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Investment Evaluation Specialist Jobs

Evaluation Assistant Jobs
By Fraser Health Authority At New Westminster, British Columbia, Canada
Knowledge of research/evaluation methodology including qualitative, quantitative, and statistical methods.
Knowledge of research/evaluation ethics including research confidentiality and privacy.
Demonstrated experience in project coordination.
Conducts preliminary literature reviews for each project, and supports completion and submission of project applications as required.
Recruits evaluation subjects consistent with the scope of the program's evaluation.
Obtains informed consent and records number of participants approached for the evaluation.
Investment Specialist-Mutual Funds, Bmo Investment Centre
By BMO At British Columbia, Canada
Knowledge of competitive market place trends and product offerings.
Some understanding of Risk Management & Compliance.
Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.
Escalates complex or unresolved customer situations to senior managers as required.
Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
Broader work or accountabilities may be assigned as needed.
Investment Specialist Jobs
By BMO At Maple Creek, Saskatchewan, Canada
Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
Broader work or accountabilities may be assigned as needed.
Good working knowledge of financial industry.
Verbal & written communication skills - Good.
Investment Operations Specialist Jobs
By Compunnel Inc. At Toronto, Ontario, Canada
Required to complete any and all Anti Money Laundering, Complaint Management and PIPEDA courses delivered by the company
Processing the daily reports monitoring know your client (KYC) updates and account opening paper requirements received with regulatory timelines.
Accounts are restricted and updated when out side of the time requirement.
Majority of this role is data entry, using excel spreadsheets and reviewing documentation received.
Experience in Dataphile is an asset;
Demonstrated proficiency in MS Office (Word, Excel) skills;
Investment Specialist-Mutual Funds, Bmo Investment Centre (Virtual - Bilingual - French And English)
By BMO At New Brunswick, Canada
Broader work or accountabilities may be assigned as needed. Qualifications:
Knowledge of competitive market place trends and product offerings.
Some understanding of Risk Management & Compliance.
Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.
Escalates complex or unresolved customer situations to senior managers as required.
Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
Specialist, Investment Analysis Jobs
By CPKC At Calgary, Alberta, Canada
Excellent attention to detail, organization and time management skills
Demonstrated knowledge of corporate finance, valuation, and capital budgeting concepts
Monthly and annual capital forecasting and reporting requirements
Must possess a minimum of 2 years’ of related work experience
Strong Excel financial modelling skills
Flexible and competitive benefits package
Investment Specialist Jobs
By CIBC At Mississauga, Ontario, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Evaluation Specialist Jobs
By Interior Health Authority At Kelowna, British Columbia, Canada
Experience with the use of Logic Models, Theory of Change, Performance Monitoring frameworks, Rubrics, and change management models.
Equivalencies of training, education, or experience will be considered.
At least 5 years of experience working in the healthcare environment.
Experience working with Indigenous communities and partners.
Experience evaluating MHSU or related programs is a strong asset.
Exceptional verbal communication skills as well as independent problem-solving and decision-making skills.
Evaluation Assistant Jobs
By Fraser Health Authority At Surrey, British Columbia, Canada
Knowledge of research/evaluation methodology including qualitative, quantitative, and statistical methods.
Knowledge of research/evaluation ethics including research confidentiality and privacy.
Demonstrated experience in project coordination.
Conducts preliminary literature reviews for each project, and supports completion and submission of project applications as required.
Recruits evaluation subjects consistent with the scope of the program's evaluation.
Obtains informed consent and records number of participants approached for the evaluation.
Investment Specialist Jobs
By CIBC At Kingston, Ontario, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Investment Specialist Jobs
By CIBC At Peterborough, Ontario, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Evaluation Specialist Jobs
By Interior Health Authority At British Columbia, Canada

Leads the hiring and supervision of university practicum students who participate in evaluation activities.

Performs other related duties as assigned.

Investment Specialist Jobs
By CIBC At Thunder Bay, Ontario, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Investment Specialist / Financial Planner - Toronto, On
By Scotiabank At Toronto, Ontario, Canada
A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
3 years of experience in financial planning and investment sales.
Ability to provide an excellent client experience without going to the branch.
A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.
Investment Specialist, Administrative Assistant
By Scotiabank At Ottawa, Ontario, Canada

Skills, Experiences, and Functional Competencies

Investment Specialist / Financial Planner - Bracebridge, Ontario
By Scotiabank At Bracebridge, Ontario, Canada
A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
3 years of experience in financial planning and investment sales.
Ability to provide an excellent client experience without going to the branch.
A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.
Investment Specialist - Downtown Toronto
By CIBC At Toronto, Ontario, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Investment Specialist - East York
By CIBC At Toronto, Ontario, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Evaluation Specialist Jobs
By Big Brothers Big Sisters of Calgary & Area At Calgary, Alberta, Canada
Knowledge and experience of using MS Dynamics CRM considered an asset
Develop knowledge translation pieces including infographics and reports to synthesize and disseminate evaluation findings.
Strong relationship building skills and ability to work collaboratively
Intermediate computer skills in MS Office, with high caliber of skills in Excel
Design Key Performance Indicator dashboards that support monitoring of program performance and outcomes.
Provide evaluative data and analysis to support donor applications and reports.
Investment Specialist - Midtown
By CIBC At Toronto, Ontario, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know