“CIRO platform” jobs in Canada – Page 10

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• 1mo

  Regional Sales Manager, BMO InvestorLine

  Victoria, BC

  Full Time

  

  Bank of Montreal

  5+ YOEBank of Montreal needs proven investment sales success, 5 to 10 years of investment sales experience, and an undergraduate degree. Candidates also need CSC completion with CIRO licensing progress, in-depth knowledge of investment products, and strong communication and negotiation skills.

  Salesforce

  1mo

  Divisional Sales Manager

  Vancouver, BC

  Full Time

  

  Bank of Montreal

  7+ YOEBank of Montreal needs candidates with 7+ years of relevant experience, sales leadership and people management skills, and expert knowledge of financial markets and investment products. CIRO licences CSC, CPH, WME and BMC are required.

  Sales, Performance management, Product knowledge, Coaching, Achieve sales targets, Forecasting

  1mo

  Divisional Sales Manager, BMO Investorline

  Montréal, QC

  Full Time

  

  Bank of Montreal

  7+ YOEBank of Montreal needs candidates with 7+ years of relevant experience, a post-secondary degree or equivalent, and proven sales leadership and people management. CIRO licensing (CSC, CPH, WME, BMC) and expert knowledge of investment products and online brokerage platforms are required.

  Sales, Performance management, Product knowledge, Coaching, Achieve sales targets, Forecasting

• 1mo

  Subject Matter Expert(s) CIRO Exams

  Edmonton, AB

  RemoteContract

  

  WeKnowTraining

  7+ YOECandidates need 7 to 10+ years of industry experience, with deep expertise in one CIRO exam area and strong knowledge of CIRO/IIROC rules. Preferred credentials include LL.B/J.D., CPA, CFA, FRM, CIM, ICD.D or equivalent.

  CIRO, Regulatory compliance, Securities, Know your customer, Record keeping, Financial statements

• 1mo

  Financial Planner - Gatineau

  Gatineau, QC

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need a financial planner diploma from the Institute of Financial Planning, 3 to 5 years of banking experience and English and French bilingualism. A willingness to obtain CIRO Registered Representative licensing is also required if the candidate is not already licensed.

  Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting

  1mo

  Financial Planner - Bridgewater

  Bridgewater, NS +1

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need banking or financial services experience, ideally 3 to 5 years, with a record of managing client relationships. A willingness to obtain RR licensing with CIRO and to pursue the CFP designation within three years is required.

  Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales

  1mo

  Financial Planner - Mount Forest & Listowel

  Mount Forest, ON +1

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need banking or financial services experience with client relationship and investment advice skills, plus willingness to obtain RR licensing with CIRO and pursue the CFP designation. A bachelor's degree is preferred.

  Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales

  1mo

  Financial Planner – Chomedey Laval

  Laval, QC

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need a financial planner diploma from the Institute of Financial Planning (IPF), 3 to 5 years of banking experience, and English and French bilingualism. Willingness to obtain CIRO Registered Representative licensing is also required.

  Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting

  1mo

  Developing Investment Advisor - Toronto

  Toronto, ON

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need at least three years of client-facing sales or relationship experience, ideally in mutual funds or brokerage, plus a CIRO Registered Representative licence. An undergraduate degree in finance or a related field and designations such as CFP, CIM or CFA are preferred or assets, and an LLQP licence must be obtained within six months of hire.

  Coaching, Sales, Cold calling, Implement sales strategies, CIRO, CIM

  1mo

  Developing Investment Advisor (Abbotsford/Mission/Chilliwack)

  Abbotsford, BC +2

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need an undergraduate degree in finance, business or economics, a CIRO Registered Representative licence, and 3+ years in client-facing sales or relationship roles. A Life Insurance License (LLQP) must be obtained within 6 months of hire.

  Coaching, Sales, Cold calling, Implement sales strategies, CIRO, CIM

  1mo

  Investment Advisor

  Grande Prairie, AB

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  5+ YOECandidates need 5 to 10 years of client-facing sales or relationship experience, an undergraduate degree, and a CIRO Registered Representative licence. An LLQP life insurance licence must be obtained within 3 months of hire.

