“Wealth write up” jobs in Canada – Page 2

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• 10h

  Client Services Officer

  Montréal, QC

  

  Scotiabank

  1+ YOECandidates need a post-secondary education in commerce, economics, finance or accounting and 1-2 years of experience in financial accounting or loan processing or credit adjudication. Fluency in French and English is required, along with strong organization, attention to detail and interpersonal skills.

  Excel

  10h

  Client Services Officer, Roynat Capital

  Toronto, ON

  

  Scotiabank

  1+ YOECandidates need a post-secondary education in commerce, economics, finance or accounting, plus 1-2 years in financial accounting or loan processing. Strong French and English communication, attention to detail and teamwork are required.

  3d

  GBM - Equity Research - New Grad Rotational Program 2027

  Toronto, ON

  

  Scotiabank

  Candidates need a recent undergraduate or master's degree completed between December 2026 and August 2027, legal eligibility to work in Canada, and strong Excel, financial modelling and analytical skills. CFA Level 1 is preferred, and Bloomberg or FactSet experience is an asset.

  Excel, Bloomberg, FactSet

  3d

  Data Scientist

  Toronto, ON

  

  Scotiabank

  Candidates need expert Python skills, experience applying AI and machine learning to business problems, and strong SQL and big data skills. They also need Power BI expertise, a relevant STEM degree and strong communication skills.

  Python, SQL, Hadoop, Spark, Power BI, Google Cloud

• 17h

  Product Marketing Manager - Trading

  Toronto, ON

  Full Time

  

  moomoo: As a one-stop platform for global investing, moomoo provides access to stocks, ETFs, options, and crypto across major financial markets.

  5+ YOECandidates need a finance, economics or business degree and 5+ years in financial content, investment research or FinTech marketing. They must explain complex financial ideas clearly and be fluent in English, with PowerPoint and Excel skills.

  Microsoft PowerPoint, Microsoft Excel, Bloomberg, FactSet, TradingView

• 2d

  Estate Insurance Associate

  Toronto, ON +1

  

  Bank of Montreal

  3+ YOEBank of Montreal needs candidates with 3 to 5 years of related experience, a post-secondary degree and a Life Insurance Licence. Strong knowledge of life insurance, investment, trust and estate products and good communication, organization and analytical skills are required.

  Sales activities, Customer service, Sales, Editing, Insurance licence, Regulatory compliance

  4d

  Senior Content Designer

  Toronto, ON

  Full Time

  

  Bank of Montreal

  5+ YOECandidates need 5+ years of content design, UX writing or content strategy experience, strong writing and storytelling skills, and applied knowledge of accessibility and information architecture. Experience with Figma, design systems, AI tools and Agile teams is also needed.

  Figma

• 3d

  Manager, Financial Services, Digital Banking Operations, Consulting

  Toronto, ON

  Full Time

  

  Pwc Canada

  Candidates need Manager-level consulting or client-facing leadership experience, knowledge of financial services operations, and experience leading transformation or risk-and-control initiatives. Strong problem-solving, communication, people leadership and familiarity with Agile, Jira, Power BI, RPA and GenAI are expected.

  Jira, Microsoft Office, Power BI, Alteryx, Tableau, Qlik

• 3d

  Senior Rigging Artist

  Vancouver, BC

  On-siteFull Time

  

  ICON Creative Studio: ICON operates from a holistic philosophy that leverages individual skill sets to maximize production efficiency on the floor while maintaining an…

  5+ YOECandidates need at least 5 years of related experience, expert Maya skills, and strong Python and Git knowledge. They also need a good understanding of human and animal anatomy and kinematics, cloth and hair tools, and experience meeting deadlines in episodic or feature animation.

  Maya, Python, Git, Cloth and hair tools

• 3d

  Associate Wealth Advisor

  Chilliwack, BC

  

  First West

  2+ YOECandidates need a related two-year diploma, CIRO registration and LLQP within a year of hire, and a financial planning designation such as CFP, PFP or CFA within two years. They also need 2-4 years in a portfolio advisory role with high-net-worth clients, plus strong sales, analytical and financial planning software skills.

  Financial planning software, Microsoft Office

• 3d

  Manager, Financial Services, Digital Banking Operations, Consulting

  Toronto, ON

  Full Time

  

  PricewaterhouseCoopers LLP

  Candidates need manager-level consulting experience in Financial Services operations, such as banking, insurance or pensions. They also need proven leadership of transformation, process improvement or technology programs, plus strong problem-solving and communication skills.

  Jira, Microsoft Office, Power BI, Tableau, Alteryx, Qlik

• 3d

  Software Solution Architecture Advisor

  Québec, QC +1

  Full Time

  IF

  IA Financial Services Inc.

  12+ YOECandidates need a bachelor's degree in a relevant technical field, 12 years of IT experience including 7 as an architect on large projects, and experience with enterprise architecture frameworks such as TOGAF and Zachman. Advanced French and English are required, along with strong leadership, communication and negotiation skills.

