“wealth platforms” jobs in Canada – Page 3

No matching filters. Try another name.

Results

• 14h

  Data Analyst III

  Toronto, ON

  Contract

  RC

  Robertson & Company Ltd.

  5+ YOECandidates need an undergraduate degree, 5-7 years of Python experience with machine learning libraries, complex SQL skills, and proficiency in Power BI and Tableau. Cloud AI/ML platform experience and production model deployment experience are also required.

  Python, SQL, Power BI, Tableau, PySpark, TensorFlow

• 17h

  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

  22h

  Incentive Compensation Delivery Coordinator

  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

  Candidates need experience in a service operations environment with volume and quality targets, strong problem-solving and communication skills, and the ability to adapt to policy changes. Familiarity with RBC platforms, home equity finance products and process audit is an asset.

  IRPCM, DocuNet, IRIS, Sale Platform

  1d

  Staff Data Engineer

  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

  5+ YOECandidates need a bachelor's degree in a technical field and 5+ years of data engineering experience. Strong Python and SQL skills, hands-on work with modern data platforms and cloud services, and knowledge of data warehousing and lakehouse design are required.

  Databricks, Snowflake, Spark, GitHub, Jenkins, Azure DevOps

• 19h

  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

• 21h

  Senior Operations Officer, Client Onboarding (1-Year Contract)

  Toronto, ON

  

  Scotiabank

  1+ YOECandidates need post-secondary education and one to two years of financial services experience, ideally in a back-office account opening role. Knowledge of securities operations, financial regulations such as KYC, AML and FATCA, and software such as Broadridge, SharePoint and WealthOne is needed, and the Canadian Securities Course is an asset.

  Broadridge, SharePoint, Score, WebPost, Trust GUI, WealthOne

  22h

  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

  22h

  Business Systems Analyst

  Toronto, ON

  

  Scotiabank

  Scotiabank needs candidates with strong knowledge of the payment lifecycle, including clearing, settlement and reconciliation. They should have business analysis and testing experience, plus ISO 20022 and XML payment message experience.

  SQL, XML, JSON

  1d

  Delivery Manager, GTB Migration Center of Excellence - Toronto

  Toronto, ON

  

  Scotiabank

  6+ YOECandidates need a bachelor's degree in business, operations, technology, finance or a related field, plus 6 to 8+ years in delivery, operations or transformation work. Strong leadership, stakeholder management and escalation skills are required; PMP, Agile/Scrum, Lean Six Sigma and Spanish are assets.

  Cash handling, Program management, Sales, Regulatory compliance, Anti-money laundering, PMP

  1d

  Manager, MIS & Reporting

  Toronto, ON

  

  Scotiabank

  3+ YOEScotiabank needs candidates with 3+ years of analytical experience including statistical analysis, strong proficiency in SQL, SAS, Python, VBA and BigQuery, and effective communication and project management skills. A STEM bachelor's degree is required, with mortgage or lending experience preferred.

  SQL, SAS, Python, VBA, Hadoop, Spark

• 21h

  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

  1d

  Wealth Planning Advisor

  Edmonton, AB

  

  Bank of Montreal

  5+ YOECandidates need at least 5 years of financial planning experience, a planning designation such as PFP, QAFP, CFP or IQPF, and strong technical knowledge of WealthPath or similar planning software. Strong communication, analytical and client service skills are also required.

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

  1d

  Wealth Planning Advisor- Waterloo

  Waterloo, ON

  Full Time

  

  Bank of Montreal

  5+ YOECandidates need at least 5 years of financial planning experience, a professional planning designation such as PFP, QAFP, CFP or IQPF, and strong skills with WealthPath or similar planning software. Strong communication, analytical and client-service abilities are essential.

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

• 22h

  PIA Client Service Associate, TD Private Wealth Management

  Montréal, QC

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  1+ YOECandidates need an undergraduate degree or college diploma (preferred), 1 to 2 years of banking or administrative experience, and CIRO Investment Representative licensing once hired. Strong communication, relationship-building and independent work skills are required, with knowledge of wealth management or investment products as an asset.

