CFP Jobs in Ontario
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Search Results - CFP Jobs in Ontario
Options Consulting Solutions-Toronto
or working towards a minimum of the PFP designation and ideally have or is working towards obtaining CFP designation
• Minimum 4 to 5 years of successful experience as a Financial Planner, supported by demonstrated results
• Experience in preparing...
Ginsler Wealth-Toronto
net worth families.
ROLE OVERVIEW
We are seeking a detail-oriented and proactive Family Office Associate with a CPA and/or CFP designation to join our team. This role is pivotal in delivering our Personal CFO services, focusing on:
• Maintaining...
TALINKO Inc.-St. Thomas
operationally connected businesses in the areas of Wealth, Investments, and Capital Markets.
Qualifications:
• Bachelor’s degree in finance, economics, business administration, or a related field
• MBA or relevant certifications (e.g., CFA, CFP) (an asset...
appcast.io -
Collins Recruitment Group-Ottawa
relationships with internal partners and Centers of Influence (COIs)
• Ensure compliance with regulatory and risk management policies
Experience:
• 5+ years of wealth management sales experience with a proven track record of success
• CFP, PFP, QAFP, or RRC...
Ginsler Wealth-Toronto
net worth families.
ROLE OVERVIEW
We are seeking a detail-oriented and proactive Family Office Associate with a CPA and/or CFP designation to join our team. This role is pivotal in delivering our Personal CFO services, focusing on:
• Maintaining...
CI Assante Wealth Management-Waterloo
CFP).
Proven experience in wealth management or a related field.
Proficiency in financial software and Microsoft Office Suite.
CI Financial is an independent company offering global wealth management and asset management advisory services through...
The Mason Group Inc-Toronto
a talented individual who combines technical expertise, a process-driven approach, strong leadership skills, and a client-centric focus. Key qualifications include:
Professional Credentials:
• CPA designation is required; additional designations such as CFP...
The Canada Life Assurance Company-Sault Ste. Marie
personality
Ability to think critically and use sound judgment when serving clients
Post-secondary education in Business and/or 3-5 years of industry experience
Completion of CSC/IFIC required
IIROC licensed
Professional accreditation (CFP, CIM...
Harbourfront Wealth Management-Toronto
of the Canadian Securities Course (CSC®) required and CFP® designation is an assetStrong proficiency in Microsoft Office (Excel, PowerPoint, Word), Outlook, and CRM systemsExperience with portfolio management and reporting platforms such as D1g1t; familiarity...
Matchtech North America-Toronto
that you have a professional certification such as CFPS (Certified Fire Protection Specialist) or CSP (Certified Safety Professional) certificationKnowledge of fire safety standards and regulations (such as NFPA) as well as others related to life safety...
Harbourfront Wealth Management-Toronto
of the Canadian Securities Course (CSC®) required and CFP® designation is an assetStrong proficiency in Microsoft Office (Excel, PowerPoint, Word), Outlook, and CRM systemsExperience with portfolio management and reporting platforms such as D1g1t; familiarity...
Harbourfront Wealth Management-Toronto
or investment advisory environment Completion of the Canadian Securities Course (CSC®) required and CFP® designation is an asset Strong proficiency in Microsoft Office (Excel, Power Point, Word), Outlook, and CRM systems Experience with portfolio management...
CI Assante Wealth Management-Toronto
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...
Matchtech North America-Toronto
or a related field It is desirable that you have a professional certification such as CFPS (Certified Fire Protection Specialist) or CSP (Certified Safety Professional) certification Knowledge of fire safety standards and regulations (such as NFPA) as well...
CI Assante Wealth Management-Waterloo
CFP).
Proven experience in wealth management or a related field.
Proficiency in financial software and Microsoft Office Suite.
CI Financial is an independent company offering global wealth management and asset management advisory services through...
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