TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
1+ YOE1–2 years relevant experience, undergraduate or college diploma preferred, must obtain CIRO Investment Representative license, strong communication and confidential client service skills, knowledge of wealth management an asset.
Orbis Investment Management: Global investment management firm serving institutional and individual clients.
3+ YOEUndergraduate degree,3+ years relevant experience,strong analytical and communication skills,comfort with data and systems,ability to manage deadlines across regions; professional designations (CFA/CPA/CIPM) are an asset.
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
3+ YOE3+ years relevant experience; advanced knowledge of investment and administrative processes; licensing for the branch/jurisdiction required; strong communication, organization, analytical, and collaboration skills.
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
2+ YOE2+ years in investment-industry support, advanced MS Office proficiency, ability to work under pressure, strong customer service and communication skills; CSC and university degree are assets.
MS Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Customer-service orientation, strong communication and interpersonal skills, leadership ability, and desire for professional growth in a remote client-service role.
Nicola Wealth: Provides financial planning and investment management services.
3+ YOERequires 3+ years in financial services operations or client services, registered plan and Canadian securities knowledge, CRM and Microsoft Office proficiency, and strong communication, accuracy, and problem-solving skills.
Salesforce, Microsoft Outlook, Microsoft Excel, Microsoft Word, CRM
Wellington-Altus Financial: Provides independent wealth management and investment advisory services.
5+ YOEBachelor's preferred, 5+ years in wealth management or financial services, experience with complex account administration, strong communication, regulatory compliance knowledge, and proficiency with MS Office and CRM/portfolio systems.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Microsoft Outlook, Croesus, Salesforce
Boston or Los Angeles or New York City or United States or Vancouver or Vancouver
$145k-$160k/yrHybridFull Time
Later: Provides software for social media scheduling and influencer marketing.
5+ YOEBachelor's degree in business, marketing, or related field; 5+ years in influencer and social media marketing; enterprise B2C strategy experience; project management, presentation, CRM, collaboration, and marketing software proficiency.
Raymond JamesNYSE: RJF: Provides global wealth management and investment banking services.
Organized, team-oriented candidate with strong communication, time-management and client-service skills; experience in tax or financial services and Broadridge Dataphile preferred; proficient in Microsoft Office; Commerce/Business degree preferred.
Broadridge Dataphile, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
MUFG Investor ServicesNYSE: MUFG: Provides fund administration and asset servicing to investment firms.
1+ YOEUniversity degree in finance/accounting,1+ years fund administration experience,knowledge of fund order execution and AML/KYC,proficiency with Microsoft Excel and SWIFT,attention to detail and strong communication.
Senior Client Service Associate, Commercial Agriculture Banking - open to across Canada (268485)
Toronto or Calgary or Langley or Vancouver or Winnipeg or Listowel or Saskatoon
OnsiteFull Time
ScotiabankToronto Stock Exchange: BNS: Provides global personal, commercial, and investment banking services.
College degree in finance/accounting or equivalent experience; strong client service, onboarding/KYC/AML knowledge, credit and financial statement familiarity, strong written/verbal skills, and Microsoft Excel proficiency.
Salesforce, Intralink, Microsoft Teams, Microsoft Excel, Microsoft Office
Canaccord GenuityToronto Stock Exchange: CF: Global provider of wealth management and investment banking services.
Experience with tax reporting systems (Dataphile, Hummingbird, CDS, DTCC) preferred; knowledge of US/Canadian withholding tax; familiarity with Canadian, Quebec, and IRS tax reporting; strong accounting/finance background; detail-oriented; good time management and communication.
Associate Director, Marketing and Client Acquisition
Vancouver, British Columbia, Canada
$93k-$111k/yrHybridFull Time, Temporary
Simon Fraser University: Public research university providing higher education and academic research.
4+ YOEMaster's in Marketing/Communications/Business or equivalent plus 4 years senior professional marketing or lead development experience; experience with brand, web, CRM/marketing automation, SEO, paid digital campaigns; strong leadership and strategic planning skills.
Client Operations - Technical Assistance Associate I
Vancouver, British Columbia, Canada
$60k-$70k/yrHybridFull Time
Interactive BrokersNASDAQ: IBKR: Automated global electronic brokerage and trading services provider.
1+ YOE1+ years client-facing support; experience with Windows/macOS/Linux and software/connectivity support; ticketing systems experience; excellent verbal/written communication; English and Mandarin required; bachelor's degree preferred.
Windows, macOS, Linux, Android, iOS, support ticketing systems
Smith + Andersen: Canadian multi-disciplinary engineering firm providing integrated building services design.
8+ YOE8+ years project engineering experience; P.Eng or C.E.T designation; strong leadership; client coordination; building services knowledge; willing to work extended hours.
Davidson & Company: Canadian accounting firm providing audit, tax and advisory services.
Completed undergraduate degree and CPA PEP prerequisites; entry-level tax associate role supporting U.S. personal and corporate tax compliance, multi-state filings, research, and client support.
National Veterinary Associates: Operates a network of veterinary hospitals and pet resorts.
Experienced mixed animal veterinarian with broad caseload; dairy/beef cattle, small ruminants, and companion animals; strong client relations and collaborative team orientation.
Clyde & Co: Clyde & provides global legal and dispute resolution services.
2+ YOEQualified to practice law in British Columbia; 2-6 years PQE; focus on general insurance and professional indemnity; strong writing, advocacy, client relations.
CI Financial: Provides global asset and wealth management services to investors.
2+ YOE2+ years financial services operations/client service experience, post-secondary education, strong communication, attention to detail, MS Office proficiency; DocuSign and Salesforce are a plus.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, DocuSign, Salesforce