Emplois “Wealth” au Canada – Page 15

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• 1 mois

  Administrative Associate (Colin Ryan Wealth Management)

  Winnipeg, MB

  Temps plein

  WA

  Wellington Altus Branding

  2+ ansCandidates need administrative or client service experience, ideally in financial services, and proficiency with Microsoft Office and CRM systems. Completion of the Canadian Securities Course or CIRE exams is required or must be in progress at hire, and applicants must be legally eligible to work in Canada.

  Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, CRM systems

• 1 mois

  Wealth Planner - Victoria

  Victoria, BC

  75k $/anTemps plein

  V2

  Vancity (2.0)

  2+ ansVancity needs candidates with at least 2 years of financial industry experience, a Mutual Fund License (CSC or IFIC), and strong relationship-building skills. A PFP or CFP designation is also listed as a requirement.

  Client relationship management, Financial planning, Relationship building, Financial products, Collaboration, Coaching

  1 mois

  Team Manager, Wealth Advice Team

  Vancouver, BC

  86k–117k $/anTemps plein

  V2

  Vancity (2.0)

  5+ ans2+ gestionVancity needs a candidate with post-secondary education in business or finance, 5 to 7 years of wealth management or financial planning experience, and at least 2 years of leading advice professionals. A Mutual Fund License (IFIC or CSI) is required, and a CFP, PFP or CIM designation is preferred.

  Lead a team, Financial planning, Coaching, Leadership, Process improvement, Relationship building

  1 mois

  Wealth Planner - Squamish

  Squamish, BC

  75k $/anTemps plein

  V2

  Vancity (2.0)

  2+ ansCandidates need at least 2 years of financial industry experience, a Mutual Fund License (CSC or IFIC), and a PFP or CFP designation. Strong relationship-building skills and a solid grasp of the financial services industry are also required.

  Client relationship management, Financial planning, Relationship building, Financial products, Collaboration, Coaching

• 1 mois

  Insurance Sales Associate, Scotia Wealth Management - Greater Toronto Area

  Toronto, ON

  

  Scotiabank

  Candidates need a university degree or equivalent, strong analytical skills, and proficiency in Excel and PowerPoint. Knowledge of the insurance or wealth management industry is required, while LLQP and industry accreditations such as the insurance licence, CSC, CFP, PFP or CLU are assets.

  Excel, PowerPoint, Agency Management System, Centralize

  1 mois

  Scotia Jarislowsky Fraser Wealth Manager - Montreal

  Montréal, QC

  

  Scotiabank

  Candidates need post-secondary education in finance, business, economics or accounting, plus the CSC (CIM preferred). Strong French, sufficient English, and proven relationship and business-development skills are required.

  CHRP, Sales, Cold calling, Client relationship management, Financial planning, Regulatory compliance

  1 mois

  Market Lead, Indigenous Wealth Solutions, Scotiatrust - Western Canada

  Calgary, AB

  

  Scotiabank

  Scotiabank needs a results-driven leader with business development, people leadership and Indigenous relationship management experience. Trust and Estate Practitioner (TEP) designation is desirable, and an LLB/JD or MBA is an asset.

  Community engagement, Team leadership, Risk management, Leadership, Sales, Client relationship management

  1 mois

  Senior Manager, Wealth Management Taxation - Montreal, QC

  Montréal, QC

  

  Scotiabank

  7+ ansCandidates need a university degree, a professional designation such as CPA or JD/LLB, the CPA In-Depth Tax Program or an MTax, and at least 7 years of tax planning experience for high net worth clients. Strong written and verbal communication in French and English is required.

  Taxation, Sales, Communication skills, Presentation skills, Work independently, Interpret financial statements

  1 mois

  Director - Data Solution Delivery, Wealth Management

  Toronto, ON

  

  Scotiabank

  10+ ansCandidates need 10+ years in data engineering, proven technical leadership, and hands-on experience with Google Cloud data services and streaming technologies. An active Google Cloud Data Engineer or Professional Cloud Architect certification is required, plus strong stakeholder and executive communication skills.

  Google Cloud Platform, BigQuery, Databricks, Kafka, Apache Spark, Power BI

  1 mois

  Insurance Sales Associate, Scotia Wealth Management - Vancouver (Mandarin)

  Vancouver, BC

  

  Scotiabank

  Candidates need fluency in English and Mandarin, both written and spoken, and strong analytical skills with Excel and PowerPoint. A university degree or equivalent is expected, and knowledge of insurance or wealth management is needed, with LLQP and industry accreditation as assets.

  Excel, PowerPoint, Agency Management System, Centralize

  1 mois

  Trust Officer, Indigenous Wealth Solutions

  Toronto, ON

  

  Scotiabank

  Candidates need proven client service and sales target experience, strong communication and negotiation skills, and knowledge of trusts, investments and taxation. Experience with professional administration (law, accounting, estate and trust) and Indigenous governance or cultural protocols is valued. NATOA or STEP membership is desirable.

  Client relationship management, Forecasting, Sales, Risk management, Regulatory compliance, Taxation

  1 mois

  Translator-reviser, Financial Translation, Global Wealth Management (English->French)

  Montréal, QC

  

  Scotiabank

  10+ ansCandidates need at least 10 years of corporate experience, ideally in financial services, and at least 2 years of revision experience. A translation degree, strong French writing skills, and fluent English are required.

