“PFP” jobs in Canada

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• 3h

  Assistant Branch Manager (Enderby Branch)

  Enderby, BC

  

  First West

  4+ YOECandidates need at least four years of progressive sales advisory experience in financial services, a Bachelor's degree or equivalent, and a proven record of meeting sales targets in lending and investments. Coaching a sales team and business development experience are preferred.

  Microsoft Office, banking software

  4h

  Associate Wealth Advisor

  Chilliwack, BC

  

  First West

  2+ YOECandidates need a related diploma, CIRO Registered Representative licensing, and a financial planning designation such as CFP, PFP or CFA within two years. They also need 2-4 years of investment advisory experience with high-net-worth clients and strong sales, analytical and communication skills.

  Microsoft Office, Financial planning software

• 7h

  Financial Plan Review Consultant (Bilingual)

  Montréal, 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…

  3+ YOECandidates need at least three years of practical financial planning experience and a Personal Financial Planner (PFP) designation, or a CFP or IQPF designation. They need deep knowledge of retirement plans (Defined Benefit, Defined Contribution, Hybrid Pensions, Commuted Values), strong analytical and communication skills, and fluency in French and English.

• 7h

  Wealth Planner - North Delta (20-Month Contract)

  Delta, BC

  $75k/yrFull Time

  V2

  Vancity (2.0)

  2+ YOEVancity asks for 2 or more years of financial industry experience, a Mutual Fund License (CSC or IFIC), and a financial planning designation such as CFP, PFP or QAFP. Strong relationship-building, sales and communication skills are needed.

  7h

  Wealth Planner - Cedar Hills

  Surrey, BC

  $75k/yrFull Time

  V2

  Vancity (2.0)

  2+ YOEVancity needs candidates with 2+ years of financial industry experience, a Mutual Fund License (CSC or IFIC), and a financial planning designation (CFP, PFP or QAFP). Strong relationship-building, sales and analytical skills are also needed.

  7h

  Wealth Planner - Guildford (20-Month Contract)

  Surrey, BC

  $75k/yrFull Time

  V2

  Vancity (2.0)

  2+ YOECandidates need at least two years of financial industry experience, a mutual fund licence (CSC or IFIC), and a financial planning designation such as CFP, PFP or QAFP. Strong relationship-building, sales and communication skills are essential.

• 8h

  Private Banker

  Calgary, AB

  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+ YOERoyal Bank of Canada needs candidates with at least 5 years in a client advice role, credit and financial planning knowledge and a proven sales record. The must-have credentials are the IFIC designation, a financial planning designation (PFP or CFP) and a Mutual Fund Dealer Dealing Representative licence.

  9h

  Private Banker

  Calgary, AB

  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+ YOERoyal Bank of Canada needs candidates with at least 5 years in a client advice role, credit and financial planning knowledge and a proven sales record. The must-have credentials are the IFIC designation, a financial planning designation (PFP or CFP) and a Mutual Fund Dealer Dealing Representative licence.

  23h

  Financial Planner Relationship Manager

  Pickering, 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 License (IFIC or CSC). They also need at least 3 years of financial planning experience and strong networking, client acquisition and relationship skills.

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

  1d

  Financial Planner

  Cold Lake, AB +1

  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 client acquisition, networking and relationship management skills are essential.

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

  1d

  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 QAFP, PFP or CFP designation, 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

  1d

  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 QAFP, PFP or CFP designation, 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.

  1d

  Financial Planner

  Cold Lake, AB +1

  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 client acquisition, networking and relationship management skills are essential.

  1d

  Financial Planner Relationship Manager

  Pickering, 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 License (IFIC or CSC). They also need at least 3 years of financial planning experience and strong networking, client acquisition and relationship skills.

• 10h

  Financial Planner, Scotia Financial Planning - Calgary

  Calgary, AB

  

  Scotiabank

  3+ YOECandidates need 3 years of financial planning and investment sales experience, CIRO mutual fund licensing, and a PFP or CFP designation is required. They also need strong networking skills, the ability to work independently, and a valid driver's licence with a vehicle.

