Emplois “wealth planning software” au Canada – Page 22

Aucun filtre correspondant. Essayez un autre nom.

Résultats

• 1 mois

  Insurance Sales Advisor

  Calgary, AB

  Temps plein

  

  GroupHEALTH Benefits

  2+ ansCandidates need an LLQP certification, an active provincial life insurance licence and at least 2 years of sales experience, ideally in insurance or financial services. Strong CRM skills, consultative selling ability and comfort with high call volumes are expected.

  CRM

• 1 mois

  Associate (West Oak Family Office)

  Calgary, AB

  Temps plein

  WA

  Wellington Altus Branding

  5+ ansCandidates need 5+ years in a direct client support role in wealth management, a bachelor's degree, and Registered Representative licensing in good standing. Strong communication, organization and investment compliance knowledge are required.

  Microsoft Excel, Conquest, Maximizer

  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

  Engineering Team Lead- Global Payments Engineering ( Future Opportunites)

  Toronto, ON

  

  Scotiabank

  5+ ans2+ gestionCandidates need a technical degree or equivalent experience and at least 2 years leading enterprise engineering teams, plus 5+ years in software development. They should understand APIs, microservices, event-driven architecture and CI/CD, and communicate clearly with technical and non-technical audiences.

  Leadership, Stakeholder management, Team leadership, Process improvement, Requirements gathering, Computer science

  1 mois

  Financial Planner, Scotia Financial Planning - Maple Ridge, Mission

  Maple Ridge, BC

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, an MFDA or Canadian Securities Course credential, and a PFP or CFP designation. They also need strong networking skills, self-motivation, and a valid driver's licence with a vehicle.

  CRM software, portfolio software, financial planning software, mobile technology

  1 mois

  Financial Planner, Scotia Financial Planning - London

  Ontario

  

  Scotiabank

  3+ ansCandidates need at least 3 years of financial planning and investment sales experience, a mutual funds licence (MFDA or Canadian Securities Course), a PFP or CFP designation, and a valid driver's licence with a vehicle.

  CRM software, Portfolio management software, Financial planning software, Mobile technology

  1 mois

  Financial Planner, Scotia Financial Planning - Timmins

  Timmins, ON

  

  Scotiabank

  3+ ansCandidates need at least 3 years in financial planning and investment sales, plus MFDA licensing (Canadian Securities Course or Investment Funds in Canada). A PFP or CFP designation, a valid driver's licence and access to a vehicle are also required.

  CRM software, Financial planning software, Portfolio software, Mobile technology

  1 mois

  Financial Planner, Scotia Financial Planning - Nordel, Delta, Surrey

  Delta, BC

  

  Scotiabank

  3+ ansScotiabank asks for 3 years of financial planning and investment sales experience, a mutual funds licence (MFDA or Canadian Securities Course) and a PFP or CFP designation. Candidates also need strong networking skills, a valid driver's licence and access to a vehicle.

  CRM software, Portfolio management software, Financial planning software, Mobile technology

  1 mois

  Financial Planner, Scotia Financial Planning - Quebec

  Québec, QC

  

  Scotiabank

  3+ ansCandidates need 3 years of financial planning and investment sales experience, a mutual fund licence (CIRO), and a PFP or CFP designation. They also need strong networking skills, French and English, and a valid driver's licence with a vehicle.

  CRM software, Portfolio software, Financial planning software, Mobile technology

  1 mois

  Financial Planner, Scotia Financial Planning- North Langley/Langley

  Langley, BC

  

  Scotiabank

  3+ ansCandidates need at least 3 years of financial planning and investment sales experience, mutual fund licensing (MFDA), and a PFP or CFP designation. They also need proven client acquisition skills, a valid driver's licence and access to a vehicle.

  CRM software, Portfolio software, Financial planning software, Mobile technology

  1 mois

  Franchise Specialist, Business Banking - Richmond, BC/Winnipeg, MB

  Winnipeg, MB

  

  Scotiabank

  Candidates need Business Banking or Commercial Banking experience with proven sales results, and post-secondary study in accounting, finance, business law or economics or equivalent experience. Franchising knowledge, strong networking skills and a vehicle are required.

  ACE, GRM, Sales Builder, Intralink

  1 mois

  Global Equity Derivatives- Associate Director, Toronto

  Toronto, ON

  

  Scotiabank

  3+ ansCandidates need at least 3 years of experience in law, financial services or accounting, plus a Juris Doctor or a university degree in business, finance, accounting or a related field. Strong Excel skills, attention to detail and knowledge of capital markets products are required.

