“Wealth One” jobs in Canada – Page 3

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• 17h

  Practice Management Specialist

  Toronto, ON

  Full Time

  OF

  Optimize Financial Group

  3+ YOEOptimize Financial Group needs candidates with at least 3 years in a client-facing role such as training, support, sales or advisory work. Strong communication, software skills and organization are required, and financial services or advisor support experience is strongly preferred.

  CRM, advisor portal

• 17h

  Sales Coordinator

  Westmount, QC

  Full Time

  WP

  Walter Public Investments (WPI)

  1+ YOEWalter Public Investments needs a candidate with a bachelor's degree, ideally in finance or business, and 1 to 4 years of client-facing financial experience. Candidates must write strongly in French and English and be comfortable with CRM tools, Microsoft Office and AI tools.

  HubSpot, Microsoft PowerPoint, Microsoft Office, AI and automation tools

• 17h

  Finance Manager, M&A Integration

  Mississauga, ON

  Full Time

  BE

  Bluestar Equity

  3+ YOEBluestar Equity asks for a bachelor's degree in accounting, finance or business, plus 3 to 4 years of experience in accounting, finance, payroll or project management. A CPA designation or CPA candidacy is preferred, along with Microsoft Office skills and strong organization and communication.

  Microsoft Office, Excel

• 17h

  US Tax Manager

  Toronto, ON

  Contract

  

  Vaco by Highspring: With expertise in Accounting and Finance, Technology and Digital, and Human Resources and Operations, Vaco provides Contract Staffing and Direct…

  5+ YOECandidates need 5+ years of industry experience, knowledge of U.S. tax and regulatory requirements, and strong Excel skills including VBA macros. Experience in the wealth and asset management industry is also required.

  Excel

• 17h

  Junior Investment Advisor Opportunity

  Montréal, QC

  Full Time

  MW

  Manulife Wealth

  Candidates need a bachelor's degree in commerce, engineering or a related field, strong communication skills, and high motivation, discipline and coachability. Early-career candidates who are self-starters and comfortable building relationships are the target.

• 17h

  Private Client Associate

  Toronto, ON

  Full Time

  PQ

  Prime Quadrant

  Candidates need a university degree, ideally in finance, economics or business, and some corporate or finance internship or co-op experience. They must be strong in Microsoft Office, write and speak English well, and commit to completing the Exempt Market Proficiency Exam within 3 months.

  Microsoft Excel, Microsoft Word, Microsoft OneNote, Microsoft Teams, client reporting and relationship management database

• 17h

  Technical Help Desk - Workforce Analyst

  Toronto, ON

  Contract

  GT

  Global Technical Talent, an Inc. 5000 Company

  3+ YOECandidates need 3 to 6 years of workforce management or workforce analyst experience in a help desk, service desk or contact centre, with hands-on work in Verint or a similar platform and Tableau and ServiceNow reporting. Candidates must also be comfortable with rotating shifts between 7:00 a.m. and 6:00 p.m.

  Verint, Tableau, ServiceNow, Workday, Power BI, Power Automate

• 18h

  Financial Services Representative II

  Chemainus, BC

  Full Time

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  1+ YOECandidates need at least one year of client-facing sales experience and a current Mutual Funds licence (Canadian Securities Course or Investment Funds in Canada). Prior banking experience is an asset, along with a strong client focus, attention to detail and a willingness to keep learning.

  Mobile banking applications

  23h

  Universal Banker (Cantonese or Mandarin)

  Coquitlam, BC

  Full Time

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  1+ YOECandidates need about one year of client-facing sales results, with banking experience an asset, and a current Mutual Funds Licence (Canadian Securities Course or Investment Funds in Canada). Strong client focus, attention to detail, curiosity and Cantonese or Mandarin are sought.

  Mobile banking applications, Online banking

  1d

  Financial Services Representative II

  Prince George, BC

  Full Time

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  1+ YOECandidates need a current Mutual Funds licence (Canadian Securities Course or Investment Funds in Canada), about one year of client-facing sales results, and strong attention to detail. Prior banking experience is an asset.

  Mobile banking applications

• 19h

  Bilingual Client Services Associate (15 month contract)

  Toronto, ON

  Temporary

  

  Bank of Montreal

  2+ YOEBank of Montreal needs candidates with typically 2 to 3 years of relevant experience, and post-secondary education is desirable. Candidates should have in-depth product and policy knowledge, working understanding of policy contract wording, and good communication, organization and analytical skills. French bilingualism is an asset.

  Computer systems

  19h

  Senior Relationship Manager

  Mont-Royal, QC

  

  Bank of Montreal

  7+ YOECandidates need 7 or more years in commercial banking, business development, relationship management or corporate banking, with a strong Montreal business network and proven sales results. Credit analysis skills, a bachelor's degree in commerce, finance, accounting, economics or a related field (or an equivalent mix of education and experience), and fluency in French and English are required.

