“Client assessment tools” jobs in Canada – Page 18

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• 2d

  Wealth Planning Advisor

  Burnaby, BC

  

  Bank of Montreal

  5+ YOECandidates need at least 5 years of financial planning experience, a professional planning designation such as PFP, QAFP, CFP or IQPF, and strong knowledge of WealthPath or similar planning software. Strong communication, analytical and client-service skills are also required.

  WealthPath, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Teams, Microsoft 365

  2d

  Senior Trust Officer, Private Wealth

  Montréal, QC

  

  Bank of Montreal

  7+ YOECandidates need typically 7+ years of relevant experience and a post-secondary degree, with expert knowledge of personal trust administration, trust tax, trust accounting, investment management and fiduciary law. Fluency in French and English is required, and a Bachelor's in finance, a notary or law degree, or STEP designation is an asset.

  2d

  Mortgage Specialist

  Cambridge, ON

  

  Bank of Montreal

  3+ YOECandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent, plus an in-depth understanding of the mortgage lending process and regulations. Strong sales, negotiation, communication and relationship-management skills are essential.

  Internal BMO systems

  2d

  Manager, Registrations

  Toronto, ON

  

  Bank of Montreal

  6+ YOECandidates need at least 6 years of progressive registrations experience at a securities dealer, asset management firm or securities regulator, plus people leadership experience. Extensive knowledge of CIRO Investment Dealer Rules, National Instruments 31-103 and 33-109, and NRD processes is required.

  NRD (National Registration Database)

  2d

  Mortgage Specialist

  Guelph, ON

  

  Bank of Montreal

  3+ YOECandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent. Strong sales, negotiation, customer service and communication skills, plus knowledge of the mortgage lending process and regulations, are required.

  BMO internal systems

• 2d

  Allstate Sales Agent

  Richmond Hill, ON

  HybridFull Time

  

  Allstate

  Candidates need proven success meeting sales goals, experience growing their own pipeline, strong relationship-building skills, and insurance licensing in their province or the ability to obtain it. Prior sales experience in insurance or a relationship-focused field is required.

• 2d

  Mortgage Loan Officer

  Fergus, ON

  Full Time

  PT

  Price Team Mortgages

  Price Team Mortgages needs candidates with loan officer or client advisory experience and knowledge of residential mortgage lending. Ontario mortgage licensing or eligibility to obtain it is required, along with strong customer service and organizational skills.

  CRM systems, Spreadsheets, Document management software, Mortgage software

• 2d

  Project Manager

  Toronto, ON

  Full Time

  HH

  Havas Health Network

  2+ YOECandidates need at least 2 years of project management experience in a creative advertising agency, including managing layout and creative deliverables across digital, print and video. A bachelor's degree in a related field such as advertising, marketing, design or communications, or equivalent experience, plus strong organization, communication and problem-solving skills.

  Printing materials, Client relationship management, Project management, Regulatory compliance, Workflow, Collaboration

• 2d

  Commercial Lines Account Manager (Trucking/Fleet/Transportation)

  Concord, ON

  Full Time

  FG

  FSB GROUP LTD.

  2+ YOECandidates need a RIBO licence in good standing and 2+ years of commercial lines account service experience with a brokerage, ideally in trucking, transportation, commercial auto or fleet insurance. Strong written and verbal communication, organization, time management and proficiency in BMS and Microsoft applications are required.

  BMS, Power Broker

• 2d

  Investment Associate

  Toronto, ON

  Full Time

  W

  Winchesters

  3+ YOECandidates need 3 to 5 years of experience in real estate, investment banking, private equity, corporate finance or consulting, and an undergraduate degree in finance, accounting or business. Strong Excel modelling, financial analysis and communication skills are required; CFA, CPA and AI or coding experience are assets.

  Microsoft Excel

• 2d

  Environmental, Health & Safety Manager

  Hamilton, ON

  Full Time

  IM

  Ira McDonald Construction Ltd.

  5+ YOECandidates need post-secondary education in a safety-related program and 5+ years of health and safety experience, preferably in the ICI sector. They must know the Ontario OH&S Act and Regulations well, communicate clearly, and be able to travel between jobsites and head office. A valid driver's licence is required.

  Procore, Site Docs, Citation Canada, ISN

• 2d

  Certified Duct Cleaner

  Brampton, ON

  Full Time

  DH

  Dr HVAC

  Candidates need duct cleaning or HVAC technical knowledge, or willingness to train for it. They must be physically fit for lifting and confined-space work, and hold a valid driver's licence with a clean record.

