“Wealth One” jobs in Canada – Page 9

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• 3d

  Financial Services Representative II

  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…

  1+ YOECandidates need a current Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and one year of experience working with clients and achieving sales results. Prior banking experience is an asset.

  mobile banking applications

  3d

  Financial Services Representative II

  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…

  1+ YOECanadian Imperial Bank of Commerce needs candidates with a current Mutual Funds License, such as the Canadian Securities Course or Investment Funds in Canada. Candidates need one year of client sales experience, and prior banking experience is an asset.

  mobile banking applications

  3d

  Financial Service Representative

  Greenwood, NS

  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) and one year of client-facing sales results. Prior banking experience is an asset, and the role requires a goal-oriented, detail-minded, client-first approach.

  Mobile banking applications

• 3d

  Senior Business Analyst / Functional Lead – Insurance Policy Administration

  Toronto, ON

  

  Capco: Capco, a Wipro company, is a global technology and management consultancy specializing in driving digital transformation in the financial services…

  Capco asks for significant experience as a Senior Business Analyst or Functional Lead in Canadian life insurance or wealth management. Candidates need deep knowledge of Canadian annuities, segregated funds or universal and whole life products, plus policy administration system implementation experience.

  Policy Administration System

• 3d

  End to End Tech Lead-Banking/Payments

  Toronto, ON

  Contract

  

  BeachHead

  5+ YOECandidates need at least five years as a technical lead or in a comparable senior technical role, with strong enterprise architecture, systems integration, API and data modelling experience. They must be able to coordinate multiple teams, manage technical dependencies, and work independently with strong communication skills.

  Jira

• 3d

  Clerk 4

  McLellans Brook, NS

  

  The Government of Nova Scotia

  5+ YOECandidates need about five years of related administrative or financial experience, or an equivalent mix of training and experience. They must be proficient in Microsoft Office, Outlook and web applications, know generally accepted accounting procedures, and work accurately to deadlines with strong customer service skills.

  Microsoft Office, Outlook, SAP, Star/Store, Salary Analysis System, Pathways

  3d

  Clerk 4

  Truro, NS

  

  The Government of Nova Scotia

  5+ YOECandidates need five years of related clerical or administrative experience, or an equivalent mix of training and experience. They must be proficient in Microsoft Office, Outlook and web applications, handle sensitive information with confidentiality, and hold a valid Nova Scotia driver's licence or equivalent.

  SAP, S4HANA, Microsoft Office, Outlook, ARIBUS, web-based applications

• 3d

  Investor Services - Operations Client Service, Assistant Vice President

  Toronto, ON

  $91k–$141k/yrFull Time

  SS

  State Street Trust Co. Canada

  6+ YOE4+ MgmtCandidates need a bachelor's degree, ideally in business, and 6 to 8 years of financial services or investment operations experience with 4 to 5 years of management. Strong leadership, written and verbal communication, and presentation skills are required, with knowledge of securities markets and custody or fund accounting preferred.

  MySS.com

• 3d

  Senior Analyst, Investment Data Management and Governance

  Québec, QC +1

  Full Time

  IA

  Industrial Alliance Investment Management Inc.

  7+ YOECandidates need at least 7 years of data and analytics experience in investment functions, strong SQL and Google Cloud or Microsoft Azure skills, and knowledge of financial markets. A Bachelor's in Finance or a related field is required, and French and advanced English are needed for daily client communication.

  SQL, Google Cloud, Microsoft Azure, Copilot, Gemini

• 3d

  Universal Banker

  London, ON

  Full Time

  

  HSBC

  Candidates need experience in customer-facing retail banking or a branch environment, a track record of product and service sales, and a structured way to find customer needs. They must follow KYC, fraud and regulatory requirements and communicate clearly in a busy branch.

• 3d

  Client Service Assistant, Private Wealth (Contract)

  Toronto, ON

  Temporary

  

  Bank of Montreal

  1+ YOECandidates need about 1 to 2 years of relevant experience, with a post-secondary degree in a related field desirable. Good verbal and written communication, organization, teamwork and problem-solving skills are required, plus any licensing needed for the branch jurisdiction.

  financial planning software, client database

• 3d

  Wealth Management Advisor

  Cowansville, QC

  HybridFull Time

  CD

  Caisse Desjardins de la Porte des Cantons de l'Est

  1+ YOECandidates need a bachelor's degree in a related field, at least one year of relevant experience, a mutual fund representative certificate from the AMF, and fluent French. Travel to the caisse's service centres is required.

• 3d

  Private Banking Advisor

  Lloydminster, AB

  HybridFull Time

  

  ATB

  10+ YOECandidates need 10+ years of progressive banking experience, including customized credit structuring and a record of managing and growing high-value client portfolios. A CFP designation is required, and a business, finance or economics bachelor's degree is preferred.

