Emplois “Wealth” au Canada

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• 3j

  Wealth & Tax Planning Consultant, Private Wealth

  Montréal, QC

  

  Bank of Montreal

  5+ ansBank of Montreal needs a candidate with 5 to 9 years of relevant experience, a university degree, and ideally a post-graduate degree or a professional designation such as CPA, CA, Fin. Pl. or LL.B. Strong experience with high-net-worth clients, a record of growing a client services business, and expert communication and analytical skills are required.

  3j

  Wealth Planning Consultant, Private Wealth

  Waterloo, ON

  

  Bank of Montreal

  1+ ansBank of Montreal needs 1 to 3 years of relevant experience (3 to 5 for the senior role) with a post-secondary degree in a related field. Candidates should have selling experience with advisors or HNW clients, in-depth communication and analytical skills, and a CFP or similar credential as an asset.

  Financial planning software

  3j

  Wealth Planning Consultant, Private Wealth

  Toronto, ON

  

  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

  16j

  Wealth Planning Advisor - Quality & Support, Private Wealth

  Montréal, QC

  

  Bank of Montreal

  3+ ansCandidates need three or more years of client-facing financial planning experience, strong investment knowledge, proficiency with WealthPath or similar planning software, and an IQPF designation in Quebec. Fluency in French and English is required.

  WealthPath, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Microsoft 365

  17j

  Wealth Planning Advisor, Private Wealth

  Montréal, QC

  

  Bank of Montreal

  4+ ansBank of Montreal needs candidates with at least four years of financial planning experience, a Quebec planning designation (IQPF/IPF), and strong WealthPath or similar planning software skills. Fluency in French and English is required.

  WealthPath, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Microsoft 365

  19j

  Wealth Planning Consultant/Senior Wealth Planning Consultant

  Ottawa, ON

  

  Bank of Montreal

  1+ ansCandidates need 1 to 3 years of relevant experience for the Wealth Planning Consultant role, or 3 to 5 years for the Senior role, plus a post-secondary degree. CFP or IQPF designation, financial planning experience and strong communication skills are needed, with an MBA or law degree as assets.

  financial planning software

  21j

  Wealth Planning Advisor - Quality & Support, Private Wealth

  Montréal, QC

  Temps plein

  

  Bank of Montreal

  3+ ansCandidates need three or more years of client-facing financial planning experience, an IQPF designation required in Quebec, and fluency in French and English. Strong knowledge of WealthPath or comparable planning software and Microsoft 365 is also needed.

  WealthPath, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Microsoft Word, Microsoft 365

  21j

  Wealth Planning Advisor, Private Wealth

  Montréal, QC

  Temps plein

  

  Bank of Montreal

  4+ ansBank of Montreal needs candidates with at least four years of financial planning experience, the IQPF or IPF planning designation in Quebec, and strong WealthPath or similar planning software skills. Fluency in French and English is required.

  WealthPath, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams

  24j

  Wealth & Tax Planning Consultant, Private Wealth (Mandarin/Cantonese)

  Markham, ON

  

  Bank of Montreal

  5+ ansBank of Montreal needs a seasoned candidate with 5 to 9 years of relevant experience, a university degree, and proven work with high net worth clients. A CPA or CA designation is strongly preferred, and Mandarin or Cantonese is an asset.

  CPA, Tax legislation, Sales, Financial analysis, Financial markets, Communication skills

  28j

  Wealth Planning Consultant/Senior Wealth Planning Consultant

  Windsor, ON

  

  Bank of Montreal

  1+ ansCandidates need 1 to 3 years of relevant experience (3 to 5 for senior), a post-secondary degree, and experience selling to advisors or high net worth clients. A CFP designation, financial planning software skills, and tax or estate knowledge are assets.

  financial planning software

• 5j

  Wealth Planning Consultant, Private Wealth

  Waterloo, ON

  Temps plein

  BN

  BMO Nesbitt Burns Inc.

  1+ ansCandidates need 1 to 3 years of relevant experience and a post-secondary degree in a related field, with selling experience to advisors or high net worth clients. Financial planning experience, a CFP designation, and knowledge of planning software are assets.

  Financial planning software

  5j

  Wealth & Tax Planning Consultant, Private Wealth

  Montréal, QC

  Temps plein

  BN

  BMO Nesbitt Burns Inc.

  5+ ansCandidates need 5 to 9 years of relevant experience, a university degree, and experience with high-net-worth clients. A professional designation such as Fin. Pl., CPA, CA or LL.B is an important asset, and strong communication, analytical and influence skills are expected.