  Duct cleaning equipment, Digital work order tools

• 2d

  Psychologist | Psychologue - Supervision

  Ottawa, ON

  Full Time

  NA

  Neurodevelopmental and Psychological Services Centre - NPSCSPN

  Candidates need authorization for autonomous practice or supervised practice, with Clinical Psychology or Clinical Neuropsychology as the primary area. Experience with children, adolescents, adults or families is required, and proficiency in another language is a strong asset.

  Q-interactive, JaneApp, Microsoft Business

• 2d

  Project Engineer - Mining & Metals

  Vancouver, BC

  Full Time

  F

  Fluor: Fluor Corporation is a global engineering, procurement and construction company.

  10+ YOECandidates need a four-year accredited engineering degree or equivalent and ten to fifteen years of EPFC/CM industry experience, including two medium or large project engineering roles. Mineral processing design experience, strong communication, analytical skills and intermediate to excellent computer skills are required.

  Spreadsheets, Word processing, Electronic presentations, Email

• 2d

  Custom Packaging Designer

  Cambridge, ON

  Full Time

  SP

  SmartShield Packaging

  1+ YOESmartShield Packaging needs candidates with 1-2 years of CAD experience, where prior 3D CAD use is essential. Candidates also need strong communication, creative design ability, analytical problem-solving, and knowledge of packaging regulations and sustainability.

  SolidWorks, CAD software, 3D CAD software

• 2d

  Technical Architect

  Toronto, ON

  Contract

  E

  enableIT

  8+ YOECandidates need a degree in computer science or engineering, fluent English, and 8-10 years of software project experience, including 5-7 years in financial services. Mandatory Box platform experience and document management system experience are required.

  Box, Jenkins, Docker, Kubernetes, GitHub, Linux

• 2d

  Creative Resource Manager

  Toronto, ON

  Full Time

  JS

  john st.

  4+ YOECandidates need 4+ years in creative resource management, traffic or creative operations at an advertising agency, plus resource planning tool experience and freelance management. Strong communication, negotiation and attention to detail are required.

  Resource planning tools, Project management tools, Timesheet systems

• 2d

  Intermediate Designer

  Toronto, ON

  Full Time

  MG

  Maxxit Group

  3+ YOECandidates need a bachelor's degree in architecture, industrial or product design, or a related field, plus 3 to 5 years of design or fabrication experience. Strong SolidWorks skills, fabrication drawing experience, and clear communication and teamwork are required.

  SolidWorks, AutoCAD, Rhino, Revit, SketchUp

• 2d

  BIM Lead

  Toronto, ON

  Full Time

  RG

  rybka Group

  Candidates need a diploma or degree in engineering technology, architecture or a related field, plus strong experience coordinating MEP models in Revit. They also need a solid grasp of building systems, experience with Navisworks and BIM execution plans, and strong organizational and communication skills.

  Revit, Navisworks

• 2d

  Director of Engineering

  Montréal, QC

  Full Time

  A

  Artika

  7+ YOE3+ MgmtAu moins 7 ans d'expérience en ingénierie, dont 3 en leadership; Expérience en gestion d'équipes d'ingénierie et de laboratoire en fabrication; Connaissance des certifications UL, ETL, CSA, Energy Star

  PLM systems

• 2d

  Engineering Manager

  Mississauga, ON

  Full Time

  IT

  Infinity Testing Solutions Inc.

  5+ YOE3+ MgmtCandidates need at least 5 years of engineering experience and 3 years managing technical staff, plus a mechanical, mechatronics or related engineering degree and an Ontario P.Eng. licence. Strong LabVIEW, RMC motion control and CAD skills, especially Alibre Design or SOLIDWORKS, are required.

  LabVIEW, RMC motion controls, SOLIDWORKS, Alibre Design

• 2d

  Testeur(-euse) de jeux vidéo / Video Game Tester

  Montréal, QC

  Contract

  LG

  Lionbridge Games

  1+ YOEUn an d'expérience pratique en tests de jeux; Grand souci du détail et capacités d'analyse; Communication efficace en français et en anglais

  Present reports, Attention to detail, Communication skills, Collaboration, Teamwork, French

• 2d

  Associate Financial Advisor

  Vancouver, BC

  Full Time

  

  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 2 to 3 years of experience giving financial advice and meeting sales results, plus a current Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and eligibility for CIRO-MFD licensing. A CFSA designation is an asset. Candidates must be legally eligible to work in Canada.

  mobile banking applications

• 2d

  Team Manager - Water Wastewater Ontario

  London, ON +9

  Full Time

  

  Dillon Consulting Limited: Dillon is a proudly Canadian, employee-owned, professional consulting firm with over 1,100 employees specializing in planning, engineering,…

  Dillon Consulting needs candidates with a track record of developing talent and leading a professional team. Candidates should bring strong water and wastewater treatment process design skills, communication skills and advising experience.

20 companies