“CIM” jobs in Canada – Page 2

No matching filters. Try another name.

Results

• 2d

  Senior Portfolio Manager

  Canada

  Full Time

  

  Opal Corporate Connections

  8+ YOECandidates need the CIM designation and at least 8 years of portfolio or discretionary investment management experience. They must bring an established high-net-worth client book they can transition, with a record of growing assets under management and strong client relationship skills.

  CIM, Client relationship management

• 2d

  Director, Tax & Financial Planning

  Toronto, ON

  Full Time

  YA

  Yorkville Asset Management

  10+ YOEYorkville Asset Management needs a Canadian CPA with at least 10 years of tax and business development experience. Strong knowledge of estate freezes, trusts and insurance solutions is essential, and LLQP and CIM designations are preferred.

  Financial planning, CPA, Sales

• 2d

  Vice-President & Product Specialist (Wholesaler) - Ninepoint Partners

  Canada

  Full Time

  NP

  Ninepoint Partners

  Candidates need a university degree in finance, economics or business and the Canadian Securities Course, with CFA or CIM an asset. Ninepoint wants proven investment sales or wholesaling experience and strong relationship-building and presentation skills.

  CRM systems

• 2d

  Corporate Director, Mine Geology

  Toronto, ON

  Full Time

  AE

  Agnico Eagle

  20+ YOE5+ MgmtAgnico Eagle requires a geoscience degree, a professional designation (P.Geo. or P.Eng.), 20+ years of mining geology including 5 years managing a mine geology department, and strong knowledge of NI 43-101 and CIM standards. Datamine, Leapfrog or Deswik experience and bilingual English and French are assets.

  Datamine, Leapfrog, Deswik, Supervisor

  2d

  Corporate Director, Mine Geology

  Toronto, ON

  Full Time

  AE

  Agnico Eagle

  20+ YOE5+ MgmtCandidates need a geoscience degree, a professional designation such as P.Geo. or P.Eng., and 20+ years of mining geology with at least 5 years managing a mine geology department. Strong knowledge of NI 43-101, CIM standards, resource estimation and QA/QC is required, and Datamine experience is an asset.

  Datamine, Leapfrog, Deswik, Supervisor

• 2d

  Private Wealth Manager/Portfolio Manager

  Toronto, ON

  RemoteFull Time

  CP

  Cardinal Point Capital Management ULC

  4+ YOECandidates need at least 4 years in wealth management with financial planning experience, a bachelor's degree, and full Canadian licensing. US CFP, CIM or CFA designations and strong relationship and communication skills are preferred.

• 2d

  Conseiller.ère principal.e, conformité et supervision des comptes gérés

  Montréal, QC

  Full Time

  

  fdp Gestion privée

  5+ YOEfdp Gestion privée needs a bachelor's degree in business, law, finance or a related field and five to seven years of relevant compliance or managed account experience. Candidates must hold or be eligible for MFDA/IIROC managed account supervisor authorization, and must have excellent French communication skills.

• 2d

  Director of Sales, Investments, Individual Savings and Retirement Products (Vancouver)

  Vancouver, BC

  Full Time

  IF

  IA Financial Services Inc.

  5+ YOECandidates need about 5 years of relevant sales experience, preferably in insurance, mutual funds or a financial institution, plus a Bachelor's degree. Strong presentation, interpersonal and leadership skills are required, and CSC, CIM, LLQP or another professional designation is an asset.

  2d

  Director of Sales, Investments, Individual Savings and Retirement Products (Edmonton)

  Calgary, AB

  $132k–$174k/yrFull Time

  IF

  IA Financial Services Inc.

  5+ YOECandidates need about 5 years of sales experience, ideally in insurance, mutual funds or financial institutions, plus a Bachelor's degree. Strong presentation, interpersonal and leadership skills are required, and CSC, CIM or LLQP are assets.

• 2d

  Senior Analyst, Institutional Client Service

  Toronto, ON

  $73k–$91k/yr

  

  Mackenzie Financial Corporation: Mackenzie Investments is a leading investment management firm providing investment advisory and related services to retail and institutional clients.

  3+ YOECandidates need a post-secondary degree in business, finance or a related field and 3 to 5 years supporting institutional clients in asset management or investment consulting. Strong client service, organization, communication and Microsoft Office skills are required, plus progress toward the Canadian Securities Course or an equivalent investment designation.

  Salesforce, eVestment, Morningstar, Microsoft Word, Microsoft Excel, Microsoft PowerPoint

• 3d

  Vice-President, Wholesaler #14100

  Vancouver, BC

  Full Time

  OC

  Options Consulting Solutions

  Options Consulting Solutions needs candidates with proven investment sales or wholesaling experience, an existing advisor network and a Canadian Securities Course. A finance or business degree is preferred, and CFA or CIM designations are an asset.

  Sales, Client relationship management, CSC, CFA, CIM, Relationship building

• 3d

  Analyst, Client Experience

  Toronto, ON

  Full Time

  CA

  CIBC Asset Management Inc

  2+ YOECandidates need 2-3 years of asset management experience, preferably with institutional clients. They need a commerce, business, mathematics or computer science degree or diploma, strong Excel skills, and clear written and verbal communication.

