“Wealth management platforms” jobs in Canada

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• 21h

  Trust and Estate Advisor

  Edmonton, AB

  

  Bank of Montreal

  Bank of Montreal needs candidates with trust and estate knowledge, ideally a TEP or STI/MTI designation, plus completion of the Canadian Securities Course. Candidates also need strong business development, client relationship, communication and judgment skills.

  21h

  Regional Compliance Officer - NBSL

  Toronto, ON

  

  Bank of Montreal

  5+ YOEBank of Montreal needs candidates with 5 to 7 or more years of risk, compliance, audit or controls experience in financial services. Experience with first line of defense programs, regulatory examinations and stakeholder management is required, and a Series 24 licence is strongly preferred.

  Regulatory compliance, Risk management, Anti-money laundering, Documentation, Internal auditing, Change management

  21h

  Senior Relationship Manager - Brossard

  Brossard, QC

  

  Bank of Montreal

  7+ YOECandidates need about 7 years of commercial banking or business development experience, strong financial statement analysis skills, and a business-related bachelor's degree or equivalent experience. Fluency in French and English is required.

  21h

  Bilingual BMO Insurance Service Centre Analyst

  Toronto, ON

  

  Bank of Montreal

  2+ YOECandidates need 2-3 years of experience in insurance, financial services or customer operations, deep knowledge of creditor insurance products, and English and French bilingualism. Strong analytical, communication and CRM skills are needed.

  CRM platforms

  21h

  Divisional Sales Manager

  Vancouver, BC

  

  Bank of Montreal

  7+ YOECandidates need about 7 years of sales and people-management experience, a related post-secondary degree or equivalent, and CIRO licences (CSC, CPH, WME, BMC). They also need deep knowledge of investment products and online brokerage platforms, plus strong analytical, negotiation and communication skills.

  21h

  Senior Enterprise Solutions Architect

  Ontario

  Remote

  

  Bank of Montreal

  10+ YOECandidates need 10+ years in enterprise or solution architecture, with mandatory experience in banking or financial services. They need strong AWS and Azure skills, AI and generative AI experience, and the ability to influence senior leadership.

  AWS, Microsoft Azure

  2d

  Trust and Estate Advisor

  Vancouver, BC +1

  

  Bank of Montreal

  Bank of Montreal asks for broad knowledge of financial services, private wealth, trust and estate planning, and taxation, plus strong business development and communication skills. A professional designation such as TEP or CSI is preferred, and the Canadian Securities Course is required.

  Client profiling tools, Relationship management tools

• 2d

  Project Manager - Business Operations

  Toronto, ON

  ?

  Come experience a community like no other at International Financial Data Services (IFDS); The role requires strong project leadership, stakeholder management, planning, communication, and problem-solving capabilities,…

• 2d

  Manager, Financial Services, Digital Banking Operations, Consulting

  Toronto, ON

  Full Time

  

  Pwc Canada

  Candidates need Manager-level consulting or client-facing leadership experience, knowledge of financial services operations, and experience leading transformation or risk-and-control initiatives. Strong problem-solving, communication, people leadership and familiarity with Agile, Jira, Power BI, RPA and GenAI are expected.

  Jira, Microsoft Office, Power BI, Alteryx, Tableau, Qlik

• 2d

  Senior Full Stack Engineer

  Canada

  HybridFull Time

  

  Diagram

  6+ YOECandidates need 6+ years in full stack, backend or platform engineering, a proven record of delivering production solutions independently, and experience with APIs, a modern front-end framework and cloud infrastructure. Strong software engineering practice and the ability to explain trade-offs to non-technical stakeholders are also required.

  React, Vue, Angular, AWS, Azure, GCP

• 2d

  Senior Rigging Artist

  Vancouver, BC

  On-siteFull Time

  

  ICON Creative Studio: ICON operates from a holistic philosophy that leverages individual skill sets to maximize production efficiency on the floor while maintaining an…

  5+ YOECandidates need at least 5 years of related experience, expert Maya skills, and strong Python and Git knowledge. They also need a good understanding of human and animal anatomy and kinematics, cloth and hair tools, and experience meeting deadlines in episodic or feature animation.

  Maya, Python, Git, Cloth and hair tools

• 2d

  DEVELOPMENT OFFICER, SOUTH ASIAN COMMUNITY

  Vancouver, BC

  $62k–$67k/yrHybridFull Time

  AS

  Alzheimer Society of BC and Yukon

  3+ YOECandidates need at least 3 years of fundraising, community engagement or communications experience, preferably in a nonprofit, and fluency in spoken and written Punjabi and English. Experience with South Asian communities, donor engagement and CRM or donor database systems is preferred.

  CRM system, donor database

• 2d

  Prospect Research Analyst

  Toronto, ON

  $85k–$89k/yrHybridFull Time

  UF

  UHN Foundation

  3+ YOEUHN Foundation needs strong research and analytical skills, and strong Excel skills. A master's in a related field is preferred or 3+ years of relevant experience is required, with prospect research experience as an asset.

