Emplois “Wealth management systems” au Canada – Page 2

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• 54m

  HR Coordinator, Systems & Administration

  Kitchener, ON

  Temps plein

  HG

  Hendrix Genetics

  1+ ansCandidates need post-secondary education in HR or a related field and one to two years of HR experience, ideally across several sites or countries. Strong accuracy, written and verbal communication, customer service orientation, and experience with an HRIS or ATS are expected. LMIA and work permit experience is an asset.

  HRIS, ATS

• 54m

  Trainee Computing Teacher (Initial Teacher Training) - Salaried route (Y931)

  Peterborough, ON

  Temps plein

  LS

  Lift Schools

  Lift Schools requires an undergraduate degree at 2:2 or above (a Computing or related degree is preferred), or a strong A-Level in Computing at grade C or above. Candidates also need GCSE English and Mathematics at grade 4 (C) or above, the right to live and work in the UK, and no current QTS.

• 54m

  Associate Portfolio Manager

  Edmonton, AB

  Temps plein

  NR

  North Road Investment Counsel

  2+ ansCandidates need a CFA or CIM designation and at least 2 years of investment or wealth management experience. Strong skills in explaining complex financial concepts to non-experts and a CFP or RFP designation are preferred.

  GPS report

• 54m

  Client Services Associate

  Toronto, ON

  Contrat

  HW

  Harbourfront Wealth Management

  3+ ansCandidates need 3+ years in an administrative or client-support role, ideally in financial services, and a CIRO registration as an Investment Representative or Registered Representative, or the ability to register. A bachelor's degree is preferred but equivalent experience is considered. Strong Microsoft Office skills and high confidentiality are required.

  Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams

  1h

  Compliance Associate

  Canada

  Temps plein

  HW

  Harbourfront Wealth Management

  1+ ansHarbourfront Wealth Management needs candidates with 1 to 3 years of compliance, risk, audit or similar experience in financial services, a basic understanding of wealth management products, strong Microsoft Excel skills and strong written and verbal communication. Experience with PortfolioAid, Croesus, Salesforce, Global Relay or fund compliance is preferred.

  Microsoft Excel, Microsoft Office, PortfolioAid, Croesus, Global Relay, NBIN

• 59m

  Trainee Financial Planner

  Open Hall, NL

  Contrat

  BS

  BDO South Africa

  BDO Wealth Advisers needs candidates with a B.Com (Honours) in Financial Planning or equivalent, or a Postgraduate Diploma in Financial Planning. Candidates must be willing to complete the FPI CFP® Capstone course and prepare to pass the FAIS Regulatory Examination 5.

  Financial planning, Training and development, Financial products, Taxation, Financial analysis

• 59m

  Business Development & Client Relations Manager

  Oakville, ON

  Temps plein

  OF

  Orooj Financial Group

  4+ ansCandidates need 4+ years of business development, client relations, financial services or professional services experience. They need proven relationship-building and networking skills, strong communication, and comfort with business owners and high-net-worth clients.

  CRM system, LinkedIn, Microsoft Office

• 59m

  Monitoring and Surveillance Associate

  Halifax, NS

  Temps plein

  BG

  Butterfield Group

  Butterfield Support Services needs candidates with post-secondary education or relevant industry experience, strong analytical and problem-solving skills, excellent written and oral communication, and strong IT skills. Banking, banking systems or client-facing experience is preferred, along with knowledge of regulatory frameworks.

  Banking systems

  1h

  Operations Administrator (Maternity Leave Coverage)

  Halifax, NS

  Temps plein

  BG

  Butterfield Group

  Candidates need a post-secondary degree, strong organizational, analytical and customer service skills, and the ability to handle high-volume, large-value, confidential transactions. They must be proficient in Microsoft Office and able to learn the core banking system, Electronic Delivery Interface and SWIFT.

  Core banking system, Electronic Delivery Interface, SWIFT, Microsoft Office

• 1h

  Estimating Manager - Minto Frame & Truss NSW

  Minto, ON

  Temps plein

  B

  Bunnings

  Candidates need frame and truss estimating or closely related building experience, and proven experience leading a technical team. They must read architectural plans accurately, know building codes, and prepare accurate quotes and costings.

  Engineered design software, Estimating software, Pryda systems

• 1h

  Life Insurance Representative

  Toronto, ON

  Temps plein

  WF

  WhiteHorse Financial

  Candidates need insurance sales skills, life insurance product knowledge, and basic finance understanding. Ontario licensing (LLQP or equivalent) and strong customer service and organizational skills are required.

  CRM systems

• 1h

  Senior Delivery Manager

  Canada

  Temps plein

  ES

  EPAM Systems

  Candidates need extensive experience leading large technology delivery portfolios in consulting or IT services, with SAFe and Agile delivery experience and fluency in managing delivery economics. EPAM Systems also requires executive communication skills, knowledge of SDLC and CI/CD, and authorization to work in Canada.

