“Wealth” jobs in Canada

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• 27d

  Wealth Coordinator or Associate Wealth Advisor - Partner - AFS/GP Financial Svcs

  Regina, SK

  

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

  2+ YOEAviso Wealth needs candidates with at least two years of financial advisory experience, strong attention to detail and a willingness to learn. Post-secondary study in a relevant program is expected, and the CSC or LLQP is preferred.

  Financial planning, Client relationship management, Attention to detail, Office administration, Regulatory compliance, Product knowledge

  28d

  Wealth Coordinator or Associate Wealth Advisor - Partner - AFS/GP Financial Svcs

  Regina, SK

  On-site

  

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

  2+ YOEAviso Wealth needs candidates with at least two years of financial advisory experience, strong attention to detail and a willingness to learn. Post-secondary study in a relevant program is expected, and the CSC or LLQP is preferred.

  Financial planning, Client relationship management, Attention to detail, Office administration, Regulatory compliance, Product knowledge

• 2d

  Wealth Planning Consultant, Private Wealth

  Waterloo, ON

  Full Time

  BN

  BMO Nesbitt Burns Inc.

  1+ YOECandidates need 1 to 3 years of relevant experience and a post-secondary degree in a related field, with selling experience to advisors or high net worth clients. Financial planning experience, a CFP designation, and knowledge of planning software are assets.

  Financial planning software

  2d

  Wealth & Tax Planning Consultant, Private Wealth

  Montréal, QC

  Full Time

  BN

  BMO Nesbitt Burns Inc.

  5+ YOECandidates need 5 to 9 years of relevant experience, a university degree, and experience with high-net-worth clients. A professional designation such as Fin. Pl., CPA, CA or LL.B is an important asset, and strong communication, analytical and influence skills are expected.

  15d

  Wealth Planning Consultant, Private Wealth

  Toronto, ON

  Full Time

  BN

  BMO Nesbitt Burns Inc.

  7+ YOECandidates need 7+ years of relevant experience, a post-secondary degree, and a CFP designation (IQPF in Quebec). Experience with HNW clients and financial planning software is needed, and CPA, TEP or CLU designations are assets.

  Conquest

  22d

  Wealth Planning Consultant/Senior Wealth Planning Consultant

  Ottawa, ON

  Full Time

  BN

  BMO Nesbitt Burns Inc.

  1+ YOECandidates need 1 to 3 years of relevant experience for the consultant role or 3 to 5 years for the senior role, plus a post-secondary degree in a related field. Selling to advisors or HNW clients and the CFP designation are valued, along with strong analytical, communication and influence skills.

  financial planning software

  29d

  Wealth Planning Consultant/Senior Wealth Planning Consultant

  Windsor, ON

  Full Time

  BN

  BMO Nesbitt Burns Inc.

  1+ YOECandidates need 1 to 3 years of relevant experience (3 to 5 for senior) and a post-secondary degree in a related field. Selling to advisors or HNW clients and financial planning experience are assets, as are a CFP designation, financial planning software skills and strong communication and analytical abilities.

  Financial planning software

  29d

  Wealth & Tax Planning Consultant, Private Wealth (Mandarin)

  Markham, ON

  Full Time

  BN

  BMO Nesbitt Burns Inc.

  5+ YOECandidates need 5 to 9 years of relevant experience, a university degree, and experience with high net worth clients. A CPA/CA is strongly preferred, and Mandarin is an asset.

  CPA, Tax legislation, Sales, Financial analysis, Financial markets, Communication skills

• 2d

  Wealth Associate or Senior Wealth Associate

  Regina, SK

  Full Time

  HG

  HR Ghost Board

  Candidates need customer service or administrative experience and strong written and verbal communication. Financial industry experience and post-secondary education in finance or business are assets, and a CIRO licence is required for the Senior role.

  CRM system

  2d

  Wealth Associate or Senior Wealth Associate

  Regina, SK

  Full Time

  HG

  HR Ghost Board

  Candidates need customer service or administrative experience and a detail-oriented, team-player approach. A CIRO licence is required for the Senior position, and financial industry experience and CRM experience are assets.

  CRM

• 13d

  Wealth Planning Advisor - Quality & Support, Private Wealth

  Montréal, QC

  

  Bank of Montreal

  3+ YOECandidates need three or more years of client-facing financial planning experience, strong investment knowledge, proficiency with WealthPath or similar planning software, and an IQPF designation in Quebec. Fluency in French and English is required.

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

  14d

  Wealth Planning Advisor, Private Wealth

  Montréal, QC

  

  Bank of Montreal

  4+ YOEBank of Montreal needs candidates with at least four years of financial planning experience, a Quebec planning designation (IQPF/IPF), and strong WealthPath or similar planning software skills. Fluency in French and English is required.

