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- ...administration (or equivalent experience). • Pursuant or having obtained one or more professional designations is highly preferred (CFA, CPA, CFP, CIM, CLU). • Several years of experience in financial services or client service roles. • Strong proficiency in Microsoft...CFAWork at office
- ...questions, and guide customers toward better outcomes. ~ Comfort working in a fast-moving, collaborative SaaS environment. ~ CPA, CFA, PMP, or a similar designation is an asset. You’ll Thrive Here If You Want to help finance teams move beyond spreadsheets and become...CFAFull time
$120k - $135k per year
...levels. About You Degree in Business Administration, Accounting, Finance, or a related field. Professional designation - CPA, CMA, CFA preferred (not mandatory). Advanced experience with Workday Adaptive Planning or similar enterprise planning/reporting platforms is...CFALong term contractWork at officeLocal areaVaco Recruiter Services
Ontario3 days ago- ...strategies Requirements: • Degree in Finance, Accounting, Business, or related field • Over 10 years in FP&A or corporate finance • CPA, CFA, or MBA designation advantageous • Proven leadership skills with team management experience • Strong proficiency in Excel and financial...CFA
Kinaxis
Ontario1 day ago - ...education in Finance, Accounting, Business, or a related field. ~ Professional accounting designation(CPA or legacy CA, CMA or CGA), CFA, or MBA. ~10+ years of progressive experience in FP&A, investment banking, private equity, or corporate finance, ideally with some experience...CFALong term contractWork at officeRemote workFlexible hours
Kinaxis
Ontario1 day ago $100k - $150k per year
...successful candidate will have over 10 years of experience in financial services, strong portfolio management skills, and must hold a CFA or CIM designation. Compensation ranges from $100,000 to $150,000 annually, alongside health and life insurance benefits. #J-18808-LjbffrCFAWellington-Altus
Ontario3 days ago- ...advisor training and onboarding Requirements: • Business or finance degree required • At least 10 years of financial services experience • CFA and/or CIM designation required • Familiarity with financial services technology • Outstanding analytical and communication skills...CFA
Wellington-Altus
Ontario3 days ago $130k - $150k per year
...representative (AR) or as Associate advising representative (AAR) with the requisite experience and education to be registered as AR CFA is highly preferred (will consider CIM + MBA) Bachelor’s degree in Finance, Economics, Business, or a related field; Minimum of 2+...CFAFull timeFlexible hoursMorgan McKinley
Ontario2 days ago$140k - $200k per year
...Qualifications & Skills: Bachelor's in Finance, Accounting, or related field (MBA preferred). 10+ years in senior financial roles; CPA or CFA is a plus. Strong leadership and communication skills. Why Join Us? - Lead the financial future of a growing company. - Collaborative...CFALong term contractFull timeMackenzie Stuart
Ontario3 days ago$100k - $150k per year
...management. ~ Experience supporting cross-functional initiatives, programs, or platform-related work. ~ Valid Chartered Financial Analyst (CFA) designation and/or a Canadian Investment Manager (CIM) designation is required. ~ Registration as an Advising Representative (AR) or...CFALong term contractPart timeWork at officeWellington-Altus
Ontario3 days ago- ...professional designation; or equivalent combination of education and relevant experience. Finance or accounting designation (e.g. CA, CMA, CGA, CFA) is an asset. Certification in Project Management Professional (PMP) and/or LEAN Six Sigma is considered an asset. Experience...CFAFull timeWork at office
University of Toronto
Ontario2 days ago - ...licensed with the provincial securities regulator to manage portfolios and deliver sophisticated investment counselling. What You Bring CFA charter holder or CIM designation required. Must meet all regulatory requirements for Portfolio Manager registration (AR with the...CFALong term contractWork at office
Scotia Wealth Management
Ontario1 day ago - ...relationship-building skills • Relevant post-secondary education in finance or business • Interest in further certifications like CFA or CFP • Ability to explain complex concepts clearly Drive investment success and foster lasting client relationships while contributing...CFA
Scotia Wealth Management
Ontario1 day ago $40 per hour
...Varsity Tutors is seeking CFA Level 1 tutors to deliver high-quality, online instruction from home. You can set your own schedule, earn competitive rates, and impact students' understanding as they prepare for the CFA Level 1 exam. Earn up to $40/hour with incremental pay...CFARemote workFlexible hoursVarsity Tutors, a Nerdy Company
Toronto, ON3 days ago- ...and analysis when needed. What you Bring : ~ University Degree and accounting/finance designation (MBA/CPA/CMA/CGA/CA/CFA) is required. ~ Strong financial background with 3-5 years of progressive experience within finance. ~ Advanced analytical skills...CFAFull timeContract workFlexible hoursShift work
