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  • $85k per year

     ...financial planner designation – Certified/Chartered Financial Planner (CFP), Chartered Life Underwriter (CLU), Master Financial Planner (MFP)...  ...Chartered Management Account (CMA), Chartered Financial Analyst (CFA), or Registered Retirement Consultant (RRC). Minimum of 5 years... 
    CFA
    Permanent employment
    Full time

    Kawartha Financial Services

    Cobourg, ON
    3 days ago
  • $70 - $90 per hour

     ...advisory workflows into structured evaluation tasks. ~ Clear written communication and attention to detail. Preferred CFA , CFP , CAIA , or Series 65/66 certifications. Experience with alternative investments like private equity and hedge funds.... 
    CFA
    Remote job
    Contract work
    Summer work
    Work at office

    Mercor

    Toronto, ON
    5 days ago
  •  ...relationship management Financial Planning Designation (PFP or CFP ) Mutual Fund Dealer – Dealing Representative License Nice-to...  ...within the Financial Industry Professional designations such as CFA, CPA, MBA, LL.B., FEA What’s in it for you? We thrive on the... 
    CFA
    Long term contract
    Full time
    Local area
    Immediate start
    Flexible hours

    Royal Bank of Canada

    Oakville, ON
    7 days ago
  •  ...business development, regardless of industry/discipline. Completed the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA) What’s in it for you? Whether it’s developing new skills, opportunities to innovate and... 
    CFA
    Long term contract
    Full time
    Flexible hours

    Royal Bank of Canada

    Calgary, AB
    4 days ago
  •  ...University Degree in a related field ( Economics and/or Business ) CFA Designation ( Chartered Financial Analyst ) Minimum 3 years...  ...Minimum 5 years investment industry experience Nice-to-have CFP Designation ( Certified Financial Planner ) Marketing / Sales Background... 
    CFA
    Permanent employment
    Full time
    Contract work
    Fixed term contract

    Royal Bank of Canada

    Calgary, AB
    19 days ago
  • $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,... 
    CFA

    TD

    Saint John, NB
    1 day ago
  •  ...ou dans un domaine connexe Permis valide de représentant inscrit auprès du OCRI Désignations professionnelles telles que CFP, CIM et/ou CFA considérées comme des atouts Minimum de 3 ans d'expérience directement auprès de la clientèle dans un rôle axé sur les ventes... 
    CFA
    Full time
    Work from home

    TD

    Canada
    1 day ago
  • $42.5k - $57.5k per year

     ...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... 
    CFA
    Full time
    Work from home
    Canada
    9 hours agonew
  • $115.6k - $163.2k per year

     ...This covers documents like the Bank's Contingency Funding Plan (CFP), Crisis Management Recovery Plan (CMRP) and CDIC Resolution Plan...  ...Business, Risk and/or Economics ~ Valued designations: CPA, FRM, CFA, MBA Work activities include a blend of highly collaborative... 
    CFA
    Full time
    Work at office
    Work from home
    Flexible hours
    Canada
    2 days ago
  • $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,... 
    CFA
    Full time
    Work from home
    Canada
    7 days ago
  • $100k - $240k per year

     ...motivated, results-oriented, and able to work independently. One of following licenses or certifications required by the position: CFP, CFA, AMFI, CIMA, IFIC, CSC, CIM, CPM Bachelor's degree in business , Finance, Marketing, Economics, Financial Services preferred.... 
    CFA
    Full time
    Monday to friday
    Flexible hours

    AIP Asset Management Inc.

    Toronto, ON
    6 days ago
  •  ...What do you need to succeed? Must Have Successful completion of CFA level 1 with intention to complete CSC Minimum of 5 years...  ...economics) Nice to Have CFA designation CIM designation CFP designation What's in it for you? We thrive on the challenge... 
    CFA
    Full time
    Flexible hours

    Royal Bank of Canada

    Oakville, ON
    11 days ago
  • $77.5k - $109.4k per year

     ...Undergraduate degree • Accredited financial planning designation (CFP, PFP) • 8 years of relevant experience in all aspects of...  ...etc.) • Professional designation such as (CPA, CA, CMA, CGA, CFA, LLB, JD) is an asset • Investment and insurance industry knowledge... 
    CFA
    Full time
    Work at office
    Work from home
    Canada
    13 days ago
  • $85k per year

     ...and self-motivated. There is succession potential for this role Be fully licensed with an advanced finance qualification such as CFP, CIM, CFA, or CPA; or be willing to work towards it Be able to work in the office Have stellar communication skills You must... 
    CFA
    Full time
    Work at office

    Raymond James Ltd.

