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- ...of client contact and exposure to both insurance and investment planning. Certified Financial Planner (CFP). Chartered Investment Manager (CIM) or completion of CFA Level 1. Licensed for Life, Sickness & Accident Insurance. Other industry education and...CFA
- .... Undergraduate degree in Commerce, Finance, or a related field (MBA or equivalent considered an asset). CFA designation or CFA Level 3 Candidate (TEP or CFP designations are considered an asset). Registered (or eligible for registration) as an Advising Representative...CFALong term contractFull timeTemporary workWork at officeLocal areaWorldwideFlexible hours
$130k - $160k per year
...delivering exceptional client service and upholding high ethical standards. Relevant financial certifications or credentials (e.g., CFP , CFA ) or active progress toward obtaining them. What's on Offer Why Apply Competitive and high‑earning potential: This...CFALong term contractPermanent employmentRemote work- ...investment solutions (preferred) ~ Canadian Securities Course (CSC) or CFA Level 1 (or higher) required before start date ~ Complete... ...first 30 months in role ~ Achieve Certified Financial Planner (CFP) designation within first 3 years in role ~ CFP Eligibility requirements...CFALong term contractFull timeWork from home
- ...Optional : Certified International Wealth Manager (CIWM) designation, Certified Financial Accountant (CFA), Chartered Investment Manager (CIM), or Certified Financial Planner (CFP) ~ Robust conceptual and practical knowledge within an area of expertise and in broader areas...CFAFull timeWork from home
- ...with exceptional interpersonal, leadership and business development skills University degree (BComm, MBA , CFA), in addition to industry courses (eg. CSC, PFP, CFP) Location(s): Canada : Ontario : Toronto Scotiabank is a leading bank in the Americas. Guided by our...CFA
$58k - $97k per year
...in a field such as Commerce, Finance, or Business CSC or IFIC certification; financial service industry designations, such as CFP, CIM or CFA, an asset Minimum 3 years of sales experience; experience working in the financial services industry Extremely strong sales...CFAFull timeFlexible hours- ...supported through hands-on learning, professional skills and knowledge development, and accreditation of required designations (CIM, CFA, CFP). The Wealth Associate understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities...CFALong term contractImmediate start
- ...CIM, or in the process of attaining CIM accreditation Enrollment in or completion of CFA program is an asset Strong knowledge, enrollment in or completion of Financial Planning (CFP) is an asset Strong knowledge, enrollment in or completion of Insurance (LLQP) is an...CFALong term contractTemporary workLocal area
$70k - $85k per year
...completion) of the following is considered an asset: Certified Financial Planner (CFP), Qualified Associate Financial Planner (QAFP) Chartered Investment Manager (CIM), Chartered Financial Analyst (CFA) Level 1 Life License Qualification Program (LLQP) ~ Experience with a...CFAPermanent employmentFull timeWork at officeFlexible hours3 days per week$91.2k - $136.8k per year
...• Subject Matter Expertise or any industry certifications/accreditations such as CSC, IFIC, CRS, CSWP, CIM, TEP, PFP, PFPc , CFP, CFA would be considered an asset • Team player that is able to help others understand complex issues and is able to influence a diverse...CFAFull timeInternshipWork at officeWork from home- ...formation dans le secteur des services financiers est requise: CSC ou CFA niveau I. ~Une volonté d’explorer des idées nouvelles et... ...et leur lien avec l’industrie des fonds. ~L’obtention du CFA, CFP ou CIM serait un atout, mais n’est pas obligatoire ~ La connaissance...CFAFull timeRemote workDay shift
- ...Thrives in an office environment Nice-to-have Knowledge of RBC Dominion Securities’ systems and procedures WME, TEP, CFP and or CFA would be beneficial Strong background in financial planning and Tax and estate planning would be key Fluency in French...CFAFull timeWork at officeFlexible hours
- ...Highly developed knowledge of the wealth management business with 8 to 10 years of experience in the industry. Additional accreditation CFP CIM CFA is an asset You can demonstrate experience and strong knowledge of retail brokerage and products and comfort in...CFALong term contractFull timeWork at officeRemote work
- ...Investment Advisors. Skills & Experience Required: • University Degree • Preference given to industry accreditations (CFA, CIM, CFP, FCSI) • 5+ years of industry sales experience • In-depth knowledge of both asset management and wealth management...CFAFull timeWork from home
$50k - $100k per year
