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$85.1k - $97.04k par année
...strategies. Qualifications Bachelor's degree in Finance, Economics, or a related field; advanced degree or professional certification (CFA, CFP) is preferred. Proven experience in portfolio management or related roles within the financial services industry. Strong...CFATemps pleinTravail à distanceLundi au vendredi- ...you need to succeed? Must Have Chartered Financial Analyst (CFA) designation University Degree in a related field (Business and... ...Marketing experience Nice to Have Financial Planning Designation (CFP, PFP or RFP) Other professional designations ( CA or LLB)...CFATemps plein
- ...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 grow,...CFAContrat Longue DuréeTemps pleinHoraires flexibles
$60k - $70k par année
...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...CFAContrat Longue DuréeTemps pleinTravail à domicile- ...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...CFASalaire minimumZone localeTravail à domicile
$42.5k - $57.5k par année
...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...CFATemps pleinTravail à domicile$60k - $70k par année
...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...CFAContrat Longue Durée- ...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...CFAContrat Longue Durée
$65.05k par année
...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...CFAEmploi permanentTemps pleinTravail temporaireTemps partielHoraires flexibles$50k - $100k par année
...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,...CFATemps pleinTravail à domicile- ...relate to mutual funds, ETFs and alternatives University degree preferred, or equivalent work experience. Advanced certification CFA, CFP, CAIA or CIM would be beneficial Team player and self-starter, highly motivated, and results-driven. Demonstrates a high level...CFATemps pleinTravail le week-endÉquipe de l'après-midi
- ...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 communicating this...CFAContrat Longue DuréeTemps pleinTravail au bureau3 jours par semaine1 jour par semaine
$62k - $70k par année
...working in the financial services industry ~ Completion or enrolment in an advanced financial services designation such as CIM, CFP, or CFA ~ Excellent knowledge of/and genuine interest in capital markets and financial instruments ~ Excellent written, verbal communication...CFATemps pleinHoraires flexibles- ...sans ces acquis ne sera pas considérée Candidature au titre de Gestionnaire de placement agréé (CIM) ou de CFA (niveau 1), Formation en planification financière (CFP) ou en planification financière personnelle (PFP) considérée comme un atout Connaissance approfondie du...CFAEmploi permanentTemps pleinTravail au bureauTravail à distanceLundi au vendrediHoraires flexiblesÉquipe de l'après-midi
- ...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...CFATemps pleinTravail à distanceÉquipe de jour
- ...deliver sophisticated investment counselling. What You Bring CFA charter holder or CIM designation required. Must meet all... ...Ontario Securities Commission for example) Interest in pursuing CFA, CFP, and/or LLQP is an asset. Strong investment literacy and ability...CFAContrat Longue DuréeTravail au bureau
- ...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...CFATravail au bureau
- ...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...CFAContrat Longue DuréeRecrutement immédiat
$56k par année
...données – compétences approfondies Accréditations professionnelles du secteur, obtenues ou en voie de l’être, privilégiées (CIM, CFA, CFP). Permis de Représentant en placement (RR) valide ou réussite du CCVM/MNC, ainsi que de toute autre formation requise pour le maintien...CFATemps partielTravail à distance- ...~5+ years in financial services ~ Proven success in business development through financial planning ~ CIFC & LLQP completed ~ CFP® designation completed or in progress A generous compensation package will be tailored to the candidate’s credentials and experience...Contrat Longue DuréeCabinet privéTravail à domicile
$76.61 par heure
...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 . Que vous ayez déjà enseigné ou que vous envisagiez une réorientation professionnelle, ce poste peut être pour vous...Temps partielSuppléance- ...optimize business opportunities and referrals What do you need to succeed? Must-have Financial Planning Designation (QAFP, PFP or CFP) Mutual Funds License (IFIC or CSC) Minimum 3 years’ experience in financial planning A strong financial acumen, along with...Contrat Longue DuréeTemps pleinZone localeHoraires flexibles
- ...license . Preference will be given to candidates who possess the Life License Qualification Program (LLQP) or nearing completion. ▪️ CFP and TEP are an asset. About IG Wealth Management For more than 100 years, IG Wealth Management has built long-term...Contrat Longue Durée
- ...retirement Qualifications: Mutual Funds licence Life Insurance licence Strong preference will be given to candidates who have the CFP designation or are actively working towards obtaining it Driver's licence and car Core Competencies: Strong client services...Contrat Longue DuréeEmploi permanentTemps plein
$60k - $70k par année
...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...Contrat Longue DuréeTemps pleinTravail à domicile- ...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 than...Contrat Longue Durée
- ...taken Fundamentals of Personal Financial Planning or Financial Planning 1 and two additional courses in a Certified Financial Planner (CFP) core curriculum program. Completed Investments coursework - You have taken Investment Funds in Canada (IFC) or Canadian...Emploi permanentTemps pleinTravail temporaireStageRecrutement immédiatHoraires flexibles
- ...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 : British Columbia : West Vancouver Scotiabank is a leading bank in the...Recrutement immédiat
$69.7k - $98.4k par année
...g. French-speaking or other languages) Additional professional competencies, either completed or currently enrolled (e.g. TEP, CETA, CFP etc.). Some tax, insurance, investment knowledge is an asset. Who We Are: TD is one of the world's leading global financial institutions...Temps pleinTravail à domicile- ...Canadian Investment Regulatory Organization (CIRO), and a well-rounded knowledge of the securities industry; ~ Willingness to complete CFP; ~2+ years of experience working in Wealth Management and managing client relationships and assets; ~ Excellent communication and...Emploi permanentTemps pleinTravail au bureauÉquipe de jour
