Emplois “wealth planning software” au Canada – Page 14

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• 26j

  Associate Insurance Service Advisor, Toronto

  Toronto, ON

  

  Scotiabank

  3+ ansScotiabank needs candidates with 3-5 years of life insurance experience, a university degree or equivalent, and the LLQP. Permanent life insurance, carrier illustrations, advisor portals, and estate planning including corporate-owned life insurance are essential. Strong interpersonal skills and Microsoft Office proficiency are also required.

  Centralize, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook

  26j

  Associate Insurance Service Advisor

  Montréal, QC

  

  Scotiabank

  3+ ansCandidates need 3-5 years of life insurance experience, a university degree, LLQP, and working knowledge of permanent life insurance, carrier illustrations and estate planning uses of life insurance, including corporate owned life insurance.

  Centralize, insurance carrier illustration software, advisor portals, Microsoft Excel, Microsoft Word, Microsoft PowerPoint

  26j

  Senior Manager, Strategic Sourcing

  Toronto, ON

  

  Scotiabank

  5+ ansScotiabank needs a candidate with 5 to 10+ years of strategic sourcing or supplier management experience, ideally in technology or financial services. A business or supply chain degree is required, and CPSM or CIPS is preferred. Strong negotiation skills and experience influencing senior executives are essential.

  E-sourcing platforms, CLM platforms, Supplier management platforms

  27j

  Financial Planner, Scotia Financial Planning - London, ON (Hamilton Rd & Highbury ave)

  Ontario

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, mutual fund certification with CIRO licensing, and a PFP or CFP designation. They also need strong networking skills, self-motivation, and a valid driver's licence with a vehicle.

  CRM software, portfolio software, financial planning software

  27j

  Financial Planner, Scotia Financial Planning - Woodstock, ON (Devonshire & Springbank)

  Woodstock, ON

  

  Scotiabank

  3+ ansCandidates need at least 3 years of financial planning and investment sales experience, a mutual fund or CIRO-accredited licence, and a PFP or CFP designation. A valid driver's licence and access to a vehicle are required.

  CRM software, Financial planning software, Portfolio software, Mobile technology

  27j

  Financial Planner, Scotia Financial Planning - London, ON (Hyde Park & Fanshawe West)

  Ontario

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, a mutual fund or CIRO-registered licence, and a PFP or CFP designation. They must also have strong networking skills and be able to work independently.

  CRM software, financial planning software, portfolio software

  27j

  Financial Planner, Scotia Financial Planning - Woodstock, ON (485 Dundas Street)

  Woodstock, ON

  

  Scotiabank

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

  CRM software, Financial planning software, Portfolio software, Mobile technology

  27j

  Financial Planner, Scotia Financial Planning - London, ON (London Main- Richmond Street)

  Ontario

  

  Scotiabank

  3+ ansCandidates need 3 years of financial planning and investment sales experience, a mutual fund certification or Canadian Securities Course, and a PFP or CFP designation is valued. They also need strong networking skills, a valid driver's licence and access to a vehicle.

  CRM software, portfolio software, financial planning software

  27j

  Manager, Education Content and Development, Scotia iTRADE - Toronto, ON (12 month contract)

  Toronto, ON

  

  Scotiabank

  3+ ansCandidates need at least 3 years of video design, editing or production experience and a strong portfolio of short-form content. They should know Adobe Creative Suite tools such as Premiere Pro and After Effects, manage several projects at once, and communicate clearly. Knowledge of financial markets or investor education is an asset, and French fluency is a plus.

  Adobe Premiere Pro, Adobe After Effects, Adobe Photoshop, Adobe Illustrator, Adobe Audition, Adobe Animate

• 26j

  Senior UAT Lead – Wealth Management

  Toronto, ON

  Contrat

  AN

  Astra North Infoteck Inc.

  8+ ansCandidates need several years of QA or UAT lead experience, wealth management or banking domain knowledge, and hands-on SQL, API and automation skills. Experience with Agile, Scrum, Kanban and Waterfall delivery is also required.

  HP ALM, TestComplete, Katalon, Selenium, Robot Framework, Postman

• 26j

  Centralized Support Assistant, Nesbitt Burns

  Quebec

  TélétravailTemps plein

  BN

  BMO Nesbitt Burns Inc.

  3+ ansCandidates need three or more years of experience at Nesbitt Burns preferred, strong knowledge of wealth management workflows, and proven ability to complete complex administrative work accurately. Fluency in French and English, strong communication skills, and the ability to work independently in a virtual setting are required.

  Financial planning software, Client database

  27j

  Client Service Assistant, BMO Nesbitt Burns

  Calgary, AB

  Temps plein

  BN

  BMO Nesbitt Burns Inc.

  1+ ansCandidates need about 1 to 2 years of relevant experience, with a post-secondary degree preferred. They need good communication, organization, teamwork and problem-solving skills, plus the licences required for the jurisdiction.