- ...benefits. Qualifications: Experience as an Accounting Manager or Senior Accounting Specialist in a similar role. CPA, CA, CMA, or CFA designation is required. Strong knowledge of accounting principles, financial reporting, and compliance. Proficiency in...CFAFull time
- ...Valeurs Mobilières Avoir réussi le Cours sur les Valeurs Mobilières et le Cours relatif au manuel sur les Normes de conduite Titre de CFA et/ou CIM Connaissance de l'application Crésus 8+ Langues: Anglais Compétences Press space or enter keys to toggle section...CFAPermanent employmentFull timeContract workPart timeApprenticeshipFlexible hours
$85.1k - $97.04k per year
...strategies. Qualifications Bachelor's degree in Finance, Economics, or a related field; advanced degree or professional certification (CFA, CFP) is preferred. Proven experience in portfolio management or related roles within the financial services industry. Strong...CFAFull timeRemote workMonday to friday$81.6k - $151.2k per year
...standards within the team. Qualifications: Bachelor's or Master's degree in Computer Science, Engineering, or a related field. CFA or CSC completed or in progress preferred. Minimum of 5+ years of experience in software development and data engineering. Strong...CFAContract workPart time- ...oriented Good communication skills for interdepartmental problem solving Advanced skills in Excel (eg Macros, pivot tables) Experience in SAP would be extremely beneficial Post Secondary Education in Finance or Accounting CPA or CFA designation is preferred...CFA
$60k - $70k per year
...client relationships, providing financial advice and tailored investment solutions (preferred) ~ Canadian Securities Course (CSC) or CFA Level 1 (or higher) required before start date ~ Complete Conduct & Practices Handbook (CPH) within first 90 days in role ~ CIRO Registered...CFALong term contractWork from home$96.56k - $160.93k per year
...conférences et d’événements du secteur. Encadrer et accompagner les jeunes professionnels de l’investissement. Profil recherché CFA, MBA, master en finance ou dans une discipline connexe. Au moins 7 ans d’expérience pertinente en investissement acquise après l’...CFAPermanent employmentFull timeContract workSummer workWork at officeWorldwideDay shift$96.56k - $160.93k per year
...Represent FinDev Canada at industry conferences and events. Mentor and coach junior investment professionals. What We Are Looking For CFA, MBA, MSc in Finance, or related discipline. Minimum 7 years of relevant post-MBA investment experience working with Financial [EB5....CFAPermanent employmentFull timeInternshipWork at office3 days per week- ...the Canadian Securities Course required. ~ Registered with Securities Commissions as a Portfolio Manager (Advising Representative); CFA preferred. ~ Experience with suitability determinations for clients and know-your-product analysis. ~5 years' experience with at...CFAFull timeWork at officeRemote work
- ...service, professionalism, and expertise. Qualifications Completion of the Canadian Investment Manager (CIM) designation and/or CFA Level 1. Licensed as a Portfolio Manager for discretionary or managed accounts with a CIRO-regulated investment dealer. Minimum of...CFALong term contractWork at office
Optimize Financial Group
Toronto, ON12 days ago - ...& decision-making skills Self-motivated and ability to be a great team player. Additional Strengths you may bring to the role: CFA is a strong asset Experience with Salesforce, Morningstar Direct, and eVestment Working knowledge of Unified Managed Accounts No...CFAFull timeWork at office
$60k - $70k per year
...or Economics Minimum 3.3 GPA on a 4.0 scale (B+) (Transcript required) Interest in a Finance career Interest in pursuing CPA, CFA, or similar designation Experienced in Excel and building financial models Excellent verbal and written communication skills Proven...CFAWork at officeRemote workFlexible hours$100k per year
...Wealth Management Essentials (WME) Additional designations, such as Certified Investment Manager (CIM) or Chartered Financial Analyst (CFA), may be required as DUCA’s product line evolves Currently registered as an Investment Representative Experience managing...CFAFull timeWork at office- ...with prior experience in auditing, consulting, risk management, and banking. Their academic credentials are equally impressive, including CFA and CPA certifications and degrees from top universities. Role and Responsibilities: Independently produce high-quality U.S....CFAFull timeWork at officeRelocationMonday to friday
- ...Are Looking For: CPA (CA, CGA, CMA) designation preferred (or working towards or completed other professional designations such as CFA, or MBA) University degree with a focus in business (accounting, economics, commerce, finance or mathematics / statistics preferred)....CFAFull timeFlexible hours