  Financial products, Implement sales strategies, Sales, Relationship building, CIRO, LLQP

  1mo

  Developing Investment Advisor - London

  London, ON

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need a finance, business or economics degree, a CIRO Registered Representative licence, and 3+ years in a client-facing or sales role, ideally in mutual funds or brokerage. An LLQP life insurance licence must be obtained within 6 months of hire.

  Coaching, Sales, Cold calling, Implement sales strategies, CIRO, CIM

  1mo

  Financial Planner - Owen Sound & Surrounding Areas

  Owen Sound, ON +4

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need a bachelor's degree (preferred), three to five years of banking or client advisory experience, and willingness to get Registered Representative licensing with CIRO and the CFP designation. Strong communication, sales and problem-solving skills are essential.

  Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales

  1mo

  Financial Planner - St. John's, NL

  St. John's, NL

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need 3 to 5 years of banking or client-relationship experience, a passion for financial planning and sales skills. A bachelor's degree is preferred, and candidates must be willing to obtain RR licensing with CIRO and pursue the CFP designation.

  Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales

  1mo

  Financial Planner - Trenton

  Trenton, ON

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need a passion for financial planning and client relationships, preferably 3 to 5 years of banking experience, and a willingness to get RR licensing with CIRO and pursue the CFP designation within three years.

  Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales

  1mo

  Financial Planner - L'Île-Perrot

  Notre-Dame-de-l'Île-Perrot, QC

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need a financial planner diploma from the Institute of Financial Planning (IPF) before the start date, three to five years of banking experience, and English and French bilingualism. Willingness to obtain Registered Representative licensing with CIRO is required if not already licensed.

  Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting

  1mo

  Financial Planner - Rouyn, Qc

  Quebec

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need a financial planner diploma from the Institute of Financial Planning, ideally 3 to 5 years of banking or client advisory experience, and a willingness to obtain RR licensing with CIRO. Strong interpersonal, sales and communication skills are essential.

  Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales

  1mo

  Financial Planner - Aylmer

  Aylmer, QC

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need an Institute of Financial Planning diploma, willingness to obtain RR licensing with CIRO, 3 to 5 years of banking experience, and fluency in English and French. Strong sales, networking and client relationship skills are essential.

  Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting

  1mo

  Developing Investment Advisor

  Fredericton, NB

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need an undergraduate degree in finance, business or economics, a CIRO Registered Representative licence, and 3+ years in a client-facing sales role. An LLQP life insurance licence must be obtained within 6 months of hire. CFP, CIM or CFA designations are assets.

  Coaching, Sales, Cold calling, Implement sales strategies, CIRO, CIM

  1mo

  Financial Planner - Brockville

  Brockville, ON +1

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need banking or investment advice experience, a willingness to obtain RR licensing with CIRO, and a commitment to earning the CFP designation within three years. A bachelor's degree is preferred.

  Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales

  1mo

  Financial Planner - Windsor

  Windsor, ON +1

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need banking or financial advice experience, ideally 3 to 5 years, and a willingness to get RR licensing with CIRO and pursue the CFP designation. A bachelor's degree is preferred, along with strong sales, networking and communication skills.

  Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales

  1mo

  Financial Planner - Petawawa/Pembroke/Renfrew

  Petawawa, ON +2

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need several years of banking or client relationship experience, a willingness to obtain RR licensing with CIRO, and a commitment to earn the CFP designation within three years. A bachelor's degree is preferred, along with strong sales, communication and problem-solving skills.

  Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales

  1mo

  Associate Planner - Parry Sound/Huntsville

  Parry Sound, ON +1

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need experience in financial services managing client relationships and giving investment advice, plus strong sales and networking skills. A Canadian Securities Course or CFA Level 1 is required before the start date, with CIRO registration and further designations to complete after hiring.

  Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting

  1mo

  PIA Client Service Associate

  Pointe-Claire, QC

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  1+ YOECandidates need bilingual English and French, 1 to 2 years of relevant experience in banking or administration, and a degree or diploma is preferred. Successful hires must be licensed as an Investment Representative with CIRO.

  Attention to detail, Administrative support, Documentation, Communicate with customers, Provide mentorship, Regulatory compliance

3 companies