  3d

  Product Manager

  Québec, QC +1

  Full Time

  IF

  IA Financial Services Inc.

  10+ YOECandidates need about 10 years of IT experience, at least four in product management, and a bachelor's degree in computer science or a related field. They need strong Microsoft 365 knowledge, Agile experience, and advanced French and English.

  Microsoft 365, SharePoint Online, Microsoft Teams, OneDrive, Planner, Loop

  4d

  Senior Advisor, Integrated Marketing and Cross-Functional Campaigns

  Québec, QC +1

  Full Time

  IF

  IA Financial Services Inc.

  8+ YOECandidates need a bachelor's degree in a related field and 8 to 10 years of integrated marketing or campaign experience. They must show strong media strategy, agency management, influential leadership and advanced English and French.

• 3d

  Business Credit Analyst

  Surrey, BC

  Full Time

  

  Prospera Credit Union

  3+ YOECandidates need a post-secondary diploma or degree in business administration or finance and 3 to 5 years of business banking experience. They need knowledge of business lending policies, strong Excel, Word and PowerPoint skills, and the ability to analyze financial statements and exercise sound risk judgement.

  Excel, Word, PowerPoint

• 3d

  Manager, Product & Solutions

  Toronto, ON

  $87k–$105k/yr

  

  Mackenzie Financial Corporation: Mackenzie Investments is a leading investment management firm providing investment advisory and related services to retail and institutional clients.

  2+ YOECandidates need a university degree in business or finance, at least two years of research and analysis experience in financial services, and strong Microsoft Office skills. Clear writing, presenting and PowerPoint work are essential; CFA enrolment is an asset.

  Bloomberg, FactSet, Morningstar, PowerPoint, Excel, Word

• 4d

  Senior Partnerships & BD Manager, Banking & Investing

  Halifax, NS +7

  Remote

  

  Launch Potato

  Candidates need experience managing bank, deposit, or investing partners on the advertiser side of a financial publisher, marketplace, or performance network. They need proven account growth, sales ability, and fluency in CPA, CPL, CPC, and revenue share economics.

  Customer service, Sales, CPA, Client relationship management, Regulatory compliance, Negotiation

  4d

  Senior Business Development Manager, Banking & Investing

  Halifax, NS +7

  Remote

  

  Launch Potato

  Launch Potato needs advertiser-side experience managing bank, deposit, or investing partners, with a record of growing accounts. Candidates need fluency in performance economics (CPA, CPL, CPC, revenue share), strong negotiation skills, and comfort with cold outreach.

  Sales, Customer service, CPA, Client relationship management, Regulatory compliance, Negotiation

  4d

  Senior Account Manager, Banking & Investing

  Halifax, NS +7

  Remote

  

  Launch Potato

  Launch Potato needs advertiser-side experience managing bank, deposit, or investing partners at a financial comparison publisher, marketplace, or performance network. Candidates should show a record of growing accounts, strong sales and negotiation skills, and fluency in CPA, CPL, CPC, and revenue-share economics.

  Customer service, Sales, CPA, Client relationship management, Regulatory compliance, Negotiation

• 4d

  Social Media Surveillance Officer

  Toronto, ON

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  2+ YOEThe 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

• 4d

  Fixed Income Strategist

  Toronto, ON

  Full Time

  

  Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

  Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02

  Royal Bank of Canada needs candidates with a bachelor's degree in economics, finance, mathematics or a related field, plus fixed income work experience. Strong macroeconomic and credit knowledge, excellent communication skills and Excel proficiency are required.

  Bloomberg Terminal, Microsoft Excel, Microsoft PowerPoint

• 4d

  Technology and Product Co-founder - AI for SEC/FINRA Compliance

  Remote in Canada

  RemoteFull Time

  

  FutureSight Ventures

  Candidates need hands-on experience shipping LLM-powered systems into production where wrong outputs had real consequences, plus secure multi-tenant SaaS experience (SOC 2, tenant isolation, audit logging). Strong product sense, analytical rigour and prior early-stage founder experience are strongly preferred, with regulated-industry or SEC/FINRA background a plus.

  4d

  Technology and Product Co-founder - AI for SEC/FINRA Compliance

  Toronto, ON +3

  RemoteFull Time

  

  FutureSight Ventures

  Candidates need hands-on experience shipping LLM-powered systems into production where wrong outputs had real consequences, plus secure multi-tenant SaaS experience (SOC 2, tenant isolation, audit logging). Strong product sense, analytical rigour and prior early-stage founder experience are strongly preferred, with regulated-industry or SEC/FINRA background a plus.

• 4d

  Fixed Income Strategist

  Toronto, ON

  Full Time

  

  RBC Dominion Securities Inc.

  RBC Dominion Securities needs a bachelor's degree in economics, finance, mathematics or a related field, plus experience in fixed income trading, credit analysis or portfolio management. Candidates need strong macroeconomic and credit market knowledge, excellent written and oral communication, and Excel proficiency.

  Bloomberg Terminal, Microsoft Excel, Microsoft PowerPoint, VBA

15 companies