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Meridian Credit Union Limited: As a company that puts people first.
3+ ansCandidates need at least 3 years of financial services experience, a required designation (QAFP, PFP, CFP or RRC) and mutual fund licensing. Strong communication, sales and relationship-building skills are essential.
CRM software, financial planning software, Microsoft Power Platform, Microsoft Copilot
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02
4+ ansCandidates need 4-6 years of outbound sales experience, comfort with earning full commission, and the Canadian Investment Regulatory Exam (CIRE) and Retail Securities Exam (RSE) completed or due before start. Strong relationship and problem-solving skills are essential.
Securities, Problem solving, Sales, Financial planning, Relationship building, Network marketing
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02
4+ ansCandidates need 4-6 years of outbound sales experience and comfort earning full commission. They must have completed or be completing the CIRE and RSE exams, and show strong relationship-building and financial planning skills.
Securities, Problem solving, Sales, Financial planning, Relationship building, Network marketing
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02
4+ ansCandidates need 4-6 years of outbound sales experience, comfort with 100% commission pay, and the Canadian Investment Regulatory Exam (CIRE) and Retail Securities Exam (RSE), or completion before the start date. Strong relationship-building and financial planning skills are essential.
Securities, Problem solving, Sales, Financial planning, Relationship building, Network marketing
RBC Dominion Securities Inc.
4+ ansCandidates need 4-6 years of outbound sales experience, comfort with fully commission-based pay, and the CIRE and Retail Securities Exam completed or due before start. Strong relationship-building and financial planning skills are essential.
Securities, Problem solving, Sales, Financial planning, Relationship building, Network marketing
True North HR Consulting: True North HR provides smart, simple HR solutions for businesses of every size, HR professionals, and entrepreneurs.
1+ ansCandidates need a bachelor's degree in a business or finance field and 1-3 years of investment and portfolio management experience with high-net-worth clients. They must be registered, or immediately eligible, as an Advising Representative with the provincial securities commission.
Financial analysis software, Microsoft Office
Bay Street Staffing
Candidates need an MBA or CFA Level 1 completed, or a CIM completed or planned within 3 months, and a license to sell and manage stock and bond portfolios for at least 2 of the past 3 years.
Sales, Cold calling, CFA, CIM, Manage portfolio
Bay Street Staffing
Candidates need an MBA or CFA Level 1 completed, or a CIM completed or planned within 3 months, and a license to sell and manage stock and bond portfolios for at least 2 of the past 3 years.
Sales, Cold calling, CFA, CIM, Manage portfolio
Bay Street Staffing
Candidates need an MBA or CFA Level 1 completed, or a CIM completed or planned within 3 months, and a license to sell and manage stock and bond portfolios for at least 2 of the past 3 years.
Sales, Cold calling, CFA, CIM, Manage portfolio
Bay Street Staffing
Candidates need an MBA or CFA Level 1, or a completed CIM (or agree to finish it within 3 months), and a licence to sell and manage portfolios holding stocks and bonds, not only mutual funds.
Sales, Cold calling, CFA, CIM, Manage portfolio
Bay Street Staffing
Candidates need an MBA or CFA Level 1, or a completed CIM (or agree to finish it within 3 months), and a licence to sell and manage portfolios holding stocks and bonds, not only mutual funds.
Sales, Cold calling, CFA, CIM, Manage portfolio
Bay Street Staffing
Candidates need extensive experience as an investment advisor, a CIM, MBA or CFA Level 1 designation, and a licence to sell stocks and bonds. The ideal candidate has strong sales results with high net worth households of at least 500k.
Sales, Cold calling, Client relationship management, CIM, CFA
Bay Street Staffing
Candidates need an MBA or completed CFA Level 1, or the CIM (or the willingness to complete it within 3 months), and a licence to sell and manage portfolios of stocks and bonds, not only mutual funds.
Sales, Cold calling, CFA, CIM, Manage portfolio
Bay Street Staffing
Candidates need an MBA or CFA Level 1, or a completed CIM (or agree to finish it within 3 months), and a licence to sell and manage portfolios holding stocks and bonds, not only mutual funds.
Sales, Cold calling, CFA, CIM, Manage portfolio
Bay Street Staffing
Bay Street Staffing needs candidates with an MBA or CFA Level 1 completed, or a CIM completed or willing to complete within 3 months, and a license to sell and manage portfolios of stocks and bonds, not just mutual funds.
Sales, Cold calling, CFA, CIM, Manage portfolio
Bay Street Staffing
Candidates need a university degree in accounting, finance, commerce or economics, plus strong Excel skills and analytical ability. A financial services course such as CSC, IFIC, CFA, CFP or CIM is required, along with strong communication and senior-level presentation experience.
Excel
Bay Street Staffing
Candidates need an MBA or CFA Level 1 completed, or the CIM completed or planned within 3 months, plus a licence to sell and manage portfolios holding stocks and bonds, not just mutual funds.
Sales, Securities, Cold calling, CFA, CIM, Manage portfolio
Bay Street Staffing
2+ ansCandidates need an MBA or CFA Level 1 completed, or a CIM (or commitment to complete it within 3 months), and at least 2 of the past 3 years licensed to manage stock and bond portfolios. An IIROC licence is required.
Sales, Cold calling, CFA, CIM, Manage portfolio
Nicola Wealth: Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion…
3+ ansCandidates need 3+ years of client-facing experience at a wealth management firm, post-secondary education in finance, and the Canadian Securities Course. Strong analytical, written and verbal communication skills are essential.
Financial planning, Fix meetings, CSC, CIM, CFA, LLQP
Trevor Frances Recruitment
5+ ansCandidates need a bachelor's degree in mechanical or a related engineering field and 5 to 8 years of project engineering or project management experience in manufacturing. Experience with capital projects, automation, CAD, ERP systems and CIM systems is required.
AutoCAD, ERP system, CIM system
11 entreprises