“PFP” jobs in Canada – Page 8

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• 1mo

  Manager, Personal Finance

  Brampton, ON

  Full Time

  

  Alterna Savings

  5+ YOECandidates need a university degree or college diploma with 5 years of relevant work experience, plus CSC or IFIC completion. Strong sales management, coaching and credit granting knowledge is required, and PFP or CFP is recommended.

  MS Office, Windows

• 1mo

  Associate (West Oak Family Office)

  Calgary, AB

  Full Time

  WA

  Wellington Altus Branding

  5+ YOECandidates need 5+ years in a direct client support role in wealth management, a bachelor's degree, and Registered Representative licensing in good standing. Strong communication, organization and investment compliance knowledge are required.

  Microsoft Excel, Conquest, Maximizer

• 1mo

  Team Manager, Wealth Advice Team

  Vancouver, BC

  $86k–$117k/yrFull Time

  V2

  Vancity (2.0)

  5+ YOE2+ MgmtVancity needs a candidate with post-secondary education in business or finance, 5 to 7 years of wealth management or financial planning experience, and at least 2 years of leading advice professionals. A Mutual Fund License (IFIC or CSI) is required, and a CFP, PFP or CIM designation is preferred.

  Lead a team, Financial planning, Coaching, Leadership, Process improvement, Relationship building

  1mo

  FCU Community Financial - Personal Account Manager (Permanent, Full-Time) - Powell River

  Powell River, BC

  $31.46–$36.94/hrFull Time

  V2

  Vancity (2.0)

  3+ YOECandidates need an active Mutual Funds licence, at least three years of sales and financial services experience, and knowledge of personal financial planning and residential mortgage lending. Working toward a PFP or CFP designation is required, along with strong communication and computer skills.

  MS Office

• 1mo

  Summer Student, Assurance Services

  Winnipeg, MB

  Full Time

  M

  MNP

  Baccalauréat en commerce ou administration des affaires, obtenu ou en voie d'obtention; Prérequis du PFP des CPA, obtenus ou en voie d'obtention; Expérience en comptabilité en cabinet, un atout

  logiciels de comptabilité, logiciels de fiscalité, programmes internes de MNP

• 1mo

  Financial Planner, Scotia Financial Planning - Maple Ridge, Mission

  Maple Ridge, BC

  

  Scotiabank

  3+ YOECandidates need three years of financial planning and investment sales experience, an MFDA or Canadian Securities Course credential, 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, mobile technology

  1mo

  Financial Planner, Scotia Financial Planning - London

  Ontario

  

  Scotiabank

  3+ YOECandidates need at least 3 years of financial planning and investment sales experience, a mutual funds licence (MFDA or Canadian Securities Course), a PFP or CFP designation, and a valid driver's licence with a vehicle.

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

  1mo

  Financial Planner, Scotia Financial Planning - Timmins

  Timmins, ON

  

  Scotiabank

  3+ YOECandidates need at least 3 years in financial planning and investment sales, plus MFDA licensing (Canadian Securities Course or Investment Funds in Canada). A PFP or CFP designation, a valid driver's licence and access to a vehicle are also required.

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

  1mo

  Insurance Sales Associate, Scotia Wealth Management - Greater Toronto Area

  Toronto, ON

  

  Scotiabank

  Candidates need a university degree or equivalent, strong analytical skills, and proficiency in Excel and PowerPoint. Knowledge of the insurance or wealth management industry is required, while LLQP and industry accreditations such as the insurance licence, CSC, CFP, PFP or CLU are assets.

  Excel, PowerPoint, Agency Management System, Centralize

  1mo

  Financial Planner, Scotia Financial Planning - Nordel, Delta, Surrey

  Delta, BC

  

  Scotiabank

  3+ YOEScotiabank asks for 3 years of financial planning and investment sales experience, a mutual funds licence (MFDA or Canadian Securities Course) and a PFP or CFP designation. Candidates also need strong networking skills, a valid driver's licence and access to a vehicle.

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

  1mo

  Financial Planner, Scotia Financial Planning - Quebec

  Québec, QC

  

  Scotiabank

  3+ YOECandidates need 3 years of financial planning and investment sales experience, a mutual fund licence (CIRO), and a PFP or CFP designation. They also need strong networking skills, French and English, and a valid driver's licence with a vehicle.

