Emplois “Wealth” au Canada – Page 18

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• 1 mois

  Wealth Advisor

  Toronto, ON

  

  Connor, Clark & Lunn Private Capital Ltd.

  5+ ansCandidates need five to ten years of industry experience, a successful sales background and strong networking and communication skills. Registration as an AAR or CRM-AR, or the ability to obtain it, is preferred, and a CIM with two years of registered investment management experience or a CFA is required.

  Coaching, Sales, Interpersonal skills, Relationship building, Financial markets, Customer relationship management

  1 mois

  Wealth Advisor

  Regina, SK

  

  Connor, Clark & Lunn Private Capital Ltd.

  5+ ansCandidates need five to ten years of related industry experience and a strong sales and relationship-building background. They also need a deep understanding of financial markets, a CIM with two years of registered investment management experience or a CFA, and preferably current or obtainable AAR or CRM-AR registration.

  Coaching, Sales, Interpersonal skills, Relationship building, Financial markets, Customer relationship management

  1 mois

  Wealth Advisor

  Saskatoon, SK

  

  Connor, Clark & Lunn Private Capital Ltd.

  5+ ansCandidates need five to ten years of related industry experience and a strong sales and relationship-building background. They also need a deep understanding of financial markets, a CIM with two years of registered investment management experience or a CFA, and preferably current or obtainable AAR or CRM-AR registration.

  Coaching, Sales, Interpersonal skills, Relationship building, Financial markets, Customer relationship management

  1 mois

  Wealth Advisor

  Edmonton, AB

  

  Connor, Clark & Lunn Private Capital Ltd.

  5+ ansCandidates need five to ten years of related industry experience and a strong sales and relationship-building background. They also need a deep understanding of financial markets, a CIM with two years of registered investment management experience or a CFA, and preferably current or obtainable AAR or CRM-AR registration.

  Coaching, Sales, Interpersonal skills, Relationship building, Financial markets, Customer relationship management

  1 mois

  Wealth Advisor

  Winnipeg, MB

  

  Connor, Clark & Lunn Private Capital Ltd.

  5+ ansCandidates need five to ten years of related industry experience and a strong sales and relationship-building background. They also need a deep understanding of financial markets, a CIM with two years of registered investment management experience or a CFA, and preferably current or obtainable AAR or CRM-AR registration.

  Coaching, Sales, Interpersonal skills, Relationship building, Financial markets, Customer relationship management

  1 mois

  Wealth Advisor

  Vancouver, BC

  

  Connor, Clark & Lunn Private Capital Ltd.

  5+ ansCandidates need five to ten years of related industry experience and a strong sales and relationship-building background. They also need a deep understanding of financial markets, a CIM with two years of registered investment management experience or a CFA, and preferably current or obtainable AAR or CRM-AR registration.

  Coaching, Sales, Interpersonal skills, Relationship building, Financial markets, Customer relationship management

• 1 mois

  Technical Delivery Lead (Managing Principal) — Wealth Management

  Toronto, ON

  

  Capco: Capco, a Wipro company, is a global technology and management consultancy specializing in driving digital transformation in the financial services…

  Capco needs candidates with extensive wealth and asset management technology experience, strong solution architecture and engineering skills, and a record of leading multidisciplinary teams to production. They also need credibility with senior technology stakeholders and the ability to balance architecture, delivery, security and resilience.

  AWS, Azure, Salesforce Financial Services Cloud, Appian, Pega

• 4j

  Investment broker

  Dorval, QC

  50k–200k $/anTemps plein, À la journée

  MW

  Manulife Wealth inc. – Diligence Wealth Management

  Candidates need an entrepreneurial spirit, comfort meeting new people, resilience to rejection, and readiness for long hours, especially early on. The posting asks candidates to send a resume and describes on-the-job training.

  Coaching, Sales

  12j

  Investment advisor

  Dorval, QC

  50k–250k $/anTemps plein, À la journée

  MW

  Manulife Wealth inc. – Diligence Wealth Management

  Candidates need a strong interest in building a career in wealth management, comfort with prospecting by phone, and a willingness to learn financial planning skills.

  Cold calling, Coaching, Sales

• 2h

  Associate Investment Advisor

  Montréal, QC

  Temps plein

  MW

  Manulife Wealth

  Candidates need 0 to 3 years of experience in finance, sales or wealth management. They should be self-motivated, relationship driven, comfortable with outreach and follow-ups, disciplined, and show a high level of integrity and professionalism.

  2h

  Administrative Assistant

  Montréal, QC

  Temps plein

  MW

  Manulife Wealth

  Organisation, fiabilité et souci du détail; Bonnes aptitudes en communication; Capacité à gérer plusieurs priorités

  Microsoft Office

  2h

  Junior Advisor

  Montréal, QC

  Temps plein

  MW

  Manulife Wealth

  Manulife Wealth wants candidates who are driven, coachable and comfortable with rejection, with strong communication skills. A bachelor's degree or relevant business or sales experience is preferred, but deep investment knowledge is not required.

