CFP Jobs in Toronto
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Search Results - CFP Jobs in Toronto
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...
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...
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...
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...
Harbourfront Wealth Management-Toronto
wealth management, or investment advisory environment
• Completion of the Canadian Securities Course (CSC®) required and CFP® designation is an asset
• Strong proficiency in Microsoft Office (Excel, PowerPoint, Word), Outlook, and CRM systems
• Experience...
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...
RPIA-Toronto
practice management;
• Completion or progress towards industry-related courses such as CSC, IFIC, or CFP is preferred;
• Proven experience with organizing, prioritizing, and executing individual and team sales plans and activities;
• Experience working...
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...
Virgo Digital Asset Management-Toronto
insights.QualificationsBachelor’s degree in finance, Economics, or a related field. A master’s degree or relevant professional certifications (CFA, CFP, etc.) are preferred.Minimum of 5 years of experience in trading and portfolio management or a comparable investment management...
Raymond James Bank-Toronto
or Morningstar; - CFP designation or interest in completing.
#J-18808-Ljbffr...
appcast.io -
Virgo Digital Asset Management-Toronto
them with regular updates, performance reports, and market insights. Qualifications Bachelor’s degree in finance, Economics, or a related field. A master’s degree or relevant professional certifications (CFA, CFP, etc.) are preferred. Minimum of 5...
B. Riley Farber-Toronto
Undergraduate university degree. CFA and/or CIM preferable. CFP/FEA, graduate degrees or designations given additional consideration.
• 7+ years relevant experience (client acquisition and management experience in financial services)
• Progressive career...
appcast.io -
Normandin Beaudry-Toronto
or other relevant degree
• Professional designations or licences, such as CFA, CAIA, FSA, FCIA, ASA, CFP or other relevant designation, are considered an asset
This position is an exceptional opportunity for an experienced professional who wants to shape...
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