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

  1d

  Signature Banker, Vancouver

  Vancouver, BC

  

  Scotiabank

  3+ YOEScotiabank needs candidates with at least 3 to 5 years of banking experience, including 3 years in business or retail banking with professional clients. Candidates need strong interpersonal, leadership and business development skills, plus a university degree or college diploma.

  Financial analysis, Regulatory compliance, Leadership, Sales, CSC

  1d

  Private Banker 3

  Edmonton, AB

  

  Scotiabank

  5+ YOEScotiabank needs at least 5 years of commercial or private banking lending experience and an established network of high net worth clients and referral sources. Candidates also need strong leadership, networking and business development skills, and a university degree such as a BCom, MBA or CFA, plus industry courses like CSC, PFP or CFP.

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

  2d

  Financial Planner, Scotia Financial Planning - Grand Falls-Windsor or Gander, NL

  Grand Falls-Windsor, NL

  

  Scotiabank

  3+ YOECandidates need three years of financial planning and investment sales experience, mutual fund certification and CIRO licensing, and a PFP or CFP designation. They must be self-motivated, skilled at networking, and hold a valid driver's licence with access to a vehicle.

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

  2d

  Financial Planner, Scotia Financial Planning - Gatineau, QC

  Gatineau, QC

  

  Scotiabank

  3+ YOEScotiabank needs candidates with about three years of financial planning and investment sales experience, a mutual fund licence and CIRO registration, and a PFP or CFP designation preferred. Candidates also need strong networking skills, French and sufficient English, and a valid driver's licence with a vehicle.

  CRM

  2d

  Financial Planner, Scotia Financial Planning - Lebourgneuf, QC

  Quebec

  

  Scotiabank

  3+ YOECandidates need about 3 years of financial planning and investment sales experience, a mutual fund licence in good standing with CIRO, and a PFP or CFP designation. They must also be bilingual in French and English, have a valid driver's licence and vehicle, and be self-motivated.

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

• 1d

  Virtual Advisor, Wealth Desk

  Toronto, ON +3

  Full Time

  

  Alterna Savings

  1+ YOEAlterna Savings needs candidates with a post-secondary degree in business, finance or a related field and mutual fund licensing (IFIC, CIFC or CSC). One to two years of financial services or client service experience is required, and experience with mutual funds, GICs and CRM systems is an asset.

  CRM systems, Microsoft Office, Microsoft Teams, Outlook, Digital advice tools, Investment platforms

• 1d

  Comptable, Certification et comptabilité

  Laval, QC

  Full Time

  M

  MNP

  1+ YOECandidates need a business bachelor's degree (accounting or finance major preferred) and enrolment in the CPA Professional Education Program. They also need 1 to 2 years of accounting experience, working knowledge of GAAP, SEC rules and IFRS, and experience with accounting and tax software is an asset.

  logiciels de comptabilité, logiciels de fiscalité

• 1d

  Wealth Management Advisor (full-time; Goderich)

  Goderich, ON

  MC

  Mainstreet Credit Union Limited

  Candidates need a CFP, QAFP or PFP designation, or active work toward one, and CIRO MF Division licensing or the ability to obtain it. They need strong sales, relationship-management and communication skills, and knowledge of the investment industry.

  financial planning tools

• 1d

  Roofing Project Manager

  Mississauga, ON

  $90k–$110k/yrOn-siteFull Time

  FG

  Flynn Group of Companies

  5+ YOECandidates need at least 5 years of project management in commercial construction, with commercial roofing knowledge and familiarity with roofing systems and suppliers. They must read drawings, specifications and contracts, communicate well, and hold a valid G driver's licence and pass a criminal background check.

  Procore, MS Project, Bluebeam, PIL, PFP

9 companies