Certified Financial Planner Jobs in British Columbia
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Search Results - Certified Financial Planner Jobs in British Columbia
Scotiabank-West Vancouver
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 (CFP) designation.
• You’re a mutual funds certified...
appcast.io -
National Bank-Richmond
aspects of your development.
Prerequisites :
• Bachelor's degree or equivalent recognized by the FP Canada
• Diploma from FP Canada, Certified Financial Planner (CFP) or be on track to obtain it within 12 months.
• Mutual fund representative (MFR)...
Scotiabank-Vancouver
love to work with you if you have:
1. Experience in financial planning and investment sales is preferred.
2. Successfully completed the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
3. You’re...
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
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 -
Fidelity Investments-Vancouver
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: Calgary
Services de bien-être et moral des Forces canadiennes - SBMFC-Greenwood
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...
jobillico.com -
Fidelity Canada-Vancouver
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...
Royal Bank of Canada-Vancouver
of influence
• Digital literacy using a variety of systems and tools
Nice to have
• Fluent in English + other language
• Great communication skills
• Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS...
rbc.com -
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-North Vancouver
of experience in financial planning and investment sales.
• 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).
• You...
surfingwave.app -
1 similar jobs: Chatham-Kent
CIBC-Vancouver
a certified professional (MFDA). You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing upon hire. Personal Financial Planner...
TD-Surrey
in role
• CIRO Registered Representative (RR) license within first 90 days in role
• Complete Wealth Management Essentials (WME) within first 30 months in role
• Achieve Certified Financial Planner (CFP) designation within first 3 years in role
• CFP...
jobillico.com -
CIBC-Richmond
and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning. Cultivate your network to establish new client relationships.
• Business development - Deeply understand your local market and potential...
surfingwave.app -
Royal Bank of Canada-Victoria
of influence
• Digital literacy using a variety of systems and tools
Nice to have
• Fluent in other languages
• Great communication skills
• Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS...
rbc.com -
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