Emplois “wealth planning software” au Canada – Page 11

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• 15j

  Director and Head of Operations Engineering

  Toronto, ON

  

  Scotiabank

  15+ ans10+ gestionCandidates need 15+ years of capital markets technology experience, 10+ years leading global engineering organizations, and deep knowledge of capital markets operations and workflows. Strong cloud, DevSecOps, distributed systems and executive communication skills are required.

  MS Word, MS Excel, MS PowerPoint

  15j

  Manager, Business Risk Management Data Visualization, International Banking - Toronto

  Toronto, ON

  

  Scotiabank

  3+ ansScotiabank needs candidates with advanced Power BI skills, strong Excel and data validation experience, and a bachelor's degree in a technical field. Experience at a financial institution and strong communication skills are preferred.

  Power BI, Excel, Excel VBA, SharePoint Online, Microsoft SQL Server, Python

  16j

  Financial Planner, Scotia Financial Planning - Scarborough, ON

  Ontario

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, a mutual funds licence and a PFP or CFP designation. They also need strong networking skills, a valid driver's licence and access to a vehicle.

  CRM software, financial planning software, portfolio software, mobile technology

• 16j

  Full Stack Python Developer

  Toronto, ON +2

  Temps plein

  

  STACK IT Recruitment

  3+ ansCandidates need 3+ years of production software development, strong Python with FastAPI, React and TypeScript, and solid PostgreSQL skills. Practical experience with AI coding assistants is also required.

  FastAPI, React, TypeScript, PostgreSQL, Azure, GitHub Copilot

• 16j

  Accountant

  Thornhill, ON

  Sur placeTemps plein

  

  Talbot & Associates CPA: Talbot & Associates (T&A) is a bilingual Accounting Firm (CPA) founded in Manitoba that has been serving its clients since 1991.

  2+ ansCandidates need at least two years of public practice experience, foundational accounting knowledge and proficient computer skills. Strong organization, attention to detail, and clear written and verbal communication are essential. Bilingual French and English and CPA enrollment are assets.

  Communication skills, Time management, Attention to detail, Interpersonal skills, Multitasking, Prioritization

• 16j

  Wealth Protection Advisor, Service

  Penticton, BC +5

  Hybride

  

  First West

  2+ ansFirst West needs candidates with a bachelor's degree or equivalent experience, the LLQP licence and 2 to 4 years in life insurance sales. Strong sales, communication and relationship-building skills and Microsoft Office proficiency are also required.

  Microsoft Office

• 16j

  Civil Roadway Engineer - Kiewit Infrastructure Engineers

  Burnaby, BC

  85k–105k $/anTemps plein

  

  Kiewit: With its roots dating back to 1884, the employee-owned organization operates through a network of subsidiaries in the United States, Canada, and…

  2+ ansCandidates need a civil engineering bachelor's degree, registration as an EIT, and at least 2 years of civil or highway design experience. Strong skills in AutoCAD and Civil 3D are required, and Bentley OpenRoads is an asset.

  AutoCAD, Autodesk Civil 3D, OpenRoads Designer, Autodesk Forma, Navisworks, BlueBeam

• 16j

  Wealth Advisor (Mutual fund licensed) - Regina, Saskatchewan

  Saskatchewan

  85k–130k $/an

  ?

  3+ ansExperience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing…; Supporting a positive…

  Financial planning, Risk management, Reporting, Securities, Sales, LLQP

• 16j

  Platform Engineering Lead - Privileged Access Management (PAM) Vault Engineer

  Manitoba +1

  119k–153k $/an

  ?

  Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing…; Own platform delivery…

  Microsoft Access, Financial planning, Security regulations, Coaching, CyberArk, CI/CD

• 16j

  Estate and Insurance Specialist

  Quebec

  ?

  Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing…; Handle all aspects of the…

  Financial planning, Bilingualism, Underwriting, Regulatory compliance, Leadership, Sales

• 16j

  Bilingual Business Development Advisor, Insurances - IG Wealth Connect

  Quebec +10

  ?

  3+ ansExperience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing…; • Supporting a positive…

  Bilingualism, Sales, Financial planning, Risk management, Reporting, LLQP

• 16j

  Enterprise Collections: Operational Lead - Dialer Administrator

  Toronto, ON

  

  Questrade Financial Group: Questrade offers Canadians an easy way to invest in securities and foreign currency and provides online wealth management and mortgage through the…

  5+ ansCandidates need 5+ years in collections contact center operations or analytics, including 3+ years working with dialer platforms in a regulated environment, plus solid knowledge of collections workflows and dialing compliance. Production support experience in a Tech Ops or Prod Ops role and strong analytical and stakeholder skills are required.

  Dialer platforms, SQL, Reporting tools

  16j

  Unified Customer Experience - Senior Software Engineer

  Toronto, ON

  

  Questrade Financial Group: Questrade offers Canadians an easy way to invest in securities and foreign currency and provides online wealth management and mortgage through the…

  6+ ansCandidates need a Bachelor's degree or equivalent experience and 6+ years building production software at scale. Deep expertise in React, React Native, Node.js or TypeScript, plus cloud experience (GCP preferred), is required.

