Emplois “wealth platforms” au Canada – Page 5

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• 1j

  TD Wealth- Client Service Associate- Private Investment Advice

  Québec, QC

  Sur placeTemps plein

  TT

  The Toronto-Dominion Bank (Canada)

  1+ ansCandidates need bilingual English and French proficiency, 1-2 years of relevant experience in banking or administration, and strong communication skills. A CIRO Investment Representative licence is required, and an undergraduate degree or college diploma is preferred.

  1j

  Financial Planner - Waterloo

  Waterloo, ON

  Sur placeTemps plein

  TT

  The Toronto-Dominion Bank (Canada)

  3+ ansCandidates need a bachelor's degree (preferred) and 3 to 5 years of banking or client-advice experience (preferred). Willingness to obtain RR licensing with CIRO and work toward the CFP designation within three years is required.

  1j

  Branch Manager II - Gander

  Gander, NL

  Sur placeTemps plein

  TT

  The Toronto-Dominion Bank (Canada)

  5+ ansCandidates need an undergraduate degree or over 5 years of relevant experience, plus the Branch Compliance Officer (BCO) and IFIC or CSC course. Strong leadership, strategic thinking, investing and credit knowledge, and communication skills are required.

  MS Office

  1j

  Short Term Assignment - Branch Manager I

  Meaford, ON

  Sur placeTemps plein

  TT

  The Toronto-Dominion Bank (Canada)

  5+ ansCandidates need an undergraduate degree or over 5 years of relevant experience, plus Branch Compliance Officer and IFIC or CSC completion. They need strong investing and credit knowledge, leadership and communication skills, and proficiency in MS Office.

  MS Office

  1j

  PIA Client Service Associate

  Kelowna, BC

  Sur placeTemps plein

  TT

  The Toronto-Dominion Bank (Canada)

  1+ ansCandidates need strong communication and relationship-building skills, plus a CIRO Investment Representative licence. An undergraduate degree or college diploma is preferred, along with 1 to 2 years of administrative or banking experience. Knowledge of wealth management or investment products is an asset.

  Attention to detail, Customer experience, Administrative support, Documentation, Communicate with customers, Provide mentorship

  1j

  Financial Planner- Castleridge, Calgary

  Calgary, AB

  Sur placeTemps plein

  TT

  The Toronto-Dominion Bank (Canada)

  3+ ansCandidates need experience in financial services, ideally three to five years managing client relationships and giving investment advice. A university degree is preferred, and they must obtain a CIRO Registered Representative licence and the CFP designation within set timeframes.

• 1j

  Salesforce FSC Solution Architect

  Montréal, QC

  Contrat

  M

  Maarut

  8+ ansMaarut needs candidates with proven Salesforce solution architecture experience who have personally designed an end-to-end solution, plus real exposure to Financial Services Cloud, even partial.

  Salesforce

  1j

  Salesforce Configuration Developer (Salesforce FSC)

  Montréal, QC

  Contrat

  M

  Maarut

  Candidates need hands-on Salesforce configuration and Apex or LWC development from an implementation project, with at least partial FSC exposure tied to that project. Salesforce certification and financial sector experience are assets.

  Salesforce, Apex

  1j

  Salesforce Technical Architect

  Montréal, QC

  Contrat

  M

  Maarut

  Candidates need proven Salesforce technical architecture experience and a demonstrated integration project with other systems. Real FSC exposure is required, and development standards, DevOps and the security and sharing model are preferred.

  Salesforce, Apex, Flow

• 1j

  Senior Relationship Manager - Royal Distinction

  Toronto, ON

  Temps plein

  RD

  RBC Direct Investing Inc.

  4+ ansCandidates need post-secondary education, at least 4 years in client service, and 2+ years in brokerage or investment work. They must hold the Canadian Securities Course and Conduct and Practice Handbook for IIROC registration, and show strong relationship, results, communication and analytical skills.

• 1j

  Senior Manager, Executive Reporting & Advisory

  Toronto, ON

  

  Scotiabank

  7+ ansScotiabank needs candidates with 7+ years of experience in executive or Board reporting, strategy or performance management, ideally in banking. Candidates need advanced PowerPoint and communication skills, strong organizational and attention-to-detail abilities, and experience coaching others and improving processes.

  PowerPoint, SharePoint

  1j

  CIAM Operations Support

  Toronto, ON

  

  Scotiabank

  5+ ansCandidates need 5+ years of enterprise application and production support experience, strong Linux and RHEL skills, and hands-on CI/CD and infrastructure-as-code experience. They also need identity and access management knowledge and strong communication skills.

  Red Hat Enterprise Linux, Kubernetes, Docker, Microsoft Azure, Ansible, Terraform

  1j

  CIAM Operations Support Lead

  Toronto, ON

  

  Scotiabank

  7+ ansScotiabank needs 7+ years leading operations or SRE teams and 7+ years in enterprise application support, plus 5+ years of CI/CD and infrastructure-as-code work. Candidates need strong Linux (RHEL), cloud and container, identity (IAM/CIAM) and security skills.

