3+ YOECandidates need at least three years of investment banking or corporate finance experience, prior investment banking experience, and strong analytical, written and verbal communication skills. Knowledge of securities regulations and an MBA, CPA or CFA are preferred.
Sales, Communication skills, Financial modelling, CPA, CFA, Analytical skills
3+ YOECandidates need a university degree or 7-10 years of industry experience, plus 3+ years in insurance sales and FSRA life licensing in Ontario. Advanced knowledge of life and health insurance, intermediate taxation and estate planning, and wealth planning software proficiency are required; a CFP is required.
wealth planning software, insurance applications system
1+ YOECandidates need an undergraduate degree with an interest in finance and at least six months in a capital markets role, ideally investment banking. Strong Excel and Microsoft Office skills, financial modelling ability, and familiarity with Bloomberg, S&P Capital IQ or FactSet are required.
Excel, PowerPoint, Word, Bloomberg, S&P Capital IQ, FactSet