“wealth planning software” jobs in Canada – Page 26

No matching filters. Try another name.

Results

• 1mo

  Business Development Specialist (Inside Sales), BMO Insurance

  Montréal, QC

  Full Time

  BN

  BMO Nesbitt Burns Inc.

  3+ YOECandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent, plus a life insurance licence. They need in-depth knowledge of insurance, financial planning and sales, strong communication and analytical skills, and fluency in French and English.

  Sales, Reporting, Technical support, Presentation skills, Statistics, Underwriting

  1mo

  Senior Wealth Planning Consultant

  Vancouver, BC

  Full Time

  BN

  BMO Nesbitt Burns Inc.

  3+ YOECandidates need 3 to 5 years of relevant experience, a post-secondary degree in a related field, and experience selling to advisors or high net worth clients. A CFP designation, financial planning experience, and strong analytical and communication skills are assets.

  NaviPlan

  1mo

  Client Service Assistant

  Saskatoon, SK

  Full Time

  BN

  BMO Nesbitt Burns Inc.

  1+ YOEBMO Nesbitt Burns Inc. needs candidates with about 1 to 2 years of relevant experience, ideally a post-secondary degree, plus good communication, organization and problem-solving skills. Candidates must meet the licensing requirements for the branch's jurisdiction.

  Financial planning software

  1mo

  Client Service Assistant, BMO Nesbitt Burns

  Moose Jaw, SK

  Full Time

  BN

  BMO Nesbitt Burns Inc.

  1+ YOEBMO Nesbitt Burns needs candidates with about 1 to 2 years of relevant experience, with a post-secondary degree preferred. Useful knowledge includes wealth management operations, traditional and managed investment products, and financial planning software. Candidates must hold any licences required in their jurisdiction.

  Financial planning software, Client database

• 1mo

  Director, Wealth Digital AI Platforms & Technology Delivery

  Toronto, ON

  Full Time

  

  Bank of Montreal

  15+ YOECandidates need 15+ years of technology delivery experience in large regulated environments, deep knowledge of generative AI and agentic systems, and advanced Microsoft Azure and Agile skills. Strong wealth management knowledge, financial acumen and executive communication are also required.

  Microsoft Azure, Infrastructure as code

• 1mo

  310T Lead Hand

  Ayr, ON

  Full Time

  GE

  GFL Environmental Inc.

  5+ YOEGFL Environmental needs a valid 310T Truck and Coach License, own tools, and strong leadership and communication skills. Candidates should have commercial vehicle expertise in electrical, hydraulic and air systems, with 5+ years of heavy-duty maintenance experience preferred.

  fleet maintenance software, electronic diagnostic tools, welding equipment

• 1mo

  Future Opportunities - Corporate Finance Team

  Toronto, ON

  HybridFull Time

  

  Northleaf Capital Partners: Northleaf Capital Partners is a global private markets investment firm with more than US$31 billion in private equity, private credit and…

  Candidates need a professional accounting designation and an accounting or finance degree or diploma. Advanced Excel, strong attention to detail, and the ability to manage several deadlines and work independently are essential.

  Excel, Sage 300 ERP, Investran

• 1mo

  DEWALT Field Construction Sales Representative

  Newfoundland and Labrador

  RemoteFull Time

  SB

  Stanley Black & Decker Canada Corporation

  Stanley Black & Decker Canada needs a college or university graduate with proven sales or marketing results and leadership. Candidates need strong communication and organizational skills, willingness to travel and work some weekends, a valid driver's licence with a clean drivers abstract, and proficiency in MS Word and Outlook.

  MS Word, Outlook, Laptop, Cell phone, Company vehicle

• 1mo

  Forecasting Analyst

  Toronto, ON

  

  Canadian Tire Corporation, Limited: In addition, CTC owns and operates Helly Hansen, a leading technical outdoor brand based in Oslo, Norway.

  Candidates need an undergraduate degree, preferably in business, economics, commerce, math or engineering. They need strong intermediate or advanced Excel skills, cross-functional relationship skills and strong written and verbal communication. Forecasting, merchandising, marketing or retail experience is an asset.

  JDA Software, Excel

• 1mo

  Financial Planning Software Solutions Consultant

  Toronto, ON

  Full Time

  

  RBC Dominion Securities Inc.

  3+ YOECandidates need a finance-related undergraduate education, a Canadian financial planning designation such as CFP or CFA-equivalent credentials (CFP, IQPF, QAFP, F.PI., CLU, RRC or PFP), and 3 to 5 years in wealth management. They also need knowledge of financial planning software (Conquest preferred) and Canadian tax and pension legislation.

  Conquest Planning, myGPS, Wealth Planning Calculators

• 1mo

  Engineering Manager- DTC

  Waterloo, ON +1

  Full Time

  SL

  Sun Life of Canada - Corporate

  7+ YOE2+ MgmtSun Life of Canada needs candidates with 7+ years of software engineering experience, including 2+ years in an engineering management role. They need hands-on skills in Java and React, experience with enterprise integrations, and strong Agile team-leadership skills.

  Java, React, JavaScript, Salesforce

• 1mo

  Portfolio Management Assistant

  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

  2+ YOECandidates need at least 2 years in a client-facing financial role, including financial planning, and a university degree. They also need CIM or CFA Level 1, a PFP or CFP, trading experience and advanced Microsoft Office skills.

