5+ ansCandidates need a university degree or equivalent experience and five or more years of AML, financial crime or compliance work in a regulated financial institution. They need working knowledge of the PCMLTFA, FINTRAC guidance and Canadian sanctions, and experience with complex investigations. CAMS or CFCS certification is preferred.
1+ ansCandidates need at least one year of administrative or back-office operations experience and a high school diploma, with post-secondary business or accounting education as an asset. Strong analytical, communication and attention-to-detail skills are needed, and knowledge of investing, mutual funds or registered plan rules is an asset.
Documentation, Problem solving, Attention to detail, CSC, Data entry, Transaction processing
2+ ansCandidates need 2-3 years of client service experience in financial services, fluent English, strong MS Office skills and a calm, service-oriented approach in a fast-paced setting. Industry academic credentials such as CSC or CPH, or a commitment to further education, are an asset.
Documentation, Troubleshoot, Handle financial transactions, Regulatory compliance, CSC, Microsoft Office
1+ ansCandidates need fluent written and spoken English and French, a bachelor's degree or equivalent experience, and customer service experience in financial services. Strong attention to detail, problem-solving skills and proficiency with Windows and Microsoft 365 are also needed.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Trading platforms
1+ ansCandidates need one to two years of administrative assistant experience, strong MS Word, Excel and PowerPoint skills, and excellent organization and communication abilities. A college diploma and securities industry certifications are assets.
Sales, Complete administration, Presentation skills, Administer appointments, Securities, Computer skills
Candidates need post-secondary education in business or a related field, investment industry experience (private client or high net worth experience is an asset), knowledge of mutual funds and securities, and strong written and verbal communication. They must work well under pressure and independently.
5+ ansCandidates need 5 to 7 years in financial services and insurance and 3 to 5 years in a regulatory compliance role. They need excellent knowledge of provincial insurance law, working knowledge of PIPEDA and anti-money laundering rules, and advanced English. French is preferred.
Regulatory compliance, Team leadership, Sales, Anti-money laundering, Legal research, Communication skills
1+ ansCandidates need 1 to 2 years in the financial industry, preferably with mutual funds, plus strong Excel and Power BI skills. Analytical thinking, attention to detail, customer service and the ability to juggle priorities in a fast-paced setting are also required.
2+ ansCandidates need a bachelor's degree, two or more years of digital or email marketing experience, and hands-on skill with Salesforce Marketing Cloud. Strong analytical, communication and multi-project skills are also required, with HTML, CSS and Adobe tools as assets.
1+ ansCandidates need one to two years of experience in the investment industry or a related field, along with Excel proficiency and strong organization and communication skills. The Canadian Securities Course is an asset.
5+ ansCandidates need a computer science degree or diploma, or equivalent experience, with 5+ years of change and release management in a large IT environment and 5+ years in an ITIL setting. They also need 1+ years of DevOps and CI/CD experience, plus strong Git, Linux/UNIX and shell scripting skills.
2+ ansCI Investments needs candidates with advanced Excel and strong data skills, plus a finance, accounting or related degree. Two to five years of relevant experience is preferred, and fund tax knowledge is an asset but not required.
Excel, Power Query, SQL, Python, Power BI, Power Automate
2+ ansCandidates need a university degree or college diploma and 2-3 years of experience in securities registration, licensing or compliance. They should know CIRO rules, securities legislation and NRD, and be strong in Excel, Outlook and Word.
National Registration Database (NRD), Microsoft Excel, Microsoft Outlook, Microsoft Word
Candidates need an undergraduate degree in finance, economics or a related business field, strong organizational and communication skills, and close attention to detail.
ECM, Documentation, Regulatory compliance, Reporting, Attention to detail, Sales
1+ ansCandidates need 1 to 3 years of client service experience in investment, banking or related industries, strong MS Office skills, and industry academic credentials or a commitment to further education. Strong communication, problem-solving and the ability to handle high volumes are essential.
10+ ansCandidates need a bachelor's degree in HR, Business or a related field and at least 10 years of progressive talent acquisition experience, mostly in financial services. They must have strong sourcing, social media recruiting, applicant tracking system and negotiation skills.
7+ ansCandidates need a CPA, CA, LL.B., J.D. or equivalent designation and 7+ years of tax experience, preferably in investment funds or financial services. They also need strong knowledge of Canadian income tax for funds, strong analytical, written and verbal communication skills, and the ability to work collaboratively.
Regulatory compliance, CPA, Organizational skills, Documentation, Risk management, Problem solving
5+ ansCandidates need about 5 years of accounting experience, ideally in asset management or financial institutions, plus treasury experience. A CPA designation or near completion is required, along with strong organization, communication, and analytical skills.
3+ ansCandidates need 3-7 years of financial services experience, ideally with financial advisors, plus post-secondary education in business, marketing, communications or a related field. They need strong presentation, facilitation and communication skills and proficiency in Microsoft Office, especially PowerPoint.
5+ ansCI Investments needs candidates with 5+ years of wholesale sales experience in the investment industry, a university degree, and the Canadian Securities Course. The CFP, CIM or CFA designation and Salesforce experience are assets.
2+ ansCI Investments needs candidates with at least 2 years of sales experience in financial services, a university degree in business administration, and knowledge of securities and mutual funds. Financial designations such as CSC, CFP, CIM, CFA or CAIA, advanced MS Office skills and strong communication skills are also sought.
2+ ansCandidates need post-secondary education, service-oriented habits and strong accuracy and attention to detail. Mutual funds experience, 2+ years of prior experience, MS Excel and MS Word skills and CSC or IFIC operations courses are assets.
3+ ansCandidates need at least 3 years of experience in a similar role or in financial services, a solid grasp of mutual fund and securities basics, and working knowledge of CDS, CDCC, NSCC and DTC. Microsoft Office proficiency and strong accuracy, organization and deadline management are also required.
ATON, CDS, DTC, Microsoft Word, Microsoft Excel, Microsoft Access
5+ ansCandidates need 5 to 7 years of fund taxation, accounting or financial services experience, with a strong grasp of Canadian mutual funds and ETFs. A bachelor's degree is required, a CPA is preferred, and proficiency in Excel and tax software is expected.