    Vancouver, BC
    18 days ago
  •  ...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... 
    CFA
    Long term contract
    Full time
    Work from home

    TD

    Canada
    18 days ago
  • $96.9k - $136.8k per year

     ...Undergraduate degree in Business, Finance, Statistics, or Mathematics (or similar). • Investment industry accreditation (e.g., CFP, CIM). • CFA completed or in progress is an asset; financial planning designation or post-graduate degree preferred. • 10+ years of... 
    CFA
    Full time
    Work at office
    Work from home
    Canada
    1 day ago
  •  ...a MBA, is an asset. You’re an accredited professional with a CFA or CIM designation or equivalent designation achieved and have equivalent...  ...experience and eligible to be fully registered as ICPM. Having a CFP, CPA, LLB, TEP and/or FEA is an asset. You put our clients... 
    CFA
    Long term contract
    Remote work

    CIBC

    Edmonton, AB
    19 days ago
  • $42.5k - $57.5k per year

     ...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... 
    CFA
    Full time
    Work from home

    TD

    Canada
    17 days ago
  • $65.05k per year

     ...be an asset. For finance positions; an MBA or Master’s in Finance degree. A professional finance designation would be an asset: CFA or CFP. For Insurance positions; a professional insurance designation: CIP or CRM; a Master’s degree would be an asset. Outstanding communication... 
    CFA
    Permanent employment
    Full time
    Temporary work
    Part time
    Flexible hours

    British Columbia Institute of Technology (BCIT)

    Burnaby, BC
    27 days ago
  • $81.45k - $146.61k per year

     ...commerce ou en économie. Désignation d'analyste financier agréé (CFA) préférée, mais les candidats ayant complété le niveau II du...  ...désignations supplémentaires telles que planificateur financier certifié (CFP) ou praticien en fiducie et en succession (TEP) sont préférées.... 
    CFA
    Full time
    Work at office
    Local area
    Day shift

    Manulife

    Montréal, QC
    1 day ago
  •  ...relationship management Financial Planning Designation (PFP® or CFP® ) Mutual Fund Dealer - Dealing Representative License Nice-...  ...within the Financial Industry Professional designations such as CFA, CPA, MBA, LL.B., FEA What's in it for you? We thrive on the... 
    CFA
    Long term contract
    Full time
    Local area
    Immediate start
    Flexible hours

    Royal Bank of Canada

    London, ON
    11 days ago
  •  ...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... 
    CFA
    Full time
    Remote work
    Day shift

    The Skyline Group of Companies

    Montréal, QC
    5 days ago
  •  ...administration (or equivalent experience). • Pursuant or having obtained one or more professional designations is highly preferred (CFA, CPA, CFP, CIM, CLU). • Several years of experience in financial services or client service roles. • Strong proficiency in Microsoft... 
    CFA
    Work at office
    Ontario
    more than 2 months ago
  • $129k - $214k per year

     ...stand out: Bachelor’s degree in Finance, Business, Economics, or a related field; advanced degree or professional designation (CFA, CAIA, CFP) preferred Proven ability to manage complex sales cycles and close large institutional mandates. Strong knowledge of Canadian... 
    CFA
    Minimum wage
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week
    1 day per week
    Montréal, QC
    more than 2 months ago
  •  ...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... 
    CFA
    Long term contract
    Immediate start

    Scotiabank

    Toronto, ON
    28 days ago
  •  ...industry changes. Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner – CFP). Stay connected within their community through ongoing networking activities, marketing, and referrals. The person we are... 
    Long term contract
    Permanent employment
    Internship
    Local area

    Sun Life

    Moncton, NB
    1 day ago
  • $60k - $70k per year

     ...Canadian Investment Regulatory Organization (CIRO), if not currently licensed ~ Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role. ~ CFP Eligibility requirements: University Degree OR meet one of the following... 
    Long term contract

    TD

    Bridgewater, NS
    3 days ago
  • $60k - $70k per year

     ...Canadian Investment Regulatory Organization (CIRO), if not currently licensed ~ Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role. ~ CFP Eligibility requirements: University Degree OR meet one of the following... 
    Long term contract
    Work from home

    TD

    Goderich, ON
    3 hours agonew
  • $80k - $90k per year

     ...license, with a Mutual Funds license as an asset. You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation. What We Offer Training and development opportunities to grow your career... 
    Long term contract
    Work at office
    Local area
    Shift work

    Co-operators

    Penticton, BC
    20 hours ago
  •  ...interpersonal, leadership and business development skills University degree or college diploma Industry courses (e.g. CSC, PFP, CFP) would be considered an asset Location(s): Canada : Ontario : Kingston Scotiabank is a leading bank in the Americas. Guided by our... 
    Immediate start

    Scotiabank

    Kingston, ON
    3 days ago