work, and a degree or diploma in finance, business, accounting or a related field. Candidates should know securities regulations and be proficient in Microsoft Excel, Word and Monday.com.
Microsoft Excel, Microsoft Word, Monday.com, Bloomberg
Candidates need Python experience, familiarity with AI tools and Microsoft Office, and fluency in French and English. They must be currently enrolled in post-secondary education, though they do not need to be in a registered co-op program.
CIBC Asset Management needs candidates with telephone sales experience in the mutual fund or wealth management industry and knowledge of broker/dealer, bond and capital markets trends. Candidates need a degree in a related field, current professional accreditation (CSC preferred), and fluency in French and English.