“myGPS” jobs in Canada

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• 4d

  Wealth Concierge

  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

  2+ YOECandidates need at least 2 years of experience in a similar investment or wealth role, a university degree, the Canadian Securities Course and a CFP or PFP designation or progress toward one. Strong attention to detail, excellent communication and advanced Microsoft Office skills are required.

  Salesforce, myGPS

  11d

  Associate

  Kamloops, 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

  3+ YOECandidates need exceptional client service experience, the Canadian Investment Regulatory Exam (CIRE), and administrative experience, preferably in investments. An undergraduate degree and at least 3 years in an investment assistant or associate role are preferred.

  myGPS, Contact management system

  1mo

  Financial Planning Software Solutions Consultant

  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

  3+ YOERoyal Bank of Canada needs candidates with a related undergraduate degree, a CFP, IQPF, QAFP, F.PI., CLU, RRC or PFP designation, and 3 to 5 years in financial planning or wealth management. Knowledge of Conquest and Canadian tax and pension rules is needed.

  Conquest Planning, myGPS, Wealth Planning Calculators

  1mo

  Bilingual Financial Planning Software Solutions Consultant

  Montréal, QC

  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 fluent English and French, an undergraduate degree (finance or wealth management preferred), a CFP, IQPF, QAFP or similar designation, and 3 to 5 years in financial planning or wealth management. Knowledge of financial planning software, Canadian tax and pension rules, and strong communication skills are required.

  Conquest, myGPS, Wealth planning calculators

• 4d

  Wealth Concierge

  Toronto, ON

  Full Time

  RP

  RBC Phillips, Hager & North Investment Counsel Inc.

  2+ YOECandidates need at least two years in a similar wealth or investment role, a university degree, and completion of the Canadian Securities Course. A CFP or PFP designation, or working toward one, is also required, and strong attention to detail, communication and advanced MS Office skills are essential.

  Salesforce, myGPS

  4d

  Wealth Concierge

  Toronto, ON

  Full Time

  RP

  RBC Phillips, Hager & North Investment Counsel Inc.

  2+ YOECandidates need at least two years in a similar wealth or investment role, a university degree, completion of the Canadian Securities Course, and a CFP or PFP designation or active working toward one. Strong attention to detail, clear written and verbal communication, and advanced Microsoft Office skills are required.

  Salesforce, myGPS

• 11d

  Associate

  Kamloops, BC

  Full Time

  

  RBC Dominion Securities Inc.

  3+ YOECandidates need exceptional client service experience and the Canadian Investment Regulatory Exam (CIRE). Administrative experience, preferably in the investment field, is needed, and an undergraduate degree and knowledge of Dominion Securities systems are assets.

  myGPS, contact management system, LinkedIn, Facebook

  1mo

  Bilingual Financial Planning Software Solutions Consultant

  Montréal, QC

  Full Time

  

  RBC Dominion Securities Inc.

  3+ YOECandidates need English and French bilingualism, a related undergraduate degree (finance or wealth management preferred), and a CFP, IQPF, QAFP, F.PI., CLU, RRC or PFP designation. They also need 3 to 5 years in financial planning or wealth management, knowledge of Canadian tax and pension rules, and strong communication and analytical skills.

  Conquest Planning, myGPS, Wealth Planning Calculators

  1mo

  Financial Planning Software Solutions Consultant

  Toronto, ON

  Full Time

  

  RBC Dominion Securities Inc.

  3+ YOECandidates need a finance-related undergraduate education, a Canadian financial planning designation such as CFP or CFA-equivalent credentials (CFP, IQPF, QAFP, F.PI., CLU, RRC or PFP), and 3 to 5 years in wealth management. They also need knowledge of financial planning software (Conquest preferred) and Canadian tax and pension legislation.

  Conquest Planning, myGPS, Wealth Planning Calculators

3 companies