“Wealth Case Management” jobs in Canada – Page 3

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• 5d

  Software Engineer

  Toronto, ON

  

  Scotiabank

  3+ YOECandidates need 3+ years with Java, Spring Boot and React, plus experience with REST APIs, cloud platforms and databases. A Bachelor's degree in Computer Science or Engineering and strong debugging and problem-solving skills are also required.

  Spring Boot, React, Docker, Kubernetes, Git, PostgreSQL

  5d

  Manager, Data & AI Governance - Global Compliance

  Toronto, ON

  

  Scotiabank

  5+ YOECandidates need 5+ years in data governance, data management, AI or model governance, risk, or compliance, ideally in a regulated financial environment. They need hands-on experience with data quality, metadata, lineage and AI/ML model-risk governance.

  Regulatory compliance, Hazard assessment, Process improvement, Data engineering, Documentation, Risk management

  5d

  Senior Manager, Loyalty Partnerships (Toronto, ON)

  Toronto, ON

  

  Scotiabank

  10+ YOEScotiabank candidates need a business degree or MBA, plus 10+ years in strategy, partnerships or new program development, ideally in financial services. They need strong business casing, negotiation, communication and project delivery skills, and experience with digital products and partnerships.

  Strategic planning, Sales, Identify process improvements, Communication skills, Regulatory compliance, Anti-money laundering

  5d

  Senior Technical Support Analyst II , GTB - Scarborough

  Ontario

  

  Scotiabank

  Candidates need strong analytical skills, sound judgment in evaluating statistical and multiple data sources, and excellent written and verbal communication. Time management, initiative and confidence presenting recommendations to management are also required.

  Technical support, ServiceNow, Process improvement, Coaching, Customer service, Regulatory compliance

  6d

  Employee Services - Time and Pay Consultant (12-month contract)

  Ontario

  

  Scotiabank

  Scotiabank needs a candidate with a post-secondary degree in HR or a related field, knowledge of HR transactions, and prior service or call centre experience. Strong communication, judgment, attention to detail and an understanding of Bank policy are required.

  Time and Attendance systems, Case management systems, Knowledge management systems

  6d

  Director, Artificial Intelligence Risk Management & Governance

  Toronto, ON

  

  Scotiabank

  10+ YOE7+ MgmtCandidates need 10+ years of progressive experience in AI, model, data, technology or responsible AI risk, and 7+ years of leadership. They must have built enterprise risk frameworks and controls, know OSFI E-23, SR 11-7 and the NIST AI RMF, and communicate complex risk concepts to executive and regulatory audiences.

  Artificial intelligence, Risk management, Process improvement, Hazard assessment, Regulatory compliance, Reporting

• 5d

  Winter Co-op 2027 – General Account Investments Business Architecture

  Toronto, ON

  Full Time

  C1

  Company 1 - The Manufacturers Life Insurance Company

  Candidates need to be currently pursuing a degree in finance, quantitative finance, financial risk management, analytics or a related field. They need experience with SQL, Python and AI tools, plus strong written and verbal communication and analytical skills.

  SQL, Python, Microsoft Excel

  5d

  Summer Intern 2027 – General Account Investments Business Architecture

  Toronto, ON

  Full Time

  C1

  Company 1 - The Manufacturers Life Insurance Company

  Candidates need to be pursuing a degree in finance, quantitative finance, financial risk, analytics or a related field. They need SQL, Python and AI tool experience, strong communication and analytical skills, and curiosity about learning.

  SQL, Python, Microsoft Excel

  6d

  Tax, Retirement and Estate Planning Services Consultant

  Remote in Canada

  RemoteFull Time

  C1

  Company 1 - The Manufacturers Life Insurance Company

  Manulife needs a legal or accounting designation plus in-depth tax training or a strong tax background. Candidates also need investment product tax expertise, strong communication and presentation skills, and the ability to apply complex legislation to sales situations.

  Microsoft Excel, Microsoft Word, Microsoft PowerPoint

• 5d

  Strategic Account Executive, Enterprise (Toronto/GTA)

  Toronto, ON

  Full Time

  TS

  Trust Science

  10+ YOECandidates need 10+ years selling fintech, data or decisioning solutions to banks, with current Credit/Risk relationships inside a Big-5 bank. They also need executive presence, experience with bank procurement and vendor-risk processes, and an owner's mindset.

  Sales, Procurement, Onboarding, Underwriting

• 5d

  Manager, AML Compliance

  Toronto, ON

  Full Time

  CI

  CI Investments Inc.

  5+ YOECandidates need a university degree or equivalent experience and five or more years of AML, financial crime or compliance work in a regulated financial institution. They need working knowledge of the PCMLTFA, FINTRAC guidance and Canadian sanctions, and experience with complex investigations. CAMS or CFCS certification is preferred.