  Microsoft Excel, PowerPoint, Word, SS&C, Eagle, Nexen

• 3d

  Portfolio Manager

  Toronto, ON

  Full Time

  PS

  Power Staffing Solutions

  5+ YOECandidates need 5 to 7 years of investment management experience and OSC registration or eligibility as a Portfolio Manager or Advising Representative. They should have discretionary portfolio experience and strong client relationship and business development skills.

  Sales, Relationship building, Regulatory compliance, Securities, CIM, CFA

• 3d

  Analyst, Fund Management

  Toronto, ON

  Full Time

  OI

  Outhire Inc.

  1+ YOECandidates need an undergraduate degree in Finance, Accounting, Economics or Business Administration and at least 1 to 2 years of finance or investment management experience. Advanced Excel skills, including financial modelling, and strong communication and multitasking abilities are essential.

  Microsoft Excel

• 3d

  Senior Wealth Partner/Advisor

  Vancouver, BC

  Full Time

  TM

  The Mirillion Group

  7+ YOECandidates need 7 to 10 years in wealth management or private banking, a record serving high net worth clients with business development experience, and CIRO registration. CIM, CFP, CFA, CAIA or MBA, plus strong polish and discretion, are also expected.

  Presentation skills, Relationship building, Sales, CIRO, CIM, CFA

  3d

  Associate Private Wealth Advisor

  Vancouver, BC

  Full Time

  TM

  The Mirillion Group

  3+ YOECandidates need 3 to 5 years in wealth management, private banking or investment advisory, plus CIRO registration or a clear path to it. The Mirillion Group prefers CIM, CFP, CFA or CAIA and strong communication and presentation skills.

  CRM

• 3d

  Investment Banking Vice President | Generalist M&A

  Toronto, ON

  Full Time

  SJ

  Selby Jennings

  5+ YOECandidates need 5 to 10+ years of investment banking experience with significant M&A execution, strong financial modeling and valuation skills (DCF, comps, precedents, merger models), and proven leadership of junior bankers. A bachelor's degree is required; an MBA, CPA, or CFA is an asset.

• 3d

  Cross-Border Tax Manager (CPA)

  Victoria, BC

  Full Time

  BH

  Beacon Hill Wealth Management 🇨🇦 🇺🇸

  5+ YOECandidates need a US CPA with 5 to 10 years of cross-border Canada-US tax experience, with Canadian CPA designation as an asset. Strong client communication, the ability to explain complex tax issues plainly, and proactive ownership of problems are required.

• 3d

  Associate Portfolio Manager

  Toronto, ON

  Full Time

  AA

  Accounting Advantage

  Candidates need a licensed advisor with a CIM designation and at least CFA Level I, investment management and financial planning experience, and a transferable book of about $20M to $25M in client assets. Strong client-facing skills and a proven record of developing new business are essential.

  Administrative support, Financial planning, CIM, CFA, Communication skills, Sales

• 3d

  Wealth Management Operations

  Newmarket, ON

  Full Time

  IP

  IG Private Wealth Management - Vanno Ort & Paul Jarvie

  Candidates need post-secondary education in finance, business, or economics, plus wealth management or back-office experience. They must have strong attention to detail, organization, and communication skills, and be comfortable learning CRM and portfolio systems.

  CRM systems, Portfolio management systems

• 3d

  CRM Developer and Data Analyst

  Toronto, ON

  Full Time

  CI

  Caldwell Investment Management Ltd.

  2+ YOECandidates need 2 to 3 years of CRM development or management experience, ideally in financial services, plus a post-secondary degree or diploma in software engineering, computer science or a related field. Strong CRM, marketing automation and reporting skills, and solid project management, are required.

  Zoho CRM, Airflow, Selenium

• 3d

  M&A Associate

  Toronto, ON

  Full Time

  WP

  Westonview Partners

  1+ YOEWestonview Partners needs 1 to 4 years of experience in investment banking, sell-side M&A, transaction services or private equity. Candidates need strong financial modelling, advanced Excel and PowerPoint skills, and excellent written and verbal communication. CPA or CFA progress is an asset but not required.

  Excel, PowerPoint, AI tools

• 3d

  Wealth Advisor

  Regina, SK +2

  $57k–$100k/yr

  

  The Canada Life Assurance Company

  3+ YOECandidates need post-secondary education in business or 3 to 5 years of industry experience, plus CSC/IFIC completion and a mutual fund dealer licence. A FSRA approved credential and a passed criminal record and credit check are required, and a CFP or CIM designation is an asset.

• 3d

  Vice President, Wealth Advisory & Business Development

  Toronto, ON

  Full Time

  RI

  Recruiting in Motion

  10+ YOECandidates need 10+ years in wealth management, investment management, capital markets or brokerage, active Canadian securities licences including CIRO registration, and a proven record of acquiring new clients. A bachelor's degree in finance, economics or business and an established high-net-worth network are also required.

21 companies