“wealth planning software” jobs in Canada – Page 5

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• 4d

  CIAM Operations Support

  Toronto, ON

  

  Scotiabank

  5+ YOEScotiabank needs 5+ years of enterprise application and production support experience, plus strong Linux (RHEL), cloud, container and CI/CD skills. Candidates also need scripting and infrastructure-as-code experience, and working knowledge of IAM/CIAM concepts.

  Splunk, Dynatrace, Sumo Logic, PagerDuty, ServiceNow, Jenkins

  4d

  CIAM Operations Support Lead

  Toronto, ON

  

  Scotiabank

  7+ YOEScotiabank needs 7+ years leading operations or SRE teams and 7+ years in enterprise application support, plus 5+ years of CI/CD and infrastructure-as-code work. Candidates need strong Linux (RHEL), cloud and container, identity (IAM/CIAM) and security skills.

  Splunk, Dynatrace, Sumo Logic, PagerDuty, ServiceNow, Jenkins

  4d

  Financial Planner, Scotia Financial Planning - Comox Valley

  Comox, BC

  

  Scotiabank

  3+ YOEScotiabank candidates need at least 3 years of financial planning and investment sales experience, a mutual fund certification in good standing with CIRO, and a PFP or CFP designation. They also need proven networking skills, a valid driver's licence and access to a vehicle.

  CRM software, Portfolio management software, Financial planning software

  4d

  Financial Planner, Scotia Financial Planning - Burnaby

  Burnaby, BC

  

  Scotiabank

  3+ YOEScotiabank needs candidates with 3 years of financial planning and investment sales experience, plus a mutual fund or Canadian Securities Course credential and CIRO licensing. A PFP or CFP designation, proven networking skills and a valid driver's licence with a vehicle are also required.

  CRM software, Financial planning software, Portfolio software

  7d

  Senior Total Wealth Planner - Edmonton, AB

  Edmonton, AB

  

  Scotiabank

  5+ YOECandidates need a CPA, a university degree, an accredited financial planning designation and 5+ years as a high net worth financial planner. Strong presentation skills, expert use of Naviplan, and knowledge of investments, tax, estate planning and insurance products are also needed.

  Naviplan

• 4d

  Software Designer

  Montréal, QC

  Full Time

  IF

  IA Financial Services Inc.

  10+ YOECandidates need more than 10 years in IT, including at least 3 years as a software designer, and a bachelor's degree in a relevant field. They also need strong knowledge of SOLID, Agile, TDD and DevSecOps, experience with system integration, and advanced French with intermediate English.

  Windows Server, Azure Virtual Machine Scale Sets, Salesforce

• 4d

  Unitrax QA Analyst

  Montréal, QC

  Contract

  M

  Maarut

  Candidates need hands-on automated testing experience with Selenium WebDriver and Java, plus functional, regression and integration testing skills. Experience with Agile sprints, defect tracking and CI/CD testing is expected.

  Selenium WebDriver, Java, defect management tool

• 4d

  Graphic Designer, VPI (Value Partners Investments)

  Manitoba

  $57k–$86k/yr

  

  The Canada Life Assurance Company

  Candidates need post-secondary graphic design education and experience with Adobe Photoshop, Illustrator and InDesign, plus Microsoft Office. They must communicate clearly and attend closely to detail, and they need experience meeting digital accessibility standards.

  Adobe Photoshop, Adobe Illustrator, Adobe InDesign, Microsoft PowerPoint, Microsoft Excel, Microsoft Outlook

• 5d

  Senior Software Engineer, Java - 12 Month Contract

  Vancouver, BC

  $80–$100/hrFull Time

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  5+ YOECandidates need a degree in computer science or a related field plus 5-10 years of software development, with extensive Java experience. Strong architecture, Git, CI/CD and Azure skills are required, with fluent English and French as an asset.

  Java, Git, Azure DevOps, Jenkins, Docker, Kubernetes

  5d

  Senior Software Engineer, Java - 12 Month Contract

  Vancouver, BC

  $80–$100/yrRemoteFull Time

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  5+ YOECandidates need 5-10 years of software development experience with extensive Java, a computer science or related degree, and strong architecture skills. Experience with Azure, CI/CD and SQL or NoSQL databases is required, and fluent English is required with French as an asset.

  Java, Git, Azure DevOps, Jenkins, Azure, APIM

• 6d

  Client Service Assistant, Private Wealth

  Toronto, ON

  

  Bank of Montreal

  1+ YOECandidates need about 1 to 2 years of relevant experience, with a post-secondary degree preferred. They must hold or obtain CIRO Investment Representative licensing, and need good communication, organization, teamwork and problem-solving skills.

