Emplois “wealth planning software” au Canada – Page 27

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• 1 mois

  AI/ML DevOps Engineer

  Toronto, ON

  Temps plein

  CI

  CI Investments Inc.

  5+ ansCandidates need 5 to 7 years in DevOps, platform engineering or MLOps, hands-on experience with Jenkins and Bitbucket pipelines, and proficiency in Python or Bash. A bachelor's degree in a technical field or equivalent experience and Docker familiarity are also expected.

  Jenkins, Bitbucket, Snowflake, AWS, Docker, Tableau

  1 mois

  Director, Business Analytics and Insights

  Toronto, ON

  Temps plein

  CI

  CI Investments Inc.

  7+ ansCandidates need 7+ years of business analytics and BI experience, ideally in financial services or asset management, plus strong people leadership. A technical degree in computer science, mathematics, or statistics is required, along with skills in Tableau or Power BI, Python, SQL, Salesforce, and cloud platforms.

  Tableau, Power BI, Python, SQL, Salesforce, AWS

  1 mois

  Senior TypeScript Developer

  Toronto, ON

  Temps plein

  CI

  CI Investments Inc.

  10+ ansCandidates need 10+ years of professional development experience and 5+ years of production TypeScript, plus Node.js, microservices, API design and PostgreSQL skills. Strong communication and leadership skills are also required.

  TypeScript, Node.js, PostgreSQL, Git, Jest, Mocha

  1 mois

  Senior Compliance Officer

  Toronto, ON

  Temps plein

  CI

  CI Investments Inc.

  3+ ansCandidates need at least 3 years of compliance experience in a mutual fund manager's compliance department, thorough knowledge of NI 81-102 and NI 81-105, and strong analytical and written and verbal communication skills. Post-secondary education and the CSC or CPH are an asset.

  Salesforce, Concur, Tableau

  1 mois

  Licensed Administrative Associate

  Cornwall, ON

  Temps plein

  CI

  CI Investments Inc.

  Candidates need strong organization, attention to detail, and client service skills, plus proficiency with Microsoft Office. Financial services experience and a CIRO or Life licence are assets but not required, and unlicensed candidates are welcome to apply.

  Microsoft Office, DocuSign, CRM systems, Financial planning software

  1 mois

  Business System Analyst II

  York, ON

  Temps plein

  CI

  CI Investments Inc.

  3+ ansCandidates need 3+ years of related experience in financial services, with a strong grasp of discretionary portfolio management workflows and capital markets instruments such as fixed income and equities. Strong communication, analytical and problem-solving skills are required, and AWS, Jenkins, Python, SQL, Unix and JIRA are assets.

  JIRA, AWS, Jenkins, Python, SQL, Unix

  1 mois

  Investment Advisor (Kitchener/Waterloo)

  Waterloo, ON

  Temps plein

  CI

  CI Investments Inc.

  Candidates need post-secondary education in a related field, relevant financial licences such as CSC, CPH, CIM or CFP, and proven wealth management experience. Strong analytical skills and proficiency in financial software and Microsoft Office are also required.

  Microsoft Office, financial software

• 1 mois

  Branch Manager Trainee - Sherbrooke, Estrie

  Sherbrooke, QC

  Sur placeTemps plein

  TT

  The Toronto-Dominion Bank (Canada)

  5+ ansCandidates need an undergraduate degree or over 5 years of relevant experience, plus completion of the Branch Compliance Officer and IFIC or CSC course. TD also requires strong investing and credit knowledge, communication skills, sound judgement with confidential information, and the ability to speak a language other than French for Quebec roles.

  MS Office

• 1 mois

  Business Development Partner

  Edmonton, AB +1

  Temps plein

  

  Sun Life Assurance Company of Canada

  2+ ansCandidates need at least 2 years of financial services experience, a valid life insurance agent licence in Alberta, and strong sales leadership, coaching and recruiting skills. A mutual fund licence is required within 90 days.

  Salesforce.com, Financial planning software, Microsoft applications

• 1 mois

  Engineering Manager- DTC

  Waterloo, ON +1

  Temps plein

  SL

  Sun Life of Canada - Corporate

  7+ ans2+ gestionSun Life of Canada needs candidates with 7+ years of software engineering experience, including 2+ years in an engineering management role. They need hands-on skills in Java and React, experience with enterprise integrations, and strong Agile team-leadership skills.

  Java, React, JavaScript, Salesforce

• 1 mois

  Associate, Financial Planning

  Vancouver, BC

  Temps plein

  CC

  CGC Canaccord Genuity Corp.

  1+ ansCandidates need completion of the Qualified Associate Financial Planner Certificate, 1-3 years of related administrative experience, and strong organization, communication and multi-tasking skills. Insurance licensing and Conquest software experience are assets.

  Conquest, Propel, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Financial planning software

  1 mois

  Associate Investment Advisor

  Oakville, ON

  Temps plein

  CC

  CGC Canaccord Genuity Corp.

  5+ ansCandidates need 5 to 8 years of wealth management experience under an established advisor, a CIRO investment representative or registered representative licence, and a CFP designation held or in progress. Strong communication, organization and MS Office skills are required.

