“DataPhile” jobs in Canada – Page 2

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• 13d

  Administrative Assistant (12-month contract)

  Vancouver, BC

  Full Time

  CC

  CGC Canaccord Genuity Corp.

  2+ YOECandidates need 2-3 years of related experience with knowledge of the securities industry, strong communication and organizational skills, and intermediate to advanced MS Office skills. CSC, CPH and CIRO licensing are preferred.

  MS Office, Salesforce, Dataphile, netx360

  13d

  Associate, Financial Planning

  Edmonton, AB

  Full Time

  CC

  CGC Canaccord Genuity Corp.

  3+ YOECanaccord Genuity Corp. needs candidates with at least 3 years in financial services, preferably in planning or advice. Strong organization, analysis, communication and independent work skills are required, and CFP or QAFP progress is an asset.

  Dataphile, Salesforce, Conquest

  15d

  Associate, Wealth Advisor

  Vancouver, BC

  Full Time

  CC

  CGC Canaccord Genuity Corp.

  3+ YOECanaccord Genuity Corp. needs candidates with at least three years of wealth management or private banking experience, CIRO registration or the ability to obtain it, and strong client relationship and communication skills. A CIM, CFP, CFA or CAIA designation is preferred, and advanced Microsoft Office and CRM skills are expected.

  Microsoft Office, Salesforce, Dataphile, netx360

  26d

  Administrative Assistant, Wealth Management

  Calgary, AB

  Full Time

  CC

  CGC Canaccord Genuity Corp.

  1+ YOECandidates need one to two years of general administrative experience, strong communication and interpersonal skills, and attention to detail. Microsoft Office proficiency is required, and experience with Dataphile, Salesforce or netx360 is an asset.

  Microsoft Office, Dataphile, Salesforce, netx360

• 13d

  Investment Advisor

  Hamilton, ON

  $70k–$96k/yrFull Time

  FC

  FirstOntario Credit Union

  2+ YOECandidates need a post-secondary diploma or degree in business, economics or finance, and a Registered Representative licence with at least two years as a licensed advisor. A CFP, CIM or CFA designation (or willingness to pursue one) and an RIS designation are required, plus strong sales, communication and Microsoft Office skills.

  Dataphile, Conquest, Maximizer, CapIntel, Microsoft Office

• 14d

  Operations Administrator

  Vancouver, BC

  $60k–$70k/yrFull Time

  CC

  Cypress Capital Management Ltd.

  2+ YOECandidates need at least two years of investment operations or financial services experience. They need working knowledge of reconciliations, corporate actions, proxy voting and trade settlements, plus strong skills in MS Word, Excel and Outlook.

  Dataphile, Harmony, Adobe, MS Excel, MS Word, MS Outlook

  14d

  Operations Administrator

  Vancouver, BC

  $60k–$70k/yrFull Time

  CC

  Cypress Capital Management Ltd.

  2+ YOECandidates need at least two years of investment operations or financial services experience. They need working knowledge of reconciliations, corporate actions, proxy voting and trade settlements, plus strong skills in MS Word, Excel and Outlook.

  Dataphile, Harmony, Adobe, MS Excel, MS Word, MS Outlook

  14d

  Operations Administrator

  Vancouver, BC

  $60k–$70k/yrFull Time

  CC

  Cypress Capital Management Ltd.

  2+ YOECandidates need at least two years of investment operations or financial services experience. They need working knowledge of reconciliations, corporate actions, proxy voting and trade settlements, plus strong skills in MS Word, Excel and Outlook.

  Dataphile, Harmony, Adobe, MS Excel, MS Word, MS Outlook

• 14d

  Adjoint(e) administratif(ve)- victoriaville

  Victoriaville, QC

  $20–$24/hrFull Time, Part Time

  SG

  SFL Gestion de patrimoine

  1+ YOEDiplôme d'études secondaires et 1 à 3 ans d'expérience en services financiers, ou DEC connexe; Maîtrise de Word, Excel, Outlook et PowerPoint; Connaissances en comptabilité un atout

  Word, Excel, Outlook, Equisoft, Dataphile

• 15d

  Business Application Support Analyst

  Toronto, ON

  Full Time

  

  Fidelity Clearing Canada ULC

  5+ YOECandidates need a three-year post-secondary program or equivalent experience, 5+ years in brokerage or financial services, and experience supporting complex business-critical systems. Strong troubleshooting, communication and SDLC knowledge are required.

  Dataphile

  26d

  Settlements Administrator

  Toronto, ON

  Full Time

  

  Fidelity Clearing Canada ULC

  1+ YOECandidates need 1 to 2 years of operations or client services experience in financial services, preferably brokerage or correspondent clearing and custody. Excellent Excel skills, strong communication, analytical and problem-solving abilities, and the ability to manage competing priorities are required.

  Dataphile, CDS, DTC, Citi-Direct, FedWire

• 21d

  Wealth Advisor Administrative Assistant

  Toronto, ON

  $52k–$65k/yr

  DF

  DUCA Financial Services Credit Union Ltd.

