“Wealth X” jobs in Canada

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• 4h

  Client Service Associate, Private Wealth

  Toronto, ON

  

  Bank of Montreal

  3+ YOECandidates need a current CIRO Investment Representative licence and typically 3 to 5 years of relevant experience. Strong knowledge of investment products, trade processing, compliance requirements, client service, organization and communication is needed.

  Scheduling, Documentation, Relationship building, Regulatory compliance, Confidentiality, CIRO

  4h

  Client Service Associate, BMO Nesbitt Burns

  Calgary, AB

  

  Bank of Montreal

  3+ YOECandidates need typically 3 to 5 years of relevant experience or equivalent education, advanced knowledge of investment processes and administration, and knowledge of compliance and regulations. The role also requires provincial licensing for the jurisdiction and good communication, organization and problem-solving skills.

  Client database

  5h

  Client Service Associate, Private Wealth

  Oakville, ON

  

  Bank of Montreal

  3+ YOECandidates need current CIRO Investment Representative licensing and typically 3 to 5 years of relevant experience. Strong client service, organization, attention to detail and knowledge of investment products and compliance are required.

  2d

  Client Service Associate

  Waterloo, ON

  

  Bank of Montreal

  3+ YOECandidates need an active CIRO Investment Representative licence and typically 3 to 5 years of related experience. Bank of Montreal expects advanced knowledge of investment processes, administrative procedures and proprietary products, plus good communication, organization and problem-solving skills.

  client database

  6d

  Client Service Assistant

  Toronto, ON

  

  Bank of Montreal

  1+ YOEBank of Montreal needs candidates with typically 1 to 2 years of relevant experience, with a post-secondary degree preferred. Strong communication, organization and problem-solving skills, familiarity with financial planning software, and the licensing required for the jurisdiction are needed.

  Financial planning software, Client database

  6d

  Client Service Associate

  Toronto, ON

  

  Bank of Montreal

  3+ YOECandidates need typically 3 to 5 years of relevant experience or equivalent certification, advanced knowledge of investment processes and administrative procedures, and knowledge of compliance and regulations. Good verbal and written communication, organization and problem-solving skills are also required, along with any licences needed for the jurisdiction.

  client database

  7d

  Client Services Assistant

  Newmarket, ON

  

  Bank of Montreal

  1+ YOEBank of Montreal needs candidates with about 1 to 2 years of relevant experience, ideally a post-secondary degree in a related field. Knowledge of wealth management, banking operations and investment products is an asset, along with good communication, organization and problem-solving skills and the licensing required for the branch jurisdiction.

  financial planning software

• 1d

  Client Solution Internship - Toronto, Summer 2027

  Toronto, ON

  Full Time

  FC

  FactSet Canada, Inc.

  Candidates need a strong interest in finance or FinTech, a client-centric mindset, and exceptional verbal and written communication. Strong analytical skills, Microsoft Office with Excel, and junior standing in good academic standing are also required.

  Microsoft Excel, Microsoft Office

• 1d

  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

  Royal Bank of Canada needs candidates with administrative experience, strong Microsoft Office skills, excellent communication and organization, and the ability to meet strict deadlines. Candidates must hold the Canadian Securities Course and Conduct Practices Handbook, or be willing to complete them for IIROC licensing.

  Microsoft Office, Microsoft Excel, Contact management system

  5d

  Administrative Assistant

  Vernon, 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

  Candidates need administrative experience, preferably in wealth management or finance, plus exceptional communication, organization and attention to detail. The CIRE exam is required or must be completed within 12 months, and Microsoft Office experience is needed.

  Microsoft Office, Excel, Contact management system

  8d

  Investment Associate - Trading & Administration

  Oakville, 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

  Candidates need the Canadian Investment Regulatory Exam (CIRE), strong Microsoft Office skills, excellent organization and time management, and clear English communication. Securities industry experience is an asset.

  Microsoft Office Suite, TAC sheets, Risk dashboard

  8d

  Associate

  Guelph, 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

  3+ YOECandidates need 3+ years of experience as an Associate and CIRO registration. They also need strong client service, attention to detail, confidentiality, and excellent verbal and written communication.

