Financial Planner Jobs in Halifax
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Search Results - Financial Planner Jobs in Halifax
Well Built Wealth-Halifax
We are a totally independent, new-school, fast-growing, people-centric, financial planning firm looking for another CFP (or a talented QAFP or CPA) to join our awesome team as we build out and up.
We are based out of BC but work with clients all...
Royal Bank of Canada-Halifax
collaboration and diversity
What do you need to succeed?
Must-have:
• University degree supported by a professional designation (CFP, PFP preferred).
• 5+ years of related experience in one or more of the following areas: financial planning, training...
rbc.com -
Industrielle Alliance - Agence Québec Rive-Sud-Halifax
in place to support you on a daily basis, free access to premises, advantageous salary including commissions and bonuses (according to the personal objectives established), access to a team of financial planners to assist you in your complex files...
Go2STAFFING-Vaughan, 1274 km from Halifax
and interpersonal skills.
• Experience collaborating with project managers on budgeting and financial planning.
• Open-minded, self-motivated, and driven to excel in a dynamic, fast-growing industry.
What’s Offered:
• Comprehensive Benefits: Extensive package...
Scotiabank-Halifax
Planning, Philanthropic Services, Financial Planning, Insurance and MD Financial among other available Wealth Solutions to effectively transition clients to the most appropriate business line(s) and Relationship Manager(s) for the client’s total wealth...
appcast.io -
Royal Bank of Canada-Halifax
centres of influence
• Digital literacy using a variety of systems and tools
Nice to have
• Bilingualism (French & English)
• Professional sales experience in the Insurance industry
• Industry Designations Preferred: CFP (Certified Financial Planner...
rbc.com -
Industrielle Alliance - Agence Québec Rive-Sud-Halifax
in place to support you on a daily basis, free access to premises, advantageous salary including commissions and bonuses (according to the personal objectives established), access to a team of financial planners to assist you in your complex files...
EXFO inc-Quebec City, 644 km from Halifax
ill c ons i s t o f :
Follow up, on a daily basis, the current project orders (shipment, export deliveries, invoicing milestones)
Coordinate activities and internal follow-up with other departments involved in the order processing, i.e. Finance...
Brunel-Halifax
groups to enhance pre-approval market development and post-approval adoption.
• Contribute to budgeting and financial planning for Medical Affairs activities and ensure adherence to approved budgets.
• Ensure compliance with industry regulations...
Canadian Forces Morale and Welfare Services - CFMWS-Halifax
Mutual Fund License Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFC) Experience In providing administrative services in a financial planning, counselling and/or insurance environment In office administration In maintaining...
Scotiabank-Halifax
and Service Basics such as the Customer Experience Model. This will be achieved by remotely selling customized financial solutions using a financial planning approach to meet customer needs and business objectives.
Is This Role Right for You? In this role...
appcast.io -
Korn Ferry-Halifax
status, and next steps.
• Support management in roll-up of monthly financial forecasts through accurate forecasting, negotiating, and financial planning in designated accounts.
• Further develop existing, and establish new business relationships...
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