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

  16d

  Wealth Planning Consultant/Senior Wealth Planning Consultant

  Ottawa, ON

  

  Bank of Montreal

  1+ YOECandidates need 1 to 3 years of relevant experience for the Wealth Planning Consultant role, or 3 to 5 years for the Senior role, plus a post-secondary degree. CFP or IQPF designation, financial planning experience and strong communication skills are needed, with an MBA or law degree as assets.

  financial planning software

  18d

  Wealth Planning Advisor - Quality & Support, Private Wealth

  Montréal, QC

  Full Time

  

  Bank of Montreal

  3+ YOECandidates need three or more years of client-facing financial planning experience, an IQPF designation required in Quebec, and fluency in French and English. Strong knowledge of WealthPath or comparable planning software and Microsoft 365 is also needed.

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

  18d

  Wealth Planning Advisor, Private Wealth

  Montréal, QC

  Full Time

  

  Bank of Montreal

  4+ YOEBank of Montreal needs candidates with at least four years of financial planning experience, the IQPF or IPF planning designation in Quebec, and strong WealthPath or similar planning software skills. Fluency in French and English is required.

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

  21d

  Wealth & Tax Planning Consultant, Private Wealth (Mandarin/Cantonese)

  Markham, ON

  

  Bank of Montreal

  5+ YOEBank of Montreal needs a seasoned candidate with 5 to 9 years of relevant experience, a university degree, and proven work with high net worth clients. A CPA or CA designation is strongly preferred, and Mandarin or Cantonese is an asset.

  CPA, Tax legislation, Sales, Financial analysis, Financial markets, Communication skills

  25d

  Wealth Planning Consultant, Private Wealth

  Waterloo, ON

  

  Bank of Montreal

  Candidates need experience selling to Investment Advisors or high net worth clients, plus financial planning experience. A CFP designation (IQPF in Quebec) is required, and strong communication, analytical and influence skills are expected.

  Financial planning, Presentation skills, Strategic planning, Decision making, Taxation, Coaching

  25d

  Wealth Planning Consultant/Senior Wealth Planning Consultant

  Windsor, ON

  

  Bank of Montreal

  1+ YOECandidates need 1 to 3 years of relevant experience (3 to 5 for senior), a post-secondary degree, and experience selling to advisors or high net worth clients. A CFP designation, financial planning software skills, and tax or estate knowledge are assets.

  financial planning software

• 29d

  Wealth and Estate Planner, Scotia Wealth Management - Halifax, NS

  Halifax, NS

  

  Scotiabank

  Candidates need prior estate planning experience, with a lawyer preferred, plus in-depth experience with high net worth clients and their advisors. Strong knowledge of insurance, tax, family law, charity law and business succession is required.

  ETC, Financial planning, Sales, Risk management, Communication skills, Regulatory compliance

• 29d

  Wealth and Estate Planning Specialist, Wealth Management

  Winnipeg, MB

  Full Time

  CC

  CGC Canaccord Genuity Corp.

  10+ YOECanaccord Genuity Corp. needs candidates with 10+ years of complex financial planning experience, a CFP designation (preferred) and an LLQP licence. Strong presentation, communication and software skills are also required.

  Conquest

• 8h

  Junior wealth management advisor

  Dorval, QC

  $50k–$200k/yrFull Time, Per diem

  MW

  Manulife Wealth inc. – Diligence Wealth Management

  Candidates need an entrepreneurial drive, comfort meeting new people, resilience to rejection, and the stamina for long days. The posting asks interested applicants to send a resume.

  8d

  Business development advisor – wealth management

  Dorval, QC

  $50k–$200k/yrFull Time, Per diem

  MW

  Manulife Wealth inc. – Diligence Wealth Management

  Candidates need prior sales or business development experience, or be ready to learn the field. Strong prospecting, relationship-building and client-management abilities are expected, with interest in investment, tax, insurance and estate planning.

  Sales, Coaching

• 3d

  Wealth Management Registered Supervisor - Vice President

  Toronto, ON +1

  Full Time

  MS

  Morgan Stanley Wealth Management Canada Inc.

  2+ YOE2+ MgmtMorgan Stanley Wealth Management Canada needs candidates with a bachelor's degree or equivalent, two years of supervisory experience with a CIRO regulated dealer, and CSC, CPH, CSI Supervisors Course, derivatives and options supervision licences. Strong knowledge of CIRO rules, leadership and communication skills are required.

• 11d

  Product Owner, Wealth Digital Experience

  Toronto, ON

  Full Time

  FW

  Fidelity Wealth ULC

  3+ YOEFidelity Wealth needs candidates with 3+ years in agile product management or a business analyst role, experience with Jira, Design Thinking and user research, and experience in financial services. A university degree in business or commerce, or equivalent experience, is required; English and French bilingualism and Scrum or Product Owner certification are assets.

  Jira

9 companies