CFP Jobs in Vancouver
1 - 15 of 17
Search Results - CFP Jobs in Vancouver
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
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...
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...
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...
TechAlliance of Southwestern Ontario, London Economic Development Corporation-Vancouver
economics, or a related field or equivalent work experience.
4. Professional certifications (e.g. CFP, CFA) would be advantageous.
5. Five years industry experience in financial services or related field, with a focus on sales or loyalty retention.
6. Strong...
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...
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
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...
Odlum Brown Limited-Vancouver
approaches and implement tailored risk mitigation strategies, evaluate the effectiveness of responses to identified risks and recommend improvementsPROFESSIONAL QUALIFICATIONS- CFP® designation with at least 5 years of post-designation experience required- CA...
Odlum Brown Limited-Vancouver
Licensed with a minimum 2 years’ post-licensing industry experience required
• QUALIFIED ASSOCIATE FINANCIAL PLANNER™ (QAFP®) or CERTIFIED FINANCIAL PLANNER® (CFP®), designations are an asset
• Critical thinker who exhibits professional judgment...
Odlum Brown Limited-Vancouver
approaches and implement tailored risk mitigation strategies, evaluate the effectiveness of responses to identified risks and recommend improvementsPROFESSIONAL QUALIFICATIONS- CFP® designation with at least 5 years of post-designation experience required- CA...
Nicola Wealth Management Ltd.-Vancouver
services industries.
• Completion of a bachelor’s degree and financial industry related courses are an asset – CIM, CFP, LLQP, etc.
• Strong business sense.
• Excellent organizational skills and excellent written and oral communication skills.
• Excellent...
appcast.io -
Odlum Brown Limited-Vancouver
approaches and implement tailored risk mitigation strategies, evaluate the effectiveness of responses to identified risks and recommend improvementsPROFESSIONAL QUALIFICATIONS•CFP® designation with at least 5 years of post-designation experience required•CA...
Royal Bank of Canada-Vancouver
or more years within a strategy role preferably and/or commercial banking experience.
• Successful Completion of Financial Planning Designation (PFP/CFP/IQPF) and Branch Compliance Officer ( BCO )
• Demonstrated strong personal commitment to the client...
rbc.com -
Royal Bank of Canada-Vancouver
Excellent verbal and written communication and interpersonal skills
Nice to have
• Financial planning designation: CFP, RFP, or IQPF is an asset
• CICA In Depth tax course or equivalent a strong asset
• US Planning knowledge would be a strong asset...
rbc.com -
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