  23h

  Wealth Planning Advisor- Waterloo

  Waterloo, ON

  

  Bank of Montreal

  5+ YOECandidates need at least 5 years of financial planning experience, a professional planning designation (PFP, QAFP, CFP or IQPF), and strong technical knowledge of WealthPath or equivalent planning software. Strong communication, collaboration, analytical and client-service skills are required.

  WealthPath, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Microsoft 365

  24h

  Senior Relationship Manager

  Mont-Royal, QC

  Full Time

  

  Bank of Montreal

  7+ YOEBank of Montreal needs candidates with 7+ years in commercial banking, business development, relationship management or corporate banking, a strong Montreal business network, and commercial credit and financial analysis skills. A bachelor's degree in commerce, finance, accounting or economics is preferred, and fluency in French and English is required.

• 19h

  Branch Operations Manager

  Edmonton, AB

  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 the Canadian Investment Regulatory Exam (CIRE), strong attention to detail and time management, and excellent written and verbal English. Experience in human resources, staffing and training is required, and securities industry experience is an asset.

  RBC Dominion Securities systems

  19h

  Private Client Associate

  Mississauga, 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 of similar experience in the investment industry and prior receptionist experience in a professional office. Advanced MS Office skills (Excel, Word, PowerPoint) and strong verbal and written communication are required, while the Canadian Securities Course and a university degree are nice to have.

  Excel, Word, PowerPoint

  1d

  Fund Analyst

  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+ YOERoyal Bank of Canada needs candidates with 2+ years in investment or securities, strong Excel skills including VBA, basic accounting, reconciliation experience, and a post-secondary education in finance or a related field.

  Microsoft Excel, VBA, Windows applications, EAGLE, Bloomberg, Thomson One

  1d

  Senior Fund Analyst

  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

  3+ YOECandidates need a post-secondary education in finance or a related field and 3+ years of relevant industry experience. Royal Bank of Canada expects practical knowledge of mutual fund valuation, derivatives, corporate actions and tools such as Excel, Access, SQL, Python and Tableau.

  MS Excel, Access, VBA, SQL, Python, Tableau

• 21h

  Operations Associate

  Toronto, ON

  $22/hrContract

  

  Insight Global: Insight Global is an international talent and consulting company that delivers business outcomes in an ever-changing world.

  Candidates need post-secondary education in economics, finance, business or a related field, along with strong communication skills, attention to detail and critical thinking. Comfort with technology and working across several screens at once is expected.

  Multiple screens

• 22h

  Manager, Architecture

  Toronto, ON

  Full Time

  

  Fidelity Investments Canada ULC

  7+ YOE5+ MgmtCandidates need a university degree or equivalent experience, at least 7 years in IT with a focus on architecture, and at least 5 years leading architects. Strong cloud, integration and API experience, plus experience working across global teams, is required.

  Leadership, Architecture regulations, Team leadership, Collaboration, Design principles, Decision making

• 23h

  Insurance Advisor/Senior Insurance Advisor

  Richmond, BC

  Full Time

  BH

  B.C.A.A. Holdings LTD

  1+ YOECandidates need at least one to two years of general insurance experience, including one year selling homeowners insurance for the senior role, a Level 1 or Level 2 insurance licence, and Autoplan Essentials. A clean Errors & Omissions history and good standing with the Insurance Council of BC are also required.

  MS Word, MS Excel, MS PowerPoint, MS Outlook, ICBC systems

• 24h

  Client Care Representative - Auto Insurance Trainee

  Merritt, BC

  On-siteFull Time

  HI

  Hub International Canada West ULC (Canada West)

  Hub International Canada West ULC needs a self-starter with a customer-first, outgoing approach who is detail-oriented and reliable. A high school diploma or equivalent is required, and a Level 1 Insurance License is an asset but not required.

• 24h

  Bilingual Advisor & Client Support Specialist

  Toronto, ON +1

  $50k–$51k/yrFull Time

  IP

  iA Private Wealth Inc.

  1+ YOECandidates need bilingual French and English, 1-2 years of client services or support experience, a strong financial services background, good computer skills, and knowledge of back-office processing. Strong written and spoken communication is essential.

  Compass, Croesus, Univeris, Wealthlink

• 1d

  Engineering Lead - AI Enablement

  Toronto, ON

  

  Scotiabank

  7+ YOECandidates need 7+ years of progressive technology experience, including leading cross-functional initiatives and applying Generative AI to engineering, testing or operations. They should understand LLMs and Agile delivery, and have strong stakeholder and coaching skills, plus post-secondary education in a technical discipline.

  GitHub Copilot, Microsoft 365 Copilot

16 companies