Emplois “Branch banking software” au Canada – Page 26

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• 1 mois

  Healthcare & Professional Specialist - Montreal

  Montréal, QC

  

  Scotiabank

  Candidates need post-secondary education in accounting, finance, business law or economics, or equivalent experience, plus proven expertise in the healthcare and professional market. Strong business development, small business lending and risk management knowledge, and fluency in French and English are required.

  ACE, GRM, Sales Builder, Intralink

  1 mois

  Financial Planner, Scotia Financial Planning - Whitehorse, Yukon

  Whitehorse, YT

  

  Scotiabank

  3+ ansCandidates need 3 years of financial planning and investment sales experience, a mutual fund licence (CIRO) or Canadian Securities Course, and a PFP or CFP designation preferred. Strong networking, self-motivation, a valid driver's licence and access to a vehicle are also required.

  CRM software, financial planning software, portfolio software, mobile technology

  1 mois

  Virtual Financial Planner, Scotia Financial Planning- Opportunities in Ontario

  Greater Sudbury, ON

  

  Scotiabank

  3+ ansScotiabank candidates need 3 years of financial planning and investment sales experience, MFDA licensing (Mutual Funds Certified Professional or Canadian Securities Course), and a PFP or CFP designation. Strong networking, entrepreneurial drive, a valid driver's licence and access to a vehicle are also required.

  CRM software, portfolio software, financial planning software, mobile technology

  1 mois

  Financial Planner, Scotia Financial Planning - Nobleton, ON

  Nobleton, ON

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, mutual funds certification (MFDA licensing), and a PFP or CFP designation. They also need a valid driver's licence, access to a vehicle, and strong networking and self-motivated skills.

  CRM software, Portfolio software, Financial planning software

  1 mois

  Financial Planner, Scotia Financial Planning- Fort McMurray, AB

  Fort McMurray, AB

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, a mutual funds licence, and a valid driver's licence with a vehicle. A PFP or CFP designation, strong networking skills and the ability to work independently are also needed.

  CRM software, Financial planning software, Portfolio software

  1 mois

  Financial Planner, Scotia Financial Planning - Richmond, Vancouver

  Vancouver, BC

  

  Scotiabank

  3+ ansCandidates need at least 3 years in financial planning and investment sales, a mutual fund or CIRO-accredited licence, and a PFP or CFP designation. They must have strong networking skills, work independently, and hold a valid driver's licence with a vehicle.

  CRM software, portfolio software, financial planning software, mobile technology

  1 mois

  Financial Planner, Scotia Financial Planning - Merivale & Meadowlands

  Ottawa, ON

  

  Scotiabank

  3+ ansCandidates need 3 years of financial planning and investment sales experience, mutual fund certification with good CIRO standing, and a PFP or CFP designation. They also need strong networking skills, a valid driver's licence and access to a vehicle.

  CRM software, Portfolio software, Financial planning software, Mobile technology

  1 mois

  Virtual Financial Planner, Scotia Financial Planning - Northeast Alberta

  Cold Lake, AB

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, an MFDA-compliant investment license, and ideally 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

  1 mois

  Financial Planner, Scotia Financial Planning - Powell River

  Powell River, BC

  

  Scotiabank

  3+ ansCandidates need at least 3 years of financial planning and investment sales experience, plus mutual fund licensing (MFDA). A PFP or CFP designation, a valid driver's licence and a vehicle are also required, along with strong networking and client acquisition skills.

  CRM software, portfolio management software, financial planning software

  1 mois

  Financial Planner, Scotia Financial Planning - Winston Churchill & Thomas Branch, Mississauga

  Mississauga, ON

  

  Scotiabank

  3+ ansScotiabank needs candidates with at least 3 years of financial planning and investment sales experience, a mutual funds certification, and a PFP or CFP designation. They must also be self-motivated, skilled at networking, and hold a valid driver's licence with access to a vehicle.

  CRM software, Portfolio software, Financial planning software, Mobile technology

  1 mois

  Financial Planner, Scotia Financial Planning - Windsor

  Windsor, ON

  

  Scotiabank

  3+ ansCandidates need at least 3 years in financial planning and investment sales, MFDA licensing (Investment Funds in Canada or Canadian Securities Course), and ideally a PFP or CFP designation. They also need strong networking skills, a valid driver's licence and access to a vehicle.

  Financial planning, Sales, Regulatory compliance, Financial statements, CSC, Interpersonal skills

  1 mois

  Financial Planner, Scotia Financial Planning - Belleville, Trenton

  Belleville, ON

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, mutual funds certification such as the Canadian Securities Course, and a PFP or CFP designation. They must show strong networking skills, self-motivation, and a valid driver's licence with a vehicle.