...economics or related discipline ~ Currently licensed as a Registered Representative with CIRO ~ Professional designations such as CFP, CIM and/or CFA are considered assets ~3+ years of experience working directly in a client-facing, sales or relationship-focused role,...CFAFull timeWork from home- ...University degree; Professional designation (e.g., CPA, LLB/JD, CFP); CPA Canada In-Depth Tax Program or MTax degree; and At... ...(FEA) Program Other professional designations (e.g., TEP, CLU, CFA, CBV, CAIA). Advanced Tax Issues for the Owner-Managed Business...CFALong term contractTemporary workLocal area
$81.6k - $115.2k per year
...months of hire) ~ Registered with CIRO as a Registered Representative is an asset. ~ Investment Management course, CIM or CFA is an asset. ~ CFP or PFP designation (CFP preferred) is an asset. Who We Are: TD is one of the world's leading global financial...CFAFull timeWork from home- ...you have: ~Minimum Bachelor’s degree in a field such as Commerce, Finance, Business Administration ~CSC or IFIC certification ~CFP or CIM; CFA desirable ~Minimum 5+ years of ETF sales experience ~Minimum 5+ years of management experience and managing a territory...CFAPermanent employmentFull timeWork at office
$38k - $55k per year
...Exceptional verbal and written English skills – especially over the telephone Recognized Professional Designation (such as CPA, CA, FEA, CFA, CFP, LLB, etc.) Commitment to obtain CFP designation (if not already held) Bachelor’s Degree from a recognized university IIROC...CFAFull timeWork at officeFlexible hours- ...Code of Ethics Trademark License and Application fees Enrollment in or completion of CFA program is an asset Strong knowledge Enrollment in or Completion of Financial Planning (CFP) is an asset Strong knowledge Enrollment in or Completion of Insurance (LLQP) is an...CFALong term contractFull timeTemporary workLocal area
$76.8k - $115.2k per year
...duties as assigned by manager from time to time Education/Accreditations: ~ Undergraduate degree ~ Certified Financial Planner (CFP) designation ~8 years of relevant experience in all aspects of Wealth Planning ~ Complex Financial Planning experience ~ Strong analytical...Full timeWork at officeWork from home$80k - $95k per year
...Designation Life, Accident, and Sickness licenses in good standing, with robust knowledge of life insurance and living benefits. CFP and/or CLU designations considered a significant asset. Track record of success in developing and maintaining strong client relationships...Full timeWork at officeRelocationMonday to fridayFlexible hours$74.74 per hour
...Faites partie de l’aventure! Rejoignez notre équipe dynamique et contribuez à bâtir l’avenir de la réfrigération au CFP de Lachine – édifice Dalbé-Viau . Plongez dans l’univers fascinant du froid, où chaque journée vous permettra de faire fondre la routine et rafraîchir...Part time- ...optimize business opportunities and referrals What do you need to succeed? Must-have Financial Planning Designation (PFP®, QAFP™ or CFP®) Mutual Funds License (IFIC or CSC) Minimum 3 years’ experience in financial planning Proven networking and client acquisition...Long term contractFull timeLocal areaFlexible hours
$64.7k per year
...CFSA designation or be willing to obtain it within 18 months of their start date. Alternatively, recognized accreditations such as PFP, CFP, or QAFP may satisfy this requirement (Financial support for CFSA certification may be available). Post-secondary education in...Full timeInternshipWork at office- ...in the financial services industry, along with experience leading, attracting and developing a team. The Certified Financial Planner (CFP®) or Personal Financial Planner (PFP®) designation, or on track to earning, is required. About IG Wealth Management For more...Long term contract
$74.74 per hour
...la peinture et le polissage n’ont plus de secrets pour vous ? Et si votre prochain chef-d’œuvre était… la relève en carrosserie? Le CFP de Verdun est à la recherche d’une enseignante ou d’un enseignant pour le DEP en carrosserie , animé(e) par le désir de partager son...ApprenticeshipCentre de services scolaire Marguerite-Bourgeoys
Montréal, QC12 days ago$70k per year
...Additional duties as required What will you bring to the role: The successful candidate must have: Certified Financial Planner (CFP) designation with 1-2 years' experience post-designation or equivalent Ability to handle confidential information in a professional...Permanent employmentFull timeSummer workCasual workWork at officeRemote workWork from homeMonday to fridayFlexible hours$70k - $80k per year
...Proficiency with financial planning software and tools Bachelor’s degree in finance, Accounting, Economics, or a related field CFP designation preferred, working towards CFP, or at minimum has an QAFP designation (at minimum) Knowledge of Canadian financial regulations...Permanent employmentFull timeCasual workLocal areaFlexible hours
