Certified Financial Planner Jobs in Vancouver
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Search Results - Certified Financial Planner Jobs in Vancouver
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...
Canadian Imperial Bank of Commerce-Vancouver
an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
• You’re a certified professional (IIROC - Ontario). You have current accreditation...
appcast.io -
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...
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 -
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...
Scotiabank-Vancouver
and are willing to relocate to another area of Canada.
What’s in it for you?
• A comprehensive training program that will lead you to the Certified Financial Planning (CFP) Designation/Institut québécois de planification financière (IQPF) and provide you...
surfingwave.app -
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...
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...
Vancouver City Savings Credit Union-Vancouver
Financial Planner designation
Post secondary degree in business administration.
5. 7 years of financial industry experience in any one of the following: commercial lending, investment banking, financial advisory, life insurance, wealth management, retail...
WELL Health Technologies Corp-Vancouver
of the financial operations of the organization and have primary day-to-day responsibility for planning, implementing, managing, and controlling all the operational financial-related activities of WELL.
What you will be doing:
Oversee and provide leadership...
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