CFP Jobs in Alberta
1 - 13 of 13
Search Results - CFP Jobs in Alberta
CI Assante Wealth Management-Edmonton
A minimum of 5 years of experience in the investment industry.
• Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH). Willingness to work towards CFP designation.
• CFP, PFP, CIM, or another recognized...
Veres Career Consulting-Calgary
of financial plans
• Offer expert guidance on all aspects of client's financial lives
Requirements
• Current financial advisor license (IIROC or MFDA)
• Proven track record of managing client portfolios
• CFP designation or commitment to pursuing it (our...
Equitable Life of Canada-Calgary
consultations
What you will bring:
• Post-secondary education and/or applicable professional designation (e.g., CFP, CLU, CHFC, TEP)
• Minimum 5 years of financial industry experience, with experience in marketing to firms and advisors in a life insurance...
appcast.io -
Veres Career Consulting-Calgary
expert guidance on all aspects of client's financial lives Requirements Current financial advisor license (IIROC or MFDA) Proven track record of managing client portfolios CFP designation or commitment to pursuing it (our client offers support...
Financière Sun Life-Lloydminster (AB)
current with industry changes. Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner – CFP). Stay connected within their community through ongoing networking activities, marketing...
Royal Bank of Canada-Calgary
performance targets
• Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
What do you need to succeed?
Must-have
• Financial Planning Designation (QAFP, PFP or CFP)
• Mutual Funds License (IFIC...
rbc.com -
Agilus Work Solutions-Edmonton
Being a team player with a great attitude, willing to learn and grow (and teach if senior) is a must-have
• University/college degree or diploma in Fire Protection (for example, CFPE, CFPS, FPT etc)
• Experience in mechanical, electrical, or fire...
Royal Bank of Canada-Lethbridge
you need to succeed?
Must-have
• Financial Planning Designation (PFP® or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years’ experience in financial planning
• Proven networking and client acquisition skills
• Ability to cultivate strong...
rbc.com -
CFP Baie-James-Chibougamau
Envie de contribuer à l’avenir de l’éducation dans un environnement exceptionnel ?
Le Centre de formation de la Baie-James recherche un conseiller ou une conseillère pédagogique passionné(e) pour jouer un rôle clé dans l'accompagnement et le...
1 similar jobs: Chambord
Servus Credit Union-Lloydminster (AB)
experience by implementing the CFP’s six steps of financial planning, including: discovery, gathering data, analysis, presentation of the financial plan, implementation, and ongoing monitoring to your target market ($500,000 + investable assets)
• Maintain up...
workable.com -
Royal Bank of Canada-Leduc
you need to succeed?
Must-have
• Financial Planning Designation (PFP® or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years’ experience in financial planning
• Proven networking and client acquisition skills
• Ability to cultivate strong...
rbc.com -
1 similar jobs: Edmonton
Royal Bank of Canada-Lethbridge
of referrals and approved centres of influence
• Digital literacy using a variety of systems and tools
Nice to have
• Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance...
rbc.com -
1 similar jobs: Calgary
Royal Bank of Canada-Edmonton
literacy using a variety of systems and tools
Nice to have
• Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)
What’s in it for you?
We thrive...
rbc.com -
1 similar jobs: Victoria
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