Emplois “Wealth” au Canada – Page 5

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• 5j

  Senior Wealth Planning Consultant

  Vancouver, BC

  Temps plein

  BN

  BMO Nesbitt Burns Inc.

  3+ ansCandidates need 3 to 5 years of relevant experience and a post-secondary degree in a related field. Selling to HNW clients or Investment Advisors, strong analytical and communication skills, and a CFP designation are expected, with financial planning software and a Trust & Estate Practitioner designation as assets.

  NaviPlan

  6j

  Private Wealth Associate, Winter 2027 (Co-op/Internship) - 4 months

  Halifax, NS

  Temps plein

  BN

  BMO Nesbitt Burns Inc.

  2+ ansCandidates need to be currently enrolled students returning to their studies. Useful experience includes 2 to 3 years of relevant work or an office administration certificate, plus good communication, organization, teamwork and problem-solving skills.

  Office equipment, Photocopiers, Printers, Audio-visual equipment, Databases

  6j

  Administrative Assistant, Wealth Management, Nesbitt Burns

  Montréal, QC +3

  Temps plein

  BN

  BMO Nesbitt Burns Inc.

  1+ ansCandidates need 1 to 2 years of relevant experience, with a post-secondary degree in a related field preferred. They must hold the CIRO Investment Representative Licence required for the jurisdiction and have good communication, organization, teamwork and problem-solving skills.

  financial planning software, client database

  6j

  Client Service Assistant, Private Wealth

  Toronto, ON

  Temps plein

  BN

  BMO Nesbitt Burns Inc.

  1+ ansCandidates need about 1 to 2 years of relevant experience, with post-secondary education preferred. They must hold or obtain CIRO Investment Representative licensing and show good communication, organization, teamwork, and problem-solving skills.

  Financial planning and investment software, Client database

• 5j

  Wealth Management Advisor

  Montréal, QC

  HybrideTemps plein

  CD

  Caisse Desjardins du Centre-Est de Montréal

  2+ ansCandidates need a bachelor's degree in a related field, at least two years of relevant experience, and a mutual fund representative certificate from the Autorité des marchés financiers. Fluent French is required, along with strong interpersonal skills and a results-driven approach.

  5j

  Wealth Management Advisor

  Montréal, QC

  HybrideTemps plein

  CD

  Caisse Desjardins du Centre-Est de Montréal

  2+ ansCandidates need a bachelor's degree in a related field, at least two years of relevant experience, and a mutual fund representative certificate from the Autorité des marchés financiers. Fluent French is required, along with strong interpersonal skills and a results-driven approach.

• 5j

  Senior Audit Group Manager, Wealth (1245)

  Toronto, ON

  Sur placeTemps plein

  TT

  The Toronto-Dominion Bank (Canada)

  10+ ansCandidates need an undergraduate degree, 10+ years of relevant audit or risk experience, and people management skills. A CPA is strongly preferred. The role requires strong strategic thinking, stakeholder influence and clear communication with executives.

• 5j

  Cash Management Specialist, Private Wealth

  Montréal, QC

  Temps plein

  

  Bank of Montreal

  4+ ansBank of Montreal needs candidates with about 4 to 6 years of relevant experience and a post-secondary degree or equivalent. Candidates should have in-depth knowledge of cash management, business lending and personal and commercial banking products, plus strong communication, analytical and influence skills.

• 5j

  Delivery Manager, Wealth Management

  Toronto, ON

  

  Scotiabank

  5+ ansCandidates need a bachelor's degree in business, technology, finance or a related field, plus 5-7 years in project coordination or delivery, ideally in Wealth Management. Strong Excel and PowerPoint skills, financial management experience, and clear communication and stakeholder management abilities are required.

  MS Excel, MS PowerPoint, MS Project, JIRA, Confluence, Broadcom/CA PPM

• 5j

  Head of Private Markets - Canadian Wealth Management

  Toronto, ON

  Temps plein

  FT

  Franklin Templeton

  15+ ansCandidates need 15+ years in asset management, alternatives or wealth distribution, with a record of leading sales teams in Canadian wealth channels. A bachelor's degree is required; an MBA, CFA or CAIA is preferred.

• 5j

  Wealth Planning Assistant

  New Westminster, BC

  Temps plein

  

  Prospera Credit Union

  2+ ansCandidates need two years of experience in financial services, ideally in wealth management, with a solid knowledge of financial products. Strong communication, attention to detail, and the ability to work independently and in a team are essential, and a Canadian Securities Course or IIROC registration is an asset.

  Onboarding, Client relationship management, Customer segmentation, Regulatory compliance, Sales, Financial products

• 5j

  Virtual Advisor, Wealth Desk

  Toronto, ON +3

  Temps plein

  

  Alterna Savings

  1+ ansAlterna Savings needs candidates with a post-secondary degree in business, finance or a related field and mutual fund licensing (IFIC, CIFC or CSC). One to two years of financial services or client service experience is required, and experience with mutual funds, GICs and CRM systems is an asset.

