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moomoo: As a one-stop platform for global investing, moomoo provides access to stocks, ETFs, options, and crypto across major financial markets.
3+ ansCandidates need a university degree in finance, business or economics, the CIRE (or CSC and CPH in some cases), and 3-5 years in financial services. Fluency in English and Mandarin and strong Excel skills are required.
Microsoft Excel, Feishu, BBM
Ndax Canada Inc.
10+ ans5+ gestionCandidates need 10+ years in information security, including 5+ years as a CISO, vCISO or head of security, with experience at a regulated financial, fintech or digital asset company. They must know Canadian regulatory expectations and have hands-on experience with SOC 2 or ISO 27001 audits.
CIRO, Cybersecurity, Security threats, Security regulations, Penetration testing, Incident response
destinationone Consulting: destinationone Consulting is a North America–based strategic recruitment, executive search, and HR advisory firm serving purpose-led organizations…
5+ ansCandidates need at least five years in a client-facing financial advisory role, a current CIRO licence and a CFP designation. They must show strong financial planning and portfolio construction skills, proficiency with planning software and Microsoft Office, and a valid driver's licence and personal vehicle.
Financial planning software, Microsoft Office
Ventum Financial Corp.
3+ ansCandidates need at least 3 years of administrative or sales support experience in regulated financial services and a CIRO licence (IR or RR), with Options licensing strongly preferred. They also need advanced Microsoft Office skills, strong organization, and discretion with sensitive information.
Dataphile, CRM, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Ventum Financial Corp.
5+ ansVentum Financial Corp. needs candidates with five years of investment advisory experience in a CIRO-regulated environment. Strong communication, relationship-building, consultative and ethical skills are also required.
Research, Administrative support, CIRO, Relationship building, Interpersonal skills, Communication skills
Ventum Financial Corp.
Ventum Financial needs candidates with expertise in financial planning and investment strategies, a CIRO RR licence and a post-secondary degree in finance or a related field. Strong customer service, analytical and investment software skills are required, and prior advisory experience is an asset.
investment software
Meridian Credit Union Limited: As a company that puts people first.
3+ ansCandidates 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
Cambrian Credit Union
5+ ansCandidates need at least five years of investment advisory experience, a post-secondary business credential, and a CIRO Investment Dealer registration or eligibility for it. A CFP or PFP designation, or a commitment to earn one within 24 months, is also required.
Conquest Planning, Salesforce Marketing Cloud
Scotiabank
5+ ansScotiabank needs a university degree in accounting, finance or a related field and at least 5 years of experience, preferably in banking or brokerage operations. Candidates need expert Broadridge and working PeopleSoft knowledge, strong CIRO regulatory understanding and clear communication skills.
Broadridge, PeopleSoft, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft OneNote
Scotiabank
5+ ansCandidates need 5+ years as a business or systems analyst in asset management, fund administration or wealth management, with hands-on transfer agency platform experience. Strong knowledge of mutual funds, Fundserv and reconciliation controls is expected, with Python, cloud data tools and API skills as assets.
SS&C IFDS (iFAST), Univeris, SS&C TA2000, FIS, Power BI, Tableau
Bank of Montreal
5+ ansBank of Montreal needs proven investment sales success, 5 to 10 years of investment sales experience, and an undergraduate degree. Candidates also need CSC completion with CIRO licensing progress, in-depth knowledge of investment products, and strong communication and negotiation skills.
Salesforce
Bank of Montreal
7+ ansBank of Montreal needs candidates with 7+ years of relevant experience, sales leadership and people management skills, and expert knowledge of financial markets and investment products. CIRO licences CSC, CPH, WME and BMC are required.
Sales, Performance management, Product knowledge, Coaching, Achieve sales targets, Forecasting
WeKnowTraining
7+ ansCandidates need 7 to 10+ years of industry experience, with deep expertise in one CIRO exam area and strong knowledge of CIRO/IIROC rules. Preferred credentials include LL.B/J.D., CPA, CFA, FRM, CIM, ICD.D or equivalent.
CIRO, Regulatory compliance, Securities, Know your customer, Record keeping, Financial statements
12 entreprises