“PFP” jobs in Canada – Page 3

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• 5d

  Financial Solutions Specialist - Burnaby Branch

  Burnaby, BC

  $68k–$73k/yrFull Time

  

  Beem Credit Union

  4+ YOECandidates need a post-secondary degree or diploma in business, finance, economics or a related field, plus a Mutual Fund License (IFIC/MFDA). They also need 4 to 6 years of advisory experience covering investments and lending, and a PFP, QAFP or CFP designation is preferred.

  CRM systems

  6d

  Financial Solutions Specialist - Nordel Branch

  Surrey, BC

  Full Time

  

  Beem Credit Union

  4+ YOEBeem Credit Union needs candidates with a post-secondary degree or diploma in business, finance or economics, a Mutual Fund License (IFIC/MFDA), and 4 to 6 years of advisory experience including investments and lending.

  CRM systems

• 5d

  Senior Financial Advisor - Saint-Hubert

  Saint-Hubert, QC

  Full Time

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  2+ YOECandidates need 1.5 to 3 years of financial advisory experience managing their own client portfolio, plus CIRO-MFD registration and Quebec AMF licensing. A Registered Retirement Consultant designation is required, and a Personal Financial Planner designation must be obtained within 24 months of hire.

  CIBC advanced financial planning tools

  6d

  Investment Specialist

  Listowel, ON +1

  Full Time

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  Candidates need a current Mutual Funds License (Canadian Securities Course or Investment Funds in Canada), and must complete the PFP or RRC (or CFP or IQPF) within the first year. Strong relationship-building, networking and sales skills are needed.

  7d

  Financial Plan Review Consultant (Bilingual) - Remote

  Toronto, ON

  Full Time

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  3+ YOECandidates need at least three years of financial planning experience and a Personal Financial Planner (PFP) designation, with a CFP or IQPF also accepted. They need strong retirement planning knowledge, good communication skills, and fluency in French and English.

  Bilingualism, Financial planning, Documentation, Risk management, Give constructive feedback, Communication skills

• 5d

  Investment Planning Specialist, Scotia Financial Planning - Acadian Peninsula

  Tracadie-Sheila, NB

  

  Scotiabank

  3+ YOEScotiabank asks for 3 years in financial planning and investment sales, a mutual fund licence (CIRO) and a PFP or CFP designation. Candidates also need strong networking skills, self-motivation, a valid driver's licence and access to a vehicle.

  CRM software, Portfolio software, Financial planning software, Mobile technology

  5d

  Financial Planner, Scotia Financial Planning - Antigonish, NS

  Antigonish, NS

  

  Scotiabank

  3+ YOEScotiabank needs candidates with 3 years of financial planning and investment sales experience, a mutual fund certification in good standing with CIRO, and a PFP or CFP designation. They also need strong networking skills, a valid driver's licence and access to a vehicle.

  CRM software, financial planning software, portfolio software, mobile technology

  5d

  Financial Planner, Scotia Financial Planning - Labrador City, NL

  Labrador City, NL

  

  Scotiabank

  3+ YOECandidates need about 3 years of financial planning and investment sales experience, a CIRO-registered mutual fund or securities credential, and a PFP or CFP designation. A valid driver's licence and a vehicle are also required.

  CRM software, Portfolio software, Financial planning software, Mobile technology

  5d

  Private Banker

  Vancouver, BC

  

  Scotiabank

  5+ YOECandidates need at least 5 years of commercial or private banking lending experience and an established network of high net worth clients. A university degree such as a BCom, MBA or CFA, plus industry courses such as CSC, PFP or CFP, is expected.

  Sales, Documentation, Securities, Financial planning, Coaching, Risk management

  7d

  Private Banker

  Calgary, AB

  

  Scotiabank

  5+ YOECandidates need at least 5 years of commercial or private banking lending experience and an established network of high net worth clients. A university degree such as a BCom, MBA or CFA is required, plus industry courses such as CSC, PFP or CFP.

  Sales, Documentation, Securities, Financial planning, Coaching, Risk management

  7d

  Financial Planner, Scotia Financial Planning - Bridgewater

  Bridgewater, NS

  

  Scotiabank

  3+ YOEScotiabank needs candidates with 3 years of financial planning and investment sales experience, a mutual fund certification in good standing with CIRO, and a PFP or CFP designation. A valid driver's licence and access to a vehicle are required.

  CRM software, Portfolio software, Financial planning software

  7d

  Private Banker

  Toronto, ON

  

  Scotiabank

  5+ YOECandidates need at least 5 years of commercial or private banking lending experience and an established network of high net worth clients. Strong leadership, networking and business development skills are essential, along with a university degree such as a BCom, MBA or CFA.

