4+ YOECandidates need post-secondary education and at least 4 years in a client service role, with a record of building client and internal relationships and hitting targets. They also need 2+ years in brokerage or investment work, plus the Canadian Securities Course and Conduct and Practice Handbook for IIROC registration.
4+ YOECandidates need post-secondary education, at least 4 years in client service, and 2+ years in brokerage or investment work. They must hold the Canadian Securities Course and Conduct and Practice Handbook for IIROC registration, and show strong relationship, results, communication and analytical skills.
3+ YOECandidates need 3+ years of hands-on email marketing experience in an enterprise setting and hands-on experience with Salesforce Marketing Cloud. They also need a working understanding of CASL, consent management and compliance review in a regulated industry.
3+ YOECandidates need an undergraduate degree in business, finance or a related field and 3+ years managing P&L, leading initiatives or delivering strategy. Strong communication, analytical skills and financial services economics knowledge are required, and SQL, Python or R are an asset.
10+ YOE5+ MgmtCandidates need 10+ years in wealth management, direct investing or financial services, and 5+ years leading teams of 20 or more. They also need a proven record of winning and keeping high-net-worth clients and working across business units.
Lead a team, Collaboration, Securities, Team leadership, Sales, Counselling
10+ YOE5+ MgmtCandidates need 10+ years in wealth management, direct investing or financial services, and 5+ years leading teams of 20 or more. A proven record of acquiring and retaining high-net-worth clients and running cross-functional business partnerships is required.
Lead a team, Collaboration, Securities, Team leadership, Sales, Counselling
3+ YOECandidates need an undergraduate degree in business, finance or a related field and 3+ years of acquisition, P&L or strategy experience. Strong analytical, communication and influencing skills are required, and experience in securities or digital analytics is an asset.
Candidates need strong communication and influence across large groups, technical and business knowledge of trading systems, and analytical problem-solving skills. Proficiency in Microsoft Excel and Word is required; securities courses are a nice-to-have.
1+ YOECandidates need 1-2 years in the investment industry as an Investment Representative or Associate, and must be fluent in English and French. The CIRE is required within 6 months, and working knowledge of Excel, Word and PowerPoint is expected.