  CRM software, Microsoft Office, video conferencing applications

• 1d

  Associate

  Toronto, ON

  Full Time

  

  RBC Dominion Securities Inc.

  RBC Dominion Securities needs candidates with administrative experience, strong communication and organization skills, and proficiency in Microsoft Office. Candidates must also be progressing toward or willing to complete the Canadian Securities Course and Conduct Practices Handbook for IIROC licensing.

  Microsoft Office, contact management system

  5d

  Administrative Assistant

  Vernon, BC

  Full Time

  

  RBC Dominion Securities Inc.

  1+ YOECandidates need administrative experience, preferably in wealth management or finance, plus exceptional communication, organization and attention to detail. They must have completed the CIRE exam or be willing to finish it within 12 months, and be comfortable with Microsoft Office.

  Microsoft Office, Excel, Contact management system

  8d

  Investment Associate - Trading & Administration

  Oakville, ON

  Full Time

  

  RBC Dominion Securities Inc.

  Candidates need the Canadian Investment Regulatory Exam (CIRE), strong Microsoft Office and business application skills, and excellent organization and client service abilities. Strong English verbal and written communication is also required.

  Microsoft Office Suite

  9d

  Associate

  Guelph, ON

  Full Time

  

  RBC Dominion Securities Inc.

  3+ YOECandidates need 3+ years as an Associate, CIRO registration, and strong client service, attention to detail, and confidential-information handling. Excellent verbal and written communication is required.

  Microsoft Office, Video conferencing applications, ChatGPT, Claude, Perplexity

• 2d

  Social Media Surveillance Officer

  Toronto, ON

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  2+ YOEThe Toronto-Dominion Bank needs candidates with two years of experience at an investment dealer or a self-regulated firm, a Supervisor Exam (SE) completed or planned within three months, and working knowledge of CIRO and securities marketing rules. Strong English writing, coaching and organizational skills are also required.

  Excel, LinkedIn, X

• 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

  Virtual Advisor, Wealth Desk

  Toronto, ON +3

  Full Time

  

  Alterna Savings

  1+ YOEAlterna Savings needs candidates with a post-secondary degree in business, finance or a related field and mutual fund licensing (IFIC, CIFC or CSC). One to two years of financial services or client service experience is required, and experience with mutual funds, GICs and CRM systems is an asset.

  CRM systems, Microsoft Office, Microsoft Teams, Outlook, Digital advice tools, Investment platforms

• 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

• 3d

  Client Service Associate, Private Wealth

  Toronto, ON

  Full Time

  BN

  BMO Nesbitt Burns Inc.

  3+ YOECandidates need current CIRO Investment Representative licensing and typically 3 to 5 years of relevant experience. Strong knowledge of investment products, trade processing and compliance, plus excellent client service, organization and communication skills, are required.

  4d

  Client Service Associate, BMO Nesbitt Burns

  Calgary, AB

  Full Time

  BN

  BMO Nesbitt Burns Inc.

  3+ YOECandidates need typically 3 to 5 years of relevant experience or equivalent education, advanced knowledge of investment processes and administrative procedures, and knowledge of compliance and regulations. Licensing for the branch and jurisdiction is required, and good communication, organization, collaboration and problem-solving skills are expected.

  Scheduling, Documentation, Sales, Customer experience, Confidentiality, Regulatory compliance

  8d

  Client Service Assistant

  Toronto, ON

  Full Time

  BN

  BMO Nesbitt Burns Inc.

  1+ YOECandidates need typically 1 to 2 years of relevant experience, with a post-secondary degree desirable. Strong communication, organization, teamwork and problem-solving skills are needed, plus familiarity with financial planning software and any required licensing for the jurisdiction.

  Financial planning software

  8d

  Client Service Associate

  Toronto, ON

  Full Time

  BN

  BMO Nesbitt Burns Inc.

  3+ YOEBMO Nesbitt Burns needs candidates with typically 3 to 5 years of relevant experience, advanced knowledge of investment processes and administrative procedures, and knowledge of compliance practices. Candidates must meet the licensing and certification requirements for their branch and jurisdiction.

  Sales Administration Manual

9 companies