  React Native, ReactJS, Node.js, GCP, Kubernetes

  16j

  Unified Customer Experience - Software Engineer

  Toronto, ON

  

  Questrade Financial Group: Questrade offers Canadians an easy way to invest in securities and foreign currency and provides online wealth management and mortgage through the…

  2+ ansCandidates need a bachelor's degree in a technical field or equivalent experience, plus 2+ years building production software. Strong skills in JavaScript/TypeScript with React Native, ReactJS or Node.js, and experience with REST APIs, databases and a major cloud platform are required.

  React Native, ReactJS, Node.js, TypeScript, Kubernetes, Terraform

  19j

  Team Lead, Software Engineering

  Toronto, ON

  

  Questrade Financial Group: Questrade offers Canadians an easy way to invest in securities and foreign currency and provides online wealth management and mortgage through the…

  7+ ansQuestrade Financial Group needs candidates with a technical degree or equivalent experience, 7+ years of software development including technical leadership, and hands-on experience with API orchestration, distributed systems and identity standards. Experience with resilience patterns and financial regulatory requirements is preferred.

  GraphQL, API Gateway

• 16j

  Onboarding Engagement Project Manager, AVP

  Calgary, AB

  Sur placeTemps plein

  

  Morgan Stanley: Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management…

  2+ ansCandidates need 2+ years of stock plan benefits or financial services experience, strong Fortune 500 client engagement skills, and in-depth knowledge of equity compensation. A PMP or working toward it, and the Certified Equity Professional designation, are strongly preferred, along with a business, finance or similar bachelor's degree.

  Shareworks, Equity Edge Online, Salesforce, Jira, MS Project, MS Excel

• 17j

  Wealth Planning Advisor - Quality & Support, Private Wealth

  Montréal, QC

  

  Bank of Montreal

  3+ ansCandidates need three or more years of client-facing financial planning experience, strong investment knowledge, proficiency with WealthPath or similar planning software, and an IQPF designation in Quebec. Fluency in French and English is required.

  WealthPath, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Microsoft 365

  17j

  Wealth Planning Advisor, Private Wealth

  Montréal, QC

  

  Bank of Montreal

  4+ ansBank of Montreal needs candidates with at least four years of financial planning experience, a Quebec planning designation (IQPF/IPF), and strong WealthPath or similar planning software skills. Fluency in French and English is required.

  WealthPath, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Microsoft 365

  19j

  Centralized Support Assistant, Nesbitt Burns

  Quebec

  

  Bank of Montreal

  3+ ansBank of Montreal needs candidates with about three or more years of experience, preferably at Nesbitt Burns, and knowledge of wealth management workflows. They must be fluent in French and English, organized, able to work independently in a virtual setting, and comfortable adapting quickly to new practices.

  CIRO, Administrative support, Scheduling, Sales, Customer experience, Confidentiality

• 18j

  Advisor Experience Specialist

  Woodbridge, ON

  HybrideTemps plein

  HC

  Hub Capital Inc.

  2+ ansCandidates need at least 2 years in the investment industry, preferably in back-office or administrative work. Mutual fund or segregated fund knowledge, strong attention to detail and proficiency in MS 365 are required.

  FundSERV, MS Word, MS Excel, MS Outlook, MS PowerPoint

• 18j

  Wealth Planning Consultant, Private Wealth

  Toronto, ON

  Temps plein

  BN

  BMO Nesbitt Burns Inc.

  7+ ansCandidates need 7+ years of relevant experience, a post-secondary degree, and a CFP designation (IQPF in Quebec). Experience with HNW clients and financial planning software is needed, and CPA, TEP or CLU designations are assets.

  Conquest

• 19j

  Operations Officer - 58927

  Toronto, ON

  25,48 $/hContrat

  

  Randstad Canada

  Candidates need a post-secondary diploma or degree, with financial or business coursework preferred. Strong Microsoft Excel and Excel macro skills are must-haves, and attention to detail and organization in a fast-paced environment are essential.

  Microsoft Excel, Excel macros, End User Computing tools

• 19j

  Wealth Advisor

  Calgary, AB

  140k–160k $/anTemps plein

  

  Altis

  5+ ansCandidates need 5+ years of financial services experience, a business or finance degree or equivalent, and the Canadian Securities Course with Registered Representative licensing. Strong investment knowledge, financial planning software skills and excellent English are required, with French as an asset.

  Financial planning software

• 19j

  Senior Financial Services Representative - Lonsdale

  North Vancouver, BC

  Temps plein

  V2

  Vancity (2.0)

  1+ ansCandidates need at least a high school diploma and one year of professional customer service experience. Strong communication, problem solving, quick learning on technology, and knowledge of Vancity policies and products are essential.

  Vancity banking systems, Vancity software

14 entreprises