  RBC proprietary financial planning software

  1mo

  Lead Financial Engineer, Software

  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

  7+ YOECandidates need 7+ years in quantitative finance, financial engineering or asset management, plus a Master's or PhD in a quantitative field. They must know modern portfolio theory, stochastic processes and Python, R or MATLAB, and communicate complex math clearly to non-technical and technical audiences.

  Python, R, MATLAB, SQL, Git

• 1mo

  Branch Manager - (Future Opportunities Downtown/Brossard) - Mandarin/Cantonese language skill an asset

  Montréal, QC +3

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  5+ YOECandidates need an undergraduate degree or over 5 years of relevant experience, plus completion of the Branch Compliance Officer course and IFIC or CSC course. They must show strong leadership, communication, negotiation and judgment skills, and know investing and credit processes.

  MS Office

• 1mo

  Java Tech Lead

  Toronto, ON

  HybridFull Time

  CC

  Citi Canada Technology Services ULC

  8+ YOE7+ MgmtCandidates need 8-10 years of industry experience, including 7+ years in engineering management and experience managing managers. They also need strong Java 8/JEE and Spring skills, database and NoSQL experience, and a computer science or STEM background.

  Java, Spring, AWS, Kafka, Spark, Hadoop

  1mo

  IT Project Manager

  Mississauga, ON

  HybridFull Time

  CC

  Citi Canada Technology Services ULC

  8+ YOECandidates need 8+ years of project management experience and an understanding of the application development lifecycle. Experience with developers, complex technology projects and Agile or Waterfall delivery is required, with Jira, Scrum and financial services knowledge as assets.

  Jira, Microsoft Excel, Microsoft Word, Microsoft PowerPoint

  1mo

  Full Stack Software Engineer

  Mississauga, ON

  HybridFull Time

  CC

  Citi Canada Technology Services ULC

  4+ YOECandidates need 4+ years of enterprise software engineering, deep Java and Spring Boot skills, and experience with messaging systems, cloud-native infrastructure and CI/CD. A bachelor's degree or equivalent experience is also required.

  Java, Spring Boot, ReactJS, Apache Kafka, IBM MQ, Oracle

  1mo

  Lead Java Developer, Vice President

  Ontario

  HybridFull Time

  CC

  Citi Canada Technology Services ULC

  6+ YOECandidates need 6 to 10 years of software engineering experience, deep Java 17+ and Spring Boot skills, and Kafka, Oracle and container experience. Team lead experience and a computer science or related degree are also required.

  Apache Kafka, Oracle Database, Docker, Kubernetes, Red Hat OpenShift, Jenkins

• 1mo

  Principal Front-Office Software Technical Trading Engineers VP (API, ETL, Java, C#), VP - Charles River Development

  Toronto, ON

  Full Time

  SS

  State Street

  8+ YOECandidates need 8-10 years of progressive experience in financial or software services, with front-office or buyside trading software experience. They need Java or C# programming skills, deep knowledge of one relational database (Oracle, MS SQL Server or Sybase), and familiarity with n-tier architecture and messaging systems.

  Java, C#, Oracle, MS SQL Server, Sybase, Tomcat

• 1mo

  Principal Front-Office Trading Integration Engineer - Vice President - Java, Talend, Kafka, ETL - Charles River Development -

  Toronto, ON

  Full Time

  CR

  Charles River Development Inc Canada Branch

  8+ YOECandidates need front-office or buyside investment software trading experience, strong Java or C# programming, and deep knowledge of an RDBMS such as Oracle, SQL Server or Sybase. A BA/BS in a business or technical field and 8-10 years of progressively responsible financial software experience are expected.

  Java, C#, Kafka, Talend, Kettle, Tomcat

• 1mo

  Client Implementation & Service, Assistant Vice President

  Toronto, ON

  $91k–$141k/yrFull Time

  SF

  SS FUND SVCS (TORONTO) INC

  3+ YOECandidates need a finance or economics degree, at least 3 years in market, liquidity or derivatives risk with regulatory reporting exposure, and strong quantitative and analytical skills. FRM or CFA, SQL, Python, VBA and advanced Excel are preferred.

  Advanced Excel, SQL, Python, VBA, Bloomberg

• 1mo

  Delivery Management

  Mississauga, ON

  $140k–$170k/yrFull Time

  SC

  Synechron Canada ULC_CANADA Company

  10+ YOECandidates need 10+ years in technology delivery or consulting, ideally in an IT services firm, with banking or financial services experience. They must have managed large multi-year programs, P&L, and distributed teams.

  Reporting, Risk management, Process improvement, Client relationship management, Sales, Team building

• 1mo

  Actuarial Analyst (Atlantic Canada)

  Halifax, NS

  Full Time

  TH

  TELUS Health (Canada) Ltd.: By integrating advanced healthcare technology with comprehensive employee support services, TELUS Health provides a holistic approach to primary and…

  Candidates need post-secondary education in actuarial science, mathematics, statistics or a related field, plus strong MS Office skills in Word, Excel and PowerPoint. Strong analytical, communication and teamwork abilities are also required.

  Excel, Word, PowerPoint

  1mo

  Senior Actuarial Consultant

  Calgary, AB +5

  Full Time

  TH

  TELUS Health (Canada) Ltd.: By integrating advanced healthcare technology with comprehensive employee support services, TELUS Health provides a holistic approach to primary and…

  10+ YOECandidates need 10+ years of defined benefit pension consulting experience, knowledge of pension legislation and actuarial standards, post-secondary education in actuarial science, mathematics or statistics, and strong client-facing and communication skills.

  MS Word, MS Excel, MS PowerPoint

16 companies