Emplois “Wealth planning calculators” au Canada – Page 4

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• 27j

  Marché Privés - Comptabilité et administration des fonds, associé 2/Private Markets- Fund Accounting & Administration, Associate 2

  Montréal, QC

  45k–68k $/anTemps plein

  SS

  State Street

  Candidates need experience communicating in English at a senior level with internal and external clients, both verbally and in writing. Strong administrative and organizational skills and the ability to multi-task to meet client deliverables are also required.

  Accounting, Financial reporting, General ledger, Financial statements, Employee relations, English

  27j

  Financial Reporting , Associate 2-2

  Toronto, ON

  45k–68k $/anTemps plein

  SS

  State Street

  Candidates need a bachelor's degree in accounting, finance, business or a related field, strong knowledge of US GAAP or IFRS for investment company statements, and experience with alternative investments. Excellent communication, leadership and attention to detail are also required.

  Financial reporting, Communication skills, Leadership, Attention to detail, International financial reporting standards, Financial statements

• 27j

  Financial Reporting , Associate 2-2

  Toronto, ON

  45k–68k $/anTemps plein

  SF

  SS FUND SVCS (TORONTO) INC

  Candidates need a bachelor's degree in accounting, finance, business or a related field, strong knowledge of US GAAP or IFRS investment company statements, and ideally experience with alternative investments. Excellent communication, attention to detail and leadership skills are also required.

  Financial reporting, Communication skills, Leadership, Attention to detail, International financial reporting standards, Financial statements

• 27j

  VP, Controller

  Vancouver, BC

  190k–225k $/anTemps plein

  

  Raymond James Ltd.

  10+ ansCandidates need at least 10 years of accounting and controllership experience, a CPA designation, and advanced IFRS knowledge. Regulated financial services experience, boardroom communication and team leadership are strongly preferred.

  Financial systems, General ledger

  1 mois

  Managed Account Trader - 12 Month Contract

  Toronto, ON +1

  60k–65k $/anTemps plein

  

  Raymond James Ltd.

  2+ ansCandidates need a post-secondary diploma or degree and at least 2 years of trading experience in discretionary, model-based accounts. Strong Microsoft Office skills, analytical ability and attention to detail under deadline pressure are required. The Canadian Securities Course is an asset.

  Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, Dataphile, Croesus

• 28j

  HR Reporting & Systems Analyst - Workday

  Toronto, ON +1

  90k–100k $/anTemps plein

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  3+ ansCandidates need a post-secondary degree or diploma in a related field and at least 3 years of progressive HR reporting and analytics experience in Workday. Advanced Workday reporting, Excel and EIB skills, attention to detail, and fluent English are required; bilingual French and Workday Pro HCM Reporting certification are assets.

  Workday, Excel, Power BI

  28j

  HR Reporting & Systems Analyst - Workday

  Toronto, ON

  90k–100k $/anHybrideTemps plein

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  3+ ansCandidates need a post-secondary degree or diploma in a related field and at least 3 years of HR reporting experience in Workday. Strong Excel, analytical, confidentiality and communication skills in English are required, and French is an asset.

  Workday, Workday Report Writer, Excel, Power BI, EIB

  28j

  HR Reporting & Systems Analyst - Workday

  Vancouver, BC

  90k–100k $/anHybrideTemps plein

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  3+ ansCandidates need a post-secondary degree or diploma in a related field and at least 3 years of HR reporting experience in Workday. Strong Excel, analytical, confidentiality and communication skills in English are required, and French is an asset.

  Workday, Workday Report Writer, Excel, Power BI, EIB

  1 mois

  Senior Analyst, Fund Reporting

  Toronto, ON

  83k–100k $/anTemps plein

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  5+ ansCandidates need a bachelor's degree or college diploma, at least 5 years of mutual fund or asset management reporting experience, advanced Excel skills, and knowledge of IFRS for investment funds. Fluent English is required and French is an asset.

  Microsoft Excel

  1 mois

  Total Rewards Manager

  Toronto, ON +1

  110k–125k $/anTemps plein

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  7+ ans2+ gestionAviso Wealth needs a candidate with a bachelor's degree in business, HR or a related field, plus 7 or more years in Total Rewards, including 2 years in management. Strong Excel skills, HRIS and compensation tool experience, and fluent English are required; French and the CCP designation are assets.

  Excel, Word, PowerPoint, Workday, HRIS

  1 mois

  Manager, Sales Compensation

  Toronto, ON

  110k–135k $/anTemps plein

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  7+ ansAviso Wealth needs candidates with at least seven years of progressive experience, including three years designing and running sales incentive programs. Strong analytical, Excel and presentation skills are required, fluent English is required, and French is an asset.

  Microsoft Excel, PowerPoint, Word, CRM, HRIS, business intelligence systems

  1 mois

  Senior Analyst, Fund Reporting

  Toronto, ON

  83k–100k $/anHybrideTemps plein

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  5+ ansCandidates need a bachelor's degree or college diploma (commerce or business preferred), at least 5 years of fund financial and regulatory reporting, advanced Excel and IFRS knowledge for investment funds. Fluent English and French skills are an asset.

