“wealth platforms” jobs in Canada – Page 32

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• 1mo

  Regional VP Wealth Sales

  Ontario

  Full Time

  

  Bay Street Staffing

  Candidates need an MBA or completed CFA Level 1, or the CIM (or the willingness to complete it within 3 months), and a licence to sell and manage portfolios of stocks and bonds, not only mutual funds.

  Sales, Cold calling, CFA, CIM, Manage portfolio

  1mo

  Regional VP Wealth Sales

  Ontario

  Full Time

  

  Bay Street Staffing

  Candidates need a licence to sell and manage stock and bond portfolios, not just mutual funds, within the past three years. Strong closing ability with wealthy investors is expected.

  Sales, Cold calling, Manage portfolio

• 1mo

  Associate, Direct Investing - Hight Net Worth

  Montréal, QC

  Full Time

  RD

  RBC Direct Investing Inc.

  1+ YOECandidates need 1-2 years in the investment industry as an Investment Representative or Associate, and must be fluent in English and French. The CIRE is required within 6 months, and working knowledge of Excel, Word and PowerPoint is expected.

  Excel, Word, PowerPoint

• 1mo

  Associate, Direct Investing - Hight Net Worth

  Montréal, QC

  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

  1+ YOECandidates need one to two years of investment industry experience as an Investment Representative or Associate, bilingual English and French, and working knowledge of Excel, Word and PowerPoint. The CIRE must be obtained within six months; the Derivatives Fundamentals Course, Options License and Wealth Management Essentials are preferred.

  Excel, Word, PowerPoint

  1mo

  Group Consultant - RBC Group Advantage - British Columbia

  Vancouver, BC

  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 strong prospecting and business development skills and an extensive referral network. The role requires the Retirement Plans Associate (RPA) or CEBS designation, or willingness to earn RPA within 18 months.

  Microsoft Excel, Microsoft Word

  1mo

  Group Consultant

  Mississauga, ON +1

  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 strong prospecting and business development skills, an extensive network of centres of influence, and an RPA or CEBS designation (or willingness to earn the RPA within 18 months). Self-management and Microsoft Office skills are also expected.

  Microsoft Excel, Microsoft Word

  1mo

  RBC Group Consultant - Alberta

  Calgary, AB +1

  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 strong prospecting, networking and business development skills, and an existing network of referral contacts. The role requires the Retirement Plans Associate (RPA) or Certified Employee Benefit Specialist (CEBS) designation, or willingness to earn the RPA within 18 months.

  Microsoft Excel, Microsoft Word

  1mo

  Client Solutions Specialist

  Montréal, QC

  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 CIRO Investment Representative approval, English and French bilingualism, and at least 2 years in financial services. Strong organization, multitasking, cross-team relationship skills and a track record in client service are also required.

  Contact management system, RBC digital platform

• 1mo

  Senior Database Developer / Administrator

  Toronto, ON

  R

  Reelcruit

  3+ YOECandidates need a bachelor's degree in IT or equivalent and at least 3 years as a database developer or administrator. They also need Azure Cloud knowledge, strong French and English communication, and problem-solving skills for production support.

  SQL Server, SSIS, Azure

• 1mo

  Account Executive - Security

  Surrey, BC

  Full Time

  

  Ainsworth

  5+ YOECandidates need 5+ years of proven sales experience, a technical degree or diploma, and experience with security systems or low-voltage systems. Strong English communication, presentation and Microsoft Office 365 skills are required.

  Microsoft Office 365

• 1mo

  PIA Client Service Associate

  Toronto, ON

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  1+ YOECandidates need 1 to 2 years of experience, ideally in banking or administration, plus strong communication skills. They must be licensed as an Investment Representative with CIRO, and a degree or college diploma is preferred.

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

  1mo

  PIA Client Service Associate

  Markham, ON

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  Candidates need strong quantitative and analytical skills, intermediate to advanced Excel proficiency, and clear communication. A CIRO Investment Representative licence is required, and an undergraduate degree or community college diploma is preferred.

  Microsoft Excel

  1mo

  Financial Planner -Calgary North West

  Calgary, AB

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need experience in financial services managing client relationships and giving investment advice, plus strong sales and networking skills. A CIRO Registered Representative licence is required within 120 days, and the CFP designation within three years.

  Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting

• 1mo

  Financial Advisor New Career

  Windsor, ON

  Full Time

  DF

  Desjardins Financial Security Independent Network - Southwestern Ontario

  Candidates need strong communication skills, self-motivation, and a drive for results. No prior financial services experience is required, since training and mentoring are provided.

