“PFP” jobs in Canada – Page 4

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• 11d

  Financial Planner

  Milton, 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+ YOERoyal Bank of Canada asks for a financial planning designation (QAFP, PFP or CFP), a mutual funds licence (IFIC or CSC), and at least 3 years of financial planning experience. Candidates also need strong financial, networking, client acquisition and relationship management skills.

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

  11d

  Senior Investment Funds Advisor

  Vancouver, BC

  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

  7+ YOECandidates need the IFIC or Canadian Securities Course, a PFP or CFP financial planning designation, 7-10 years of client-facing investment experience, and 5+ years as a dedicated advisor. Strong business development and written and verbal communication skills are also required.

  Teamwork, Client relationship management, Sales, Financial planning, Regulatory compliance, CSC

  11d

  Financial Planner

  Milton, 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+ YOERoyal Bank of Canada asks for a financial planning designation (QAFP, PFP or CFP), a mutual funds licence (IFIC or CSC), and at least 3 years of financial planning experience. Candidates also need strong financial, networking, client acquisition and relationship management skills.

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

  11d

  Private Banker

  Mississauga, 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

  5+ YOECandidates need at least 5 years in a client relationship role giving advice and solutions, plus knowledge of credit and financial planning. They must hold IFIC, PFP and a Mutual Fund Dealer license, or obtain the IFIC and PFP within set deadlines.

  Cash handling, Client relationship management, Financial planning, Sales, Work independently, CFA

  11d

  Private Banker

  Mississauga, 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

  5+ YOECandidates need at least 5 years in a client relationship role giving advice and solutions, plus knowledge of credit and financial planning. They must hold IFIC, PFP and a Mutual Fund Dealer license, or obtain the IFIC and PFP within set deadlines.

  Cash handling, Client relationship management, Financial planning, Sales, Work independently, CFA

  12d

  Investment Funds Advisor Assistant

  Vancouver, BC

  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+ YOERoyal Bank of Canada needs candidates with the IFIC or Canadian Securities Course and at least one year licensed, plus 2 to 3 years in a similar investment role and customer service. Advanced Microsoft Office skills are required, and working toward PFP, CFP or CIM is an asset.

  Contact management system

  12d

  Financial Planner

  Richmond Hill, 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+ YOERoyal Bank of Canada needs candidates with a QAFP, PFP or CFP designation, an IFIC or CSC mutual funds licence and at least three years of financial planning experience. Strong financial knowledge, networking, client acquisition and relationship management skills are essential.

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

  12d

  Financial Planner

  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

  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 financial acumen, networking, client acquisition and relationship management skills are also required.

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

  13d

  Financial Planner

  Markham, 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) and a Mutual Funds licence (IFIC or CSC), plus 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

  13d

  Financial Planner

  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

  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 financial acumen, networking, client acquisition and relationship management skills are also required.

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

  13d

  Financial Planner

  Markham, 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) and a Mutual Funds licence (IFIC or CSC), plus 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

  13d

  Financial Planner

  Richmond Hill, 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+ YOERoyal Bank of Canada needs candidates with a QAFP, PFP or CFP designation, an IFIC or CSC mutual funds licence and at least three years of financial planning experience. Strong financial knowledge, networking, client acquisition and relationship management skills are essential.

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

• 11d

  Senior Investment Funds Advisor

  Vancouver, BC

  Full Time

  PH

  Phillips, Hager & North Investment Management Ltd.

  7+ YOECandidates need the IFIC or Canadian Securities Course, a financial planning designation (PFP or CFP), 7 to 10 years of client-facing investment industry experience, and 5+ years as a dedicated advisor. Strong business development and written and verbal communication skills are required.

  Teamwork, Client relationship management, Sales, Financial planning, Regulatory compliance, CSC

  13d

  Investment Funds Advisor Assistant

  Vancouver, BC

  Full Time

  PH

  Phillips, Hager & North Investment Management Ltd.

  2+ YOECandidates need an IFIC or CSC completion and at least one year licensed, plus 2 to 3 years in investment industry support and customer service. Advanced MS Office skills are required, and working toward PFP, CFP or CIM is an asset.

