CFP Jobs in British Columbia
1 - 15 of 23
Search Results - CFP Jobs in British Columbia
CI Assante Wealth Management-Vancouver
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...
Odlum Brown Limited-Vancouver
CFP designation with at least 5 years of post-designation experience required
• CA/CPA designation preferred
• Additional qualifications (e.g., TEP) or experience with trusts/estates are assets
• Expertise in retirement and estate planning with strong...
Co-operators-Vancouver
have completed or are working toward one of the following professional designations: CFP, CLU, CHFC, or an accredited Financial Planning Designation.
What we offer:
• Training and development opportunities to grow your career with one of Canada’s Best...
appcast.io -
Odlum Brown Limited-Vancouver
Representative in good standing
• Pursuing or in possession of industry-recognized designations (e.g., CFA, CFP or CIM)
• Intermediate to advanced knowledge of Microsoft 365 with a focus on Excel and VBA coding
• Knowledge of Broadridge’s Dataphile...
AGF Management Limited-Vancouver
Ability to thrive in fast-paced challenging environment.
• Proficient in Microsoft Word, PowerPoint and Excel and Salesforce.
• Advanced certification, CFA, MBA, CFP or CIM preferred.
Compensation:
The base salary range for this position is $85,000...
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Odlum Brown Limited-Vancouver
frameworksKNOWLEDGE AND EXPERIENCEMinimum of 3 years of experience within the investment industryRegistered with CIRO as a Registered Representative in good standingPursuing or in possession of industry-recognized designations (e.G., CFA, CFP or CIM®)Intermediate...
Odlum Brown Limited-Vancouver
Representative in good standing
• Pursuing or in possession of industry-recognized designations (e.G., CFA, CFP or CIM®)
• Intermediate to advanced knowledge of Microsoft 365 with a focus on Excel and VBA coding
• Knowledge of Broadridge’s Dataphile...
Odlum Brown Limited-Vancouver
initiative or course of action, develop proactive risk assessment approaches and implement tailored risk mitigation strategies, evaluate the effectiveness of responses to identified risks and recommend improvements PROFESSIONAL QUALIFICATIONS •CFP...
CI Financial-Kelowna
with a collaborative and entrepreneurial spirit and a strong sense of urgency
• A minimum of 5-10 years sales and client service experience and excellence within the investment industry.
• A registered representative with CIRO and CFP, PFP, CIM or another...
Odlum Brown Limited-Vancouver
CFP® designation with at least 5 years of post-designation experience required
• CA/CPA designation preferred
• Additional qualifications (e.G., TEP) or experience with trusts/estates are assets
• Expertise in retirement and estate planning...
Insurance Council of BC-Vancouver
or equivalent related experience.
• Industry certification such as FCIP/CIP, CRM, CLU, CFP.
Minimum to Midpoint Salary Range: $95,655 - $119,569 per annum.
Upon hire, new employees will be placed in a starting salary between the minimum and P50 (midpoint...
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Odlum Brown Limited-Vancouver
frameworksKNOWLEDGE AND EXPERIENCEMinimum of 3 years of experience within the investment industryRegistered with CIRO as a Registered Representative in good standingPursuing or in possession of industry-recognized designations (e.g., CFA, CFP or CIM®)Intermediate...
Royal Bank of Canada-Vernon
of relevant investment industry experience with HNW Clients
• Exceptional verbal and written English skills – especially over the telephone
• Recognized Professional Designation (such as CPA, CA, FEA, CFA, CFP, LLB, etc.)
• Commitment to obtain CFP designation...
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
Royal Bank of Canada-Sparwood
you need to succeed?
Must-have
• Financial Planning Designation (PFP®, QAFP™ or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years’ experience in financial planning
• Proven networking and client acquisition skills
• Ability to cultivate...
rbc.com -
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