• 5d

  Directrice ou directeur, Planification financière et fiscalité

  Montréal, QC

  Full Time

  SG

  SFL Gestion de patrimoine – Partenaire de Desjardins

  8+ YOETitre de planificateur financier (Pl. Fin.) en règle; Formation de fiscaliste (M. Fisc., DESS, LL.M. ou CPA Cours sur la fiscalité approfondie); Au moins 8 ans d'expérience en fiscalité et planification financière

  Conquest Planning

• 5d

  Product Support Specialist

  Toronto, ON

  Full Time

  C

  CanDeal

  5+ YOECandidates need a related university degree or college diploma and at least 5 years of fixed income market experience. They should have strong technical skills in networking, SQL, Python and FIX protocol, plus excellent communication and problem-solving abilities.

  SQL, Linux, Python, Wireshark, MS Office, CRM tracking system

• 5d

  Automation Lead

  Toronto, ON

  Full Time

  JG

  J&M Group

  4+ YOECandidates need 4 to 6 years in software testing and test automation, strong Java and Playwright skills, and experience with Git and CI/CD. Strong communication and stakeholder management skills are also required; insurance or wealth management experience is preferred.

  Java, Playwright, Git, Kafka, MongoDB, AWS S3

• 5d

  The Van Belle Chair in Finance

  Ancaster, ON

  On-siteFull Time

  RU

  Redeemer University

  Redeemer University needs candidates with a graduate degree in finance, business, economics or financial planning, plus a Canadian financial planning designation such as the CFP. Strong professional experience, teaching experience, and a commitment to Christian higher education and the Reformed tradition are also required.

  Leadership, Financial planning, Presentation skills, Advise on curriculum development, Teaching, Taxation

• 5d

  Director, Private Equity

  Alberta

  On-siteFull Time

  

  Mikisew Group

  8+ YOEMikisew Group needs candidates with a bachelor's degree in a finance or business discipline and typically 8 to 12+ years of investment or transaction experience. Strong financial modelling, valuation and due diligence skills are required, with portfolio governance experience and CPA, CFA or MBA designations as assets.

• 5d

  Director, Global Marketing & Sales Enablement

  Bolton, ON

  Full Time

  HT

  Husky Technologies

  10+ YOECandidates need 10+ years of progressive leadership in global B2B marketing, brand strategy, or sales enablement in an industrial or technology setting, plus a bachelor's degree in a related field. An MBA is an asset, along with experience with industry associations and sustainability topics.

  CRM

• 5d

  Professional Services Consultant

  Toronto, ON

  $110k–$130k/yrFull Time

  

  PureFacts Financial Solutions

  2+ YOEPureFacts Financial Solutions needs candidates with 2-5 years of consulting, business analysis or implementation experience and a background in financial services, wealth management or fintech. Candidates need strong analytical, communication and client-facing skills, plus Excel proficiency and experience writing requirements and test cases.

  Excel, SQL, PureRevenue Platform

• 6d

  Bodily Injury, Claims Advisor II

  Burlington, ON +1

  On-siteFull Time

  SN

  Sécurité Nationale Compagnie d'Assurance

  2+ YOECandidates need at least 2-3 years of insurance adjusting experience, preferably with accident benefits or bodily injury work, and knowledge of Rules of Civil Procedure. Strong negotiation, communication, analytical, and time management skills are required, and the CIP designation is preferred.

• 6d

  Senior Business Architect

  Remote in Canada

  Remote

  

  Alpaca

  8+ YOECandidates need 8+ years as a business architect, business analyst, consultant, or in product operations in brokerage, clearing, custody, or capital markets, plus a bachelor's degree in computer science, engineering, finance, or equivalent. Strong structured analysis and clear writing of specs and process flows are essential.

  Securities, Onboarding, Reporting, Product comprehension, Regulatory compliance, Computer science

• 6d

  Content Design Manager

  Toronto, ON

  RemoteFull Time

  

  Common Wealth Retirement: Common Wealth is Canada's fastest-growing group retirement provider, serving over 1,700 employers across the country.

  Candidates need a strong visual design portfolio, proficiency in Canva and Adobe Creative Suite, and experience applying brand guidelines across print, web, social and video. Leadership, organization and comfort with AI design tools are also expected.

  Canva, Adobe Photoshop, Adobe Illustrator, Adobe InDesign

• 6d

  Senior Consultant – Digital Assets Center of Excellence, Technology Risk Services

  Toronto, ON

  Full Time

  K

  KPMG

  2+ YOECandidates need 2 to 5 years of relevant experience in digital assets, a bachelor's or master's degree in business, IT, finance or engineering, and strong knowledge of digital asset regulations and custody risks. Strong written and oral communication and willingness to travel are required.

  AI tools

• 6d

  Senior Developer

  Québec, QC +1

  Full Time

  IF

  IA Financial Services Inc.

  Candidates need significant software development experience in complex environments, strong analytical and problem-solving skills, and the ability to learn complex business domains. They also need to explain technical concepts clearly, lead technically, and show curiosity about adopting AI.

• 6d

  AML Associate Manager

  Mississauga, ON

  Full Time

  SF

  SS&C Fund Administration Company

  Candidates need a bachelor's degree or equivalent experience, strong AML/KYC knowledge (CDD, EDD, sanctions, source of wealth and funds), and prior management experience in AML, compliance or financial services. Advanced Excel and Office 365 skills and CAMS certification or progress toward it are also needed.

  Excel, Microsoft Office 365, AI tools

17 companies