Certified Financial Planner Jobs
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Search Results - Certified Financial Planner Jobs
Scotiabank-Brampton
Title: PFP Certified Financial Planner - Toronto East & Scarborough
Requisition ID: 196806
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Financial Planner, you will focus on developing...
appcast.io -
Scotiabank-Vancouver
Planning designation . You have completed the education requirements towards a Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
Proven networking, client acquisition and interpersonal skills; experience...
1 similar jobs: West Vancouver
Scotiabank-Ontario
PFP) designation and/or a Certified Financial Planner (CFP) designation.
3. You’re a mutual funds certified professional with current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities...
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TD Bank-Sarnia
Team and ask compensation related questions, including pay details for this role.
Job Description:
Are you an experienced financial industry professional and leader, excited to motivate a large team of high-performing Financial Planners to achieve...
Scotiabank-Williams Lake
designation and/or a Certified Financial Planner (CFP) designation.
• You’re a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course...
appcast.io -
TD Bank-Kent (BC)
of the following completed: Certified Financial Planner (CFP) Designation or Personal Financial Planner (PFP) Designation, Personal Financial Planning Course (PFPC).
Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) to be completed within 6...
Scotiabank-Langley
PFP) designation and/or a Certified Financial Planner (CFP) designation.
• You’re a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities...
appcast.io -
IG Wealth Management-Vancouver
a minimum of 5 years’ experience in the financial services industry, along with experience leading, attracting, and developing a team. The Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation, or on track to earning, is required...
Scotiabank-Ontario
you to succeed in this role? We’d love to work with you if you have:
• Experience in financial planning and investment sales is preferred.
• Successfully completed the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner...
appcast.io -
Fidelity Canada-Calgary
solutions that will add value to the client’s long-term goals.
Able to develop investment and financial planning strategies for our clients on how to invest their portfolios and plan for long-term financial goals. Complete a deep discovery to understand...
1 similar jobs: Vancouver
Canadian Forces Morale and Welfare Services - CFMWS-Simonds
or a related field
Current Mutual Funds License (MFDA/AMF) with either Investment Funds in Canada (IFIC) Course or Canadian Securities Course (CSC)
Investment Funds Course (IFC)
Certified Financial Planner, an asset
Experience
In providing advice...
Royal Bank of Canada-Winnipeg
experience
• Minimum 5 years investment industry experience
Nice-to-have
• CFP Designation ( Certified Financial Planner )
• Marketing / Sales Background
• Demonstrated presentation skills
• Fluency in English and French
What’s in it for you?
We thrive...
rbc.com -
TD-Calgary
Certified Financial Planner (CFP) designation within first 3 years in role
• CFP Eligibility requirements: University Degree OR meet one of the following:
• Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying...
jobillico.com -
Aviso Wealth-Toronto
years of experience in the financial services industry selling life insurance, living benefits and other insurance products
• Meet and exceeded sales and service goals
• Certified Financial Planner License is an asset
• Technology comfortable
• Strong...
workable.com -
CANADA ROYAL ACCOUNTING SERVICES INC.-North Vancouver
/Caseview
• Database software
• Internet
• MS Excel
• MS Windows
• TaxPrep
Area of specialization
• Financial planning
• Financial examination
• Financial investigation
Additional information
Security and safety...
jobbank.gc.ca -
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