“wealth planning software” jobs in Canada – Page 8

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• 10d

  Manager, Digital Experience (.COM)

  Toronto, ON

  

  Scotiabank

  5+ YOECandidates need at least 5 years of eCommerce experience, ideally in financial services, with experience in Adobe Experience Manager, Adobe Target and Adobe Analytics. Strong front-end knowledge (HTML, JavaScript, JSON, CSS), Agile practice, and excellent communication and presentation skills are required.

  Adobe Experience Manager, Adobe Target, Adobe Analytics, JIRA, Confluence, WorkFront

  10d

  Senior Manager, AI and Emerging Technology sourcing

  Toronto, ON

  

  Scotiabank

  5+ YOEScotiabank needs 5 to 10 years of strategic sourcing or category management, with technology spend experience and a bachelor's degree. Candidates need skill in negotiation, spend analysis and influencing senior executives.

  Spend analytics platforms, E-sourcing platforms, CLM platforms, Supplier management platforms

  10d

  Total Wealth Planning Associate, National Support - Toronto, ON

  Toronto, ON

  

  Scotiabank

  Scotiabank needs candidates with practical knowledge of tax, retirement, estate, investment and risk planning. Experience preparing or reviewing financial plans and with planning software, with Conquest a strong asset, is required, along with a college or university degree.

  Conquest

  11d

  Senior Delivery Manager

  Toronto, ON

  

  Scotiabank

  7+ YOECandidates need 7+ years of project or program management, ideally in financial services, with experience leading large technology or business transformation work. Agile, hybrid and waterfall delivery, strong stakeholder communication, and enterprise governance experience are also required; PMP, ACP or equivalent is preferred.

  Leadership, Project management, Microsoft Office, Decision making, Reporting, Process improvement

• 10d

  Insurance Advisor Life, Health & Wealth

  Calgary, AB

  Full Time

  RL

  RBC Life Insurance Company

  2+ YOECandidates need 2+ years of professional sales experience, strong prospecting and relationship skills, and a post-secondary degree or equivalent. An HLLQP/LLQP licence (or willingness to obtain it before the start date), an existing referral network, and a valid Canadian driver's licence with own vehicle are required.

  Salesforce, RBCI software tools

  10d

  Insurance Advisor Life, Health & Wealth

  Edmonton, AB

  Full Time

  RL

  RBC Life Insurance Company

  2+ YOECandidates need 2+ years of professional sales experience, strong prospecting and relationship-building skills, and an HLLQP/LLQP licence or willingness to obtain one. A post-secondary degree or equivalent, digital literacy, and a valid Canadian driver's licence with own vehicle are also required.

  Salesforce

  10d

  Insurance Advisor Life, Health & Wealth

  Winnipeg, MB

  Full Time

  RL

  RBC Life Insurance Company

  2+ YOECandidates need at least 2 years of professional sales experience, a Life/A&S licence (HLLQP/LLQP) or willingness to obtain it, and an existing referral network. A post-secondary degree or equivalent, digital literacy and a valid Canadian driver's licence with a vehicle are also required.

  Salesforce, RBCI software tools

  10d

  Insurance Advisor Life, Health & Wealth

  Vancouver, BC +4

  RemoteFull Time

  RL

  RBC Life Insurance Company

  2+ YOECandidates need at least 2 years of professional sales experience, strong prospecting and relationship-building skills, and an HLLQP/LLQP licence or willingness to obtain one before the start date. RBC Life Insurance Company also asks for an existing referral network, a post-secondary degree or equivalent, digital literacy, and a valid Canadian driver's licence with own vehicle.

  Salesforce

  10d

  Insurance Advisor Life, Health & Wealth

  Toronto, ON +6

  Full Time

  RL

  RBC Life Insurance Company

  2+ YOECandidates need 2+ years of professional sales experience, strong prospecting skills, an existing referral network, and a Life/A&S licence (HLLQP/LLQP) or willingness to obtain one. A post-secondary degree or equivalent and a valid driver's licence with own vehicle are also required.

  Salesforce

  10d

  Insurance Advisor Life, Health & Wealth

  Vaughan, ON +6

  Full Time

  RL

  RBC Life Insurance Company

  2+ YOECandidates need at least 2 years of professional sales experience, a LLQP or HLLQP licence (or willingness to obtain it), and an existing referral network. A post-secondary degree or equivalent and a valid Canadian driver's licence with own vehicle are also required.

  Salesforce

  10d

  Insurance Advisor Life, Health & Wealth

  Saskatoon, SK

  Full Time

  RL

  RBC Life Insurance Company

  2+ YOECandidates need at least 2 years of professional sales experience, business development skills, and a Life/A&S licence (HLLQP/LLQP) or willingness to obtain it before starting. A post-secondary degree or equivalent, digital literacy, and a valid Canadian driver's licence with a vehicle are also required.

