Emplois “Wealth” au Canada – Page 13

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• 1 mois

  Associate Wealth Advisor / Financial Planner

  Vancouver, BC

  Temps plein

  

  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

  4+ ansCandidates need IIROC Registered Representative approval, the CIRE and Retail Securities exams, four or more years in the investment industry, and a CFP or PFP designation. A university degree, strong written and verbal communication, and financial planning experience with high-net-worth clients are also required.

  Microsoft Office Suite

• 1 mois

  Senior Private Wealth Manager/Portfolio Manager - Team Lead

  Toronto, ON

  TélétravailTemps plein

  

  C.P. Services

  5+ ansCandidates need at least 5 years managing a book of business, a bachelor's degree, and CFA or CIM. Full Canadian licensing is expected, and US or cross-border licensing and financial planning experience are assets.

  Team leadership, Financial planning, Client relationship management, Lead a team, Know your customer, Anti-money laundering

• 1 mois

  Private Wealth Manager/Portfolio Manager

  Toronto, ON

  TélétravailTemps plein

  CP

  Cardinal Point Capital Management ULC

  4+ ansCandidates need at least 4 years of wealth management experience including financial planning, a bachelor's degree and a CFP designation. A US CFP, CIM or CFA is preferred, along with strong relationship and communication skills.

  Canadian tax software, U.S. tax software

• 1 mois

  Licensed Wealth Advisor Assistant

  Calgary, AB

  Temps plein

  

  Raymond James Ltd.

  2+ ansCandidates need at least two years of investment industry experience, completion of the Canadian Securities Course and the Conduct and Practices Handbook (IR or RR registration), and strong customer service and communication skills. Attention to detail, Microsoft Office proficiency and the ability to handle confidential information are also required.

  Dataphile, Microsoft Dynamics, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook

  1 mois

  Wealth Advisor Assistant

  Calgary, AB

  45k–55k $/anTemps plein

  

  Raymond James Ltd.

  3+ ansCandidates need post-secondary education, at least 3 years of industry-related experience, and knowledge of investment products and account types such as RRSPs and TFSAs. They also need strong attention to detail, customer service skills, Microsoft Office, and a CIRO IR licence; a CIRO RR licence is an asset.

  Microsoft Office, CRM software, LinkedIn, Dataphile

• 1 mois

  Senior Business Analyst - Wealth Management

  Toronto, ON

  Contrat

  AN

  Astra North Infoteck Inc.

  Candidates need senior business analysis experience in wealth or investment management, including investment products, trading and client data. They must know Agile methods and tools such as Scrum, SAFe, Jira and Confluence.

  Jira, Confluence

  1 mois

  Senior Business Systems Analyst – Wealth Management & SQL

  Toronto, ON

  Contrat

  AN

  Astra North Infoteck Inc.

  5+ ansCandidates need 5+ years as a business or systems analyst, strong SQL and data analysis skills, and experience with APIs, batch processing, and system modernization. Wealth management or capital markets experience and an understanding of positions, transactions, valuations and performance are required.

  SQL, AI-assisted analysis tools

• 1 mois

  Sr. Enterprise Sales Manager, Financial Services (Banking, Wealth management, Payments, Insurance)

  Toronto, ON

  Temps plein

  AW

  Amazon Web Services Canada, Inc.

  10+ ans5+ gestionAmazon Web Services Canada needs candidates with 10+ years of technology sales or consulting experience and 5+ years leading sales teams. They must have a record of beating sales targets and experience selling to financial services customers under regulatory requirements.

  Sales, Lead a team, Cloud computing, Local geography, Apply strategic thinking, AWS

• 1 mois

  Wealth management advisor

  Vaudreuil-Dorion, QC

  HybrideTemps plein

  

  Desjardins

  Candidates need experience giving financial advice and solutions to individuals, plus good listening and client service skills. Knowledge of investments, estate planning and wealth protection is expected.

  1 mois

  Wealth management advisor

  Richelieu, QC

  HybrideTemps plein

  

  Desjardins

  Candidates need a financial professional background, the ability to build personalized wealth strategies covering financial and tax goals, and knowledge of financial services industry news and best practices.

  1 mois

  Wealth Management Senior Advisor

  Montréal, QC

  HybrideTemps plein

  

  Desjardins

  6+ ansCandidates need a bachelor's degree in a related field, at least six years of relevant experience, and CIRO registration as a registered representative. A financial planning designation, a mutual fund representative certificate from the AMF, and knowledge of French are also required.