  Microsoft Excel, Contract Express, VBA, Python, internal trading and booking systems

  1 mois

  Director, Deposits Engineering

  Toronto, ON

  

  Scotiabank

  Candidates need leadership experience in application development, technical architecture and delivery, plus strong project, budget and vendor management skills. Experience with Agile and DevOps, financial industry products, and AML or regulatory requirements is an asset.

  Think creatively, Root cause analysis, Sales, Regulatory compliance, Anti-money laundering, Communication skills

  1 mois

  Senior Director, FX 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 FX products and Murex. Strong business acumen, executive communication skills and experience with cloud, DevSecOps and large transformations are also required.

  Murex, MS Excel, MS PowerPoint, MS Word

  1 mois

  Financial Planner, Scotia Financial Planning - Durham Region, ON

  Whitby, ON

  

  Scotiabank

  3+ ansCandidates need about 3 years of financial planning and investment sales experience, a mutual fund or Canadian Securities Course licence in good standing with CIRO, and ideally a PFP or CFP designation. They also need strong networking skills, a valid driver's licence and access to a vehicle.

  CRM software, financial planning software, portfolio software

  1 mois

  Manager, Strategic Sourcing

  Toronto, ON

  

  Scotiabank

  3+ ansScotiabank needs candidates with 3 to 5+ years of strategic sourcing, category or supplier management experience, ideally in technology. They should have strong negotiation skills, knowledge of SaaS and cloud pricing and licensing, and a business or related degree; CPSM or CIPS is preferred.

  E-sourcing platforms, Supplier management platforms

  1 mois

  Financial Planner, Scotia Financial Planning - Ottawa, ON

  Ottawa, ON

  

  Scotiabank

  3+ ansCandidates need 3 years of financial planning and investment sales experience, a mutual fund or Canadian Securities Course credential with CIRO registration, and a PFP or CFP designation. A valid driver's licence and access to a vehicle are required.

  CRM software, financial planning software, portfolio software, mobile technology

  1 mois

  Financial Planner, Scotia Financial Planning - Sudbury

  Greater Sudbury, ON

  

  Scotiabank

  3+ ansCandidates need about 3 years of financial planning and investment sales experience, mutual fund licensing (MFDA), and ideally a PFP or CFP designation. They must be self-motivated, skilled at networking and building Centres of Influence, and have a valid driver's licence and access to a vehicle.

  CRM software, Portfolio management software, Financial planning software

  1 mois

  Associate Insurance Service Advisor, Calgary

  Calgary, AB

  

  Scotiabank

  3+ ansScotiabank needs candidates with 3-5 years of life insurance experience, a university degree or equivalent, and LLQP. Experience with permanent life insurance, carrier illustrations, advisor portals and estate planning uses of life insurance, including corporate owned life insurance, is essential.

  Centralize, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Insurance carrier illustration software

  1 mois

  Financial Planner, Scotia Financial Planning - Kingston

  Kingston, ON

  

  Scotiabank

  3+ ansCandidates need 3 years of financial planning and investment sales experience, a mutual funds licence (MFDA or Canadian Securities Course), and a PFP or CFP designation. They also need networking skills, a valid driver's licence, and access to a vehicle.

  CRM software, Portfolio management software, Financial planning software

  1 mois

  Director, Engineering

  Toronto, ON

  

  Scotiabank

  10+ ans10+ gestionCandidates need 10+ years of software engineering experience and 10+ years of progressively senior IT leadership, plus experience with core banking or customer master data in a regulated financial environment. Strong skills in large-scale modernization, data migration, vendor management and budget management are expected.

  Mainframe, Microservices, Master data management tools

  1 mois

  Scrum Master-Global Payments Engineering

  Toronto, ON

  

  Scotiabank

  3+ ansCandidates need 3+ years as a Scrum Master or in an Agile delivery role, plus a Certified Scrum Master or Professional Scrum Master certification. They should have a bachelor's degree or equivalent experience, strong facilitation and conflict-resolution skills, and familiarity with Jira, Azure DevOps or Rally.

  Jira, Azure DevOps, Rally

  1 mois

  Financial Planner, Scotia Financial Planning - Fort St.John

  Fort St. John, BC

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, mutual funds certification with MFDA licensing, and a PFP or CFP designation. They also need proven networking skills, a valid driver's licence and a vehicle.

  CRM software, portfolio software, financial planning software, mobile technology

  1 mois

  Associate, Scotia Financial Planning - Newmarket, ON

  Toronto, ON

  

  Scotiabank

  Scotiabank needs post-secondary education in business or a related field, a Mutual Fund Licence, and a PFP or CFP designation in progress. Candidates need strong verbal and written communication, self-motivation, and knowledge of brokerage and wealth management environments.

  CRM software, portfolio software, financial planning software, mobile technology

3 entreprises