“Wealth Planning Calculators” jobs in Canada

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• 23h

  Pension Administrator - 12 Month Term

  Ontario

  $60k/yrOn-siteFull Time

  ME

  McAteer Employee Benefit Plan Services Limited

  Candidates need a college diploma or university degree in business administration, finance or accounting, knowledge of pension and benefits legislation, and ideally an RPA, CEBS or PPAC designation. Three or more years of defined benefit pension administration experience is an asset.

• 2d

  Transition Manager, Lease Administration

  Ontario

  RemoteFull Time

  CI

  Colliers International WA, LLC

  10+ YOECandidates need at least 10 years of commercial real estate lease administration, accounting or property management experience, plus intermediate to expert skill in commercial real estate databases such as Yardi, Visual Lease or ProLease. Strong independent, remote time management, team leadership and Microsoft Office skills are also required.

  Yardi, Visual Lease, ProLease, CoStar, Apex, WorkTrac

• 2d

  Defined Benefit - Pension Administrator

  Toronto, ON

  

  Mercer

  Candidates need a financial or mathematics background and hands-on experience in defined benefit pension administration. Strong Excel skills, analytical thinking, attention to detail, and clear written and oral communication are also required.

  Excel, MS Office suite

• 2d

  Defined Benefit - Pension Administrator

  Toronto, ON

  HybridFull Time

  MM

  Marsh (Mercer) Canada Limited

  Candidates need a financial or mathematics background and hands-on experience administering defined benefit pensions. Strong Excel skills, attention to detail, and excellent written and oral communication are required, and bilingual English and French is an asset.

  Excel, MS Office

• 2d

  Member Service Representative I (Full-Time, Permanent) Winkler

  Winkler, MB

  Full Time

  AC

  Access Credit Union Limited

  1+ YOECandidates need a Grade 12 diploma or equivalent and at least one year of customer or member service experience. They need strong communication skills, high accuracy, comfort working under pressure, and proficient computer skills.

  POS, ATM

  3d

  Member Service Representative I (Part-time, Permanent) Winkler

  Winkler, MB

  Part Time

  AC

  Access Credit Union Limited

  1+ YOEAccess Credit Union needs candidates with a Grade 12 diploma and at least one year of customer or member service experience. Strong communication skills, attention to detail, the ability to work under pressure, and basic knowledge of financial risk management are required.

  ATM, cash drawer, computer

  4d

  Member Service Representative I (Full-Time, Permanent) West End

  Winnipeg, MB

  Full Time

  AC

  Access Credit Union Limited

  1+ YOECandidates need a Grade 12 diploma or equivalent and at least one year of customer or member service experience. They also need strong communication skills, high accuracy, the ability to work under pressure, and proficient computer skills.

  ATM, cash drawer, night deposit

  4d

  Member Service Representative l (Full-Time, Permanent) Gimli

  Gimli, MB

  Full Time

  AC

  Access Credit Union Limited

  1+ YOECandidates need a Grade 12 diploma or equivalent and at least one year of customer or member service experience. They must have strong communication skills, high accuracy, comfort working under pressure, and proficient computer skills.

  ATM, cash drawer, computer

  4d

  Member Service Representative I (Full-Time, 6 Month Term) St. Mary's

  Winnipeg, MB

  Full Time

  AC

  Access Credit Union Limited

  1+ YOECandidates need a Grade 12 diploma or equivalent and at least one year of customer or member service experience. They also need strong communication skills, attention to detail, the ability to work under pressure, and proficient computer skills.

  POS, ATM

  8d

  Member Service Representative I (Full-Time, 13 Month Term) Oakbank

  Oakbank, MB

  Full Time

  AC

  Access Credit Union Limited

  1+ YOECandidates need a Grade 12 diploma or equivalent and at least one year of customer or member service experience. Strong communication skills, attention to detail, strong computer skills and the ability to work well under pressure are required.

  ATM, cash drawer

• 2d

  Manager, Regulatory and Subsidiary Reporting

  Toronto, ON +1

  Full Time

  

  Sun Life Assurance Company of Canada

  5+ YOESun Life needs a CPA with 5+ years of related experience in wealth or financial services. Candidates need working knowledge of IFRS, understanding of CIRO rules (an asset), strong skills in Excel, SAP, SharePoint and Tableau, and strong communication and relationship-management abilities.

  Microsoft Office Suite, SAP, SharePoint, Tableau, Microsoft Copilot

  2d

  Manager, Regulatory and Subsidiary Reporting

  Toronto, ON +1

  Full Time

  

  Sun Life Assurance Company of Canada

  5+ YOESun Life needs a CPA with 5+ years of related experience in wealth or financial services. Candidates need working knowledge of IFRS, understanding of CIRO rules (an asset), strong skills in Excel, SAP, SharePoint and Tableau, and strong communication and relationship-management abilities.

