Financial Planner jobs

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Financial Planner Trainee
RBC - 1,987 reviews - London, ON
Financial Planning Designation (PFP or CFP). You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term...
Investment Advisor
RBC - 1,987 reviews - Whitehorse, YT
Completion of Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), and Chartered Investment Manager (CIM)....

Philanthropy Advisor, Strategic Fundraising Initiatives

World Vision Canada - 54 reviews - Mississauga, ON
Detailed understanding and professional financial acumen with planned giving instruments. Applies knowledge of Canada Revenue Agency (CRA) and compliance...
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Investment Advisor (Connect First Credit Union)

Qtrade Financial Group - Alberta
Completion of Life License Qualification Program (LLQP), The Canadian Accident and Sickness Insurance Course and the Certified Financial Planner (CFP) or...
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Investment Specialist - Alberta (South)

Scotiabank - 2,342 reviews - Calgary, AB   +4 locations
Financial Planning Designation (PFP) or Certified Financial Planner (CFP). Providing clients with an initial review of their existing financial plan or creating...

Financial Advisor - PlanRight (Toronto)

Manulife Financial - 288 reviews - Toronto, ON
Minimum 3 to 5 years of successful experience as a Financial Advisor and/or Financial Planner. Your financial health is important....

Financial Planner Assistant

LifeCycle Financial - 100 Mile House, BC
My assistant is responsible for preparing and scheduling client reviews and appointments. Processing transactions and follow-up as well as filing and...
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Financial Planner

McMahon Keast Capital Management - Vancouver, BC
McMahon Keast Capital Management is looking for a highly effective, analytical professional to join their team as a Financial Planner....
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Wealth Advisor

DUCA Financial Services Credit Union Ltd. - Mississauga, ON
Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation, or working towards completion of PFP or CFP....

Financial Advisor

CWF Group Inc. - North York, ON
As a Financial Advisor, you will learn the skills required to become a successful Financial Planner. Proactively sell financial solutions that meet clients’...
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Manager, Financial Planning Trainee - Vancouver Island

RBC - 1,987 reviews - Victoria, BC
Personal Financial Planning (PFP) or Certified Financial Planner (CFP) designation. The Manager, Investment & Retirement Planning and/or Manager, Financial...

Financial Reporting Analyst

SCM Insurance - Edmonton, AB
Financial Reporting Analyst. Publishing and distribution of financial information. Are comfortable in analyzing simple financial reports....
Senior Financial Advisor
CIBC - 1,723 reviews - Calgary, AB
As a Senior Financial Advisor with your Professional Financial Planner designation, you will manage and grow a sophisticated portfolio of clients and provide...
Financial Planner, Investment and Retirement Planning
RBC - 1,987 reviews - Toronto, ON
Financial Planning Designation (PFP or CFP). Minimum 2 years’ experience in financial planning. As an RBC Investment and Retirement Planner, you develop...
Financial Advisors
Financial planner, investment advisor, insurance sales, finance planner, sales, sales quota, outside sales, finance....