  Conquest, Dataphile, Maximizer, netx360, MS Office

  1 mois

  Wealth and Estate Planning Specialist, Wealth Management

  Winnipeg, MB

  Temps plein

  CC

  CGC Canaccord Genuity Corp.

  10+ ansCanaccord Genuity Corp. needs candidates with 10+ years of complex financial planning experience, a CFP designation (preferred) and an LLQP licence. Strong presentation, communication and software skills are also required.

  Conquest

  1 mois

  Financial Planner

  Calgary, AB

  Temps plein

  CC

  CGC Canaccord Genuity Corp.

  3+ ansCanaccord Genuity needs candidates with the CFP designation and three years of financial planning experience. Strong Microsoft Office skills, excellent communication and presentation abilities, and client acquisition skills are also required.

  Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Conquest, Naviplan

• 1 mois

  Wealth Management & Insurance Planning Specialist

  Vancouver, BC

  HybrideTemps plein

  HF

  Hub Financial Inc.

  2+ ansCandidates need a Life Insurance Agent certification (LLQP) and a Mutual Fund licence, plus strong knowledge of segregated funds, mutual funds, GIAs, annuities and life insurance. They also need 2 to 5 years of relevant experience, clear communication skills and proficiency in MS Office, CRM and planning software.

  MS Office, CRM, Financial planning software

• 1 mois

  Senior Consultant, Health & Benefits

  Vancouver, BC

  HybrideTemps plein

  HI

  Hub International Insurance Brokers

  5+ ansHub International Insurance Brokers needs candidates with 5 to 10+ years in group benefits, strong analytical and negotiation skills, and proven consultant-level experience. A CEBS or actuarial background, LLQP (or willingness to obtain it), and solid Microsoft Office skills are expected.

  Sales, Presentation skills, Problem solving, Communication skills, Documentation, Upselling

  1 mois

  Analyst, Employee Benefits

  Burnaby, BC

  HybrideTemps plein

  HI

  Hub International Insurance Brokers

  Candidates need advanced Excel skills, strong analytical and problem-solving ability, and good organization under deadlines. A bachelor's degree, group benefits or insurance experience, and the LLQP licence are assets.

  Excel, Word, PowerPoint, Outlook

• 1 mois

  Technical Assistant

  Lower Sackville, NS

  Sur placeTemps plein

  

  Hub International Quebec Limited

  Candidates need a degree in office automation, secretarial studies or equivalent, excellent Microsoft Word and Excel skills, and strong attention to detail. EPIC software, paperless environments and insurance industry knowledge are assets.

  EPIC, Microsoft Word, Microsoft Excel, Microsoft Outlook

  1 mois

  Account Executive

  Lower Sackville, NS

  HybrideTemps plein

  

  Hub International Quebec Limited

  3+ ansCandidates need a college diploma, a commercial property and casualty insurance licence and three years of experience. Strong organization, attention to detail and teamwork in a fast-paced setting are also needed, and knowledge of the insurance industry is valued.

  EPIC

• 1 mois

  Commercial Account Executive

  Estevan, SK +5

  Sur placeTemps plein

  HI

  HUB Intl Canada West ULC (Prairies)

  2+ ansCandidates need a Level 2 insurance licence and preferably 2 years of commercial insurance experience. They must have strong negotiation, presentation and written and verbal communication skills, plus knowledge of commercial property, liability and habitational insurance.

  CRM, BMS, MS Office

  1 mois

  Commercial Insurance Associate

  Edmonton, AB

  Sur placeTemps plein

  HI

  HUB Intl Canada West ULC (Prairies)

  1+ ansCandidates need one year of commercial insurance experience, current knowledge of commercial property, a Level 2 licence strongly preferred, and proficiency in Microsoft programs and broker management software.

  Broker Management Software

  1 mois

  Personal Insurance Advisor

  Regina, SK

  Sur placeTemps plein

  HI

  HUB Intl Canada West ULC (Prairies)

  2+ ansCandidates need a Level 2 Insurance License (CAIB working towards preferred), 2-5 years of personal insurance sales experience (preferred), strong client service and sales skills, and clear written and verbal communication. Proficiency with broker management software is required.

  Broker Management Software Systems

  1 mois

  Commercial Insurance Advisor

  Regina, SK

  Sur placeTemps plein

  HI

  HUB Intl Canada West ULC (Prairies)

  2+ ansCandidates need a Level 2 Insurance License and at least 2 years of commercial insurance experience, plus current knowledge of commercial insurance. Strong client service, selling, and written and verbal communication skills are needed, along with proficiency in broker management software.

  Broker management software

  1 mois

  Personal Insurance Advisor

  Saskatoon, SK

  Sur placeTemps plein

  HI

  HUB Intl Canada West ULC (Prairies)

  2+ ansCandidates need 2-5 years of personal insurance sales experience and a Level 2 Insurance License is preferred. Strong client service, up-selling and cross-selling skills, clear written and verbal communication, and Broker Management Software proficiency are required.

  Broker Management Software

9 entreprises