  Sales, Leadership, Collaboration, Financial capability, Client relationship management, Cash handling

• 3d

  Lead Full Stack Engineer

  Toronto, ON

  

  Scotiabank

  8+ YOECandidates need a bachelor's degree in a technical field, 8+ years of full-stack development experience and 2+ years of technical leadership. They also need strong skills in React, Node.js, Java/Spring Boot and cloud platforms, plus an understanding of wealth management and financial services.

  React, Next.js, Node.js, Spring Boot, Kafka, Google Pub/Sub

  3d

  Director, Financial Performance & Efficiency

  Toronto, ON

  

  Scotiabank

  10+ YOECandidates need 10+ years of progressive financial management or performance experience in a large, complex organization, with experience leading enterprise planning and efficiency programs. A university degree in a finance, business, economics, IT or engineering discipline is required, and a professional accounting or finance designation is an asset.

  Performance management, Financial planning, Forecasting, Reporting, Cost management, Decision making

  3d

  Senior Security Engineer

  Toronto, ON

  

  Scotiabank

  5+ YOE5+ MgmtCandidates need 5+ years leading Agile development teams and 5+ years with Java, JavaScript, RDBMS, Python, networking, containers or Kubernetes. They also need 2+ years of agentic development experience, hands-on Linux, Windows and SQL administration, and strong organization and analytical skills.

  Kubernetes, Linux, Windows, SQL

• 3d

  Member Services Representative - Part Time

  Beamsville, ON

  $45k–$49k/yrPart Time

  

  Meridian Credit Union Limited: As a company that puts people first.

  Meridian Credit Union needs a sales-oriented candidate with front-line sales or service experience, or relevant work experience, and a high school diploma. Candidates need strong computer skills, communication and problem-solving abilities, and flexibility to work evenings and weekends.

  computer systems, virtual technology platforms

  3d

  Member Services Representative - Part Time

  Niagara Falls, ON

  $45k–$49k/yrPart Time

  

  Meridian Credit Union Limited: As a company that puts people first.

  Candidates need a sales-oriented background, with front-line sales or service experience, and a high school diploma or relevant work experience. Strong computer skills, clear communication, problem-solving ability, and a passion for member service are required.

  Computer systems, Virtual technology platforms

• 3d

  Consultant, Services de conseil et d’analyse / Consultant, Consulting & Analytics Services

  Mississauga, ON +2

  Full Time

  IS

  IQVIA SOLUTIONS CANADA INC (CA03)

  3+ YOECandidates need a bachelor's degree and 3 to 5 years of related experience. Strong Microsoft Excel and PowerPoint skills are required, with Power BI, R or Python an asset.

  Excel, PowerPoint, Power BI, R, Python

• 3d

  Branch Operations Assistant

  Niagara Falls, ON

  Full Time

  

  RBC Dominion Securities Inc.

  Candidates need meticulous attention to detail, strong time management, excellent written and verbal English, and strong Microsoft Office skills. They must also work independently and maintain a professional approach. The Canadian Securities Course, Conduct & Practices Handbook, RBC systems knowledge and securities industry experience are assets.

  Microsoft Office

• 3d

  Service Associate

  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

  1+ YOECandidates need at least one year of operations, securities, wealth management or banking experience and one year working with AI on large data sets. Strong attention to detail, critical thinking, written and oral communication, and a risk management mindset are required.

  MS Excel, Broadridge applications

• 3d

  Associate Investment Advisor I

  Toronto, ON

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  TD needs candidates with a university degree or community college diploma, and over 3 years of experience serving wealth management clients is preferred. Candidates must be able to obtain CIRO Registered Representative licensing and maintain it, and have strong communication and relationship-building skills.

• 3d

  Retail Store Manager, Financial Services

  Vancouver, BC

  Full Time

  

  moomoo: As a one-stop platform for global investing, moomoo provides access to stocks, ETFs, options, and crypto across major financial markets.

  10+ YOECandidates need at least ten years of experience in regulated client-facing financial services or a similar environment, including managing a retail or branch operation. Fluency in English and Mandarin and/or Cantonese is required, along with strong leadership, sales and compliance knowledge.

  CRM systems, trading platforms, performance dashboards, reporting tools

  3d

  Retail Store Associate, Financial Services

  Vancouver, BC

  

  moomoo: As a one-stop platform for global investing, moomoo provides access to stocks, ETFs, options, and crypto across major financial markets.

  2+ YOEMoomoo Financial Canada needs candidates with 2-3 years of client-facing financial services experience, strong sales and relationship skills, and solid knowledge of markets and investment products. Fluency in English is required, and Mandarin, Cantonese, Korean or French is an asset.

  trading platform, CRM systems, trading applications

17 companies