“Dataphile” jobs in Canada – Page 3

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• 25d

  Accounts Transfers Administrator

  Toronto, ON

  

  Richardson Wealth Ltd

  1+ YOECandidates need one to two years of account transfer experience, clear written and oral communication, and strong organization and multitasking skills. Basic knowledge of Dataphile, ATON and CDS is optional, and French bilingualism and Fundcom knowledge are assets.

  Dataphile, ATON, CDS, Fundcom

  25d

  Quality Assurance Analyst

  Toronto, ON

  

  Richardson Wealth Ltd

  5+ YOECandidates need 5+ years of hands-on quality assurance experience on complex enterprise applications, including Salesforce testing, API testing and automation tools such as Playwright or Selenium. Strong SQL skills and experience with Azure DevOps are also required.

  Salesforce, Playwright, Selenium, Tricentis, BrowserStack, Postman

  25d

  Branch Assistant (contract)

  Burlington, ON

  

  Richardson Wealth Ltd

  1+ YOECandidates need 1-3 years of experience in the finance industry, familiarity with brokerage operations and Microsoft Office, and strong communication and organizational skills. Experience with Dataphile is a plus.

  Dataphile, Microsoft Office

  25d

  Conseiller en conformité du patrimoine (CCP)

  Montréal, QC

  

  Richardson Wealth Ltd

  5+ YOE5 à 10 ans d'expérience en conformité chez un courtier OCRCVM; Excellentes aptitudes en communication écrite et orale; Compétences en gestion des relations, médiation et leadership

  Dataphile, PortfolioAid, Microsoft Office

  25d

  Onboarding Support Coordinator

  Toronto, ON

  

  Richardson Wealth Ltd

  1+ YOECandidates need one to three years of wealth management or brokerage experience and onboarding or training experience. Strong organization, project coordination, Microsoft Office skills and good English communication are required, and French is an asset.

  Dataphile, Maximizer, Microsoft Office Suite, Cisco Jabber, VPN

  25d

  Credit Officer (contract)

  Toronto, ON

  

  Richardson Wealth Ltd

  Candidates need a good understanding of the securities industry, either through relevant experience or the Canadian Securities Course. Strong Microsoft Office skills, communication, analytical ability and time management are required, along with a post-secondary credential or relevant experience.

  Dataphile, Microsoft Excel, Microsoft Outlook, Microsoft Word

  25d

  Branch Manager

  Halifax, NS

  

  Richardson Wealth Ltd

  3+ YOECandidates need a university degree, a CIRO licence as Registered Representative, Branch Manager and Options Supervisor Course, and at least 3 years in a full service brokerage with compliance supervision. Strong recruiting results, organization, and communication skills are also required.

  Dataphile, Microsoft Office Suite, Reuters

• 25d

  New Accounts Administrator

  Mississauga, ON

  $26–$30/hrFull Time

  

  Fidelity Canada

  1+ YOECandidates need post-secondary education or equivalent work experience, 1 to 2 years in financial services, and familiarity with non-registered and registered account types. Strong MS Excel skills and a detail-oriented, independent approach are required.

  Dataphile, MS Excel

• 27d

  Client Relationship Specialist

  Toronto, ON

  Full Time

  

  C.P. Services

  Candidates need a bachelor's degree, strong attention to detail and organization, and excellent written and verbal communication. Proficiency in Salesforce, Microsoft Word and Excel is required, and the Canadian Securities Course is an asset.

  Salesforce, Microsoft Word, Microsoft Excel, NetRep, Dataphile, NetX360

• 27d

  Portfolio Manager, Managed Assets Program (MAP)

  Toronto, ON +1

  $115k–$135k/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…

  5+ YOE3+ MgmtAviso Wealth needs a candidate with 5-7 years in the investments industry, including at least 3 years of discretionary portfolio management, plus a CFA charter and a CIRO Portfolio Manager (Discretionary) licence. Strong communication, advanced Excel and PowerPoint skills, and fluent English are required.

  Wealth360, Dataphile, Bloomberg, Refinitiv Eikon, Excel, PowerPoint

  27d

  Portfolio Administrator

  Toronto, ON +1

  $70k–$80k/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…

  3+ YOEAviso Wealth needs candidates with a post-secondary degree in business or a related field, at least three years in the investment industry, and progress toward the CFA. Candidates should hold or be eligible for a Registered Representative licence within 30 days, have completed the CSC, CPH and WME courses, and have advanced Excel skills.

  Portfolio management software, Bloomberg, Morningstar, CGI Wealth360, Dataphile, Excel

  27d

  Bilingual Estates Specialist

  Toronto, ON +1

  $55k–$70k/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…

  5+ YOECandidates need post-secondary education, at least five years in financial services (estates, registered plans or operations preferred), and knowledge of MFDA, IIROC, CRA and RQ rules. They must be fluent in English and French, detail-oriented, and comfortable with Word, Excel and Outlook.