  CRM software, Financial planning software, Portfolio software, Mobile technology

  1 mois

  Financial Planner, Scotia Financial Planning - Richmond, Vancouver

  Richmond, BC

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, a current mutual funds licence or Canadian Securities Course, and a PFP or CFP designation. They need proven networking skills, a valid driver's licence and access to a vehicle.

  CRM software, Portfolio management software, Financial planning software, Mobile technology

• 1 mois

  Student Opportunities - TeleServices Agents

  Dalhousie, NB

  25,82–30,59 $/hTemps plein

  GO

  Government of New Brunswick

  3+ ansCandidates need a high school diploma and a related post-secondary diploma, plus at least three years of related work experience. Fluent written and spoken English and French are required, along with strong client service and computer skills.

  Government databases, SNB software, Office software and applications

• 1 mois

  Software Engineer - Java

  Toronto, ON

  Temps plein

  

  Haventree Bank: Founded in 1990, Haventree Bank is a federally regulated Schedule 1 bank dedicated to fostering financial security & upward mobility for Canadian…

  3+ ansCandidates need at least 3 years of production backend experience, strong Java and Spring Boot skills, and a Bachelor's or Master's degree in a related field. Experience with Git, testing and API security is also expected.

  Java, Spring Boot, Git, GitHub, Docker, Kubernetes

• 1 mois

  Member Service Supervisor 2

  Prince George, BC

  Temps plein

  

  Coastal Community

  3+ ans2+ gestionCandidates need leadership experience, financial services and banking knowledge, customer service experience, and strong attention to detail. Knowledge of anti-money laundering, know-your-member and privacy rules is expected.

  ORS, chequescribe, ATM, cash recyclers, RBU, fax machine

• 1 mois

  Senior Financial Advisor (Ganges (Salt Spring) Branch)

  British Columbia

  Sur place

  

  First West

  2+ ansCandidates need a two-year college or technical diploma or equivalent experience, a mutual funds licence, and 2-3 years as a financial advisor. They need proven sales results in lending and investment products, strong advisory conversation skills, and computer proficiency.

  Microsoft Office, banking software

  1 mois

  Senior Financial Advisor (Hope Branch)

  Hope, BC

  Sur place

  

  First West

  2+ ansCandidates need a two-year college or tech diploma or equivalent experience, a mutual funds licence, and completion of the internal certification program. They also need 2-3 years as a financial advisor, a proven record of meeting sales targets, and strong advisory and computer skills.

  Microsoft Office, Banking software

  1 mois

  Financial Advisor

  Penticton, BC

  Sur place

  

  First West

  2+ ansCandidates need a two-year college or technical diploma or equivalent experience, a Mutual Funds licence, and two years as a member advisor. Strong needs identification, planning, independent problem-solving and computer skills are also required.

  Microsoft Office, banking software

  1 mois

  Wealth Planning Specialist

  Nanaimo, BC +1

  50k $/anHybride

  

  First West

  6+ ansCandidates need a bachelor's degree or equivalent, a Mutual Funds licence and CFP designation, and six years of investment or financial planning sales experience. Strong sales, networking, communication and financial statement analysis skills are also required.

  Conquest, Microsoft Office, financial planning software

  1 mois

  Senior Accountant

  Langley, BC +4

  Hybride

  

  First West

  5+ ansCandidates need a CPA, a bachelor's degree in business, accounting or a related field, and 5 years of accounting experience. Strong IFRS knowledge, taxation skills and advanced Excel are required, and experience in a financial institution is an asset.

  Excel, Oracle, MS Office

  1 mois

  Senior Financial Advisor (Willoughby Branch)

  Langley, BC

  Sur place

  

  First West

  2+ ansCandidates need a college or tech school diploma, a Mutual Funds License, and 2-3 years as a financial advisor. They also need proven sales results and strong advisory skills.

  Microsoft Office, banking software

  1 mois

  Financial Advisor

  Kamloops, BC

  Sur place

  

  First West

  2+ ansCandidates need a college or tech school diploma (or equivalent experience), two years in a member advisor role, a Mutual Funds License and completion of the internal certification program. Strong organization, computer skills and sound judgment are required.

  Microsoft Office, Banking software

  1 mois

  Financial Advisor (Chilliwack City)

  Chilliwack, BC

  Sur place

  

  First West

  2+ ansCandidates need a two-year college or tech diploma or equivalent experience, a Mutual Funds licence, and two years in a member advisor role. They must complete the internal certification program and show strong needs-based sales, organization and Microsoft Office skills.

  Microsoft Office, banking software

5 entreprises