  18j

  Wealth Planning Consultant, Private Wealth

  Toronto, ON

  Temps plein

  BN

  BMO Nesbitt Burns Inc.

  7+ ansCandidates need 7+ years of relevant experience, a post-secondary degree, and a CFP designation (IQPF in Quebec). Experience with HNW clients and financial planning software is needed, and CPA, TEP or CLU designations are assets.

  Conquest

  25j

  Wealth Planning Consultant/Senior Wealth Planning Consultant

  Ottawa, ON

  Temps plein

  BN

  BMO Nesbitt Burns Inc.

  1+ ansCandidates need 1 to 3 years of relevant experience for the consultant role or 3 to 5 years for the senior role, plus a post-secondary degree in a related field. Selling to advisors or HNW clients and the CFP designation are valued, along with strong analytical, communication and influence skills.

  financial planning software

  1 mois

  Wealth Planning Consultant/Senior Wealth Planning Consultant

  Windsor, ON

  Temps plein

  BN

  BMO Nesbitt Burns Inc.

  1+ ansCandidates need 1 to 3 years of relevant experience (3 to 5 for senior) and a post-secondary degree in a related field. Selling to advisors or HNW clients and financial planning experience are assets, as are a CFP designation, financial planning software skills and strong communication and analytical abilities.

  Financial planning software

  1 mois

  Wealth & Tax Planning Consultant, Private Wealth (Mandarin)

  Markham, ON

  Temps plein

  BN

  BMO Nesbitt Burns Inc.

  5+ ansCandidates need 5 to 9 years of relevant experience, a university degree, and experience with high net worth clients. A CPA/CA is strongly preferred, and Mandarin is an asset.

  CPA, Tax legislation, Sales, Financial analysis, Financial markets, Communication skills

• 5j

  Wealth Associate or Senior Wealth Associate

  Regina, SK

  Temps plein

  HG

  HR Ghost Board

  Candidates need customer service or administrative experience and strong written and verbal communication. Financial industry experience and post-secondary education in finance or business are assets, and a CIRO licence is required for the Senior role.

  CRM system

  5j

  Wealth Associate or Senior Wealth Associate

  Regina, SK

  Temps plein

  HG

  HR Ghost Board

  Candidates need customer service or administrative experience and a detail-oriented, team-player approach. A CIRO licence is required for the Senior position, and financial industry experience and CRM experience are assets.

  CRM

• 1 mois

  Wealth and Estate Planner, Scotia Wealth Management - Halifax, NS

  Halifax, NS

  

  Scotiabank

  Candidates need prior estate planning experience, with a lawyer preferred, plus in-depth experience with high net worth clients and their advisors. Strong knowledge of insurance, tax, family law, charity law and business succession is required.

  ETC, Financial planning, Sales, Risk management, Communication skills, Regulatory compliance

• 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

• 3j

  Wealth management advisor

  Dorval, QC

  50k–200k $/anTemps plein, À la journée

  MW

  Manulife Wealth inc. – Diligence Wealth Management

  Candidates need an entrepreneurial drive, comfort meeting new people, and resilience to handle rejection and long hours. The posting asks for willingness to work demanding days at the start and to stay the course through difficult periods.

  Coaching, Sales

  11j

  Business development – wealth management

  Dorval, QC

  50k–200k $/anTemps plein, À la journée

  MW

  Manulife Wealth inc. – Diligence Wealth Management

  Candidates need sales or business development experience, or a strong interest in starting a career in this field. They should be comfortable with prospecting by phone, eager to learn advisory methods, and ready to take part in coaching and training.

  Firm methods, tools and databases

• 6j

  Wealth Management Registered Supervisor - Vice President

  Toronto, ON +1

  Temps plein

  MS

  Morgan Stanley Wealth Management Canada Inc.

  2+ ans2+ gestionMorgan Stanley Wealth Management Canada needs candidates with a bachelor's degree or equivalent, two years of supervisory experience with a CIRO regulated dealer, and CSC, CPH, CSI Supervisors Course, derivatives and options supervision licences. Strong knowledge of CIRO rules, leadership and communication skills are required.

• 14j

  Product Owner, Wealth Digital Experience

  Toronto, ON

  Temps plein

  FW

  Fidelity Wealth ULC

  3+ ansFidelity Wealth needs candidates with 3+ years in agile product management or a business analyst role, experience with Jira, Design Thinking and user research, and experience in financial services. A university degree in business or commerce, or equivalent experience, is required; English and French bilingualism and Scrum or Product Owner certification are assets.

  Jira

8 entreprises