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

  1mo

  Financial Planner, Scotia Financial Planning- North Langley/Langley

  Langley, BC

  

  Scotiabank

  3+ YOECandidates need at least 3 years of financial planning and investment sales experience, mutual fund licensing (MFDA), and a PFP or CFP designation. They also need proven client acquisition skills, a valid driver's licence and access to a vehicle.

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

  1mo

  Senior Regional Insurance Manager, Omni Channel Distribution

  Toronto, ON

  

  Scotiabank

  7+ YOECandidates need 7+ years of financial services sales experience, including sales leadership, coaching and business development. Strong communication, facilitation and analytical skills, plus a bachelor's degree or equivalent, are required.

  Sales, Regulatory compliance, Leadership, Coaching, Product knowledge, Sales strategies

  1mo

  Private Banker

  Waterloo, ON

  

  Scotiabank

  5+ YOEScotiabank asks for at least 5 years of commercial or private banking lending experience and an established network of high net worth clients. Candidates also need strong leadership, networking and business development skills, plus a university degree or industry courses.

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

  1mo

  Financial Planner, Scotia Financial Planning - Durham Region, ON

  Whitby, ON

  

  Scotiabank

  3+ YOECandidates need about 3 years of financial planning and investment sales experience, a mutual fund or Canadian Securities Course licence in good standing with CIRO, and ideally 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

  1mo

  Financial Planner, Scotia Financial Planning - Ottawa, ON

  Ottawa, ON

  

  Scotiabank

  3+ YOECandidates need 3 years of financial planning and investment sales experience, a mutual fund or Canadian Securities Course credential with CIRO registration, 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

  1mo

  Financial Planner, Scotia Financial Planning - Sudbury

  Greater Sudbury, ON

  

  Scotiabank

  3+ YOECandidates need about 3 years of financial planning and investment sales experience, mutual fund licensing (MFDA), and ideally a PFP or CFP designation. They must be self-motivated, skilled at networking and building Centres of Influence, and have a valid driver's licence and access to a vehicle.

  CRM software, Portfolio management software, Financial planning software

  1mo

  Insurance Sales Associate, Burlington

  Burlington, ON

  

  Scotiabank

  Candidates need strong analytical skills, proficiency in Excel and PowerPoint, and a university degree or equivalent. Knowledge of insurance or wealth management is needed, and the LLQP and industry licences are assets.

  Excel, PowerPoint, Agency Management System, Centralize

  1mo

  Financial Planner, Scotia Financial Planning - Kingston

  Kingston, ON

  

  Scotiabank

  3+ YOECandidates need 3 years of financial planning and investment sales experience, a mutual funds licence (MFDA or Canadian Securities Course), and a PFP or CFP designation. They also need networking skills, a valid driver's licence, and access to a vehicle.

  CRM software, Portfolio management software, Financial planning software

  1mo

  Senior Regional Insurance Manager, Omni Channel Distribution

  Edmonton, AB

  

  Scotiabank

  7+ YOECandidates need 7+ years of financial services sales experience, strong coaching and leadership skills, and deep knowledge of insurance products and retail banking channels. A bachelor's degree or equivalent is required, and professional designations such as PFP, CFP or AMP are assets.

  Product knowledge, Sales, Leadership, Coaching, Onboarding, Presentation skills

  1mo

  Financial Planner, Scotia Financial Planning - Fort St.John

  Fort St. John, BC

  

  Scotiabank

  3+ YOECandidates need three years of financial planning and investment sales experience, mutual funds certification with MFDA licensing, and a PFP or CFP designation. They also need proven networking skills, a valid driver's licence and a vehicle.

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

  1mo

  Associate, Scotia Financial Planning - Newmarket, ON

  Toronto, ON

  

  Scotiabank

  Scotiabank needs post-secondary education in business or a related field, a Mutual Fund Licence, and a PFP or CFP designation in progress. Candidates need strong verbal and written communication, self-motivation, and knowledge of brokerage and wealth management environments.

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

  1mo

  Financial Planner, Scotia Financial Planning - Prince George

  Prince George, BC

  

  Scotiabank

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

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

  1mo

  Financial Planner, Scotia Financial Planning - Oakville, Burlington

  Burlington, ON

  

  Scotiabank

  3+ YOECandidates need three 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 also required.

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

5 companies