Jobs
>
Toronto

    Investment Specialist - Toronto, Canada - LanceSoft, Inc.

    LanceSoft, Inc.
    LanceSoft, Inc. Toronto, Canada

    1 week ago

    Default job background
    contract Technology / Internet
    Description

    Investment Advisor`s

    Location: Toronto, ON_Hybrid

    Duration: 6+ months

    Job Description:

    Must have Skills:

    1) 5 +Years in Solid understanding and experience, working with investment related applications for Advisors, such as brokerage, investment proposal, financial planning, portfolio management etc.

    Years Strong knowledge of investment advisory and wealth management product offerings & services.

    Years Demonstrated success delivering highly complex business initiatives related to digital, data, and analytics.

    4) 5 +Years Experience in leading and coaching teams, with track record of attracting and developing talent.

    Years Critical thinking skills: using logic and reasoning to evaluate alternative solutions, summarize conclusions and approaches to mitigate risks.

    Years Ability to develop strong working relationships with business and technology partners globally.

    Years Relevant working experience in the financial sector, Wealth Management experience

    Nice to Have:


    • Spanish communication is an asset.


    • Salesforce application experience as an end user.

    Thanks

    Drishti

    Lancesoft Inc

  • CIBC

    Investment Specialist

    4 hours ago

    CIBC Toronto, Canada

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...

  • CIBC

    Investment Specialist

    1 week ago

    CIBC Toronto, Canada

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...

  • Raise

    Investment Specialist

    1 week ago

    Raise Toronto, Canada

    Support the Specialist in all aspects of the role; · - Responsible to provide support during the client onboarding, transition and daily trading process; · - Work alongside Investment, Client Service and Onboarding teams on preparing strategy and timelines for the client onboardi ...

  • CIBC

    Investment Specialist

    6 days ago

    CIBC Toronto, Canada

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...

  • Raise

    Investment Specialist

    6 days ago

    Raise Toronto, Canada

    Support the Specialist in all aspects of the role; · - Responsible to provide support during the client onboarding, transition and daily trading process; · - Work alongside Investment, Client Service and Onboarding teams on preparing strategy and timelines for the client onboardi ...

  • Raise

    Investment Specialist

    1 day ago

    Raise Toronto, Canada

    **Qualifications**: · Working in a fast pace environment · Attention to detail · Dedicate at least 2 years to the position before they move onto a new role · Basic excel experience is nice but not necessary · Eligible to move to FTE · **Top 3 Skill sets** · Ability to work in fas ...

  • BMO Financial Group

    Investment Specialist

    6 days ago

    BMO Financial Group Toronto, Canada

    155 Rexdale Boulevard Toronto Ontario,M9W 5Z8 · Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, ...

  • Scotiabank

    Investment Specialist Associate

    1 day ago

    Scotiabank Toronto, Canada

    Requisition ID: 150444 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Inv ...

  • Regional Municipality of Peel

    Specialist, Community Investment

    1 day ago

    Regional Municipality of Peel Ontario, Canada

    **Job Description**: · **Specialist, Community Investment** · **Human Services - Social Development, Planning and Partnerships** · **Status: Contract Full Time up to 13 Months** · **Salary Range: $86,443 to $108,052 per annum (plus comprehensive benefits)** · **Work Mode: Hybrid ...

  • Canada Life Assurance Company

    Investment & Retirement Specialist

    6 days ago

    Canada Life Assurance Company Toronto, Canada

    **Job Description**: · We are looking for an Investment & Retirement Specialist to join our Investment & Retirement Solutions team within the Freedom Experience department. This is one of the fastest growing areas within Canada Life. · **What you will do** · - Proactively engage ...

  • Fidelity Investments

    Investment Marketing Specialist

    4 hours ago

    Fidelity Investments Toronto, Canada

    Job Description · - You will be working on a flexible hybrid schedule as part of Fidelity's dynamic working arrangement._ · - Current work authorization for Canada is required for all openings._ · Who We Are · At Fidelity, we've been helping Canadian investors build better financ ...

  • BMO Financial Group

    Investment Funds Specialist

    3 days ago

    BMO Financial Group Toronto, Canada

    640 Bloor Street West Toronto Ontario,M6G 1K9 · Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, ...

  • Scotiabank

    Investment Specialist, Administrative Assistant

    1 day ago

    Scotiabank Toronto, Canada

    Requisition ID: 198770 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · As an Investment Specialist, Administrative Assistant, you will be primarily responsible for working with Investment Specialists to support the develo ...

  • CIBC

    Associate, Direct Investing Specialist

    6 days ago

    CIBC Toronto, Canada

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...

  • Scotiabank

    Retail Inside Investment Specialist

    1 week ago

    Scotiabank Toronto, Canada

    Requisition ID: 175580 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **_ · Purpose_** · The Inside Investment Specialist is responsible for supporting the sales initiatives of Scotia Asset Management by providing except ...

  • Société Financière Manuvie

    Avp, alternative investment specialist

    5 days ago

    Société Financière Manuvie Toronto, ON, Canada

    Nous sommes un fournisseur de services financiers qui s'emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie ...

  • Scotiabank

    Investment Specialist Associate

    6 days ago

    Scotiabank Etobicoke, Canada

    **Requisition ID**: 150423 · Tangerine is Canada's leading direct bank. We offer flexible and accessible banking options, innovative products, and award-winning Client service. The reason why Tangerine employees come to work each day is to help Canadians live better lives. We foc ...

  • Scotiabank

    Investment Specialist Associate

    4 hours ago

    Scotiabank Etobicoke, Canada

    Requisition ID: 150423 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Inv ...

  • CIBC

    Investment Specialist

    1 week ago

    CIBC Brampton, Canada

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...

  • BMO Financial Group

    Investment Specialist

    1 day ago

    BMO Financial Group Richmond Hill, Canada

    11680 Yonge Street Richmond Hill Ontario,L4E 0K4 · Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual fund ...