• 1h

  Relationship Manager - Alberta Canada

  Alberta

  Temps plein

  SG

  Super Group (SGHC)

  Candidates need proven experience growing high-value customer relationships, strong communication and influencing skills, and experience with CRM systems. Confidence handling sensitive affordability and risk conversations and strong attention to detail are also required. Gambling or betting experience and knowledge of gambling regulation are desirable.

  CRM systems, customer management tools, performance dashboards

• 1h

  Associate Financial Planner

  Waterloo, ON

  Temps plein

  IW

  IPC Wealth

  1+ ansCandidates need a securities licence in Canada and a plan to obtain the CFP or CIM designation, with 1 to 3 years of financial services experience preferred but trainable. They also need strong knowledge of investment products and planning, good organizational and communication skills, and comfort with planning software, CRM systems and Microsoft Office.

  Microsoft Office, CRM systems, Financial planning software

• 1h

  Financial Services Sales Associate

  Edmonton, AB

  Temps partiel

  W

  WBU

  Candidates need to be comfortable starting conversations, self-motivated, goal-driven and coachable, and 18 or older and legally eligible to work in Canada. Sales, customer service, retail or business experience is helpful but not required.

• 1h

  Engineering Sales Representative

  Calgary, AB

  Temps plein

  CA

  Central Air Equipment Ltd.

  Candidates need proven contract sales and procurement experience, a strong network of EPCs and contractors in Western Canada, and the ability to read bid specifications and drawings. Compressed air or rotating equipment experience is a major asset, and a valid driver's license is required.

  CRM

• 1h

  Licensed Senior Administrative Assistant

  White Rock, BC

  Temps plein

  IP

  iA Private Wealth

  5+ ansCandidates need a university degree and at least 5 years of administrative experience, ideally in financial services. Strong attention to detail, organization, and fluency in Salesforce, Microsoft Office, Outlook and Excel are required, along with confidentiality and client-facing skills.

  Salesforce, Microsoft Office, Outlook, Excel

• 1h

  Procurement & Inventory Coordinator

  Langley, BC

  Temps plein

  SP

  SCG Process

  5+ ansCandidates need 5+ years of procurement or logistics experience, ideally in a distribution or manufacturing facility. ERP system experience is a strong asset, and the role calls for a well-organized, composed and collaborative person who can negotiate and set priorities.

  ERP system

• 1h

  Global Forwarding Agent (Ocean Import)

  Montréal, QC

  Temps plein

  CR

  C.H. Robinson

  1+ ansCandidates need at least one year of global forwarding experience, a high school diploma or GED, and fluency in English and French, written and spoken. Strong customer service, attention to detail, problem-solving and multitasking skills in a fast-paced environment are needed, and a bachelor's degree is preferred.

  Microsoft Office Suite

• 1h

  Financial Associate

  York, ON

  Temps plein

  CW

  CIBC Wood Gundy

  Candidates need a strong finance foundation, analytical and written communication skills, and attention to detail. Post-secondary study in finance, accounting, economics or business is expected, with prior financial services experience preferred.

  Office productivity software, Financial tools, Wealth management systems

• 1h

  Project Manager - Business Operations

  Toronto, ON

  Temps plein

  IF

  International Financial Data Services (IFDS)

  Candidates need post-secondary education or equivalent experience, plus proven experience delivering medium to large business and technology projects. Strong stakeholder management, risk management, planning, and business analysis skills are required.

  Microsoft Project, Microsoft Excel

• 1h

  Senior Analyst – Wealth Portrait

  Montréal, QC

  Temps plein

  

  NATIONAL BANK OF CANADA

  3+ ansCandidates need a degree in finance or a related field, at least three years of relevant experience, and intermediate to advanced Excel skills. A CFP or FP designation, or progress toward one, is an asset, along with knowledge of financial mathematics, retirement planning and life insurance.

  Microsoft Excel

• 1h

  Inside Sales Representative

  Lethbridge, AB

  Temps plein

  SC

  Sego Canada Inc.

  2+ ansSego Canada needs candidates with two to five years of sales experience in rotating equipment, valves or instrumentation, and ideally post-secondary education. SAP or another ERP system experience is an asset, and the role calls for strong technical learning and relationship skills.

  SAP

• 1h

  Client Relationship Associate

  Kirkland, QC

  Temps plein

  TM

  Tulett, Matthews & Associates

  Candidates need strong bilingual French and English communication and relevant experience in wealth management, financial services or client service. Familiarity with investment accounts and registered plans, comfort with Microsoft Outlook, Word and Excel, and a detail-oriented, organized approach are required.

  Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM

22 entreprises