Emplois “wealth platforms” au Canada – Page 21

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• 15j

  Real Estate Agent

  Calgary, AB

  Hybride

  JH

  Justin Havre Real Estate Team

  Candidates need an active Alberta real estate licence, or be close to finishing it, plus a valid Canadian driver's licence and a reliable vehicle. Strong sales drive, communication, negotiation and tech skills are needed; one or more years in sales or real estate is preferred.

  Coaching, Customer experience, Real estate licence, Sales, Communication skills, Negotiation

• 15j

  Senior Counsel (Trusts, Estates and Vulnerable Persons)

  Toronto, ON

  Sur placeTemps plein

  TT

  The Toronto-Dominion Bank (Canada)

  5+ ansCandidates need a licence to practise law in Ontario or another Canadian province and at least 5 years of practice in Canada. Experience with powers of attorney, estates, trusts and vulnerable persons under provincial law is required; French is an asset.

  Risk management, Decision making, Collaboration, Documentation, Regulatory compliance, Consumer law

  15j

  Financial Planner-Okotoks

  Okotoks, AB

  Sur placeTemps plein

  TT

  The Toronto-Dominion Bank (Canada)

  3+ ansCandidates need several years of experience in financial services managing client relationships and giving financial advice, plus strong sales and business development skills. They must obtain a CIRO Registered Representative licence within 120 days and the CFP designation within 3 years, and a university degree is preferred.

  Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting

  15j

  Regional Manager, Private Banking

  Barrie, ON

  Sur placeTemps plein

  TT

  The Toronto-Dominion Bank (Canada)

  7+ ansCandidates need 7+ years of sales and leadership experience, plus the Canadian Securities Course and Mutual Fund Branch Managers Compliance Officer certification or equivalent. An undergraduate degree is preferred, and Private Banking or wealth management experience is an asset.

  Sales, Leadership, Coaching, Performance management, Process improvement, Hazard assessment

  15j

  Financial Planner - Westmount

  Montréal, QC

  Sur placeTemps plein

  TT

  The Toronto-Dominion Bank (Canada)

  3+ ansCandidates need a financial planner diploma from the IPF, the CIRE exam and CIRO registration, plus English and French bilingualism. Three to five years in banking or financial services is preferred, and a bachelor's degree is an asset.

  Financial planning, Brainstorm ideas, Risk management, Bilingualism, CIRO, Keep up with trends

  15j

  Financial Planner - Town of Mount Royal

  Montréal, QC

  Sur placeTemps plein

  TT

  The Toronto-Dominion Bank (Canada)

  3+ ansCandidates need a financial planner diploma from the Institute of Financial Planning (IPF), the Canadian Investment Regulatory Exam (CIRE), and CIRO registration before the start date. Bilingual English and French is required, and 3 to 5 years of banking or financial services experience is preferred.

  Financial planning, Brainstorm ideas, Risk management, Bilingualism, CIRO, Keep up with trends

• 15j

  Wealth Advisor

  Toronto, ON

  100k–140k $/anTemps plein

  

  Altis

  5+ ansCandidates need 5+ years in financial services or wealth advisory, Registered Representative registration, and the Canadian Securities Course. Strong investment and planning knowledge and excellent English communication are required, and French is an asset.

  Financial planning software

• 15j

  Senior Partner, Learning & Talent Development

  Laval, QC +1

  Temps plein

  CF

  CROESUS FINANSOFT INC.

  10+ ansCroesus needs a bachelor's degree in HR, organizational development or education, and at least 10 years of experience, including several in learning and talent. Candidates need advanced hands-on Workday Learning experience, instructional design skills and fluent French and English.

  Workday Learning

• 15j

  Unified Customer Experience - Consultant - Senior Full Stack Engineer

  Calgary, AB

  

  Questrade Financial Group: Questrade offers Canadians an easy way to invest in securities and foreign currency and provides online wealth management and mortgage through the…

  6+ ansCandidates need 6+ years building production software, a Bachelor's degree or equivalent experience, and deep expertise in either front-end (React Native, ReactJS, TypeScript) or back-end (Node.js, distributed systems, APIs). Cloud-native experience, GCP preferred, and strong communication skills are also required.

  React Native, ReactJS, Node.js, GCP, Kubernetes, Kafka

  15j

  Unified Customer Experience - Senior Software Engineer

  Calgary, AB

  

  Questrade Financial Group: Questrade offers Canadians an easy way to invest in securities and foreign currency and provides online wealth management and mortgage through the…

  2+ ansCandidates need a bachelor's degree in computer science or a related field, or equivalent experience, plus 2+ years of professional software work. Strong skills in React Native, ReactJS or Node.js/TypeScript, REST APIs, databases and a major cloud platform are required.

  React Native, ReactJS, Node.js, TypeScript, GCP, Kubernetes

  15j

  Director, Client Enablement

  Toronto, ON

  

  Questrade Financial Group: Questrade offers Canadians an easy way to invest in securities and foreign currency and provides online wealth management and mortgage through the…

  8+ ansCandidates need a Bachelor's degree or equivalent practical experience, plus 8+ years of progressive leadership in contact center or customer experience work. They must have managed managers, delivered large transformations, and deployed AI or workforce management technology.

  workforce management platforms, conversational AI platforms, low-code/no-code automation platforms

  15j

  Senior Manager, Data Science & Service Intelligence

  Toronto, ON

  

  Questrade Financial Group: Questrade offers Canadians an easy way to invest in securities and foreign currency and provides online wealth management and mortgage through the…

  5+ ans2+ gestionCandidates need a quantitative or technical degree, 5+ years in analytics or data science with 2+ years leading analysts, advanced SQL on cloud warehouses such as BigQuery, and Python or R. They also need data pipeline and Power BI experience and a record of putting models into business use.

