No matching filters. Try another name.
Beem Credit Union
4+ YOECandidates need a Mutual Fund License (IFIC/MFDA), a post-secondary degree or diploma in business, finance or economics, and 4 to 6 years of advisory experience covering investments and lending. A PFP, QAFP or CFP designation is preferred.
CRM systems
First West
2+ YOECandidates need a two-year college or tech school diploma (or equivalent experience), a Mutual Funds License, and two years in a member advisor role or similar. First West also requires strong needs assessment, organization, computer skills and sound judgment.
Microsoft Office, banking software
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, or 4 years of relevant experience. They must hold current CIRO-ID Registered Representative status and a PFP, CFP or QAFP designation, with AMF licensing for Quebec roles.
CIBC financial planning tools
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. They must hold current CIRO-MFD and Quebec AMF licensing, with CSC, CIFC or IFC accreditation, and be eligible for registration on hire. An RRC or PFP designation is required within the stated timeframes.
CIBC advanced financial planning tools
Meridian Credit Union Limited: As a company that puts people first.
3+ YOECandidates need at least 3 years of financial services experience, a required designation (QAFP, PFP, CFP or RRC) and mutual fund licensing. Strong communication, sales and relationship-building skills are essential.
CRM software, financial planning software, Microsoft Power Platform, Microsoft Copilot
Scotiabank
3+ YOECandidates need three years of financial planning and investment sales experience, mutual fund certification with CIRO licensing, and a PFP or CFP designation. They also need strong networking skills, self-motivation, and a valid driver's licence with a vehicle.
CRM software, portfolio software, financial planning software
Scotiabank
3+ YOECandidates need at least 3 years of financial planning and investment sales experience, a mutual fund or CIRO-accredited licence, and a PFP or CFP designation. A valid driver's licence and access to a vehicle are required.
CRM software, Financial planning software, Portfolio software, Mobile technology
Scotiabank
3+ YOECandidates need three years of financial planning and investment sales experience, a mutual fund or CIRO-registered licence, and a PFP or CFP designation. They must also have strong networking skills and be able to work independently.
CRM software, financial planning software, portfolio software
Scotiabank
3+ YOECandidates need three years of financial planning and investment sales experience, a current mutual fund licence (CIRO), and a PFP or CFP designation. They also need proven networking skills, a valid driver's licence, and access to a vehicle.
CRM software, Financial planning software, Portfolio software, Mobile technology
Scotiabank
3+ YOECandidates need 3 years of financial planning and investment sales experience, a mutual fund certification or Canadian Securities Course, and a PFP or CFP designation is valued. They also need strong networking skills, a valid driver's licence and access to a vehicle.
CRM software, portfolio software, financial planning software
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 (PFP, QAFP or CFP), a mutual funds licence (IFIC or CSC), at least 2 years of financial planning experience, and proven networking and client acquisition skills.
Financial planning, Cold calling, Sales, Meet commitments, Client relationship management, CSC
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 a financial planning designation (PFP, QAFP or CFP), a mutual funds licence (IFIC or CSC), at least 2 years of financial planning experience, and proven networking and client acquisition skills.
Financial planning, Cold calling, Sales, Meet commitments, Client relationship management, CSC
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 (PFP, QAFP or CFP), a mutual funds licence (IFIC or CSC), at least 2 years of financial planning experience and proven networking and client acquisition skills.
Financial planning, Cold calling, Sales, Meet commitments, Client relationship management, CSC
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 a financial planning designation (PFP, QAFP or CFP), a mutual funds licence (IFIC or CSC), at least 2 years of financial planning experience, and proven networking and client acquisition skills.
Financial planning, Cold calling, Sales, Meet commitments, Client relationship management, CSC
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 a Financial Planning designation (PFP, QAFP or CFP), a Mutual Funds licence (IFIC or CSC), at least 2 years of financial planning experience, and proven networking and client acquisition skills.
Financial planning, Cold calling, Sales, Meet commitments, Client relationship management, CSC
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 a PFP, QAFP or CFP designation, an IFIC or CSC mutual funds licence, at least 2 years of financial planning experience, and proven networking and client acquisition skills.
Financial planning, Cold calling, Sales, Meet commitments, Client relationship management, CSC
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 (PFP, QAFP or CFP), a mutual funds licence (IFIC or CSC), at least 2 years of financial planning experience and proven networking and client acquisition skills.
Financial planning, Cold calling, Sales, Meet commitments, Client relationship management, CSC
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 a financial planning designation (PFP, QAFP or CFP), a mutual funds licence (IFIC or CSC), at least 2 years of financial planning experience, and proven networking and client acquisition skills.
Financial planning, Cold calling, Sales, Meet commitments, Client relationship management, CSC
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 a Financial Planning designation (PFP, QAFP or CFP), a Mutual Funds licence (IFIC or CSC), at least 2 years of financial planning experience, and proven networking and client acquisition skills.
Financial planning, Cold calling, Sales, Meet commitments, Client relationship management, CSC
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 a PFP, QAFP or CFP designation, an IFIC or CSC mutual funds licence, at least 2 years of financial planning experience, and proven networking and client acquisition skills.
Financial planning, Cold calling, Sales, Meet commitments, Client relationship management, CSC
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 (PFP, QAFP or CFP), a mutual funds licence (IFIC or CSC), at least 2 years of financial planning experience, and proven networking and client acquisition skills.
Financial planning, Cold calling, Sales, Meet commitments, Client relationship management, CSC
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 a financial planning designation (PFP, QAFP or CFP), a mutual funds licence (IFIC or CSC), at least 2 years of financial planning experience, and proven networking and client acquisition skills.
Financial planning, Cold calling, Sales, Meet commitments, Client relationship management, CSC
Xperteez Technology: Xperteez Technology is a recruitment-focused firm delivering high-quality talent solutions with speed, precision, and consistency across global…
4+ YOECandidates need strong knowledge of Canadian personal finance, registered accounts and tax rules. Professional designations such as CFP, QAFP, CIM, PFP, CPA or CFA are preferred, along with 4+ years of Canadian financial experience and excellent written communication.
Plaid
8 companies