  Financial planning software, Client database

  6d

  Administrative Assistant, Wealth Management, Nesbitt Burns

  Montréal, QC +3

  

  Bank of Montreal

  1+ YOECandidates need about 1 to 2 years of relevant experience, with a post-secondary degree preferred. A CIRO Investment Representative Licence is required, plus good communication, organization, teamwork and problem-solving skills.

  financial planning software, client database

  6d

  Wealth Planning Consultant, Private Wealth

  Waterloo, ON

  

  Bank of Montreal

  1+ YOEBank of Montreal needs 1 to 3 years of relevant experience (3 to 5 for the senior role) with a post-secondary degree in a related field. Candidates should have selling experience with advisors or HNW clients, in-depth communication and analytical skills, and a CFP or similar credential as an asset.

  Financial planning software

  6d

  Senior Wealth Planning Consultant

  Vancouver, BC

  

  Bank of Montreal

  3+ YOEBank of Montreal needs candidates with 3 to 5 years of relevant experience and a post-secondary degree in a related field. A CFP designation (IQPF in Quebec), experience selling to HNW clients and strong communication and analytical skills are expected.

  NaviPlan

• 6d

  Talent Acquisition & HR Coordinator

  Vancouver, BC

  DC

  Destination Canada

  2+ YOECandidates need post-secondary education in HR, business or a related field, or an equivalent mix of education and experience, plus at least 2 years in recruitment, HR coordination or HR administration. Strong organization, accuracy, service orientation, discretion and digital fluency are essential, and French is an asset.

  UKG, Greenhouse

• 7d

  Director - Governance & Client Account Management

  Toronto, ON

  ?

  Come experience a community like no other at International Financial Data Services (IFDS); Elevate the profile and product knowledge of clients by providing deep expertise in risk and controls in conjunction with…

• 7d

  Manager, Financial Services, Digital Banking Operations, Consulting

  Toronto, ON

  Full Time

  

  Pwc Canada

  Candidates need Manager-level management consulting or client-facing leadership experience in financial services, especially banking. They should have business transformation and risk-and-controls experience, working knowledge of Agile, Jira and Power BI, and strong people-leadership skills.

  Jira, Microsoft Office, Power BI, Alteryx, Tableau, Qlik

• 7d

  Paid Media Coordinator

  Vancouver, BC

  Full Time

  LN

  Live Nation Canada, Inc.

  Candidates need strong G Suite and Excel skills, experience with project management tools like Asana, and the ability to build polished decks. Familiarity with social advertising platforms, attention to detail and a passion for events and marketing are also needed.

  G Suite, Excel, Asana, Canva, PowerPoint, Google Slides

• 7d

  Associate Wealth Advisor

  Chilliwack, BC

  

  First West

  2+ YOECandidates need a related two-year diploma, CIRO registration and LLQP within a year of hire, and a financial planning designation such as CFP, PFP or CFA within two years. They also need 2-4 years in a portfolio advisory role with high-net-worth clients, plus strong sales, analytical and financial planning software skills.

  Financial planning software, Microsoft Office

• 7d

  Manager, Application Resiliency

  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

  8+ YOE3+ MgmtRoyal Bank of Canada needs candidates with 8+ years in application support, production operations, software engineering or technology operations, including 3 to 5 years managing support or SRE teams. Strong incident management, monitoring alert setup and experience with containerized systems in the public cloud are required.

  Red Hat OpenShift, Azure, GKE, GCP, SQL, APIs

• 7d

  Operations Coordinator

  Edmonton, AB

  

  Gibson Energy: Gibson Energy is a North American-based liquids infrastructure company headquartered in Calgary, Alberta.

  5+ YOEGibson Energy needs candidates with 5+ years of oil and gas terminal operation experience, a valid Class 5 Alberta driver's licence, and knowledge of pipeline hydraulics, terminal operating systems and control systems. A 4th Class Power Engineering certificate is an asset, along with proficiency in Microsoft Office including Excel and Word.

  Maximo, Microsoft Excel, Microsoft Word, Control system

• 7d

  Product Owner

  Montréal, QC

  Full Time

  CF

  CROESUS FINANSOFT INC.

  3+ YOECroesus Finansoft needs candidates with 3 to 5 years of product owner or business analyst experience in Agile B2B SaaS, and a bachelor's degree in a related field. Strong API knowledge, fluency in French and English, and WealthTech or FinTech understanding are required.

  Jira, OpenAPI, Swagger, SQL

• 7d

  Manager, Financial Services, Digital Banking Operations, Consulting

  Toronto, ON

  Full Time

  

  PricewaterhouseCoopers LLP

  Candidates need Manager-level consulting or client-facing leadership experience, knowledge of financial services operations, and transformation or risk-and-controls experience. Working knowledge of Agile, Jira, Power BI, RPA and GenAI is also expected.

  Jira, Microsoft Office, Power BI, Alteryx, Tableau, Qlik

• 7d

  Auto Retention Associate

  Abbotsford, BC +8

  On-siteFull Time

  HI

  Hub International Canada West ULC (Canada West)

  Candidates need a high school education or equivalent and a Level 1 Insurance License. Strong conversation skills, attention to detail and computer proficiency are required, and customer service or call centre experience is an asset.

  ICBC Policy Centre, BMS EPIC

16 companies