  Financial planning software

• 26j

  Director / Senior Business Development Manager

  Toronto, ON

  185k–220k $/anTemps plein

  SC

  Synechron Canada ULC_CANADA Company

  12+ ansSynechron Canada ULC needs candidates with 12+ years in business development or consulting sales, including 5+ years selling technology services into banks or financial institutions. Candidates need a proven record of winning new clients and multimillion-dollar engagements, plus a strong grasp of Canadian financial services and technology such as AI, cloud and data.

  Sales, Strategic planning, Regulatory compliance, Procurement, Lead generation, Upselling

• 26j

  Client Administrator

  Markham, ON

  Temps plein

  M

  Manrke

  2+ ansManrkē needs candidates with two years of administrative experience, a strong grasp of business management and tax processes, and excellent organization and communication skills. A business administration or accounting certificate or degree is preferred, along with MS Office proficiency and strict confidentiality.

  MS Office Suite, Tax software, Accounting systems

• 26j

  Portfolio Manager

  Waterloo, ON

  Temps plein

  

  True North HR Consulting: True North HR provides smart, simple HR solutions for businesses of every size, HR professionals, and entrepreneurs.

  1+ ansCandidates need a bachelor's degree in a business or finance field and 1-3 years of investment and portfolio management experience with high-net-worth clients. They must be registered, or immediately eligible, as an Advising Representative with the provincial securities commission.

  Financial analysis software, Microsoft Office

• 27j

  Credit Manager, Business Banking and Specialized Lending (12-month Contract)

  Toronto, ON

  80k–101k $/an

  DF

  DUCA Financial Services Credit Union Ltd.

  4+ ansCandidates need a bachelor's degree in business or equivalent experience, plus 4 to 6 years of business banking or high net worth lending underwriting. They need at least 4 years of financial statement analysis, sound credit judgement, and strong Excel and MS Office skills.

  Excel, MS Office Suite, Banking software

• 27j

  Internal Auditor (10-Month Contract)

  Toronto, ON +1

  Temps plein

  CC

  CGC Canaccord Genuity Corp.

  2+ ansCandidates need 2 to 3 years of post-qualification audit experience, ideally with a CIA, CISA, CFE, CPA, CMA, CGA or CA designation. Knowledge of ICFR, IFRS, COSO and the brokerage industry is strongly preferred, along with strong communication skills.

  Riskonnect, Microsoft Office

• 27j

  Large Market Benefits Analyst

  Toronto, ON +3

  75k–85k $/anTélétravailTemps plein

  CM

  Client Management Ontario

  3+ ansCandidates need a post-secondary degree in actuarial science, business, mathematics or a related field, plus 3 to 5 years in an analyst role. Strong Excel skills, analytical ability and attention to detail are required.

  Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Power BI, Tableau

• 27j

  Engineering Manager, Platform

  Télétravail au Canada

  160k–190k $/anTélétravailTemps plein

  

  KOHO

  5+ ans1+ gestion5 ans et plus d'expérience en développement full-stack; 1 à 3 ans de gestion d'une équipe d'ingénierie; Expérience de la gestion d'incidents de production

  Onfido, Auth0

• 27j

  Client Experience Associate

  Cranbrook, 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

  Royal Bank of Canada needs candidates with strong business application skills, excellent time management and organization, and a warm, professional approach to client service. Exceptional written and verbal English is required, and the CIRE and securities industry experience are assets.

  Contact management system, Spreadsheet software, Word processing software, Presentation software, Email

• 27j

  Financial Planning Specialist

  Calgary, AB

  Temps plein

  

  RBC Dominion Securities Inc.

  10+ ansCandidates need ten years of financial planning experience, a professional designation such as CA, CGA, LLB or CMA, and strong written and oral communication. Experience with Naviplan Extended or CCH planning software and Microsoft Office is required.

  Naviplan Extended, CCH, Microsoft Office

  27j

  Administrative Assistant

  Halifax, NS

  Temps plein

  

  RBC Dominion Securities Inc.

  Candidates need strong business application skills, excellent time management, and exceptional verbal and written communication. Experience in the securities industry is an asset, and willingness to complete CRO licensing is required.

  business applications, websites, word processing software

  27j

  Client Experience Associate

  Cranbrook, BC

  Temps plein

  

  RBC Dominion Securities Inc.

  Candidates need strong skills with business applications, excellent organization and time management, and warm, professional client service. Exceptional written and verbal English is required, and the CIRE and securities industry experience are assets.

  Contact management system, Word processing software, Spreadsheet software, Presentation software, Email services

• 27j

  Senior Manager, Digital Product

  Toronto, ON

  Temps plein

  RT

  Royal Trust Corporation of Canada

  7+ ans3+ gestionCandidates need 7+ years in product management, digital strategy, technology delivery or systems architecture, plus 3+ years of people leadership. They need a deep technical background, proven 0-to-1 launch experience, and the credibility to negotiate with technology vendors.

  Leadership, Software development, Stakeholder management, Communication skills, Vendor management, Machine learning

13 entreprises