  MS Office, Word, Excel, PowerPoint, Contact management system

• 11d

  Senior Financial Advisor

  Delta, BC +1

  

  First West

  2+ YOECandidates need a college or tech diploma or equivalent experience, a Mutual Funds License, 2-3 years as a financial advisor and a proven record of meeting sales targets. Strong advisory conversation skills and computer proficiency are also required.

  Microsoft Office, Banking software

  13d

  Financial Planner

  Armstrong, BC +1

  $85k/yr

  

  First West

  5+ YOECandidates need a college diploma, a mutual funds licence, and at least a PFP designation, plus five years of financial planning or investment sales experience and two years in retail lending. Strong sales, communication and planning software skills are required.

  Microsoft Office, financial planning software

  13d

  Financial Advisor (Sardis Branch)

  Chilliwack, BC

  

  First West

  2+ YOECandidates need a two-year college or tech school diploma or equivalent experience, a Mutual Funds licence and two years in a member advisor role. They must be self-starters who can prioritize work and use Microsoft Office and banking software.

  Microsoft Office, Banking software

  13d

  Senior Member Experience Advisor (MAC)

  Langley, BC +4

  

  First West

  2+ YOEFirst West needs candidates with a two-year college or tech diploma or equivalent experience, a Mutual Funds License, and 2-3 years as a financial advisor. Candidates must have a proven record of meeting sales targets, strong written and phone communication, and comfort with Dynamics 365 and virtual systems.

  Dynamics 365, Microsoft Office, virtual call systems, banking software

• 11d

  Senior Retirement Planning Advisor

  Toronto, ON

  $86k–$131k/yrFull Time

  HO

  Healthcare of Ontario Pension Plan Trust Fund Company

  7+ YOECandidates need 7 years of pension, retirement planning or financial services experience in a member- or client-facing role, plus a relevant degree or diploma and an advanced planning designation or willingness to enrol in one (PFP, QAFP or CFP). They must also have strong presentation, facilitation and plain-language communication skills, a valid Ontario driver's licence, and the ability to travel.

  Presentation skills, Collaboration, Documentation, Decision making, Communication skills, Relationship building

• 12d

  Team Manager Insurance Operations

  Mississauga, ON

  Full Time

  FW

  Fidelity Wealth ULC

  5+ YOECandidates need 5+ years of insurance operations, life insurance or financial services experience, including team leadership and building operational functions. They also need bilingual English and French, the LLQP or willingness to obtain it, and a college degree or equivalent experience.

  Salesforce

• 12d

  Financial Planner

  Toronto, ON

  

  Richardson Wealth Ltd

  5+ YOERichardson Wealth Ltd needs an undergraduate degree, a financial planning designation such as CFP, RFP or PFP, and detailed knowledge of Canadian taxation. Five years of direct client financial planning work is a key asset.

  Financial planning software, Microsoft Excel, Microsoft Word

• 13d

  Financial Advisor CIRO-ID

  London, 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…

  4+ YOECandidates need a postsecondary degree or diploma and/or 4 years of relevant experience, plus good standing as a CIRO-ID Registered Representative and a PFP, CFP or QAFP designation. Strong relationship, sales and networking skills are essential.

  CIRO, Client relationship management, Sales, Relationship building

• 13d

  Member Advisor (Financial Advisor)

  Greater Sudbury, ON

  On-siteFull Time

  SC

  Sudbury Credit Union

  3+ YOESudbury Credit Union needs candidates with a post-secondary diploma or equivalent work experience, and at least 3 years in credit union or banking with growing responsibility. A PFP or CFP designation, or equivalent experience, is required for senior roles.

  Financial products

• 13d

  Wealth Advisor

  Remote in Canada

  $100k–$140k/yrRemoteFull Time

  

  Altis

  5+ YOECandidates need 5+ years in financial services or wealth management, Registered Representative registration, and the Canadian Securities Course. Strong investment knowledge, financial planning skills and excellent English communication are required, with French as an asset.

  financial planning software

9 companies