Emplois “Wealth” au Canada – Page 16

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Résultats

• 1 mois

  Senior Wealth Planning Consultant

  Vancouver, BC

  Temps plein

  BN

  BMO Nesbitt Burns Inc.

  3+ ansCandidates need 3 to 5 years of relevant experience, a post-secondary degree in a related field, and experience selling to advisors or high net worth clients. A CFP designation, financial planning experience, and strong analytical and communication skills are assets.

  NaviPlan

  1 mois

  Administration Associate, Wealth Management, Nesbitt Burns

  Québec, QC

  Temps plein

  BN

  BMO Nesbitt Burns Inc.

  3+ ansBMO Nesbitt Burns needs candidates with typically 3 to 5 years of relevant experience or equivalent certification, advanced knowledge of investment processes and products, and knowledge of compliance and trade processing. Licensing required for the jurisdiction is also needed.

  Scheduling, Documentation, Sales, Customer experience, Confidentiality, Risk management

  1 mois

  Managed Accounts Supervision Specialist, Private Wealth

  Toronto, ON

  Temps plein

  BN

  BMO Nesbitt Burns Inc.

  3+ ansBMO Nesbitt Burns needs candidates with a CIM or CFA designation, CIRO supervisor registration or eligibility, and 3 to 5 years of managed accounts experience. Strong analytical skills, Microsoft Excel proficiency and excellent communication are also required.

  Microsoft Excel

• 1 mois

  Trust Officer, Private Wealth

  Montréal, QC

  Temps plein

  

  Bank of Montreal

  5+ ansCandidates need 5-7 years of trust, estate or wealth experience, a post-secondary degree, and in-depth knowledge of trust administration, trust tax, trust accounting and fiduciary law. Fluency in French and English is required, and a lawyer, notary or TEP designation is an asset.

  Client relationship management, Regulatory compliance, Presentation skills, Decision making, Change management, Stakeholder management

  1 mois

  Director & Assistant Market Leader, Private Wealth

  Toronto, ON

  Temps plein

  

  Bank of Montreal

  7+ ansBank of Montreal needs 7+ years in wealth management or financial services with progressive leadership experience. Candidates must hold the required licences for the jurisdiction and show strong analytical, communication and change management skills.

  Financial planning, Technical support, Sales, Change management, Stakeholder management, Communication skills

• 1 mois

  Investment Counsellor, Private Wealth

  Calgary, AB

  Temps plein

  

  Fiera Capital Corporation: Fiera Capital is a leading independent asset management firm with a growing global presence and approximately CAD 164.1 billion in assets under…

  10+ ansCandidates need post-secondary education, a CFA and/or CIM designation, and about ten years of investment counselling experience with a strong market reputation. They must be licensed with their provincial regulator and be fluent in English, and French for Quebec positions.

  Communication skills, Financial capability, Financial markets, Leadership, CFA, Process applications

  1 mois

  Investment Counsellor, Private Wealth

  Montréal, QC

  Temps plein

  

  Fiera Capital Corporation: Fiera Capital is a leading independent asset management firm with a growing global presence and approximately CAD 164.1 billion in assets under…

  10+ ansCandidates need post-secondary education, a CFA and/or CIM designation, and about ten years of investment counselling experience with a strong market reputation. They must be licensed with their provincial regulator and be fluent in English, and French for Quebec positions.

  Communication skills, Financial capability, Financial markets, Leadership, CFA, Process applications

• 1 mois

  Senior Product Manager, Wealth Management

  Toronto, ON

  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

  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

• 1 mois

  Client Experience & Wealth Associate

  Vancouver, BC

  Temps plein

  

  RBC Dominion Securities Inc.

  2+ ansCandidates need at least 2 years of securities industry experience, strong Microsoft Office skills, and excellent English written and verbal communication. Professional, warm client service is essential.

  Microsoft Office, LinkedIn, Facebook

  1 mois

  Associate Wealth Advisor / Financial Planner

  Vancouver, BC

  Temps plein

  

  RBC Dominion Securities Inc.

  4+ ansCandidates need an IIROC Registered Representative approval, the CIRE and Retail Securities exams, and a CFP or PFP designation. They also need a university degree, 4+ years in the investment industry, financial planning experience with high-net-worth clients, and strong communication and Microsoft Office skills.

  Microsoft Office Suite

  1 mois

  Associate Wealth Advisor

  Ottawa, ON

  Temps plein

  

  RBC Dominion Securities Inc.

  5+ ansCandidates need the CIRE and RSE exams, at least 5 years of relationship management and financial planning experience, and excellent written and verbal English. Strong Microsoft Office skills are required, and CFP, QAFP or 4+ years of investment industry experience are assets.

  Microsoft Office Suite

• 1 mois

  Cross Border Tax Private Wealth, Manager

  Toronto, ON

  Temps plein

  

  PricewaterhouseCoopers LLP

  3+ ansCandidates need a Canadian CPA designation in good standing, expertise in Canada–U.S. tax for high-net-worth clients, and ideally 3 to 5 years as a manager in public accounting. U.S. CPA or Enrolled Agent status and a CPA In-Depth Tax Course or Master's in Tax are assets.

