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Desjardins Securities
8+ ansCandidates need a bachelor's degree, at least eight years of relevant experience, the Financial Planner designation and registration or eligibility as a Registered Representative. Fluent French is required.
Regulatory compliance, Business model, Coaching, Sales, Monitor stock market, Public relations
Scotiabank
6+ ansCandidates need an undergraduate degree in business, commerce, economics, engineering, mathematics or a related field, plus 6+ years of consulting or corporate strategy experience. Strong knowledge of Canadian wealth management, advanced analytics and AI fluency are also required.
Excel, PowerPoint
Scotiabank
10+ ans10+ gestionCandidates need 10+ years in a leadership role running large enterprise technology programs and 5+ years in wealth management or investment. Expert knowledge of scalable software design, modern agile and full-stack technologies, and large-scale automation and testing is required, along with strong leadership skills.
Collaboration, Software development, Design principles, Leadership, Relationship building
Scotiabank
5+ ansScotiabank needs candidates with a university degree, an accredited financial planning designation, and at least 5 years as a high net worth financial planner. They must have strong planning technical knowledge, clear presentation and relationship skills, and expert use of the Architect planning software.
Architect
Scotiabank
5+ ansScotiabank candidates need a university degree, an accredited financial planning designation (Pl.Fin, IQPF in Quebec), and at least 5 years as a high net worth financial planner. They also need strong presentation and relationship-building skills, and French plus working English.
Architect
EY
10+ ansCandidates need 10+ years of leading wealth management projects, gained at a wealth manager, consulting firm or wealth technology provider. Strong business writing, presentation, stakeholder management and people coaching skills are essential.
Architectural design, Stakeholder management, Sales, Relationship building, Recruitment, Coaching
The Canada Life Assurance Company
2+ ansCandidates need two years of advisor or client support experience in financial services or insurance, plus a post-secondary diploma or degree in a business-related field. Strong client service, organization, multitasking and Microsoft Office skills are required, and MFDA or IIROC licensing is preferred.
Office365, Excel, Outlook, Word, PowerPoint, SharePoint
The Canada Life Assurance Company
3+ ansCandidates need a CFP designation or equivalent accreditation, a CSC/CPH completion, and an investment dealer licence. They also need 3 or more years of client-facing experience or post-secondary business education, plus strong relationship-building and self-motivated skills.
Financial planning, Relationship building, CSC, CIM
Bank of Montreal
5+ ansBank of Montreal needs candidates with typically 5 to 7 years of estate and trust administration experience and a related post-secondary degree or equivalent experience. Strong leadership, communication, analytical and influence skills are needed, and fluency in French and English is required.
Business applications and systems
Bank of Montreal
7+ ansCandidates need 7+ years of analytical experience, preferably in banking or FinTech, plus advanced SQL and SAS skills and strong Power BI and data visualization expertise. Strong stakeholder management, influencing and communication skills are required, with AWS, Python and PySpark knowledge an asset.
SQL, SAS, Microsoft Power BI, Microsoft Fabric, Python, PySpark
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
3+ ansCandidates need 3 to 7 years of product management experience, including at least 3 years in wealth products or a comparable financial services role. Strong communication, agile delivery, analytical and stakeholder influence skills are required.
JIRA, Confluence, MS Project, MS Office Suite, SQL
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
2+ ansCandidates need at least 2 years of securities industry experience, strong Microsoft Office skills, and excellent written and verbal English. Royal Bank of Canada also looks for professional, warm, world-class client service.
Microsoft Office Suite, Microsoft Excel, LinkedIn, Facebook
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
5+ ansCandidates need at least 5 years of investment-field experience, a CIRO Registered Representative licence or equivalent, and a bachelor's degree. They must be strong in English communication, detail-oriented, able to multitask, and advanced in Microsoft Office, and must work from the office.
Contact management system, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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
2+ ansRoyal Bank of Canada needs candidates with 2+ years of professional sales experience, a Life/A&S licence (HLLQP/LLQP) or willingness to obtain it, a post-secondary degree or equivalent, and an existing referral network. Candidates also need a valid Canadian driver's licence and their own vehicle.
Salesforce, RBCI software tools, electronic forms
Talent Edge
8+ ansCandidates need 8+ years of financial planning or advisory experience, a Chartered Investment Manager (CIM) designation, and a strong foundation in insurance and investment planning. An entrepreneurial, self-motivated mindset and strong client-facing skills are essential.
Recruitment, Risk management, Financial planning
Pwc Canada
3+ ans3+ gestionPwC Canada needs a Canadian CPA in good standing with cross-border tax expertise. Candidates should have strong client relationship and communication skills, and ideally 3 to 5 years of public accounting manager experience.
Reporting, CPA, Prioritization, Problem solving, Communication skills, Presentation skills
Pwc Canada
Candidates need a Master's in Tax or completed CPA In-depth Tax Course Levels I to III, and experience in an accounting firm, law firm or similar organization. Fluency in English and French is required.
Bilingualism, Sales, Mergers and acquisitions, Leadership, Customer service, Organizational skills
Sunrise Credit Union
5+ ansCandidates need a post-secondary diploma or degree in finance, business or commerce, at least 5 years in wealth management or financial advice, and valid IFC Mutual Fund, Canadian Securities Course and life insurance licences. Strong knowledge of markets and portfolio construction is also required.
financial planning software, CRM systems
Meridian Credit Union Limited: As a company that puts people first.
5+ ansCandidates need 5 to 7+ years of sales effectiveness, sales enablement or Wealth or financial services experience, plus proven people leadership. Strong data analysis, CRM and Excel skills, and knowledge of Wealth products and pricing are required.
CRM system, Microsoft Excel, Microsoft Office, Microsoft Power Platform, Microsoft Copilot
Meridian Credit Union Limited: As a company that puts people first.
7+ ansCandidates need 7 to 10 years of financial services sales management experience and a bachelor's degree, diploma or equivalent experience. An IIROC or MFDA licence is required, and a Financial Planning designation or insurance licence is an asset.
Microsoft Power Platform, Microsoft Copilot
12 entreprises