  Coaching, Business model, Communication skills

  1mo

  Experienced Financial Advisor/Planner

  Kitchener, ON

  Full Time

  DF

  Desjardins Financial Security Independent Network - Southwestern Ontario

  2+ YOECandidates need at least 2 years as a financial advisor or planner, a proven record in business development and client relationships, and strong communication skills. A Mutual Funds Licence (IFIC or CSC) and an LLQP licence are required.

  Sales, Financial planning, Cold calling, Regulatory compliance, Client relationship management, Communication skills

  1mo

  Experienced Financial Advisor/Planner

  Hamilton, ON

  Full Time

  DF

  Desjardins Financial Security Independent Network - Southwestern Ontario

  2+ YOECandidates need at least 2 years as a Financial Advisor or Financial Planner, with a proven record in business development. They must hold the Mutual Funds Licence (IFIC or CSC) and the LLQP licence, and show strong communication skills.

  Sales, Financial planning, Cold calling, Regulatory compliance, Client relationship management, Communication skills

  1mo

  Experienced Financial Advisor/Planner

  London, ON

  Full Time

  DF

  Desjardins Financial Security Independent Network - Southwestern Ontario

  2+ YOECandidates need at least 2 years as a Financial Advisor or Financial Planner, with a proven record in business development. They must hold the Mutual Funds Licence (IFIC or CSC) and the LLQP licence, and show strong communication skills.

  Sales, Financial planning, Cold calling, Regulatory compliance, Client relationship management, Communication skills

• 1mo

  Director, Chapter Lead, Media Analytics

  Toronto, ON

  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…

  Candidates need a media analytics leadership background, experience in marketing or media analytics (financial services a strong asset), and advanced training in a quantitative field. They also need strong Python and SQL skills and proven people management experience.

  Python, SQL, Pandas, scikit-learn

• 1mo

  Senior Manager, Digital Experience

  York, ON

  Full Time

  CI

  CI Investments Inc.

  5+ YOE2+ MgmtCandidates need 5+ years of hands-on content management system experience and 2+ years in a leadership role, plus Agile experience and knowledge of AODA accessibility standards. Adobe Experience Manager, analytics tools, web standards, SEO and financial services experience are assets.

  Adobe Experience Cloud, Adobe Experience Manager, Adobe Analytics, Adobe Target, Adobe Experience Platform, Google Analytics

• 1mo

  Engineering Manager, Platform

  Remote in Canada

  $160k–$190k/yrRemoteFull Time

  

  KOHO

  5+ YOE1+ Mgmt5 ans et plus d'expérience en développement full-stack; 1 à 3 ans de gestion d'une équipe d'ingénierie; Expérience de la gestion d'incidents de production

  Onfido, Auth0

• 1mo

  Senior Data Analyst

  Toronto, ON

  

  Scotiabank

  10+ YOECandidates need 10+ years of data analysis and large OLTP performance experience, knowledge of the wealth industry and IIROC-CRM and CRA guidelines, and skills with Hadoop, Hive, Google Cloud databases and streaming tools like Kafka.

  Google Cloud Platform, Hadoop, Hive, Pig, Flume, Sqoop

  1mo

  Manager, Workplace Operations - 12-Month Contract

  Toronto, ON

  

  Scotiabank

  5+ YOECandidates need a university degree in business administration or 5+ years of related experience, including team leadership. Strong knowledge of workplace operations, excellent communication skills and advanced Microsoft Office skills, including Excel, Power BI and SharePoint, are required.

  Excel, PowerPoint, Power BI, SharePoint, MS Teams, Viva Engage

  1mo

  Lead Data Engineer

  Toronto, ON

  

  Scotiabank

  10+ YOECandidates need 10+ years of data analysis and large OLTP performance experience, plus wealth industry knowledge of IIROC-CRM and CRA guidelines. Strong communication, analytical skills and hands-on experience with Google Cloud databases, Hadoop and streaming tools are required.

  Google Cloud Platform, Spanner, PostgreSQL, Hadoop, Hive, Pig

  1mo

  Manager, Education Content and Development, Scotia iTRADE - Toronto, ON (12 month contract)

  Toronto, ON

  

  Scotiabank

  3+ YOECandidates need at least 3 years of video design, editing or production experience and a strong portfolio of short-form content. They should know Adobe Creative Suite tools such as Premiere Pro and After Effects, manage several projects at once, and communicate clearly. Knowledge of financial markets or investor education is an asset, and French fluency is a plus.

  Adobe Premiere Pro, Adobe After Effects, Adobe Photoshop, Adobe Illustrator, Adobe Audition, Adobe Animate

11 companies