  Reporting, Regulatory compliance, CPA, Prioritization, Problem solving, Communication skills

  1 mois

  Private Wealth Tax, Senior Associate (Bilingual FR/EN)

  Québec, QC

  Temps plein

  

  PricewaterhouseCoopers LLP

  Candidates need a Master's in Tax or CPA In-depth Tax Course Levels I, II and III (in progress or complete), relevant accounting or law firm experience, and fluency in English and French.

  Bilingualism, Sales, Mergers and acquisitions, Leadership, Customer service, Organizational skills

• 1 mois

  Professional Wealth Branch Manager

  Kingston, ON

  Sur placeTemps plein

  TT

  The Toronto-Dominion Bank (Canada)

  10+ ans10+ gestionCandidates need an undergraduate university degree or post-secondary education, current IIROC registration as a Registered Representative and Supervisor & Options, and at least 10 years of wealth leadership experience including branch and sales management. Strong recruiting, strategic, collaboration and presentation skills are also required.

  Decision making, Leadership, Coaching, Lead others, Sales, Risk management

  1 mois

  Professional Assistant Branch Manager Wealth

  Vancouver, BC

  Sur placeTemps plein

  TT

  The Toronto-Dominion Bank (Canada)

  7+ ans7+ gestionCandidates need a university degree, CIRO registration as a Registered Representative and Supervisor, and 7+ years of wealth leadership experience including branch and sales management. Strong talent recruitment, strategy and presentation skills are required.

  Decision making, Leadership, Sales, Recruitment, Sales strategies, Sales targets

• 1 mois

  Wealth management advisor

  Longueuil, QC

  HybrideTemps plein

  

  Desjardins

  Candidates need a background in financial services and a client-focused approach. The posting asks for strong listening and advisory skills and an up-to-date knowledge of market trends and industry best practices.

• 1 mois

  Wealth Management Advisor

  Montréal, QC

  HybrideTemps plein

  CD

  Caisse Desjardins de Lachine

  4+ ansCandidates need a bachelor's degree, at least four years of relevant experience, a Mutual fund representative certificate from the AMF, and the Financial Planner title. French is required and advanced English is needed.

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

• 1 mois

  Wealth Advisor (Winnipeg & Calgary Positions Available)

  Calgary, AB

  100k–140k $/anTemps plein

  

  Fidelity Canada

  5+ ansCandidates need five or more years in financial services, a university degree or equivalent experience, and the Canadian Securities Course. They must hold a Registered Representative licence, meet CIRO proficiency requirements, and have strong communication and investment product knowledge.

  Financial planning software

  1 mois

  Senior Wealth Advisor

  Toronto, ON

  120k–160k $/anTemps plein

  

  Fidelity Canada

  7+ ansCandidates need 7+ years of investment management and retail or high-net-worth advising experience, plus a university degree or equivalent experience. Required credentials include a Registered Representative licence, IIROC proficiency and CFA or CIM/LLQP designations.

  Financial planning software

  1 mois

  Wealth Advisor/Financial Planner

  Canada

  100k–140k $/anTemps plein

  

  Fidelity Canada

  5+ ansCandidates need 5+ years in financial services, a university degree in business, commerce, finance or equivalent experience, and a Registered Representative licence with CIRO proficiency. Strong investment product knowledge, financial planning software skills, and excellent verbal and written communication are essential.

  financial planning software

  1 mois

  Conseiller ou conseillère en gestion de patrimoine | Wealth Advisor

  Montréal, QC

  100k–140k $/anTemps plein

  

  Fidelity Canada

  5+ ansPlus de cinq ans d'expérience dans les services financiers; Connaissance approfondie des placements et des produits d'investissement; Bilinguisme français et anglais

  Logiciels de planification financière

  1 mois

  Wealth Advisor/Financial Planner

  Toronto, ON

  100k–140k $/anTemps plein

  

  Fidelity Canada

  5+ ansCandidates need five or more years in financial services, strong knowledge of investment products and planning software, and clear communication skills. A Registered Representative licence, the Canadian Securities Course and CIRO proficiency are required, and a university degree or equivalent experience is expected.

  financial planning software

  1 mois

  Wealth Associate (Toronto)

  Toronto, ON

  Temps plein

  

  Fidelity Canada

  2+ ansCandidates need a degree in business, commerce, finance or equivalent experience, 2-3 years in wealth management operations, and IR or RR licensing with CSC and CPH. Strong Salesforce skills, bilingual English and French, and knowledge of KYC and AML rules are required.

  Salesforce, portfolio management tools

• 1 mois

  Wealth Associate

  Canada

  Temps plein

  

  Fidelity Investments Canada ULC

  2+ ansCandidates need 2-3 years of wealth management operations experience, a university degree or equivalent, and an IR or RR licence with the Canadian Securities Course. Strong organization, client service, and bilingual English and French skills are also required.

  Salesforce, CRM system, portfolio management tools

11 entreprises