Emplois “Wealth One” au Canada – Page 2

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• 10h

  Senior Wealth Partner/Advisor

  Vancouver, BC

  Temps plein

  TM

  The Mirillion Group

  7+ ansCandidates need 7 to 10 years in wealth management or private banking, a record serving high net worth clients with business development experience, and CIRO registration. CIM, CFP, CFA, CAIA or MBA, plus strong polish and discretion, are also expected.

  12h

  Associate Private Wealth Advisor

  Vancouver, BC

  Temps plein

  TM

  The Mirillion Group

  3+ ansCandidates need 3 to 5 years in wealth management, private banking or investment advisory, plus CIRO registration or a clear path to it. The Mirillion Group prefers CIM, CFP, CFA or CAIA and strong communication and presentation skills.

  CRM

• 10h

  Administrative Associate, Wealth Management

  Montréal, QC

  60k–70k $/anTemps plein

  

  Randstad Canada

  5+ ansCandidates need at least 5 years of administrative experience in financial services, wealth management, private banking or brokerage, plus a business degree or DEC. Fluent French and excellent English, spoken and written, are required, along with strong attention to detail and familiarity with registered accounts and KYC/AMF compliance.

  Portfolio management system, Shared team inbox, Database software

• 11h

  Trust Officer, Estates And Trusts

  West Vancouver, BC

  Temps plein

  HT

  Heritage Trust

  Candidates need strong knowledge of estate and trust administration and relevant BC law, plus clear client communication and organizational skills. Post-secondary education in law, business, finance or accounting is required, and prior trust company or wealth management experience is strongly preferred.

  Office productivity software, Trust and estate management systems

• 11h

  Director, Operational Experience & Process Design

  Mississauga, ON

  

  goeasy: is a Canadian company, headquartered in Mississauga, Ontario, that provides non-prime leasing and lending services through its easyhome,…

  7+ ansCandidates need 7 to 10 years in process management, operations or transformation, and experience leading teams. Lean or Six Sigma certification, strong analytics and an engineering or business degree are preferred, and lending or regulated-industry experience is an asset.

  Design process, Point of sale, Documentation, Process engineering, Lean manufacturing, Process improvement

• 11h

  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.

• 11h

  Associate Insurance Advisor for Irons Financial | Co-operators

  Norfolk County, ON

  Temps plein

  HC

  HR Covered Inc.

  2+ ansCandidates need at least 2 years of insurance industry experience, with Home & Auto experience and Commercial or Farm exposure as an asset. An active OTL licence is preferred, or RIBO licensing with willingness to transition to OTL.

• 12h

  Partner, Family Office

  Toronto, ON

  Temps plein

  GC

  GlassRatner Canada

  10+ ansCandidates need 10+ years serving high-net-worth clients in wealth management, family office or advisory roles, a proven record of building lasting client relationships, and the ability to transfer or bring existing clients. A CPA is preferred, and CFP, CFA or TEP credentials are strong assets.

• 12h

  Junior Recruiter

  Mississauga, ON

  Temps plein

  BE

  Bluestar Equity

  1+ ansBluestar Equity needs candidates with 1 to 2 years of recruitment experience, ideally in professional services. Candidates need strong communication, organization and attention to detail, plus Microsoft Office and some familiarity with applicant tracking systems.

  Microsoft Office, Applicant Tracking System (ATS), LinkedIn, Job boards

• 12h

  Director, Systems & Platform Integration, FCC

  Mississauga, ON

  Temps plein

  

  Fidelity Clearing Canada ULC

  7+ ansCandidates need a university degree in a related discipline or equivalent experience, plus 7+ years of technology management in regulated financial services. Strong hands-on leadership of integration platforms, APIs and client-facing delivery is required.

  Solace, Boomi, Kafka, MuleSoft, IBM MQ, IBM App Connect

• 12h

  R260025949 Portfolio Assistant, Winter 2027 (Co-op/Internship), Brossard - 4 months

  Brossard, QC

  Stage

  

  Bank of Montreal

  2+ ansBank of Montreal needs candidates with 2 to 3 years of related experience or equivalent education, advanced knowledge of investment processes and products, and a relevant investment industry licence. Candidates must be fluent in French and English.

  12h

  Wealth Planning Advisor

  Burnaby, BC

  

  Bank of Montreal

  5+ ansCandidates need at least 5 years of financial planning experience, a professional planning designation such as PFP, QAFP, CFP or IQPF, and strong knowledge of WealthPath or similar planning software. Strong communication, analytical and client-service skills are also required.