  Attention to detail, Customer experience, Administrative support, Documentation, Communicate with customers, Provide mentorship

  1d

  Vice President, Global Multi-Asset Client Portfolio Manager - TD Asset Management

  Regina, SK

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  7+ YOECandidates need 7 or more years in asset management, institutional investing or capital markets, and must meet registration requirements for Portfolio Manager, such as a CFA designation. Strong presentation, writing, analytical and derivatives knowledge is required, and frequent travel may be necessary.

  1d

  Lead Business Architect

  Toronto, ON

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  12+ YOECandidates need 12+ years of experience in consulting, strategy, business architecture or enterprise transformation, ideally in financial services and Wealth. Strong AI fluency, executive communication skills and knowledge of BIZBOK and BIAN are required, plus an undergraduate degree in business, computer science or a related field.

  1d

  Associate, Client Portfolio Management (Equity Portfolio) - TD Asset Management

  Toronto, ON +1

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  2+ YOECandidates need 2 to 4 years of investment industry experience, strong writing and presentation skills, and a CFA (or pursuing one) or graduate degree plus a relevant undergraduate degree. Proficiency with Microsoft Excel and PowerPoint is required, and French is an asset.

  Microsoft Excel, Microsoft PowerPoint, Bloomberg, FactSet, Morningstar Direct

• 22h

  Talent Acquisition Specialist

  Winnipeg, MB +1

  $65k–$75k/yrHybridFull Time

  C

  Corporate

  2+ YOEPeople Corporation needs candidates with 2+ years of full-cycle recruitment experience, ideally in-house, and a post-secondary education in HR, business or a related field. Candidates should have strong sourcing, screening and stakeholder skills, and experience with Workday Recruiting or another ATS is required.

  Workday Recruiting, LinkedIn Recruiter, Indeed

• 23h

  IT - Info Security Analyst IV

  Toronto, ON

  $57.18–$65.90/hrContract

  

  Randstad Canada

  6+ YOECandidates need 6 to 8+ years of data analysis experience, advanced Excel skills, and experience consolidating data from disparate systems in a regulated environment. Strong attention to detail and written and verbal communication are essential.

  Microsoft Excel, ServiceNow, SailPoint, Jira

• 23h

  Microsoft Dynamics 365 Customer Engagement Senior Consultant

  Toronto, ON

  Full Time

  RC

  RSM Canada Operations ULC

  3+ YOERSM Canada Operations ULC needs candidates with 3+ years of Microsoft Dynamics 365 CE experience and a related bachelor's degree. Certification in Dynamics 365 CRM, Scribe, SQL Server Reporting Services, and Field Service experience are assets.

  Microsoft Dynamics 365 CE, Scribe, SQL Server Reporting Services, Field Service

• 23h

  Director, Retail Sales

  Sault Ste. Marie, ON +1

  YN

  Your Neighbourhood Credit Union

  5+ YOEYour Neighbourhood Credit Union needs five or more years of progressive retail banking or financial services experience, with branch operations and direct sales management. Candidates need coaching and leadership experience, knowledge of branch banking and lending, and a valid driver's licence.

  CRM platforms, Dashboards

• 23h

  Processing Operation Analyst III

  Calgary, AB

  HybridFull Time

  

  ATB

  ATB needs candidates with strong Google Workspace skills, especially Google Sheets, and clear communication. Experience in the securities industry or at a CIRO-licensed firm is an asset.

  Google Sheets, Google Workspace

• 23h

  Private Client Associate

  Mississauga, ON

  Full Time

  RP

  RBC Phillips, Hager & North Investment Counsel Inc.

  2+ YOECandidates need at least two years of similar experience in the investment industry and prior receptionist experience in a professional office. They also need advanced skills in Excel, Word and PowerPoint and excellent verbal and written communication. The CSC and a university degree are nice to have.

• 1d

  Manager, Application Support

  Toronto, ON

  

  Richardson Wealth Ltd

  7+ YOE3+ MgmtRichardson Wealth Ltd needs 7 or more years in support or operations, including at least 3 years leading a team, plus experience with complex incidents, root cause analysis, and ITIL-style service management. Strong enterprise application knowledge, Agile experience, and clear written and verbal communication are also required.

  Service management platforms

13 companies