CFP Jobs in Calgary
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Search Results - CFP Jobs in Calgary
CI Assante Wealth Management-Calgary
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...
Raymond James Bank-Calgary
their insurance solutions within Raymond James offices.
Qualifications:
• Must be life insurance licensed.
• Five plus (5+) years’ experience in the Canadian Life Insurance Industry, including selling life insurance products to clients.
• Possess a CFP, CLU...
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...
CI Financial Corp.-Calgary
Experience:
• Minimum 3 years financial services industry experience in a sales capacity
Education/Training:
• University degree in Business Administration, Economics, Finance
• Financial services designations (e.g. CSC, CFP, CIM, CFA, CAIA).
Knowledge...
appcast.io -
Calgary
to the fund industry.
• Ability to work well with multiple priorities.
• Ability to work independently and in a team environment.
• Successful completion of a financial services industry program course (i.e. CSC, IFIC, CFA, CFP, CIM, etc) would be an asset...
icims.com -
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 -
Calgary
of the CFA, CFP or CIM would be an asset but not required
What’s in it for you:
• We conduct market research annually to ensure our compensation programs are competitive within our industry.
• Our bonus and commission programs align performance with pay...
icims.com -
Royal Bank of Canada-Calgary
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 -
CFP Baie-James-Quebec City, 3116 km from Calgary
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...
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