  Microsoft Excel

  1 mois

  Total Rewards Manager

  Toronto, ON

  110k–125k $/anHybrideTemps plein

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  7+ ans2+ gestionCandidates need a bachelor's degree or equivalent, 7+ years of Total Rewards experience with at least 2 in management, and experience running a recognition program. They also need strong HRIS, Excel and compensation analysis skills, and fluent English with French as an asset.

  Workday, Excel, Word, PowerPoint, HRIS

  1 mois

  Total Rewards Manager

  Vancouver, BC

  110k–125k $/anHybrideTemps plein

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  7+ ans2+ gestionCandidates need a bachelor's degree or equivalent, 7+ years of Total Rewards experience with at least 2 in management, and experience running a recognition program. They also need strong HRIS, Excel and compensation analysis skills, and fluent English with French as an asset.

  Workday, Excel, Word, PowerPoint, HRIS

  1 mois

  Manager, Sales Compensation

  Toronto, ON

  110k–135k $/anHybrideTemps plein

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  7+ ansAviso Wealth needs candidates with 7+ years in sales compensation, incentive design, compensation analytics or finance, including at least 3 years running sales incentive programs. Strong analytical, communication and Excel skills are required, and fluent English with French as an asset.

  Microsoft Excel, PowerPoint, Word, CRM, HRIS, business intelligence systems

• 28j

  Senior Manager, Commercial Partnerships, Automotive Finance - 15 Month Contract

  Toronto, ON

  

  Scotiabank

  Candidates need a Bachelor's degree, with an MBA preferred, and significant credit experience. They must show strong risk analysis, financial analysis, relationship management and coaching skills, plus knowledge of automotive industry.

  Risk management, Decision making, Program management, Sales, Documentation, Regulatory compliance

• 29j

  Vice President, Portfolio Management, Investing & Oversight

  Toronto, ON

  

  Richardson Wealth Ltd

  10+ ansCandidates need 10+ years in wealth management, investment platforms or portfolio roles in a regulated financial services setting, with knowledge of suitability, KYC/IPS and dealer operations. Strong executive presence and proven leadership of cross-functional digital initiatives are required.

  Regulatory compliance, Leadership, IPS, Documentation, Risk management, Reporting

• 29j

  Senior Analyst, U.S. Tax Reporting & Cost Basis

  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…

  2+ ansCandidates need 2+ years in tax reporting or client tax reporting, with strong knowledge of U.S. and Canadian tax rules, Qualified Intermediary obligations and securities taxation. Advanced Excel or Google Sheets skills and a post-secondary education in finance or a related field are preferred.

  Excel, Google Sheets, Broadridge

• 1 mois

  Director, Investment Product Platform

  Toronto, ON

  

  Bank of Montreal

  7+ ansCandidates need 7+ years of relevant experience, a post-secondary degree, and ideally an investment credential such as CIM, CFA or an MBA. They must have owned investment or managed account products, know Canadian wealth regulation, and communicate well with diverse stakeholders.

  Excel, PowerPoint, Power BI, Copilot

• 1 mois

  Accounting Manager, Real Estate Finance

  Vancouver, BC

  

  Nicola Wealth: Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion…

  5+ ansNicola Wealth needs a CPA or equivalent designation and at least 5 years of accounting experience, including audit work. Intermediate or advanced Excel skills and excellent English communication are required, and Yardi experience is preferred.

  Microsoft Excel, Yardi

• 1 mois

  Salesforce Technical Architect - Financial Services Cloud, Marketing Cloud & Data360 - Manager

  Toronto, ON +1

  

  EY

  5+ ansCandidates need a four-year bachelor's degree and 5-7 years of Salesforce Marketing and Data Cloud implementation experience, including 2-3 years of Financial Services Cloud delivery. Strong hands-on coding skills and current knowledge of Salesforce's AI-native marketing tools are essential.

  Salesforce, Financial Services Cloud, Marketing Cloud, Data 360, Agentforce, Prompt Builder

• 1 mois

  Financial Planning Software Solutions Consultant

  Toronto, ON

  Temps plein

  

  Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

  Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02

  3+ ansRoyal Bank of Canada needs candidates with a related undergraduate degree, a CFP, IQPF, QAFP, F.PI., CLU, RRC or PFP designation, and 3 to 5 years in financial planning or wealth management. Knowledge of Conquest and Canadian tax and pension rules is needed.

  Conquest Planning, myGPS, Wealth Planning Calculators

  1 mois

  Bilingual Financial Planning Software Solutions Consultant

  Montréal, QC

  Temps plein

  

  Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

  Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02

  3+ ansCandidates need fluent English and French, an undergraduate degree (finance or wealth management preferred), a CFP, IQPF, QAFP or similar designation, and 3 to 5 years in financial planning or wealth management. Knowledge of financial planning software, Canadian tax and pension rules, and strong communication skills are required.

  Conquest, myGPS, Wealth planning calculators

• 1 mois

  Senior Staff Accountant

  Quebec

  Temps plein

  

  Staffing In Motion

  3+ ansCandidates need a CPA designation, at least 3 years of full-cycle accounting experience, and working knowledge of Canadian GAAP and taxation. Strong Excel skills and experience with tax and accounting software are required, along with clear oral and written communication.

  Microsoft Excel, VBA, MS Outlook, Tax Prep, Caseview, QuickBooks

12 entreprises