  CRM systems, Microsoft Office, Microsoft Teams, Outlook, Digital advice tools, Investment platforms

• 5j

  Wealth Strategist-Bilingual

  Montréal, QC

  Temps plein

  CA

  CIBC Asset Management Inc

  Candidates need proven experience developing comprehensive financial plans for high net worth clients, a Certified Financial Planner (CFP) designation, and fluency in French and English. Law or accounting experience with a financial planning base, and CPA, CA, CMA, LLB, TEP or FEA designations, are considered assets.

  Bilingualism, Relationship building, Financial planning, CPA, CMA, FEA

• 6j

  Wealth Management Advisor

  Regina, SK

  Temps plein

  

  Virtus Group Chartered Professional Accountants & Business Advisors LLP: Virtus Group is the largest independent Chartered Professional Accountant and Business Advisory firm in Saskatchewan.

  5+ ansCandidates need a CFP designation or enrollment in the program and five or more years in financial services. A Saskatchewan life insurance licence, or willingness to get one, is also required, along with strong business development and relationship-building skills.

  Financial planning, Insurance licence, Relationship building

• 6j

  Wealth Management Advisor (full-time; Goderich)

  Goderich, ON

  MC

  Mainstreet Credit Union Limited

  Candidates need a CFP, QAFP or PFP designation, or active work toward one, and CIRO MF Division licensing or the ability to obtain it. They need strong sales, relationship-management and communication skills, and knowledge of the investment industry.

  financial planning tools

• 6j

  Wealth Management Advisor

  Regina, SK

  Temps plein

  VG

  Virtus Group

  5+ ansCandidates need five or more years in financial services, a CFP designation (or enrolment in the program), and a Saskatchewan life insurance licence or the willingness to obtain one. Strong business development and collaboration skills are essential.

• 6j

  Manager, Wealth Advice and Planning

  Regina, SK

  Temps plein

  HG

  HR Ghost Board

  5+ ans3+ gestionThrive Wealth Management needs candidates with at least 5 years in the financial industry, including 3 years leading advisory or planning teams. Candidates need post-secondary education in business or finance, a CFP or CIM designation, and Mutual Fund or INV registration.

  6j

  Wealth Specialist

  Regina, SK

  Temps plein

  HG

  HR Ghost Board

  3+ ansCandidates need 3+ years of investment and financial services experience, post-secondary education in business or finance, and a proven record of sales results. The IFIC or Canadian Securities Course and CFP eligibility or willingness to obtain it are required.

  CRM

  6j

  Manager, Wealth Advice and Planning

  Regina, SK

  Temps plein

  HG

  HR Ghost Board

  5+ ans3+ gestionCandidates need at least 5 years in the financial industry, including progressive wealth management or financial advice roles, and 3 years leading advisory or planning teams. They need post-secondary education in business, finance or a related field, a wealth designation such as CFP or CIM, and Mutual Fund or INV registration.

  6j

  Wealth Compliance Officer

  Regina, SK

  Temps plein

  HG

  HR Ghost Board

  2+ ansCandidates need 2+ years in the wealth or financial industry, with mutual fund compliance experience preferred. Mutual fund registration (CSC or IFIC) and attention to detail are required, and the Branch Compliance Manager/Officer Course is an asset.

  6j

  Wealth Specialist

  Macklin, SK +1

  Temps plein

  HG

  HR Ghost Board

  3+ ansThrive Wealth Management needs candidates with 3+ years of investment and financial services experience, a record of delivering sales results, and post-secondary education in business or finance. Candidates also need IFIC or Canadian Securities Course and eligibility to sell mutual funds, plus a CFP designation or willingness to obtain one.

  CRM

• 6j

  Insurance Advisor Life, Health & Wealth

  Saskatoon, SK

  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

  2+ ansCandidates need at least 2 years of professional sales experience, business development skills, and a Life/A&S licence (HLLQP/LLQP) or willingness to obtain it. A post-secondary degree or equivalent, a referral network, digital skills, and a valid Canadian driver's licence with a vehicle are also required.

  Salesforce, RBCI software tools

  6j

  Insurance Advisor Life, Health & Wealth

  Vancouver, BC +4

  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

  2+ ansCandidates need an HLLQP/LLQP licence or must obtain one before the start date, at least 2 years of professional sales experience and a post-secondary degree or equivalent. Strong prospecting, relationship-building and digital skills are also needed, plus a valid Canadian driver's licence and own vehicle.

  Salesforce, RBCI software tools

  6j

  Insurance Advisor Life, Health & Wealth

  Calgary, AB

  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

  2+ ansRoyal Bank of Canada needs candidates with 2+ years of professional sales experience, a strong prospecting ability and a Life/A&S licence (HLLQP/LLQP) or a willingness to obtain one. Candidates must also hold a post-secondary degree or equivalent, an existing referral network and a valid Canadian driver's licence with their own vehicle.

  Salesforce, RBCI software tools

14 entreprises