Emplois “Wealth X” au Canada

Aucun filtre correspondant. Essayez un autre nom.

Résultats

• 1h

  Associate

  Ottawa, ON

  Temps plein

  

  RBC Dominion Securities Inc.

  RBC Dominion Securities needs candidates with the CIRE, strong Microsoft Office and Excel skills, and solid time management. Candidates must deliver professional client service and communicate clearly in writing and speaking.

  Microsoft Excel, Microsoft Office

  1j

  Associate

  Pickering, ON

  Temps plein

  

  RBC Dominion Securities Inc.

  Candidates need a completed Canadian Investment Regulatory Exam (CIRE), strong Microsoft Office and business application skills, and excellent time management. They must provide warm, professional client service and communicate clearly in English, both verbally and in writing.

  Microsoft Office Suite

  1j

  Associate Advisor

  Toronto, ON

  Temps plein

  

  RBC Dominion Securities Inc.

  Candidates need CIRO Registered Representative approval, completion of WME or IMT, and a university degree. Exceptional written and verbal communication and strong Microsoft Office skills are required, and 4+ years of investment industry experience is preferred.

  Microsoft Office Suite

  4j

  Associate

  Toronto, ON

  Temps plein

  

  RBC Dominion Securities Inc.

  RBC Dominion Securities needs candidates with administrative experience, strong communication and organization skills, and proficiency in Microsoft Office. Candidates must also be progressing toward or willing to complete the Canadian Securities Course and Conduct Practices Handbook for IIROC licensing.

  Microsoft Office, contact management system

  8j

  Administrative Assistant

  Vernon, BC

  Temps plein

  

  RBC Dominion Securities Inc.

  1+ ansCandidates need administrative experience, preferably in wealth management or finance, plus exceptional communication, organization and attention to detail. They must have completed the CIRE exam or be willing to finish it within 12 months, and be comfortable with Microsoft Office.

  Microsoft Office, Excel, Contact management system

• 10h

  Associate Advisor

  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

  Royal Bank of Canada requires CIRO Registered Representative approval, completion of WME or IMT, and a university degree. Candidates need excellent written and verbal communication and strong Microsoft Office skills; four or more years in the investment industry is an asset.

  Microsoft Office Suite

  10h

  Associate

  Pickering, 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

  Candidates need a completed Canadian Investment Regulatory Exam (CIRE), strong Microsoft Office and business application skills, and excellent organization and time management. Strong English verbal and written communication and a professional, warm client service style are also required.

  Microsoft Office, Excel, business applications

  4j

  Associate

  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

  Royal Bank of Canada needs candidates with administrative experience, strong Microsoft Office skills, excellent communication and organization, and the ability to meet strict deadlines. Candidates must hold the Canadian Securities Course and Conduct Practices Handbook, or be willing to complete them for IIROC licensing.

  Microsoft Office, Microsoft Excel, Contact management system

  8j

  Administrative Assistant

  Vernon, BC

  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

  1+ ansCandidates need administrative experience, preferably in wealth management or finance, plus exceptional communication, organization and attention to detail. The CIRE exam is required or must be completed within 12 months, and Microsoft Office experience is needed.

  Microsoft Office, Excel, Contact management system

  11j

  Investment Associate - Trading & Administration

  Oakville, 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

  Candidates need the Canadian Investment Regulatory Exam (CIRE), strong Microsoft Office skills, excellent organization and time management, and clear English communication. Securities industry experience is an asset.

  Microsoft Office Suite, TAC sheets, Risk dashboard

• 1j

  Personal Banking Advisor

  Ontario

  Temps plein

  

  Alterna Savings

  5+ ansCandidates need post-secondary education with about five years of financial institution experience, including at least three years of credit experience and two years of financial advisory work. A CFP or PFP designation (or one in progress) and a proven sales record are required.

  Excel, Word, financial calculators

  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

• 3j

  Client Service Associate, Private Wealth

  Toronto, ON

  

  Bank of Montreal

  3+ ansCandidates need a current CIRO Investment Representative licence and typically 3 to 5 years of relevant experience. Strong knowledge of investment products, trade processing, compliance requirements, client service, organization and communication is needed.