  Dataphile, Laserfiche

• 27d

  Client Services Specialist

  Markham, ON

  Full Time

  

  Aplin

  3+ YOECandidates need 3+ years in wealth management, investment advisory or financial services, with hands-on account administration experience. Strong judgment, independent problem-solving, Microsoft Office skills and CRM experience are required.

  Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM system, Dataphile, Croesus

• 27d

  Licensed Sales Assistant (evergreen)

  Vancouver, BC

  Full Time

  

  Raymond James Ltd.

  3+ YOECandidates need post-secondary education, at least 3 years of industry experience, and investment representative licensing. Strong attention to detail, client service, Microsoft Office and knowledge of account opening, registered accounts and compliance are needed.

  Microsoft Office, Salesforce, LinkedIn, CRM software

  27d

  Investment Advisor Assistant (Evergreen)

  Montréal, QC

  Full Time

  

  Raymond James Ltd.

  2+ YOECandidates need at least 2 years of investment industry experience and post-secondary education, with IR licensing or the Canadian Securities Course preferred. Strong skills in MS Office, client service, attention to detail and handling confidential information are required.

  MS Office, Word, Excel, Outlook, Dataphile, Croesus

  27d

  Adjoint(e) au conseiller, service de conseils en placement (réquisition perpétuelle)

  Montréal, QC

  Full Time

  

  Raymond James Ltd.

  2+ YOEBilinguisme français et anglais requis; Au moins deux ans d'expérience dans l'industrie financière; Études postsecondaires

  Microsoft Word, Microsoft Excel, Outlook, Dataphile, Croesus, Thomson Reuters

  27d

  Licensed Sales Assistant (Evergreen)

  Toronto, ON

  Full Time

  

  Raymond James Ltd.

  3+ YOECandidates need post-secondary education, at least 3 years of industry-related experience and Investment Representative licensing. Strong attention to detail, organization, and experience with Microsoft Office and CRM tools are also needed.

  Microsoft Office, Salesforce, LinkedIn, Dataphile, Google Analytics

  27d

  Licensed Wealth Advisor Assistant

  Calgary, AB

  Full Time

  

  Raymond James Ltd.

  2+ YOECandidates need at least two years of investment industry experience, completion of the Canadian Securities Course and the Conduct and Practices Handbook (IR or RR registration), and strong customer service and communication skills. Attention to detail, Microsoft Office proficiency and the ability to handle confidential information are also required.

  Dataphile, Microsoft Dynamics, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook

  27d

  Licensed Financial Advisor Assistant

  Calgary, AB

  Full Time

  

  Raymond James Ltd.

  2+ YOECandidates need at least two years of investment industry or equivalent experience, completion of the Canadian Securities Course and Conduct and Practices Handbook, and proficiency with Microsoft Office and transaction software such as Dataphile. Strong customer service, attention to detail and confidentiality are essential.

  Dataphile, Microsoft Office, Outlook, Excel, PowerPoint, Contact management software

  27d

  Head of Operations, Correspondent Services - 12 Month Contract

  Vancouver, BC

  $110k–$130k/yrFull Time

  

  Raymond James Ltd.

  10+ YOE5+ MgmtCandidates need at least 10 years of experience in complex, multi-stakeholder environments, including five years in a senior manager or higher role. Strong leadership, change management, financial compliance knowledge and proficiency with Microsoft Office, Smartsheet and Power BI are expected.

  Power BI, Smartsheet, Microsoft Office, Dataphile

  27d

  Licensed Sales Assistant

  Edmonton, AB

  $50k–$60k/yrFull Time

  

  Raymond James Ltd.

  Candidates need CIRO IR or RR licensing and post-secondary education, with strong MS Office skills, especially Word, Excel and Outlook. Strong communication, attention to detail, organization and the ability to meet deadlines under pressure are required.

  Dataphile, FactSet

  27d

  Wealth Advisor Assistant

  Calgary, AB

  $45k–$55k/yrFull Time

  

  Raymond James Ltd.

  3+ YOECandidates need post-secondary education, at least 3 years of industry-related experience, and knowledge of investment products and account types such as RRSPs and TFSAs. They also need strong attention to detail, customer service skills, Microsoft Office, and a CIRO IR licence; a CIRO RR licence is an asset.

  Microsoft Office, CRM software, LinkedIn, Dataphile

  27d

  Investment Advisor Assistant

  Markham, ON

  $45k–$55k/yrFull Time

  

  Raymond James Ltd.

  Candidates need post-secondary education, an IR licence or completion of licensing within 6 months of hire, and strong MS Office skills in Word, Excel and Outlook. They also need excellent communication, attention to detail, time management and the ability to handle confidential information under deadline pressure.

  MS Word, MS Excel, MS Outlook, Dataphile, FactSet

  27d

  Managed Account Trader - 12 Month Contract

  Toronto, ON +1

  $60k–$65k/yrFull Time

  

  Raymond James Ltd.

  2+ YOECandidates need a post-secondary diploma or degree and at least 2 years of trading experience in discretionary, model-based accounts. Strong Microsoft Office skills, analytical ability and attention to detail under deadline pressure are required. The Canadian Securities Course is an asset.

  Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, Dataphile, Croesus

6 companies