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12 Days AgoSaved
In-Office
Vancouver, BC, CAN
51K-59K Annually
Entry level
51K-59K Annually
Entry level
Fintech • Payments • Financial Services
Supports investment advisors serving high-net-worth clients by managing client interactions, identifying business opportunities, assisting with investment plans, improving client experience, and participating in networking and outreach activities. The role requires financial services knowledge, investment representative licensing, attention to detail, and strong relationship-building skills. It is a full-time, on-site position in Vancouver.
Top Skills: Ciro-Id LicensingInvestment Quotation Equipment
12 Days AgoSaved
In-Office
Montréal, QC, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
Leads operational reporting and analysis, develops dashboards and complex data models, manages Schwab and Fidelity access, audits client statement market values, and supports record retention and business continuity. The role drives process improvement, data integrity, compliance, and cross-functional solution delivery while mentoring junior analysts. French and English fluency are required, with hybrid work involving one to three onsite days per week.
Top Skills: Accounting SystemsBusiness Intelligence PlatformsFidelityExcelSchwabSQL
12 Days AgoSaved
In-Office
New York, NY, USA
115K-115K Annually
Entry level
115K-115K Annually
Entry level
Fintech • Payments • Financial Services
Supports equity and equity-linked underwriting, advisory, corporate equity derivatives, margin loans, IPOs, convertibles, financings, and related transactions. Responsibilities include preparing client and internal presentations, tracking equity and derivatives markets, conducting financial analysis, research, transaction due diligence, structuring support, and credit analysis. The analyst collaborates with investment banking, global markets, and risk teams in a demanding, fast-paced environment.
Reposted 16 Days AgoSaved
In-Office
3 Locations
Mid level
Mid level
Fintech • Payments • Financial Services
As a Mobile Mortgage Advisor, you'll provide mortgage advice, build relationships, and create sales plans to help clients achieve home ownership while working flexibly with client schedules.
Reposted 16 Days AgoSaved
In-Office
3 Locations
Mid level
Mid level
Fintech • Payments • Financial Services
As a Mobile Mortgage Advisor, you'll engage clients to provide mortgage solutions, build relationships and create a sales plan to convert leads into clients while attending to their schedules.
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16 Days AgoSaved
In-Office
2 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
Provides personalized mortgage advice and lending solutions to clients, develops new business through local networking and referrals, collaborates with banking teams, and builds relationships with clients, realtors, and community partners. The role requires flexible client engagement, mortgage process expertise, business development, and a strong focus on customer experience and sales results.
Reposted 16 Days AgoSaved
In-Office
Chicago, IL, USA
87K-93K Annually
Senior level
87K-93K Annually
Senior level
Fintech • Payments • Financial Services
Manage a medium-complexity equipment financing operations unit, lead and coach staff, oversee multiple processes, resolve escalations, drive service excellence and process improvements, and ensure efficient workload distribution and operational performance.
Top Skills: MS Office
Reposted 16 Days AgoSaved
In-Office
2 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
As a Mobile Mortgage Advisor, you will build relationships with clients, provide mortgage advice, develop sales plans, and engage with the community to facilitate mortgage solutions.
Reposted 16 Days AgoSaved
In-Office
Chicago, IL, USA
145K-170K Annually
Mid level
145K-170K Annually
Mid level
Fintech • Payments • Financial Services
Lead Business Analyst responsible for gathering and documenting complex business requirements, designing client-focused solutions, guiding implementation, and mentoring project teams. Works closely with Rates desk and cross-asset risk management platform stakeholders to drive solution design, gap analysis, and stakeholder alignment.
Top Skills: AgileConfluenceExcelJIRAMS OfficeVisio
16 Days AgoSaved
In-Office
Toronto, ON, CAN
Entry level
Entry level
Fintech • Payments • Financial Services
Manage end-to-end procurement activities for indirect-spend categories, including sourcing strategy, supplier selection, contract drafting, negotiation, execution, and implementation. Advise internal business partners, analyze contracts, mitigate risks, ensure regulatory and policy compliance, and support supplier governance. Build relationships with stakeholders and suppliers while managing multiple concurrent procurement initiatives.
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