  Microsoft Excel, Power BI, Tableau, Blackbaud Raiser's Edge NXT

• 2d

  Manager, PMO & Strategic Initiatives

  Toronto, ON

  Full Time

  

  Quintessence Wealth

  7+ YOEQuintessence Wealth needs candidates with 7+ years of project or program management leading complex initiatives across several teams. Strong executive communication, stakeholder management and risk management skills are required, with experience in financial services or another regulated industry preferred.

  Monday.com, Jira

• 2d

  Prospect Research Analyst

  Vancouver, BC

  $67k–$84k/yrHybridFull Time

  VU

  VGH + UBC Hospital Foundation

  Candidates need a degree in library and information science, sociology, psychology or a related social science field, plus prospect research experience. Strong Excel, CRM (Salesforce or similar), quantitative analysis and communication skills are required, and Power BI or Tableau experience is an asset.

  Microsoft Excel, Power BI, Tableau, CRM

• 2d

  Paid Media Coordinator

  Vancouver, BC

  Full Time

  LN

  Live Nation Canada, Inc.

  Candidates need strong G Suite and Excel skills, experience with project management tools like Asana, and the ability to build polished decks. Familiarity with social advertising platforms, attention to detail and a passion for events and marketing are also needed.

  G Suite, Excel, Asana, Canva, PowerPoint, Google Slides

• 2d

  Senior Small Business Advisor

  Barrie, ON

  $69k–$100k/yrFull Time

  

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

  3+ YOECandidates need 3 to 5 years of financial services experience, including credit analysis, lending and small business banking knowledge. Strong sales, networking, financial statement analysis and Microsoft Office skills are required, and flexibility to work evenings and weekends for events is expected.

  Microsoft Office, Microsoft Power Platform, Microsoft Copilot

• 2d

  Director, Strategy

  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

  10+ YOERoyal Bank of Canada needs deep Salesforce Financial Services Cloud expertise, strong business strategy skills, and detailed knowledge of Client360. Candidates need 10+ years of business experience, 4+ years as a product manager or in regional banking, and an undergraduate degree in business or a related field.

  Salesforce Financial Services Cloud, Client360, CRM platforms, Branch platforms

• 2d

  Bodily Injury, Claims Advisor

  Calgary, AB +2

  On-siteFull Time

  SN

  Sécurité Nationale Compagnie d'Assurance

  2+ YOECandidates need at least 2 to 3 years of insurance adjusting experience, preferably in Alberta or bodily injury claims. Strong negotiation, communication, analytical and time management skills are required, and a CIP designation or active pursuit of one is preferred.

  2d

  Senior Bodily Injury, Claims Advisor

  Calgary, AB +2

  On-siteFull Time

  SN

  Sécurité Nationale Compagnie d'Assurance

  2+ YOECandidates need at least 2 to 3 years of insurance adjusting experience, preferably in auto or bodily injury claims. They also need knowledge of civil procedure rules, strong negotiation and communication skills, and the CIP designation or continuing education is preferred.

• 2d

  Full Stack Support Engineer, Vice President

  Mississauga, ON

  HybridFull Time

  

  Citi

  6+ YOECiti needs 6+ years of application support experience, ideally in banking, plus working knowledge of SQL, ETL, Unix or shell scripting, Python and microservices architecture. A bachelor's degree in a relevant field is required, and a master's degree is an asset.

  SQL, Unix, Python, Ab Initio, Apache Spark

• 2d

  Full Stack Support Engineer, Vice President

  Mississauga, ON

  HybridFull Time

  CC

  Citi Canada Technology Services ULC

  6+ YOECandidates need 6+ years leading application support, ideally in banking or financial services, with strong SQL, ETL, Unix or shell scripting and Python skills. They also need knowledge of microservices architecture and a bachelor's degree in a relevant field.

  SQL, Python, Unix, Ab Initio, Apache Spark

• 2d

  Bilingual Client Services Representative

  Toronto, ON

  Full Time

  CI

  CI Investments Inc.

  1+ YOECandidates need fluent written and spoken English and French, a bachelor's degree or equivalent experience, and customer service experience in financial services. Strong attention to detail, problem-solving skills and proficiency with Windows and Microsoft 365 are also needed.

  Microsoft Outlook, Microsoft Word, Microsoft Excel, Trading platforms

• 2d

  Manager, Financial Services, Digital Banking Operations, Consulting

  Toronto, ON

  Full Time

  

  PricewaterhouseCoopers LLP

  Candidates need manager-level consulting experience in Financial Services operations, such as banking, insurance or pensions. They also need proven leadership of transformation, process improvement or technology programs, plus strong problem-solving and communication skills.

  Jira, Microsoft Office, Power BI, Tableau, Alteryx, Qlik

17 companies