  Google BigQuery, Power BI, Genesys Cloud, Salesforce, Python, SQL

  15j

  Managing Director, FP&A and Strategic Support

  Toronto, ON

  

  Questrade Financial Group: Questrade offers Canadians an easy way to invest in securities and foreign currency and provides online wealth management and mortgage through the…

  10+ ans7+ gestionCandidates need a post-secondary degree in accounting, finance, economics or a related quantitative field, 10 to 12 or more years of corporate finance and strategic planning, and 7 or more years leading and mentoring teams. Experience in regulated financial services, OSFI and ICAAP frameworks, and modern ERP or EPM platforms is required.

  NetSuite, Oracle EPBCS, Synapse, Anaplan

• 15j

  Communications Specialist

  West Vancouver, BC

  Temps plein

  N

  Nch’ḵay̓

  5+ ansCandidates need 5-7 years of communications, PR, marketing or content experience and a related degree or diploma. They should be strong writers and editors with experience across multiple channels, and understand Indigenous communities in Canada.

  social media platforms, content management systems, digital communications tools

• 15j

  Senior Manager, Advice Innovation & Experience (16-month Fixed Term Contract)

  Télétravail au Canada

  156k–195k $/anTélétravailTemps plein

  

  Wealthsimple Technologies

  5+ ansWealthsimple Technologies needs candidates with 5 to 7 or more years in service design, strategy, innovation or premium client experience, ideally with high-net-worth clients. They must have taken a service concept to a live pilot, use AI and low-code tools to prototype, and work well with compliance in a regulated setting.

  AI tools, Low-code platforms, No-code platforms

• 15j

  Assistant Manager, Wealth Sales Support

  St. Catharines, ON +1

  Temps plein

  

  Meridian Credit Union Limited: As a company that puts people first.

  Candidates need progressive experience in financial-services operations, wealth administration or mutual fund sales support, including leading or coaching staff. A mutual fund licence is a requirement, and post-secondary education in business, finance or a related field is expected, or an equivalent mix of education and experience.

  Microsoft Office, wealth platforms, workflow systems, document-management systems, AI-enabled tools

  16j

  Director, Advisor Experience

  Etobicoke, ON +1

  Temps plein

  

  Meridian Credit Union Limited: As a company that puts people first.

  14+ ansCandidates need 14+ years of progressive experience in wealth management, sales enablement, change management or distribution leadership, plus an undergraduate degree or equivalent. Experience leading enterprise change, executive communication and regulated financial services is preferred.

  Communication skills, Coaching, Sales, Leadership, Reporting, Collaboration

  16j

  Director, Distribution & Activation

  Etobicoke, ON +1

  Temps plein

  

  Meridian Credit Union Limited: As a company that puts people first.

  14+ ansCandidates need 14+ years of progressive experience in wealth management, distribution strategy or sales leadership, plus a business or finance undergraduate degree or equivalent. Strong analytical skills, executive communication and proven people leadership are essential, and a wealth-related designation is preferred.

  CRM, Microsoft Power Platform, Microsoft Copilot

• 15j

  Senior IT Technician, Privileged IT Access Service

  Montréal, QC +3

  Temps plein

  IF

  IA Financial Services Inc.

  5+ ansCandidates need at least five years of IT experience, with advanced Level 2 or Level 3 troubleshooting skills in Windows, macOS, iOS, Android, Microsoft 365, Teams and SharePoint. They must be fully bilingual in French and English and have significant customer service experience in high-touch environments.

  Windows, macOS, iOS, Android, Microsoft 365, Microsoft Teams

• 15j

  Director and Head of Operations Engineering

  Toronto, ON

  

  Scotiabank

  15+ ans10+ gestionCandidates need 15+ years of capital markets technology experience, 10+ years leading global engineering organizations, and deep knowledge of capital markets operations and workflows. Strong cloud, DevSecOps, distributed systems and executive communication skills are required.

  MS Word, MS Excel, MS PowerPoint

  15j

  Manager, Business Risk Management Data Visualization, International Banking - Toronto

  Toronto, ON

  

  Scotiabank

  3+ ansScotiabank needs candidates with advanced Power BI skills, strong Excel and data validation experience, and a bachelor's degree in a technical field. Experience at a financial institution and strong communication skills are preferred.

  Power BI, Excel, Excel VBA, SharePoint Online, Microsoft SQL Server, Python

  15j

  Market Vice President, Commercial Banking - Edmonton

  Edmonton, AB

  

  Scotiabank

  5+ ansCandidates need a university degree in business, economics or a related field, at least 5 years of commercial banking experience, and a record of leading sales teams. They also need strong lending, credit and risk knowledge and proven relationship and coaching skills.

  commercial banking systems, sales management platforms, financial analysis tools

• 16j

  Senior Manager, Tax (Contract)

  Toronto, ON

  HybrideContrat

  

  Northleaf Capital Partners: Northleaf Capital Partners is a global private markets investment firm with more than US$31 billion in private equity, private credit and…

  6+ ansCandidates need a Chartered Professional Accountant designation or a Masters in Taxation, plus 6+ years of Canadian tax compliance and advisory experience. Strong Excel, analytical and communication skills are required, and private equity or asset management experience is preferred.

  Microsoft Excel, Microsoft Word, Microsoft PowerPoint

• 16j

  Applications Development Intermediate Programmer Analyst

  Mississauga, ON

  HybrideTemps plein

  CC

  Citi Canada Technology Services ULC

  2+ ansCandidates need at least two years of Financial Services experience with hands-on application development or scripting. Expert Shell scripting on Unix/Linux, strong SQL, Python, and job scheduling experience such as Autosys or Control-M are required.

  Autosys, Control-M, Git, Oracle, SQL Server, MySQL

12 entreprises