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Gestion FÉRIQUE
5+ ansBaccalauréat dans un domaine pertinent; Permis AMF en épargne collective et planification financière; Au moins 5 ans en conseil financier
Conquest, Microsoft Office
Bank of Montreal
7+ ansBank of Montreal needs candidates with 7+ years of relevant experience and a post-secondary degree, plus a CFP designation (IQPF in Quebec). Strong financial planning knowledge, communication skills, and experience with HNW clients are required.
Conquest
Scotiabank
Scotiabank needs candidates with practical knowledge of tax, retirement, estate, investment and risk planning. Experience preparing or reviewing financial plans and with planning software, with Conquest a strong asset, is required, along with a college or university degree.
Conquest
Meridian Credit Union Limited: As a company that puts people first.
5+ ansCandidates need five to seven or more years of investment sales, financial planning, wealth management or advisor-support experience, plus a degree or equivalent. Strong coaching, facilitation and communication skills, and comfort with CRM and digital tools, are required.
Conquest, CRM Dynamics 365, CapIntel, Advisor Stream, Teams, Excel
First West
6+ ansFirst West needs a bachelor's degree or equivalent experience, a Mutual Funds License, a CFP designation and six years in investment or financial planning sales. Strong sales, networking, communication and financial statement analysis skills are also required.
Conquest, Microsoft Office, financial planning software
Educators Financial Group
3+ ansCandidates need at least 3 years of experience as a Financial Advisor, post-secondary education, and a valid Mutual Funds certification. Strong communication, presentation, and MS Office skills are also required.
MS Office, Salesforce, Morningstar, Conquest
Educators Financial Group
3+ ansCandidates need post-secondary education, a Mutual Funds certification, and at least 3 years as a financial advisor. Strong client relationship, presentation and communication skills, plus MS Office and CRM experience, are also needed.
Salesforce, Morningstar, Conquest, MS Office
Educators Financial Group
3+ ansCandidates need at least 3 years of experience as a financial advisor, a college or university education, and a valid mutual funds certification. They also need strong client relationship, presentation and communication skills, and proficiency in MS Office and Salesforce.
MS Office, Salesforce, MorningStar, Conquest
Educators Financial Group
3+ ansCandidates need at least 3 years of experience as a Financial Advisor, a post-secondary diploma or degree, and a valid Mutual Funds certification. Strong client relationship, presentation and communication skills are required, and French is a strong asset.
Salesforce, Morningstar, Conquest, MS Office
Raymond James Ltd.
5+ ansCertified Financial Planner (CFP) requis; Plus de cinq ans d'expérience en planification financière; Maîtrise de Conquest Planning ou Naviplan
Conquest Planning, Naviplan, Microsoft Office
Raymond James Ltd.
5+ ansRaymond James Ltd. needs candidates with five or more years of client-facing financial planning experience and a CFP designation. Strong knowledge of Canadian financial planning, investment structures and tax considerations, and experience with Conquest Planning or Naviplan, are also required.
Conquest Planning, Naviplan, Microsoft Office
Raymond James Ltd.
2+ ansCandidates need a CFP, QAFP, RFP or Pl. Fin (in QC) in good standing and at least 2 years of financial industry experience. Strong knowledge of retirement, tax, estate and cash-flow planning, plus clear communication and organizational skills, is required.
Conquest, RazorPlan
Raymond James Ltd.
5+ ansCandidates need five or more years of client-facing financial planning experience, a college or university diploma in business or finance, and the CFP designation. They also need extensive knowledge of Canadian planning and investment accounts, strong presentation skills, and recent experience with Conquest Planning or Naviplan.
Conquest Planning, Naviplan, Microsoft Office
Peterbilt Pacific
5+ ansPeterbilt Pacific needs five or more years of experience in commercial trucks, transportation, or heavy equipment, plus strong communication, negotiation, and presentation skills. A valid driver's licence with a clean abstract and a willingness to travel often are also required.
Salesforce, Microsoft Excel, Microsoft Outlook, Microsoft Teams
Rush Enterprises: is the premier solutions provider to the commercial vehicle industry.
5+ ans2+ gestionCandidates need five-plus years in a sales-based or multi-location regional role, with two to four years of leadership experience preferred. Strong organizational, interpersonal and communication skills are required, along with experience executing strategic plans in a complex, multi-location organization and a valid driver's licence.
Dynamics 360
emergiTEL Inc.
8+ ansCandidates need 8+ years of technical experience in wealth management at a financial institution, knowledge of wealth processes such as clearing, settlement and rebalancing, and strong skills in system integration, database architecture, REST/SOAP/GraphQL APIs and cloud platforms (AWS, Azure or GCP). Hands-on experience with wealth platforms such as Charles River or Fidessa is highly desirable.
Charles River, Fidessa, Dataphile, PureWealth, iBalance, d1g1t
NATIONAL BANK OF CANADA
7+ ansBaccalauréat en finance ou domaine connexe; 7 à 10 ans d'expérience en planification financière ou gestion de patrimoine; Titre CFP ou Pl. Fin
Conquest Planning, Microsoft Office
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
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 diploma, a CFP or PFP designation, and three to five years of financial planning experience, preferably in wealth management. Strong Microsoft Word and Excel skills and financial planning knowledge are also required.
Microsoft Word, Microsoft Excel, Conquest
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 an undergraduate diploma, preferably in finance or wealth management, plus a CFP or financial planning designation. They also need 3 to 5 years of financial planning experience, preferably in wealth management, and knowledge of Microsoft Office.
Microsoft Word, Microsoft Excel, Conquest
16 entreprises