  Scheduling, Documentation, Relationship building, Regulatory compliance, Confidentiality, CIRO

  3j

  Client Service Associate, BMO Nesbitt Burns

  Calgary, AB

  

  Bank of Montreal

  3+ ansCandidates need typically 3 to 5 years of relevant experience or equivalent education, advanced knowledge of investment processes and administration, and knowledge of compliance and regulations. The role also requires provincial licensing for the jurisdiction and good communication, organization and problem-solving skills.

  Client database

  3j

  Client Service Associate, Private Wealth

  Oakville, ON

  

  Bank of Montreal

  3+ ansCandidates need current CIRO Investment Representative licensing and typically 3 to 5 years of relevant experience. Strong client service, organization, attention to detail and knowledge of investment products and compliance are required.

  5j

  Client Service Associate

  Waterloo, ON

  

  Bank of Montreal

  3+ ansCandidates need an active CIRO Investment Representative licence and typically 3 to 5 years of related experience. Bank of Montreal expects advanced knowledge of investment processes, administrative procedures and proprietary products, plus good communication, organization and problem-solving skills.

  client database

  8j

  Client Service Associate

  Toronto, ON

  

  Bank of Montreal

  3+ ansCandidates need typically 3 to 5 years of relevant experience or equivalent certification, advanced knowledge of investment processes and administrative procedures, and knowledge of compliance and regulations. Good verbal and written communication, organization and problem-solving skills are also required, along with any licences needed for the jurisdiction.

  client database

  10j

  Client Services Assistant

  Newmarket, ON

  

  Bank of Montreal

  1+ ansBank of Montreal needs candidates with about 1 to 2 years of relevant experience, ideally a post-secondary degree in a related field. Knowledge of wealth management, banking operations and investment products is an asset, along with good communication, organization and problem-solving skills and the licensing required for the branch jurisdiction.

  financial planning software

• 4j

  Client Solution Internship - Toronto, Summer 2027

  Toronto, ON

  Temps plein

  FC

  FactSet Canada, Inc.

  Candidates need a strong interest in finance or FinTech, a client-centric mindset, and exceptional verbal and written communication. Strong analytical skills, Microsoft Office with Excel, and junior standing in good academic standing are also required.

  Microsoft Excel, Microsoft Office

• 5j

  Social Media Surveillance Officer

  Toronto, ON

  Sur placeTemps plein

  TT

  The Toronto-Dominion Bank (Canada)

  2+ ansThe Toronto-Dominion Bank needs candidates with two years of experience at an investment dealer or a self-regulated firm, a Supervisor Exam (SE) completed or planned within three months, and working knowledge of CIRO and securities marketing rules. Strong English writing, coaching and organizational skills are also required.

  Excel, LinkedIn, X

• 5j

  Defined Benefit - Pension Administrator

  Toronto, ON

  

  Mercer

  Candidates need a financial or mathematics background and hands-on experience in defined benefit pension administration. Strong Excel skills, analytical thinking, attention to detail, and clear written and oral communication are also required.

  Excel, MS Office suite

• 5j

  Defined Benefit - Pension Administrator

  Toronto, ON

  HybrideTemps plein

  MM

  Marsh (Mercer) Canada Limited

  Candidates need a financial or mathematics background and hands-on experience administering defined benefit pensions. Strong Excel skills, attention to detail, and excellent written and oral communication are required, and bilingual English and French is an asset.

  Excel, MS Office

• 6j

  Client Service Associate, Private Wealth

  Toronto, ON

  Temps plein

  BN

  BMO Nesbitt Burns Inc.

  3+ ansCandidates need current CIRO Investment Representative licensing and typically 3 to 5 years of relevant experience. Strong knowledge of investment products, trade processing and compliance, plus excellent client service, organization and communication skills, are required.

  7j

  Client Service Associate, BMO Nesbitt Burns

  Calgary, AB

  Temps plein

  BN

  BMO Nesbitt Burns Inc.

  3+ ansCandidates need typically 3 to 5 years of relevant experience or equivalent education, advanced knowledge of investment processes and administrative procedures, and knowledge of compliance and regulations. Licensing for the branch and jurisdiction is required, and good communication, organization, collaboration and problem-solving skills are expected.

  Scheduling, Documentation, Sales, Customer experience, Confidentiality, Regulatory compliance

9 entreprises