  Splunk, Dynatrace, Sumo Logic, PagerDuty, ServiceNow, Jenkins

• 1j

  Pinnacle - Advisor Support Associate

  Toronto, ON +2

  41k–68k $/an

  

  The Canada Life Assurance Company

  Candidates need experience in insurance administration, advisor support, client service, banking or financial services, plus strong organization and attention to detail. Proficiency in Microsoft Office and comfort learning CRM and carrier portals are required. Bilingual French and English is an asset.

  Microsoft Office, CRM platforms, Carrier portals

• 1j

  Associate, Retail Syndication

  Vancouver, BC

  Temps plein

  CC

  CGC Canaccord Genuity Corp.

  2+ ansCanaccord Genuity needs candidates with about two years of brokerage experience or equivalent courses such as the Canadian Securities Course, strong organization and attention to detail, and working knowledge of the securities industry and Microsoft Office. Excellent grammar and proofreading are required.

  iDEAL, Microsoft Excel, MS Office

• 1j

  Assistant Manager, Site Marketing (12-Month Contract)

  Toronto, ON

  Temps plein

  

  sephora.com

  3+ ansSephora Canada needs 3 to 5 years of eCommerce or site marketing experience, preferably in retail. Candidates must work well with people across teams, handle a fast-paced workload, and act on data with strong attention to detail.

  site reporting tools, analytics platforms

• 1j

  Manager, Marketing - AGF Capital Partners

  Toronto, ON

  85k–120k $/anTemps plein

  

  AGF Investments Inc.: AGF Investments entities only provide investment advisory services or offers investment funds in the jurisdiction where such firm and/or product is…

  4+ ansCandidates need a post-secondary degree in marketing, communications, business or a related field, and 4+ years of marketing experience, ideally in financial services. They need experience working within a compliance approval process, strong writing and project management skills, and hands-on use of marketing technology.

  WordPress, Constant Contact, Salesforce Marketing Cloud, Salesforce CRM, Cvent, Seismic

  1j

  Manager, Marketing - AGF Capital Partners

  Toronto, ON

  85k–120k $/anTemps plein

  

  AGF Investments Inc.: AGF Investments entities only provide investment advisory services or offers investment funds in the jurisdiction where such firm and/or product is…

  4+ ansCandidates need a post-secondary degree in marketing, communications, business or a related field, and 4+ years of marketing experience, ideally in financial services. They need experience working within a compliance approval process, strong writing and project management skills, and hands-on use of marketing technology.

  WordPress, Constant Contact, Salesforce Marketing Cloud, Salesforce CRM, Cvent, Seismic

  1j

  Manager, Marketing - AGF Capital Partners

  Toronto, ON

  85k–120k $/anTemps plein

  

  AGF Investments Inc.: AGF Investments entities only provide investment advisory services or offers investment funds in the jurisdiction where such firm and/or product is…

  4+ ansCandidates need a post-secondary degree in marketing, communications, business or a related field, and 4+ years of marketing experience, ideally in financial services. Strong writing, project management, and hands-on experience with marketing tools such as WordPress, Salesforce, email platforms and Canva are required.

  WordPress, Salesforce CRM, Salesforce Marketing Cloud, Constant Contact, Cvent, Seismic

  1j

  Manager, Marketing - AGF Capital Partners

  Toronto, ON

  85k–120k $/anTemps plein

  

  AGF Investments Inc.: AGF Investments entities only provide investment advisory services or offers investment funds in the jurisdiction where such firm and/or product is…

  4+ ansCandidates need a post-secondary degree in marketing, communications, business or a related field, and 4+ years of marketing experience, ideally in financial services. They need experience working within a compliance approval process, strong writing and project management skills, and hands-on use of marketing technology.

  WordPress, Constant Contact, Salesforce Marketing Cloud, Salesforce CRM, Cvent, Seismic

• 1j

  FP&A Manager

  Toronto, ON

  Hybride

  

  CapIntel

  5+ ansCandidates need 5+ years in finance, ideally FP&A or strategic finance at a software or fast-paced company, with direct SaaS or subscription revenue experience. They must know subscription revenue recognition and metrics like ARR, retention, CAC and payback.

• 1j

  Product Manager

  Toronto, ON

  Temps plein

  RI

  RBC Investor Services Trust

  3+ ansCandidates need a bachelor's degree and 3-4 years of product ownership, business analysis or related experience, including launching digital features. They must understand data in reporting tools and have Agile backlog experience using Jira and Confluence.

  Jira, Confluence, business intelligence tools, AI tools

• 1j

  Investment Advisor, BMO Nesbitt Burns

  Toronto, ON

  

  Bank of Montreal

  5+ ansCandidates need 5-10 years of investment advisory, wealth management or related sales experience, plus Registered Representative registration and CIRO continuing education. A PFP or progress toward CFP, CIM or CFA is preferred, along with strong business development and client relationship skills.

• 1j

  Financial Services Associate - Full Time - 6 Month Contract

  Cambridge, ON

  60k–63k $/anTemps plein

  

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

  Candidates need strong business acumen, financial industry knowledge, and excellent member service skills. Meridian asks for computer system knowledge, strong communication and negotiation skills, and flexibility to work evenings and weekends.

  Microsoft Office, Virtual meeting platforms

12 entreprises