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First Nations Bank of Canada: First Nations Bank of Canada (the "Bank") is a Canadian chartered bank primarily focused on providing financial services to the Indigenous…
Candidates need strong interpersonal skills, comfort with basic math, a calculator and computers, and Microsoft Office. Cash handling, customer service or sales experience and financial software experience are preferred, and a high school diploma is preferred but not required.
Microsoft Office, Calculator, Computer, Financial institution software systems
First Nations Bank of Canada: First Nations Bank of Canada (the "Bank") is a Canadian chartered bank primarily focused on providing financial services to the Indigenous…
Candidates need strong interpersonal skills, basic math, computer and Microsoft Office skills, and the ability to stand for long periods. A high school diploma is preferred, and cash handling or customer service experience is an asset.
Microsoft Office, calculator, financial institution software systems
First Nations Bank of Canada: First Nations Bank of Canada (the "Bank") is a Canadian chartered bank primarily focused on providing financial services to the Indigenous…
Solides compétences interpersonnelles; Calcul de base dans toutes les unités de mesure; Utilisation d'un ordinateur et de Microsoft Office
Calculator, Microsoft Office, Financial institution software
First Nations Bank of Canada: First Nations Bank of Canada (the "Bank") is a Canadian chartered bank primarily focused on providing financial services to the Indigenous…
Candidates need strong interpersonal skills, basic math, computer and Microsoft Office skills, and the ability to stand for long periods. A high school diploma or equivalent is preferred but not required, and experience with banking software, cash handling, customer service or sales is preferred.
Microsoft Office, Calculator, Computer, Financial institution software systems
First Nations Bank of Canada: First Nations Bank of Canada (the "Bank") is a Canadian chartered bank primarily focused on providing financial services to the Indigenous…
Expérience prouvée en banque de détail ou poste similaire; Forte capacité de leadership; Connaissance des logiciels bancaires et de MS Office 365
MS Office 365, banking software
First Nations Bank of Canada: First Nations Bank of Canada (the "Bank") is a Canadian chartered bank primarily focused on providing financial services to the Indigenous…
Candidates need strong interpersonal skills, comfort with basic arithmetic and computers, and the ability to stand for long periods. Experience with financial software, cash handling, customer service or sales is preferred, along with acceptable criminal record and credit checks.
Microsoft Office, calculator, computer
First Nations Bank of Canada: First Nations Bank of Canada (the "Bank") is a Canadian chartered bank primarily focused on providing financial services to the Indigenous…
Candidates need proven retail banking or similar experience, with sales or customer service preferred. Strong leadership, communication, problem-solving and Office 365 skills are needed, along with knowledge of Indigenous relationship building and acceptable criminal and credit checks.
MS Office 365, banking software
Sunrise Credit Union
5+ YOECandidates need a post-secondary diploma or degree in finance, business or commerce, at least 5 years in wealth management or financial advice, and valid IFC Mutual Fund, Canadian Securities Course and life insurance licences. Strong knowledge of markets and portfolio construction is also required.
financial planning software, CRM systems
Meridian Credit Union Limited: As a company that puts people first.
10+ YOECandidates need deep internal audit expertise and knowledge of Ontario and Canadian credit union and bank regulation, plus several years of internal audit and leadership experience. A university degree and a CIA, CISA or professional accounting designation are strongly preferred.
audit software
Meridian Credit Union Limited: As a company that puts people first.
7+ YOECandidates need 7+ years of financial planning or advisory experience, IIROC licensing (or willingness to complete the coursework), and a PFP or CFP designation. They must also bring strong business development, networking and client communication skills.
contact management software, investment planning software, retirement planning software
Meridian Credit Union Limited: As a company that puts people first.
3+ YOECandidates need at least 3 years of financial services experience, progress toward CSC, CPH and WME certifications for CIRO registration, and progress toward PFP or CFP. Strong business development, networking and time management skills are also required.
contact management software, investment planning software, retirement planning software
Meridian Credit Union Limited: As a company that puts people first.