  1+ YOECandidates need 1 to 3 years of administrative experience in banking, investment or wealth management with high-touch clients, strong service and communication skills, and proficiency in Microsoft Office. A post-secondary degree, IFC or CSC course, and tools like Dataphile or Morningstar Advisor are assets.

  Microsoft Office, Dataphile, Market Q

• 21d

  Registered Plans Administrator, Temporary

  Toronto, ON

  $46k–$55k/yrHybridFull Time

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  2+ YOECandidates need post-secondary education or equivalent experience and 2-3 years in the financial industry, preferably in operations or registered plans. Strong attention to detail, communication, Microsoft Office skills and fluent English are required, with French and Dataphile as assets.

  Microsoft Outlook, Microsoft Excel, Microsoft Word, Dataphile

  21d

  Registered Plans Administrator, Temporary

  Vancouver, BC

  $46k–$55k/yrHybridFull Time

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  2+ YOECandidates need post-secondary education or equivalent experience and 2-3 years in the financial industry, preferably in operations or registered plans. Strong attention to detail, communication, Microsoft Office skills and fluent English are required, with French and Dataphile as assets.

  Microsoft Outlook, Microsoft Excel, Microsoft Word, Dataphile

  21d

  New Accounts Administrator, Temporary

  Toronto, ON

  $46k–$55k/yrHybridTemporary

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  1+ YOECandidates need post-secondary education or equivalent experience, plus 1-2 years in an administrative role, ideally in mutual funds or financial services. Strong Microsoft Office skills, English fluency and EST hours availability are required.

  Laserfiche, OSM, Dataphile, Microsoft Excel, Microsoft Outlook, Microsoft Word

  21d

  New Accounts Administrator, Temporary

  Vancouver, BC

  $46k–$55k/yrHybridTemporary

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  1+ YOECandidates need post-secondary education or equivalent experience, plus 1-2 years in an administrative role, ideally in mutual funds or financial services. Strong Microsoft Office skills, English fluency and EST hours availability are required.

  Laserfiche, OSM, Dataphile, Microsoft Excel, Microsoft Outlook, Microsoft Word

  21d

  New Accounts Administrator

  Toronto, ON

  $46k–$55k/yrHybridFull Time

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  1+ YOECandidates need at least one year of administrative experience, preferably in the mutual fund or financial industry. A post-secondary program in finance or business is preferred, and fluent English is required, with French and Dataphile or credit union experience as assets.

  Laserfiche, OSM, Dataphile

  21d

  New Accounts Administrator

  Vancouver, BC

  $46k–$55k/yrHybridFull Time

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  1+ YOECandidates need at least one year of administrative experience, preferably in the mutual fund or financial industry. A post-secondary program in finance or business is preferred, and fluent English is required, with French and Dataphile or credit union experience as assets.

  Laserfiche, OSM, Dataphile

  21d

  Registered Plans Administrator, Temporary

  Toronto, ON +1

  $46k–$55k/yrFull Time

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  2+ YOECandidates need post-secondary education or equivalent experience and 2 to 3 years in the financial industry, ideally in operations or registered plans. Strong attention to detail, communication skills, Microsoft Office skills and fluent English are required, with French as an asset.

  Microsoft Outlook, Microsoft Excel, Microsoft Word, Dataphile, CIRO platform

  21d

  New Accounts Administrator, Temporary

  Toronto, ON +1

  $46k–$55k/yrTemporary

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  1+ YOECandidates need post-secondary education or equivalent experience, plus one to two years of administrative work, ideally in mutual funds or financial services. Strong Microsoft Office skills, fluent English and the ability to work EST hours are required.

  Laserfiche, OSM, Dataphile, Microsoft Outlook, Microsoft Excel, Microsoft Word

  21d

  New Accounts Administrator

  Toronto, ON +1

  $46k–$55k/yrFull Time

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  1+ YOEAviso Wealth needs at least one year of administrative experience, preferably in mutual funds or financial services. A post-secondary program in finance or business is preferred, and fluent English is required.

  Laserfiche, OSM, Dataphile

• 25d

  Investment Assistant - POSITION FILLED

  Chilliwack, BC

  

  Victoria Newitt Recruitment Inc

  2+ YOECandidates need at least 2 to 3 years of administrative experience in banking, securities or brokerage, plus the Canadian Securities Course and the Conduct and Practices Handbook Course. Strong communication, attention to detail, and intermediate skills in Word, Excel and Outlook are also required.

  Dataphile, Salesforce, MS Word, Excel, Outlook

  25d

  Investment Assistant

  British Columbia

  

  Victoria Newitt Recruitment Inc

  2+ YOECandidates need at least 2 to 3 years of administrative experience in banking, securities or brokerage, plus completion of the Canadian Securities Course and the Conduct and Practices Handbook Course. Strong client service, communication, attention to detail and intermediate MS Office skills are required.

  Dataphile, Salesforce

• 27d

  Compliance Officer

  Toronto, ON +1

  $72k–$85k/yrFull Time

  

  Raymond James Ltd.

  Candidates need securities industry compliance or branch operations experience, CIRO IR licensing, and strong communication, customer service and multitasking skills. Proficiency in MS Office and Dataphile is required, and French bilingualism is an asset.

  MS Word, MS Excel, MS Outlook, Dataphile

9 companies