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ZoomInfo Technologies LLC
5+ ansZoomInfo needs candidates with a bachelor's degree in a technical field or equivalent experience, and 5+ years of professional software engineering experience. Candidates should be strong in Python and SQL, and have experience running cloud applications and data pipelines in production.
Python, SQL, CI/CD, version control
Raymond James Ltd.
4+ ansCandidates need at least 4 years of full-service brokerage or financial industry experience, or a relevant university diploma, plus CIRO registration eligibility. They also need prospecting, sales, presentation and relationship-building skills, and must complete CIRO exams and the AIP training.
Coaching, Cold calling, Sales, Compensation and benefits, CIRO, Relationship building
Raymond James Ltd.
4+ ansCandidates need at least 4 years of full-service brokerage or financial industry experience, or a relevant university diploma, plus CIRO registration eligibility. They must also show prospecting, investment product knowledge, relationship-building and presentation skills.
Coaching, Cold calling, Sales, Compensation and benefits, CIRO, Relationship building
Raymond James Ltd.
4+ ansCandidates need a university degree or at least four years of full-service brokerage or financial industry experience, plus CIRO registration eligibility and a Registered Representative licence. They must also show prospecting, sales, and client relationship skills.
Coaching, Cold calling, Sales, Compensation and benefits, CIRO, Relationship building
Raymond James Ltd.
3+ ansRaymond James needs candidates with at least 3 years of estate and trust industry experience, ideally managing estate, trust and power of attorney accounts. Candidates need strong analytical, communication and collaboration skills, in-depth knowledge of estates and trusts law, and a university degree in a related field.
Regulatory compliance, Risk management, Auditing, Collaboration, Communication skills, Critical thinking
Raymond James Ltd.
2+ ansCandidates need at least 2 years of estate and trust industry experience, with a preference for managing estate, trust and power of attorney accounts. A university degree, knowledge of estates, trusts and powers of attorney laws, and strong analytical and communication skills are required, while STEP or MTI designation is an asset.
Regulatory compliance, Risk management, Auditing, Collaboration, Communication skills, Critical thinking
Raymond James Ltd.
3+ ansCandidates need 3 to 5 years of business analysis experience in wealth management, including front, middle or back office work. They need strong Agile and Waterfall knowledge, requirements documentation skills, and proficiency with JIRA, Confluence, Visio, Excel and SQL.
JIRA, Confluence, Visio, Microsoft Office, Excel, SQL
Raymond James Ltd.
5+ ansRaymond James asks for at least five years of estate and trust industry experience, in-depth knowledge of estate and trust law, and experience with high-net-worth clients. Candidates also need a university degree or equivalent, strong analytical and communication skills, and a STEP membership with TEP designation.
Collaboration, Financial statements, Regulatory compliance, Risk management, Auditing, Critical thinking
Raymond James Ltd.
2+ ansCandidates need at least 2 years of reception or administrative assistant experience, strong MS Office skills (Word, Excel, Outlook), and excellent communication and customer service abilities. Strong organization, a professional and reliable demeanor, and adaptability in a fast-paced setting are also required.
Switchboard, Video conferencing equipment, Audio-visual equipment
Raymond James Ltd.
2+ ansCandidates need at least 2 years of administrative experience and post-secondary education. Strong MS Office skills, organization, attention to detail and social media experience are expected, and CRM experience and a CIRO licence are assets.
MS Office, Excel, Word, PowerPoint, Outlook, Internet Explorer
Raymond James Ltd.
3+ ansCandidates need a college diploma or equivalent and 3 to 4 years of customer service experience, ideally in financial services or brokerage. They need strong Microsoft 365, SharePoint Online, web browser and mobile device skills, and preferably fluent French and English.
Microsoft 365, SharePoint Online, web browsers, mobile devices, call-tracking system
Raymond James Ltd.
2+ ansCandidates need at least 2 years of experience in wealth management, securities operations or banking, plus knowledge of CDS, Arrow, Dataphile and Canadian registered plans. Strong Excel skills and the ability to work to strict deadlines with high accuracy are also required.
Dataphile, ServiceNow, Zoom, Microsoft Excel, CDS, Arrow
Raymond James Ltd.
3+ ansCandidates need at least three years of experience in investment brokerage or financial services, an IR licence and completion of the Canadian Securities Course. Strong MS Office, communication, organization and problem-solving skills are required.
MS Word, MS Excel, MS PowerPoint, MS Outlook
Raymond James Ltd.
2+ ansCandidates need at least two years of administrative experience in financial services, post-secondary education (finance preferred), and strong organization, communication and confidentiality skills. A CIRO licence is an asset, or must be obtained within six months.
Salesforce, Microsoft Office, CRM
Raymond James Ltd.
3+ ansCandidates need 3-5 years of experience in investment brokerage or financial services, a diploma or degree, and proficiency in Microsoft Office. An IR licence is required or must be obtained within 12 months of hire, and previous supervisory experience is an asset.
Microsoft Office
6 entreprises