  Sales, Documentation, Securities, Financial planning, Coaching, Risk management

  7d

  Financial Planner, Scotia Financial Planning - Terry Fox & Campeau

  Ottawa, ON

  

  Scotiabank

  3+ YOECandidates need about 3 years of financial planning and investment sales experience, mutual fund certification with CIRO licensing, and ideally a PFP or CFP designation. They also need strong networking skills, self-motivation, and a valid driver's licence with access to a vehicle.

  CRM software, Portfolio software, Financial planning software, Mobile technology

  7d

  Scotia Wealth Insurance Services Regional Director, Central Canada

  Toronto, ON

  

  Scotiabank

  10+ YOECandidates need over 10 years of experience in financial services or wealth management, an undergraduate degree, and proven people leadership with sales leadership an asset. Expert knowledge of wealth and insurance products, regulation, and industry accreditations such as CFP, CLU or an insurance licence are assets.

  Leadership, Sales, Regulatory compliance, Team leadership, Lead a team, Financial planning

• 6d

  Financial Planner Investment and Retirement Planning

  Thunder Bay, ON

  Full Time

  

  Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

  Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02

  2+ YOECandidates need a financial planning designation (QAFP, PFP or CFP), a mutual funds licence (IFIC or CSC) and at least two years in financial planning. Strong networking, client acquisition, partner relationship and digital skills are essential.

  Mobile applications

  6d

  Financial Planner Investment and Retirement Planning

  Blind River, ON +2

  Full Time

  

  Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

  Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02

  2+ YOECandidates need a financial planning designation (QAFP, PFP or CFP), a mutual funds licence (IFIC or CSC), and at least two years of financial planning experience. Strong networking, client acquisition and partner-building skills, plus digital and mobile-app fluency, are also required.

  Mobile applications

  6d

  Wealth Concierge

  Toronto, ON

  Full Time

  

  Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

  Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02

  2+ YOECandidates need at least 2 years of experience in a similar investment or wealth role, a university degree, the Canadian Securities Course and a CFP or PFP designation or progress toward one. Strong attention to detail, excellent communication and advanced Microsoft Office skills are required.

  Salesforce, myGPS

  8d

  Financial Planner Relationship Manager

  Stratford, ON

  Full Time

  

  Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

  Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02

  3+ YOECandidates need a financial planning designation (QAFP, PFP or CFP), a mutual funds licence (IFIC or CSC) and at least 3 years of financial planning experience. Strong networking, client acquisition and relationship management skills are essential.

  Financial planning, Meet commitments, Client relationship management, CSC, Financial capability, Collaboration

  8d

  Financial Planner Relationship Manager

  Stratford, ON

  Full Time

  

  Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

  Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02

  3+ YOECandidates need a financial planning designation (QAFP, PFP or CFP), a mutual funds licence (IFIC or CSC) and at least 3 years of financial planning experience. Strong networking, client acquisition and relationship management skills are essential.

  Financial planning, Meet commitments, Client relationship management, CSC, Financial capability, Collaboration

• 7d

  Advisor Experience Specialist

  Etobicoke, ON

  Full Time

  

  Meridian Credit Union Limited: As a company that puts people first.

  5+ YOECandidates need five to seven or more years of investment sales, financial planning, wealth management or advisor-support experience, plus a degree or equivalent. Strong coaching, facilitation and communication skills, and comfort with CRM and digital tools, are required.

  Conquest, CRM Dynamics 365, CapIntel, Advisor Stream, Teams, Excel

• 7d

  Wealth Concierge

  Toronto, ON

  Full Time

  RP

  RBC Phillips, Hager & North Investment Counsel Inc.

  2+ YOECandidates need at least two years in a similar wealth or investment role, a university degree, and completion of the Canadian Securities Course. A CFP or PFP designation, or working toward one, is also required, and strong attention to detail, communication and advanced MS Office skills are essential.

  Salesforce, myGPS

  7d

  Wealth Concierge

  Toronto, ON

  Full Time

  RP

  RBC Phillips, Hager & North Investment Counsel Inc.

  2+ YOECandidates need at least two years in a similar wealth or investment role, a university degree, completion of the Canadian Securities Course, and a CFP or PFP designation or active working toward one. Strong attention to detail, clear written and verbal communication, and advanced Microsoft Office skills are required.

  Salesforce, myGPS

• 7d

  Financial Advisor (Woodgrove Branch)

  Nanaimo, BC

  

  First West

  2+ YOECandidates need a college or tech diploma, a Mutual Funds License, and two years in a member advisor role or equivalent. They must identify member needs, manage their own workload, and be proficient in Microsoft Office and banking software.

  Microsoft Office, banking software

  7d

  Senior Financial Advisor (Chemainus Branch)

  Chemainus, BC

  

  First West

  2+ YOECandidates need a two-year college or tech school diploma or equivalent experience, a Mutual Funds License and 2-3 years as a financial advisor. Strong advisory, sales and relationship skills, computer proficiency and sound judgment about risk and policy are required.

  Microsoft Office, banking software

7 companies