  Microsoft Office Suite, SAP, SharePoint, Tableau, Microsoft Copilot

• 3d

  Credit Condition Fulfillment Representative - Full Time - 8 Month Contract

  St. Catharines, ON

  $50k–$55k/yrFull Time

  

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

  2+ YOECandidates need post-secondary education or two years of financial services lending experience, with knowledge of lending policies and documentation. Strong computer skills with loan origination and banking systems, attention to detail, and clear written and verbal communication are essential.

  Loan Origination System, Ovation, Encore, FraudIQ (Citadel), Microsoft Copilot, Microsoft Power Platform

• 3d

  Senior Compliance Specialist, Compliance

  Manitoba +1

  $63k–$73k/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 mandate of the…

• 3d

  Managed Account Trader

  Toronto, ON +1

  Full Time

  

  Raymond James Ltd.

  2+ YOERaymond James Ltd. needs candidates with a post-secondary diploma or degree and at least 2 years of discretionary, model-based trading experience. Strong analytical skills, Microsoft Office proficiency and the ability to meet deadlines in a high-volume environment are also required.

  Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, Dataphile, Croesus

• 3d

  Senior Compliance Specialist, Compliance

  Manitoba +1

  $63k–$73k/yr

  ?

  4+ 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…; The mandate of the…

  Regulatory compliance, Financial planning, CIRO, Documentation, Reporting, Coaching

• 4d

  Senior Manager, Collateral & Margining Technology (Capital Markets Technology)

  Toronto, ON

  

  Scotiabank

  8+ YOE2+ MgmtCandidates need 8+ years of technology and capital markets experience, including senior leadership in a regulated financial institution, and 2+ years of people management. They also need deep knowledge of collateral and margin workflows, regulatory margin frameworks, and platforms such as Acadia or Vermeg Colline.

  Acadia, Vermeg Colline

• 5d

  Senior Accountant

  Chilliwack, BC

  HybridFull Time

  HC

  Hub Corporate Canada

  4+ YOE1+ MgmtCandidates need 4+ years of accounting experience, 1+ year of team or project leadership, and a bachelor's degree in accounting or finance. Advanced Excel skills, reconciliation experience, and strong analytical and communication abilities are required.

  Excel, Oracle Fusion, BlackLine, Applied Epic, BenefitPoint

• 8d

  Business Analyst, Assistant Vice President

  Toronto, ON

  $91k–$141k/yrFull Time

  SS

  State Street

  6+ YOECandidates need a business degree and 6 to 7 years of related experience. They must be proficient in Microsoft Excel and PowerPoint and have good knowledge of Salesforce.

  Salesforce, Microsoft Excel, Microsoft PowerPoint, Client Health Portal

• 8d

  Senior Staff Software Engineer - Money Boxes

  Toronto, ON

  Full Time

  

  Nubank: The company has been leading an industry transformation by leveraging data and proprietary technology to develop innovative products and services.

  Candidates need senior or staff-level experience building highly available distributed systems, ideally in fintech, banking or investments. They must be fluent in English and bring strong event-driven, transactional and domain-driven design skills.

  Leadership, Coaching, Microservices, Collaboration, Hybrid model

• 8d

  Business Analyst, Assistant Vice President

  Toronto, ON

  $91k–$141k/yrFull Time

  SS

  State Street Trust Co. Canada

  6+ YOECandidates need a business degree and 6 to 7 years of related experience, strong Microsoft Office skills especially Excel and PowerPoint, and good Salesforce knowledge. Working knowledge of State Street systems is an asset.

  Salesforce, Microsoft Excel, Microsoft PowerPoint, Client Health Portal

• 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

  8d

  Junior investment advisor

  Dorval, QC

  $50k–$250k/yrFull Time, Per diem

  MW

  Manulife Wealth inc. – Diligence Wealth Management

  Candidates need an interest in building a career in wealth management, strong prospecting and communication skills, and comfort learning financial planning topics such as portfolio management, tax and retirement planning.

  Methods, tools and databases of the firm

• 9d

  Financial & Tax Reporting Analyst

  Toronto, ON

  Full Time

  CI

  CI Investments Inc.

  2+ YOECI Investments needs candidates with advanced Excel and strong data skills, plus a finance, accounting or related degree. Two to five years of relevant experience is preferred, and fund tax knowledge is an asset but not required.

  Excel, Power Query, SQL, Python, Power BI, Power Automate

16 companies