  CAT tools, Microsoft Office, Terminology-management systems, Project-management platforms

  1 mois

  Senior Total Wealth Planner - Ottawa, ON

  Ottawa, ON

  

  Scotiabank

  5+ ansCandidates need a CPA, a university degree, an accredited financial planning designation (IQPF in Quebec) and at least 5 years as a high net worth financial planner. They must present complex financial concepts clearly, build trust quickly, and use Naviplan expertly.

  Naviplan

  1 mois

  Senior Total Wealth Planner - Montréal, QC

  Montréal, QC

  

  Scotiabank

  5+ ansCandidates need a CPA, a university degree, an accredited financial planning designation (IQPF in Quebec), and at least 5 years of high net worth financial planning experience. They must be fluent in French with sufficient English, and be skilled in investments, retirement, estate planning, taxation and insurance.

  Naviplan

  1 mois

  Director, Wealth Management Technology

  Toronto, ON

  

  Scotiabank

  Candidates need experience leading agile delivery teams, delivering complex wealth or asset management projects, and working in the financial sector. Strong stakeholder influence, negotiation and understanding of the regulatory environment are also required.

  Prioritization, Relationship building, Negotiation, Reporting, Leadership, Stakeholder management

  1 mois

  ScotiaMcLeod Wealth Advisor Development Program - Kanata

  Kanata, ON

  

  Scotiabank

  3+ ansCandidates need 3 to 5 years of professional experience or a post-secondary degree in business, commerce, finance or a related field, plus sales or client-facing experience. Required before hire are the CIRO Canadian Investment Regulatory Exam and the CIRO Retail Securities Exam.

  Communication skills, Sales, Relationship building, CIRO, Securities, Insurance licence

  1 mois

  Senior Manager, Wealth Management Taxation - Toronto, ON

  Toronto, ON

  

  Scotiabank

  7+ ansCandidates need a university degree, a professional designation such as CPA or JD/LLB, the CPA In-Depth Tax Program or an MTax, and at least 7 years of tax planning experience for wealthy clients. They must explain complex tax concepts clearly and know Canadian and some U.S. tax law.

  Taxation, Sales, Communication skills, Presentation skills, Work independently, Interpret financial statements

• 1 mois

  Salesforce Solution Architecture Advisor - FSC & Wealth Management

  Montréal, QC

  HybrideTemps plein

  

  Alithya

  6+ ansAlithya needs candidates with 6+ years of Salesforce experience in solution architecture, hands-on FSC implementation, and Sales and Service Cloud design in financial services. Strong wealth management process knowledge, Agile or Waterfall delivery experience, and proficient French and English are required.

  Salesforce Financial Services Cloud, Salesforce Sales Cloud, Salesforce Service Cloud

• 1 mois

  Wealth Planning Specialist

  Nanaimo, BC +1

  50k $/anHybride

  

  First West

  6+ ansCandidates need a bachelor's degree or equivalent, a Mutual Funds licence and CFP designation, and six years of investment or financial planning sales experience. Strong sales, networking, communication and financial statement analysis skills are also required.

  Conquest, Microsoft Office, financial planning software

• 1 mois

  Insurance Advisor Life, Health & Wealth

  Vancouver, BC

  TélétravailTemps plein

  RL

  RBC Life Insurance Company

  2+ ansCandidates need at least 2 years of professional sales experience, an HLLQP/LLQP licence or willingness to obtain one, a post-secondary degree or equivalent, and an existing referral network. A valid Canadian driver's licence and own vehicle are required.

  Salesforce, RBCI software tools

• 1 mois

  Director, Wealth Digital AI Platforms & Technology Delivery

  Toronto, ON

  Temps plein

  

  Bank of Montreal

  15+ ansCandidates need 15+ years of technology delivery experience in large regulated environments, deep knowledge of generative AI and agentic systems, and advanced Microsoft Azure and Agile skills. Strong wealth management knowledge, financial acumen and executive communication are also required.

  Microsoft Azure, Infrastructure as code

  1 mois

  Regional Manager, Compliance, Private Wealth

  Montréal, QC

  Temps plein

  

  Bank of Montreal

  5+ ansCandidates need 5 to 7 years of relevant experience and a post-secondary degree in a related field, or an equivalent mix. The role calls for in-depth program management, communication, collaboration, analytical, influence and data-driven decision-making skills.

  Regulatory compliance, Control systems, Change management, Stakeholder management, Prioritization, Quality control

• 1 mois

  Associate Advisor, Wealth Management

  Waterloo, ON

  Temps plein

  

  RBC Dominion Securities Inc.

  5+ ansCandidates need at least 5 years of investment field experience, CIRO Registered Representative licensing (CSC, CPH, WME or equivalent), a bachelor's degree, and exceptional written and verbal English. Strong organization, multitasking and advanced Microsoft Office skills are also required.

  Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Contact management system

• 1 mois

  Wealth Estate Advisor

  Mississauga, ON +1

  Temps plein

  RT

  Royal Trust Corporation of Canada

  5+ ansCandidates need a law degree, membership in the Law Society of British Columbia, and at least five years of related experience. Working toward or holding the TEP designation is required, and estate administration knowledge and the Canadian Securities Course are assets.

  Bar admission, CSC, Counselling, Customer service, Problem solving, Communication skills

9 entreprises