  6h

  Conseiller en Placement Junior

  Montréal, QC

  Temps plein

  MW

  Manulife Wealth

  BAC en cours ou obtenu, ou équivalence; Maîtrise du français; Excellentes aptitudes de communication

  French, Communication skills, Optics, Cold calling, Communicate by telephone

  8h

  Junior Investment Advisor

  Calgary, AB

  Temps plein

  MW

  Manulife Wealth

  Candidates need to be confident communicators with strong relationship-building skills and a self-motivated, sales-focused mindset. A bachelor's degree or relevant business experience is preferred, along with Microsoft Office skills.

  Microsoft Office

  12h

  Office Manager

  Calgary, AB

  Temps plein

  MW

  Manulife Wealth

  Candidates need experience in office management, branch coordination or administrative support. They should be organized, detail-oriented and professional, comfortable with budgets and performance data, and discreet with confidential information.

  Meta Ads, Google Ads

  17h

  Junior Investment Advisor

  Dorval, QC

  Temps plein

  MW

  Manulife Wealth

  Candidates need to be entrepreneurial, self-driven and motivated to succeed. The role is for someone starting out, so no prior experience is stated.

• 8h

  Associate Financial Advisor

  Dartmouth, NS

  Temps plein

  IW

  IPC Wealth

  2+ ansIPC Wealth needs candidates with 2 to 3 years in financial services, a mutual funds licence in Canada, and strong knowledge of investment products and financial planning. A life insurance licence is an asset, and the role requires solid organizational and communication skills.

  Financial planning software, CRM systems, Microsoft Office

• 10h

  Cross-Border Tax Manager (CPA)

  Victoria, BC

  Temps plein

  BH

  Beacon Hill Wealth Management 🇨🇦 🇺🇸

  5+ ansCandidates need a US CPA with 5 to 10 years of cross-border Canada-US tax experience, with Canadian CPA designation as an asset. Strong client communication, the ability to explain complex tax issues plainly, and proactive ownership of problems are required.

• 10h

  Lead Client Services Associate

  Toronto, ON

  Temps plein

  FW

  Flatiron Wealth

  2+ ansFlatiron Wealth needs 2 to 5+ years of Canadian wealth management, investment operations or advisory client service experience. Candidates must manage complex requests, know Canadian investment accounts and custodian platforms, and use CRM and Microsoft Office tools.

  CRM systems, Microsoft Office, Adobe

• 11h

  Administrative Assistant

  Fonthill, ON

  Temps plein

  AW

  Adamson Wealth Group

  2+ ansCandidates need 2-3 years of financial services or related experience, and ideally a current investment registration or willingness to get licensed. Strong organization, attention to detail, client service skills and proficiency in Microsoft Office are required.

  Microsoft Outlook, Microsoft Word, Microsoft Excel, Croesus, Salesforce, CRM systems

• 11h

  Associate Financial Advisor

  Toronto, ON

  Temps plein

  SP

  SafeBridge Private Wealth

  1+ ansCandidates need Ontario life and mutual fund licences and 1 to 3 or more years of advisory, planning or insurance support experience. They should understand permanent insurance and tax-efficient structures, and be detail-oriented, organized and able to manage multiple priorities.

  CRM

• 12h

  Financial Licensed Assistant

  Toronto, ON

  Temps plein

  AS

  Allan Small Financial Group with iA Private Wealth

  Candidates need post-secondary education and the Canadian Securities Course, Conduct and Practices Handbook course and Investment Representative Training. They should be detail-oriented, able to multitask in a high-pressure office and communicate well with clients and the team.

  Research, Documentation, Accounting entries, Communication skills, CSC, Multitask

• 16h

  Graphic & Creative Designer

  Toronto, ON

  Temps plein

  DW

  Designed Wealth Management

  3+ ansCandidates need 3+ years of professional design experience, a strong portfolio, and a graphic design or related diploma or degree, or equivalent experience. Advanced skills in Adobe Creative Cloud, Canva and video editing are also required, along with photography and videography experience.

  Adobe Photoshop, Adobe Illustrator, Adobe InDesign, Canva, Figma, Adobe Premiere Pro

• 17h

  Financial Advisor Assistant (LLQP Life Insurance licensed)

  Edmonton, AB

  Temps plein

  PW

  Personalized Wealth Strategies

  Candidates need a valid Alberta Life and Accident & Sickness (LLQP) licence or eligibility to obtain one, prior financial-services or client-facing administrative experience, and strong English communication. They must be organized, detail-oriented, comfortable with Microsoft Office 365, CRM and financial-planning software, and able to work in the office.

  Microsoft Office 365, Maximizer, Univeris, Capintel, Razor Plan, DocuSign

12 entreprises