  WealthPath, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Teams, Microsoft 365

  12h

  Senior Trust Officer, Private Wealth

  Montréal, QC

  

  Bank of Montreal

  7+ ansCandidates need typically 7+ years of relevant experience and a post-secondary degree, with expert knowledge of personal trust administration, trust tax, trust accounting, investment management and fiduciary law. Fluency in French and English is required, and a Bachelor's in finance, a notary or law degree, or STEP designation is an asset.

  12h

  Trust Administrator

  Halifax, NS

  

  Bank of Montreal

  2+ ansCandidates need about 2 to 3 years of relevant experience, with a post-secondary degree in a related field preferred. Bank of Montreal asks for basic knowledge of Trust and Estate products, Trust industry experience, and an applicable securities certification, along with good communication, organization, teamwork and problem-solving skills.

  12h

  Manager, Registrations

  Toronto, ON

  

  Bank of Montreal

  6+ ansCandidates need at least 6 years of progressive registrations experience at a securities dealer, asset management firm or securities regulator, plus people leadership experience. Extensive knowledge of CIRO Investment Dealer Rules, National Instruments 31-103 and 33-109, and NRD processes is required.

  NRD (National Registration Database)

  12h

  Senior Analyst, Wealth Data Foundations

  Toronto, ON

  

  Bank of Montreal

  4+ ansBank of Montreal needs candidates with about 4 to 6 years of experience in data, analytics or technology. They should know SQL or Python, data quality, data modelling, cloud data platforms and data governance.

  SQL, Python, Cloud data platform

  12h

  VP Sales Lead, Vice President and Sales Lead, Mid Market Diversified Industries, Commercial Banking

  Toronto, ON

  

  Bank of Montreal

  10+ ansBank of Montreal asks for 10+ years of progressive commercial, corporate or relationship banking experience, a proven record of leading teams and winning business, and strong commercial credit and deal structuring skills. A bachelor's degree in business, finance, accounting or economics is required.

  14h

  Senior Trust Officer, Private Wealth

  Montréal, QC

  Temps plein

  

  Bank of Montreal

  7+ ansBank of Montreal needs a candidate with about 7 years of relevant trust or estate experience, expert knowledge of trust administration, trust tax, trust accounting and fiduciary law, and fluency in French and English. A finance degree is preferred, and a notary or law degree or STEP designation is an asset.

  14h

  Wealth Planning Advisor

  Burnaby, BC

  Temps plein

  

  Bank of Montreal

  5+ ansBank of Montreal needs candidates with at least 5 years of financial planning experience and a planning designation such as PFP, QAFP, CFP or IQPF. Candidates must have strong knowledge of WealthPath or similar planning software, advanced planning and modelling skills, and strong communication and analytical abilities.

  WealthPath, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Microsoft 365

  14h

  R260025949 Portfolio Assistant, Winter 2027 (Co-op/Internship), Brossard - 4 months

  Brossard, QC

  Temps plein

  

  Bank of Montreal

  2+ ansCandidates need 2 to 3 years of relevant experience and a post-secondary degree or equivalent, plus advanced knowledge of investment processes and products. Relevant investment industry licensing is required, and fluent French and English are essential.

• 13h

  Summer Intern 2027 - Digital Marketing

  Toronto, ON

  Temps plein

  C1

  Company 1 - The Manufacturers Life Insurance Company

  Candidates need current enrolment in an undergraduate program in marketing, communications, business or public relations, plus interest in financial services. Microsoft Office skills, attention to detail, strong communication and an understanding of digital channels are required.

  Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Social media platforms, Content management system

• 13h

  Associate Portfolio Manager

  Toronto, ON

  Temps plein

  AA

  Accounting Advantage

  Candidates need a licensed advisor with a CIM designation and at least CFA Level I, investment management and financial planning experience, and a transferable book of about $20M to $25M in client assets. Strong client-facing skills and a proven record of developing new business are essential.

  Administrative support, Financial planning, CIM, CFA, Communication skills, Sales

• 13h

  OLB Senior Operations Representative, Scotia iTRADE - Toronto, ON

  Toronto, ON

  

  Scotiabank

  1+ ansScotiabank needs candidates with at least one year in a financial services role and strong organization, problem-solving and time management skills. Candidates should know brokerage or direct investing operations and be strong in Microsoft Word, Excel and Access. A college or university degree is preferred.

  ADP, STAR, Wealth One, Microsoft Word, Microsoft Excel, Microsoft Access

• 14h

  FlexSave Administrator

  Woodbridge, ON

  HybrideTemps plein

  HF

  Hub Financial Inc.

  2+ ansHub Financial needs candidates with a high school diploma or equivalent work experience and at least 2 years of customer service or administrative experience. Strong accuracy in data entry, Microsoft Office skills and comfort handling phone volume are required.

14 entreprises