  Salesforce

• 10d

  Senior Manager, Solution Architect 1

  Manitoba +1

  $130k–$145k/yr

  ?

  Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing…; The Solution Architect…

• 10d

  Senior Advisor Associate

  Ontario

  $51k–$76k/yr

  

  The Canada Life Assurance Company

  3+ YOECandidates need at least 3 years of experience in a financial operations environment working on a securities platform, plus post-secondary education in business or equivalent experience. Knowledge of registered products, Microsoft Word and Excel, and back-office software such as FundSERV or T80 is expected.

  FundSERV, T80, Microsoft Word, Microsoft Excel

• 10d

  Insurance Advisor Life, Health & Wealth

  Toronto, ON +6

  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 of professional sales experience, business development skills and an HLLQP/LLQP licence or willingness to obtain one. A post-secondary degree or equivalent, digital skills and a valid driver's licence with own vehicle are also required.

  Salesforce, RBCI software tools

  10d

  Insurance Advisor Life, Health & Wealth

  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

  2+ YOECandidates need 2+ years of professional sales experience, strong prospecting and relationship skills, an LLQP license or willingness to obtain one, and an existing referral network. A post-secondary degree, digital literacy, and a valid driver's license with own vehicle are also required.

  Salesforce

  10d

  Insurance Advisor Life, Health & Wealth

  Winnipeg, MB

  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 of professional sales experience, business development skills and an existing referral network. A Life/A&S licence (HLLQP/LLQP), a post-secondary degree or equivalent, and a valid Canadian driver's licence with own vehicle are also required.

  Salesforce, RBCI software tools

  10d

  Insurance Advisor Life, Health & Wealth

  Vaughan, ON +6

  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 professional sales experience, a Life/A&S licence (HLLQP/LLQP) or willingness to obtain one, an existing referral network, and a post-secondary degree or equivalent. A valid Canadian driver's licence and own vehicle are required.

  Salesforce

  10d

  Insurance Advisor - Life, Health & Wealth

  St. John's, NL

  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 a post-secondary degree or equivalent, a Life/A&S licence (HLLQP/LLQP) or willingness to obtain it, professional sales experience, prospecting skills, and an existing referral network. Digital literacy is required.

  Salesforce, RBCI software tools

• 10d

  Forest Protection Specialist (Environmental Analyst 1(A)-(B)2)

  Shubenacadie, NS

  

  The Government of Nova Scotia

  2+ YOECandidates need a bachelor's degree in a relevant field with at least 2 years of related experience, or an equivalent mix of training and experience. They need GIS and database skills, strong Microsoft Office and communication skills, project management ability, and knowledge of wildland fire management.

  ArcGIS Pro, ArcGIS Online, Survey123, Field Maps, Microsoft Excel, SQL

• 10d

  Managing Director

  Saskatchewan

  Full Time

  PC

  Peepeekisis Cree Nation No. 81

  2+ YOECandidates need a business or administration degree or diploma, plus about two years of experience or an equivalent mix. They must understand First Nation and government funding relationships, project management, financial statement analysis, proposal and business plan writing, and public speaking.

  Computer software programs

• 10d

  Senior Customer Success Manager (Enterprise)

  Vancouver, BC +1

  $100k–$130k/yrHybridFull Time

  

  Trulioo

  5+ YOETrulioo asks for a post-secondary education or equivalent experience, 5+ years in B2B SaaS customer success, and a record of selling complex software, ideally in financial services or compliance. Candidates need strong presentation skills, experience with CRM and data tools, and a working habit of using AI with verified output.

  Salesforce, CRM, Product management tools, Excel, BI tools

• 10d

  Industrial Systems Infrastructure Specialist

  Calgary, AB

  

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

  5+ YOECandidates need a diploma or degree in IT or engineering technology, at least 5 years in IT or industrial control systems operations including 2 years in oil and gas, utilities or manufacturing, and working knowledge of Windows Server, industrial networking and SCADA/DCS/PLC systems. A valid driver's licence and ability to travel are required.

  Windows Server, Active Directory, PowerShell, SCADA, DCS, PLC

• 10d

  Advisor, IG Wealth Management, Corporate Channel - Quebec City

  Quebec

  ?

  3+ YOEExperience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing…; Supporting a positive…

  Financial planning, Risk management, Reporting, Securities, Sales, LLQP

• 10d

  Senior Developer

  Québec, QC +1

  Full Time

  IF

  IA Financial Services Inc.

  5+ YOECandidates need at least five years of IT and application development experience, a DEC or bachelor's degree in computer science or a related field, and strong skills in cloud, containers and the Microsoft/.NET stack. Advanced French and intermediate English are required.

  Azure DevOps, Docker, Kubernetes, Visual Studio, Git, SQL Server

10 companies