Aucun filtre correspondant. Essayez un autre nom.
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02
Candidates need management consulting or similar experience, strong critical thinking, and exceptional data analysis and synthesis skills. Financial modelling experience and comfort with ambiguity in a fast-paced setting are also required.
PowerPoint, Excel, Word
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02
Candidates need management consulting or similar experience, strong critical thinking, and exceptional data analysis and synthesis skills. Financial modelling experience and comfort with ambiguity in a fast-paced setting are also required.
PowerPoint, Excel, Word
adecco
2+ ansCandidates need at least 2 years of wealth management or investment operations experience, a business or finance diploma or degree, and knowledge of registered accounts such as RRSPs, RRIFs and TFSAs. Asset transfers, tax reporting and the Canadian Securities Course are assets.
CPA, Reporting, Process improvement, Health and safety, Prioritization, CSC
Caisse Desjardins du Coeur-de-la-Côte-Nord
2+ ansCandidates need a bachelor's degree in a related field, at least two years of relevant experience, and the AMF mutual fund representative certificate. Fluent French is required, and strong interpersonal skills are essential.
Risk management, Financial markets
Caisse Desjardins du Coeur-de-la-Côte-Nord
2+ ansCandidates need a bachelor's degree in a related field, at least two years of relevant experience, and the AMF mutual fund representative certificate. Fluent French is required, and strong interpersonal skills are essential.
Risk management, Financial markets
Scotiabank
8+ ansCandidates need 8+ years in product ownership or management, ideally in wealth management or financial services, with a track record of complex regulated delivery. An undergraduate degree in business, finance, or technology is required, and Agile tools such as JIRA and Confluence are expected.
JIRA, Confluence, Visio
Connor, Clark & Lunn Private Capital Ltd.
Candidates need a strong client service background and foundational investment knowledge, with an interest in sales and business development. The posting asks for an undergraduate degree, CIM or CFA Level 1, and the ability to be registered as an AR or AAR.
Sales, Coaching, Documentation, Customer service, Interpersonal skills, Relationship building
Bank of Montreal
5+ ansCandidates need 5 to 7 years of trust or estate experience and a post-secondary degree, with in-depth knowledge of trust administration, trust tax, trust accounting and fiduciary law. Lawyer or notary status and TEP certification are assets, and fluency in French and English is required.
Client relationship management, Regulatory compliance, Presentation skills, Decision making, Change management, Stakeholder management
Bank of Montreal
3+ ansBank of Montreal needs candidates with a CIM or CFA designation, CIRO supervisor registration or eligibility, and 3 to 5 years of managed accounts experience. Strong Excel, analytical, organizational and communication skills are also required.
MS Excel
Bank of Montreal
3+ ansCandidates need 3 to 5 years of relevant experience and a post-secondary degree in a related field. Experience selling to Investment Advisors or High Net Worth clients is required, and the CFP designation (IQPF in Quebec) and financial planning software skills such as NaviPlan are assets.
NaviPlan
Talent Edge
5+ ansCandidates need a CFP designation, current investment licensing, and 5 years of wealth management or financial planning experience. They must be able to analyze personal tax returns and owner-managed corporations, use modern planning software, and communicate well with clients.
Snap Projections
Morgan Stanley: Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management…
10+ ansCandidates need an active LLQP life insurance licence, a post-secondary degree preferred, and 10+ years of Canadian insurance distribution or wealth management experience. Experience with wealth firms or MGAs and insurance platform builds is required, and bilingual English and French is an asset.
DTCC, iPipeline, CRM systems, Illustration tools
ATB
5+ ansCandidates need 5 to 7+ years of sales and client experience in financial services, ideally wealth management, and must be able to register as an RR with CIRO right away. They also need an undergraduate degree or equivalent experience, strong communication skills and an established network of centres of influence.
virtual communication tools
15 entreprises