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Servus Credit Union
2+ YOECandidates need at least 2 years of retail banking or financial industry experience, preferably in sales or customer service, and a high school diploma. Secured lending experience, a finance education and investment certifications are assets.
Sales targets, Sales, Communication skills, Teamwork, Customer service, Financial planning
Scotiabank
Scotiabank needs candidates with a Mutual Funds licence, or a plan to earn one, and a drive to build customer relationships. They must have a proven record of meeting sales targets in a fast-paced setting.
Sales targets, Customer experience, Customer relations, Customer service, Compensation and benefits, Leadership
Scotiabank
Scotiabank needs candidates with a drive to build customer relationships and deliver excellent service, and a proven record of meeting sales targets. A Mutual Funds licence is required, and working toward the CIFP Diploma is expected.
Sales targets, Customer experience, Customer relations, Customer service, Compensation and benefits, Leadership
Scotiabank
Candidates need a Mutual Funds licence, a drive to build relationships and deliver service, and a proven record of meeting or exceeding sales targets in a fast-paced setting. Working toward the CIFP Diploma is expected.
Sales targets, Customer experience, Customer relations, Customer service, Compensation and benefits, Leadership
Scotiabank
Candidates need a drive to build customer relationships, a proven record of meeting or exceeding sales targets in a fast-paced setting, and a Mutual Funds licence. Working toward the CIFP Diploma is also required.
Sales targets, Customer experience, Customer relations, Customer service, Compensation and benefits, Leadership
Scotiabank
Scotiabank needs candidates with financial planning or investment sales experience, which is preferred. They must hold a CFP or CIFP designation, or a bank-recognized equivalent, and a Mutual Funds Representative certification in good standing.
Advanced financial planning technology tools
Scotiabank
Candidates need a Mutual Funds licence and a completed CIFP Diploma. They should have a strong drive to build relationships and a proven record of meeting sales targets in a fast-paced setting.
Sales targets, Customer experience, Customer relations, Compensation and benefits, Leadership
Scotiabank
Candidates need a Mutual Funds licence (or be working toward it) and a drive to build customer relationships. They must have a proven record of meeting or exceeding sales targets in a fast-paced setting.
Sales targets, Customer experience, Customer relations, Customer service, Compensation and benefits, Leadership
Scotiabank
Candidates need a Mutual Funds licence, a drive to build strong customer relationships, and a proven record of meeting or exceeding sales targets in a fast-paced setting. Working toward the CIFP Diploma is expected.
Sales targets, Customer experience, Customer relations, Customer service, Compensation and benefits, Leadership
Scotiabank
Candidates need financial planning experience, preferably in investment sales, and the CFP or CIFP designation or a bank-recognized equivalent. A Mutual Funds Representative certification and knowledge of market trends and regulation are also required.
Sales, Sales targets, Financial planning, Relationship building
Scotiabank
Candidates need experience in financial planning or investment sales, preferably a CFP or CIFP designation, and a Mutual Funds Representative certification in good standing. Strong knowledge of markets, competitive offerings and regulation is expected.
Sales, Sales targets, Financial planning, Relationship building
Scotiabank
Candidates need an IPF (IQPF) designation or bank-recognized equivalent and a Mutual Funds Representative certification in good standing. Experience in financial planning or investment sales is preferred, and candidates must be bilingual in French and English.
Advanced technology tools for financial planning
Scotiabank
Scotiabank needs candidates with financial planning or investment sales experience (preferred), a CFP or CIFP designation or bank-recognized equivalent, and a Mutual Funds Representative certification in good standing. Candidates must also know market trends, competitive offerings and the regulatory environment.
Sales, Sales targets, Financial planning, Relationship building
First West
2+ YOECandidates need a two-year college or tech school diploma or equivalent experience, a Mutual Funds licence and two years in a member advisor role. They must be self-starters who can prioritize work and use Microsoft Office and banking software.
Microsoft Office, Banking software
Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…
2+ YOECandidates need 1.5 to 3 years of financial advisory experience managing their own client portfolio. They must hold CIRO-MFD and AMF registration (CSC, CIFC or IFC), and Personal Financial Planner and Registered Retirement Consultant designations are required or expected.
CIBC financial planning tools
Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…
1+ YOECandidates need 1 to 3 years of experience giving financial advice and building client relationships, plus current CIRO-MFD licensing or the equivalent Quebec AMF licensing. Strong relationship-building, sales and goal-oriented skills are expected.
CRM
Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…
1+ YOECandidates need 1 to 3 years of experience giving financial advice and building client relationships. They must hold CIRO-MFD registration or the Quebec AMF licence with the required investment course, and show a results-driven, client-first approach.
Client relationship management, Financial planning, Sales, Draw up marketing and sales plan, Relationship building, CIRO
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02
2+ YOECandidates need a Mutual Funds accreditation, the DFSA designation (outside Quebec), and two to three years of financial services sales experience. Royal Bank of Canada also requires the ability to build long-term client trust, digital literacy and fluency in English and French.
smartphones, tablets, laptops
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02
2+ YOECandidates need a Mutual Funds accreditation, the DFSA designation (outside Quebec), and two to three years of financial services sales experience. Royal Bank of Canada also requires the ability to build long-term client trust, digital literacy and fluency in English and French.
smartphones, tablets, laptops
Conexus Credit Union
Candidates need experience in member relationships, sales and financial advice, with strong problem-solving and documentation skills.
Relationship building, Problem solving, Sales, Regulatory compliance, Documentation, Negotiation
VIA HFR - VIA TGF Inc
8+ YOECandidates need a bachelor's degree in a finance, accounting, information systems or analytics field, and at least 8 years of experience in FP&A, finance systems or SAP reporting. Strong skills in SAP financial modules, advanced Excel and Power BI, and data validation and reconciliation are required.
SAP, Power BI, Excel
9 companies