  Regulatory compliance, Sales, CIRO, Financial planning, Financial markets

  1 mois

  Wealth management advisor

  Vaudreuil-Dorion, QC

  HybrideTemps plein

  

  Desjardins

  Candidates need experience in financial advice and a service-oriented, client-focused approach.

  1 mois

  Wealth management advisor

  Richelieu, QC

  HybrideTemps plein

  

  Desjardins

  Desjardins asks for a financial professional who listens well and delivers high-quality service.

  1 mois

  Wealth Management Senior Advisor

  Montréal, QC

  HybrideTemps plein

  

  Desjardins

  6+ ansDesjardins needs candidates with a bachelor's degree in a related field and at least six years of relevant experience. Candidates must be registered with the CIRO, hold a financial planning designation and a mutual fund representative certificate, and know French.

  Regulatory compliance, Sales, CIRO, Financial planning, Financial markets

  1 mois

  Wealth Management Advisor

  Lévis, QC +2

  HybrideTemps plein

  

  Desjardins

  3+ ansCandidates need a bachelor's degree, at least three years of relevant experience, and a mutual fund representative certificate from the Autorité des marchés financiers. Fluent French is required, and strong interpersonal skills are essential.

  Financial planning, Risk management, Carry out financial transactions, Sales, Financial markets

• 1 mois

  Wealth Management Advisor

  Havre-Saint-Pierre, QC

  HybrideTemps plein

  CD

  Caisse Desjardins de Minganie-Basse-Côte-Nord

  1+ ansCandidates need a bachelor's degree in a related field and at least one year of relevant experience, or an equivalent combination. They must hold the AMF mutual fund representative certificate and know French.

  Risk management, Financial markets

  1 mois

  Wealth Management Advisor

  Havre-Saint-Pierre, QC

  HybrideTemps plein

  CD

  Caisse Desjardins de Minganie-Basse-Côte-Nord

  1+ ansCandidates need a bachelor's degree in a related field and at least one year of relevant experience, or an equivalent combination. They must hold the AMF mutual fund representative certificate and know French.

  Risk management, Financial markets

• 1 mois

  Wealth Management Advisor

  Saint-Anselme, NB +1

  HybrideTemps plein

  

  Caisse Desjardins de Bellechasse

  1+ ansCandidates need a bachelor's degree in a related field, at least one year of relevant experience, and the AMF mutual fund representative certificate. Fluent French is required, along with strong interpersonal skills.

  Risk management, Financial markets

  1 mois

  Wealth Management Advisor

  Saint-Anselme, NB +1

  HybrideTemps plein

  

  Caisse Desjardins de Bellechasse

  1+ ansCaisse Desjardins de Bellechasse needs a bachelor's degree in a related field, at least one year of relevant experience, and the AMF mutual fund representative certificate. Candidates must know French.

  Risk management, Financial markets

• 1 mois

  Wealth Management Senior Advisor

  Saint-Hyacinthe, QC

  HybrideTemps plein

  

  Desjardins Securities

  8+ ansCandidates need at least eight years of relevant experience and a bachelor's degree in a related field, plus a Financial Planner designation and registration or eligibility as a Registered Representative. Knowledge of French is required.

  Regulatory compliance, Business model, Coaching, Sales, Monitor stock market, Public relations

• 1 mois

  Senior Associate - Wealth Management (Global Client Group)

  Vancouver, BC

  Temps plein

  ?

  4+ ansFor this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary…; They will gain an…

  Client relationship management, Market research, Presentation skills, CFA, Analytical skills, Problem solving

• 1 mois

  Associate - Wealth Management (Global Client Group)

  Vancouver, BC

  Temps plein

  ?

  For this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary…; They will gain an…

  Sales, Client relationship management, Market research, Scheduling, Customer relationship management, Analytical skills

• 1 mois

  Wealth Management Advisor

  Saint-Pascal, QC

  HybrideTemps plein

  CD

  Caisse Desjardins du Centre de Kamouraska

  1+ ansCandidates need a bachelor's degree in a related field, at least one year of relevant experience and a mutual fund representative certificate from the AMF. French is required, along with strong knowledge of financial products, tax and succession issues, and compliance rules.

  Risk management, Financial markets, Regulatory compliance, Financial products, Business processes

  1 mois

  Wealth Management Advisor

  Saint-Pascal, QC

  HybrideTemps plein

  CD

  Caisse Desjardins du Centre de Kamouraska

  1+ ansCaisse Desjardins du Centre de Kamouraska needs candidates with a bachelor's degree in a related field and at least one year of relevant experience. Candidates must know French and hold the AMF mutual fund representative certificate, plus understand tax, succession and debt management for individuals and businesses.

  Desjardins business processes

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