“wealth planning software” jobs in Canada – Page 28

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• 1mo

  Investment Advisor (Kitchener/Waterloo)

  Waterloo, ON

  Full Time

  CI

  CI Investments Inc.

  Candidates need post-secondary education in a related field, relevant financial licences such as CSC, CPH, CIM or CFP, and proven wealth management experience. Strong analytical skills and proficiency in financial software and Microsoft Office are also required.

  Microsoft Office, financial software

• 1mo

  Branch Manager Trainee - Sherbrooke, Estrie

  Sherbrooke, QC

  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 and IFIC or CSC course. TD also requires strong investing and credit knowledge, communication skills, sound judgement with confidential information, and the ability to speak a language other than French for Quebec roles.

  MS Office

• 1mo

  Business Development Partner

  Edmonton, AB +1

  Full Time

  

  Sun Life Assurance Company of Canada

  2+ YOECandidates need at least 2 years of financial services experience, a valid life insurance agent licence in Alberta, and strong sales leadership, coaching and recruiting skills. A mutual fund licence is required within 90 days.

  Salesforce.com, Financial planning software, Microsoft applications

• 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

  Associate, Financial Planning

  Vancouver, BC

  Full Time

  CC

  CGC Canaccord Genuity Corp.

  1+ YOECandidates need completion of the Qualified Associate Financial Planner Certificate, 1-3 years of related administrative experience, and strong organization, communication and multi-tasking skills. Insurance licensing and Conquest software experience are assets.

  Conquest, Propel, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Financial planning software

  1mo

  Associate Investment Advisor

  Oakville, ON

  Full Time

  CC

  CGC Canaccord Genuity Corp.

  5+ YOECandidates need 5 to 8 years of wealth management experience under an established advisor, a CIRO investment representative or registered representative licence, and a CFP designation held or in progress. Strong communication, organization and MS Office skills are required.

  Conquest, Dataphile, Maximizer, netx360, MS Office

  1mo

  Wealth and Estate Planning Specialist, Wealth Management

  Winnipeg, MB

  Full Time

  CC

  CGC Canaccord Genuity Corp.

  10+ YOECanaccord 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

  1mo

  Financial Planner

  Calgary, AB

  Full Time

  CC

  CGC Canaccord Genuity Corp.

  3+ YOECanaccord Genuity needs candidates with the CFP designation and three years of financial planning experience. Strong Microsoft Office skills, excellent communication and presentation abilities, and client acquisition skills are also required.

  Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Conquest, Naviplan

• 1mo

  Wealth Management & Insurance Planning Specialist

  Vancouver, BC

  HybridFull Time

  HF

  Hub Financial Inc.

  2+ YOECandidates need a Life Insurance Agent certification (LLQP) and a Mutual Fund licence, plus strong knowledge of segregated funds, mutual funds, GIAs, annuities and life insurance. They also need 2 to 5 years of relevant experience, clear communication skills and proficiency in MS Office, CRM and planning software.

  MS Office, CRM, Financial planning software

• 1mo

  Senior Consultant, Health & Benefits

  Vancouver, BC

  HybridFull Time

  HI

  Hub International Insurance Brokers

  5+ YOEHub International Insurance Brokers needs candidates with 5 to 10+ years in group benefits, strong analytical and negotiation skills, and proven consultant-level experience. A CEBS or actuarial background, LLQP (or willingness to obtain it), and solid Microsoft Office skills are expected.

  Sales, Presentation skills, Problem solving, Communication skills, Documentation, Upselling

  1mo

  Analyst, Employee Benefits

  Burnaby, BC

  HybridFull Time

  HI

  Hub International Insurance Brokers

  Candidates need advanced Excel skills, strong analytical and problem-solving ability, and good organization under deadlines. A bachelor's degree, group benefits or insurance experience, and the LLQP licence are assets.

  Excel, Word, PowerPoint, Outlook

• 1mo

  Technical Assistant

  Lower Sackville, NS

  On-siteFull Time

  

  Hub International Quebec Limited

  Candidates need a degree in office automation, secretarial studies or equivalent, excellent Microsoft Word and Excel skills, and strong attention to detail. EPIC software, paperless environments and insurance industry knowledge are assets.

  EPIC, Microsoft Word, Microsoft Excel, Microsoft Outlook

  1mo

  Account Executive

  Lower Sackville, NS

  HybridFull Time

  

  Hub International Quebec Limited

  3+ YOECandidates need a college diploma, a commercial property and casualty insurance licence and three years of experience. Strong organization, attention to detail and teamwork in a fast-paced setting are also needed, and knowledge of the insurance industry is valued.

  EPIC

• 1mo

  Commercial Account Executive

  Estevan, SK +5

  On-siteFull Time

  HI

  HUB Intl Canada West ULC (Prairies)

  2+ YOECandidates need a Level 2 insurance licence and preferably 2 years of commercial insurance experience. They must have strong negotiation, presentation and written and verbal communication skills, plus knowledge of commercial property, liability and habitational insurance.

