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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...CFAPermanent employmentFull time$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....CFARemote jobContract workSummer workWork at office- ...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...CFALong term contractFull timeLocal areaImmediate startFlexible hours
- ...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...CFALong term contractFull timeFlexible hours
- ...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...CFAPermanent employmentFull timeContract workFixed term contract
$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- ...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...CFAFull timeWork from home
$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...CFAFull timeWork from home$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...CFAFull timeWork at officeWork from homeFlexible hours$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$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....CFAFull timeMonday to fridayFlexible hours- ...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...CFAFull timeFlexible hours
$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...CFAFull timeWork at officeWork from home$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...CFAFull timeWork at office- ...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
$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...CFAFull timeWork at officeWork from home- ...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...CFALong term contractRemote work
$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...CFAFull timeWork from home$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...CFAPermanent employmentFull timeTemporary workPart timeFlexible hours$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....CFAFull timeWork at officeLocal areaDay shift- ...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...CFALong term contractFull timeLocal areaImmediate startFlexible hours
- ...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
- ...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...CFAWork at office
$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...CFAMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- ...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
- ...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 contractPermanent employmentInternshipLocal area
$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$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 contractWork from home$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 contractWork at officeLocal areaShift work- ...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