7+ YOECandidates need at least 7 years of financial planning or advisory experience, IIROC licensing (or willingness to complete it), and a PFP or CFP designation. They also need strong business development skills and in-depth knowledge of wealth products, tax, estate and retirement planning.
Contact management software, Investment and retirement planning software, Microsoft Power Platform
Meridian Credit Union Limited: As a company that puts people first.
3+ YOECandidates need three years of AML/ATF compliance or investigations experience, or QC, assurance or audit experience, plus strong knowledge of money laundering typologies and FINTRAC guidelines. Proficiency with MS Office is required, and SQL and AML case management software are assets.
MS Office, Excel, Word, PowerPoint, SQL, AML alert/case management system
Alterna Savings
3+ YOEAlterna Savings needs a candidate with a bachelor's degree in computer science or engineering, or equivalent, and 3 to 5 years as a technical product manager or business analyst. Strong technical, analytical and stakeholder communication skills are required, along with Agile experience.
Agile tools, Product analytics tools, AI-assisted productivity tools
Scotiabank
3+ YOECandidates need three years of financial planning and investment sales experience, an MFDA or Canadian Securities Course credential, and a PFP or CFP designation. They also need strong networking skills, self-motivation, and a valid driver's licence with a vehicle.
CRM software, portfolio software, financial planning software, mobile technology
Scotiabank
3+ YOECandidates need at least 3 years of financial planning and investment sales experience, a mutual funds licence (MFDA or Canadian Securities Course), a PFP or CFP designation, and a valid driver's licence with a vehicle.
CRM software, Portfolio management software, Financial planning software, Mobile technology
Scotiabank
3+ YOECandidates need at least 3 years in financial planning and investment sales, plus MFDA licensing (Canadian Securities Course or Investment Funds in Canada). A PFP or CFP designation, a valid driver's licence and access to a vehicle are also required.
CRM software, Financial planning software, Portfolio software, Mobile technology
Scotiabank
3+ YOEScotiabank asks for 3 years of financial planning and investment sales experience, a mutual funds licence (MFDA or Canadian Securities Course) and a PFP or CFP designation. Candidates also need strong networking skills, a valid driver's licence and access to a vehicle.
CRM software, Portfolio management software, Financial planning software, Mobile technology
Scotiabank
3+ YOECandidates need 3 years of financial planning and investment sales experience, a mutual fund licence (CIRO), and a PFP or CFP designation. They also need strong networking skills, French and English, and a valid driver's licence with a vehicle.
CRM software, Portfolio software, Financial planning software, Mobile technology
Scotiabank
3+ YOECandidates need at least 3 years of financial planning and investment sales experience, mutual fund licensing (MFDA), and a PFP or CFP designation. They also need proven client acquisition skills, a valid driver's licence and access to a vehicle.
CRM software, Portfolio software, Financial planning software, Mobile technology
Scotiabank
Candidates need Business Banking or Commercial Banking experience with proven sales results, and post-secondary study in accounting, finance, business law or economics or equivalent experience. Franchising knowledge, strong networking skills and a vehicle are required.
ACE, GRM, Sales Builder, Intralink
Scotiabank
3+ YOECandidates need about 3 years of financial planning and investment sales experience, a mutual fund or Canadian Securities Course licence in good standing with CIRO, and ideally a PFP or CFP designation. They also need strong networking skills, a valid driver's licence and access to a vehicle.
CRM software, financial planning software, portfolio software
Scotiabank
3+ YOECandidates need about 3 years of financial planning and investment sales experience, mutual fund licensing (MFDA), and ideally a PFP or CFP designation. They must be self-motivated, skilled at networking and building Centres of Influence, and have a valid driver's licence and access to a vehicle.
CRM software, Portfolio management software, Financial planning software
6 companies