  CRM, BMS, MS Office

  1mo

  Commercial Insurance Associate

  Edmonton, AB

  On-siteFull Time

  HI

  HUB Intl Canada West ULC (Prairies)

  1+ YOECandidates need one year of commercial insurance experience, current knowledge of commercial property, a Level 2 licence strongly preferred, and proficiency in Microsoft programs and broker management software.

  Broker Management Software

  1mo

  Personal Insurance Advisor

  Regina, SK

  On-siteFull Time

  HI

  HUB Intl Canada West ULC (Prairies)

  2+ YOECandidates need a Level 2 Insurance License (CAIB working towards preferred), 2-5 years of personal insurance sales experience (preferred), strong client service and sales skills, and clear written and verbal communication. Proficiency with broker management software is required.

  Broker Management Software Systems

  1mo

  Commercial Insurance Advisor

  Regina, SK

  On-siteFull Time

  HI

  HUB Intl Canada West ULC (Prairies)

  2+ YOECandidates need a Level 2 Insurance License and at least 2 years of commercial insurance experience, plus current knowledge of commercial insurance. Strong client service, selling, and written and verbal communication skills are needed, along with proficiency in broker management software.

  Broker management software

  1mo

  Personal Insurance Advisor

  Saskatoon, SK

  On-siteFull Time

  HI

  HUB Intl Canada West ULC (Prairies)

  2+ YOECandidates need 2-5 years of personal insurance sales experience and a Level 2 Insurance License is preferred. Strong client service, up-selling and cross-selling skills, clear written and verbal communication, and Broker Management Software proficiency are required.

  Broker Management Software

  1mo

  Commercial Account Manager

  Elie, MB

  On-siteFull Time

  HI

  HUB Intl Canada West ULC (Prairies)

  1+ YOECandidates need a Level 2 licence, with CAIB 1, 2 and 3 preferred, and current knowledge of commercial property. One to three years of commercial insurance experience is an asset, along with proficiency in broker management software such as Policy Works.

  Policy Works, Broker Management Software Systems

  1mo

  Personal Insurance Advisor

  Rose Valley, SK

  On-siteFull Time

  HI

  HUB Intl Canada West ULC (Prairies)

  2+ YOECandidates need a Level 2 insurance licence (working toward CAIB preferred), 2-5 years of personal insurance sales experience (preferred), strong client service and up-selling skills, and clear written and verbal communication.

  Broker management software

• 1mo

  Senior Director, Total Portfolio Strategy & Risk

  Toronto, ON

  Full Time

  HO

  Healthcare of Ontario Pension Plan Trust Fund Company

  12+ YOECandidates need a graduate degree in a quantitative or business discipline and 12+ years in institutional investing or investment risk leadership. They need deep knowledge of multi-asset portfolio construction, total fund analytics and stress testing, and proven people leadership. A CFA, FRM or MBA, and experience with Aladdin Risk or Ortec, are assets.

  Aladdin Risk, Ortec

• 1mo

  Forward Deployed AI Engineer

  Toronto, ON

  $130k–$180k/yrFull Time

  

  AGF Investments Inc.: AGF Investments entities only provide investment advisory services or offers investment funds in the jurisdiction where such firm and/or product is…

  7+ YOECandidates need at least 7 years of software or AI engineering experience, including 3 years building AI, machine learning or generative AI solutions. Advanced Python, RAG, agent design and API integration are required; financial services experience is a strong asset.

  Python, GitHub, Azure AI Foundry, Azure OpenAI Services, Microsoft Copilot Studio, Microsoft Power Platform

  1mo

  AI Platform Engineering Lead

  Toronto, ON

  $130k–$180k/yrFull Time

  

  AGF Investments Inc.: AGF Investments entities only provide investment advisory services or offers investment funds in the jurisdiction where such firm and/or product is…

  7+ YOECandidates need 7+ years in software, platform, data or solution architecture and 3+ years delivering generative AI, agentic or ML solutions. Required skills include Azure, Databricks, Copilot Studio, Claude APIs, advanced Python, CI/CD and infrastructure as code. A bachelor's degree in a technical field is required.

  Databricks, Azure AI Foundry, Microsoft Copilot Studio, Anthropic Claude, Microsoft Agent 365, Azure DevOps

• 1mo

  R2051449 Associate, Global Client Group – Diligence Management (Infrastructure) (Contract) (Open)

  Canada

  Full Time

  BA

  Brookfield Asset Manager (UK) Holdco Limited

  4+ YOECandidates need a bachelor's degree in a relevant discipline and 4+ years of private fund marketing, due diligence or client service experience. Strong project management, attention to detail and excellent written and verbal English are essential.

  Loopio, Salesforce, PowerBI, Mercatus, Seismic, Microsoft Office

12 companies