“Wealth planning calculators” jobs in Canada

No matching filters. Try another name.

Results

• 25m

  Student, Insured Annuities

  Québec, QC +1

  Full Time

  IF

  IA Financial Services Inc.

  Perform the actuarial calculations required for the administration of insured annuities, ensuring the accuracy and compliance of operations; Is currently pursuing a bachelor’s degree in administration, science,…

• 5h

  Coordonnateur.rice, relations à la clientèle

  Brossard, QC

  HybridFull Time

  

  Hub International Quebec Limited

  3+ YOECandidates need at least 3 years of group insurance experience and a college or university diploma in a relevant field. Candidates also need strong Excel and MS Office skills, excellent French and English, and an AMF licence is an asset.

  Excel, MS Office

• 19h

  Senior Analyst, Wealth Data Foundations

  Toronto, ON

  

  Bank of Montreal

  4+ YOEBank of Montreal needs candidates with about 4 to 6 years of experience in data, analytics or technology. They should know SQL or Python, data quality, data modelling, cloud data platforms and data governance.

  SQL, Python, Cloud data platform

  23h

  Senior Analyst, Wealth Data Foundations

  Toronto, ON

  Full Time

  

  Bank of Montreal

  4+ YOEBank of Montreal needs candidates with about 4 to 6 years of experience in data, technology or analytics. They should know SQL or Python, data quality, data modelling, cloud data platforms, and metadata and lineage management.

  SQL, Python, Cloud data platform

• 1d

  Comptable Principal(e) Senior Staff Accountant

  Montréal, QC

  Full Time

  KF

  Kerr Financial Group

  3+ YOECPA et 3 ans ou plus d'expérience en cycle comptable complet; Excellentes connaissances des PCGR canadiens et de la fiscalité; Maîtrise d'Excel, TaxPrep, Caseware et QuickBooks

  Microsoft Excel, VBA, MS Outlook, TaxPrep, Caseware, QuickBooks

• 1d

  Director, Parallel by RBC

  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 a candidate with a bachelor's degree in a related field and at least 10 years of wealth management, private banking or family office experience. Candidates need a proven record in relationship management and business development with ultra-high-net-worth clients.

  Addepar

  2d

  Director, Parallel by RBC

  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 a candidate with a bachelor's degree in a related field and at least 10 years of wealth management, private banking or family office experience. Candidates need a proven record in relationship management and business development with ultra-high-net-worth clients.

  Addepar

• 2d

  Personal Banking Advisor

  Ontario

  Full Time

  

  Alterna Savings

  5+ YOECandidates need post-secondary education with about five years of financial institution experience, including at least three years of credit experience and two years of financial advisory work. A CFP or PFP designation (or one in progress) and a proven sales record are required.

  Excel, Word, financial calculators

• 5d

  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.

• 6d

  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

• 6d

  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

• 6d

  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

• 6d

  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

  7d

  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

  8d

  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

  8d

  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

  8d

  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

• 6d

  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

  6d

  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

• 7d

  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

• 7d

  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…

• 7d

  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

• 7d

  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

• 8d

  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

16 companies