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Virtual Financial Services Advisor
Laurentian Bank / Banque Laurentienne - Montréal, QC
In-depth knowledge of financial products and services. Financial Representative license (Canadian Securities Course)....
Easily apply
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Financial Planner
• Financial Planning Designation (IQPF). • 3-5 years’ experience in financial planning. • Provide tailor-made financial planning advice and help clients reach...
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Translator

Fidelity Investments - 1,503 reviews - Toronto, ON
Fidelity funds are available through a number of advice-based distribution channels including financial planners, investment dealers, banks, and insurance...

Lead Resource Planner

KPMG LLP - 1,560 reviews - Toronto, ON
Performance manager to Resource Planners. The Lead Resource Planner has overall responsibility for client facing professionals within their service area, which...

Category Advisor

Mckesson - 1,447 reviews - Saint-Laurent, QC
Reporting to the Senior Manager, Procurement Strategy, the Category Advisor is responsible for revenue generation, contract management and service agreement...

Senior Financial Advisor - Imperial Service Direct (ISD)

CIBC - 1,187 reviews - Toronto, ON
Senior Financial Advisor, Imperial Services Direct. Imperial Service Direct (ISD) is an offer dedicated to providing financial advisory services to Mass...

Financial Advisor - Living Benefits & Life

A.L.I FINANCIAL & INVESTMENTS - North York, ON
$100,000 a year
A.L.I Financial & Investments. To have a holistic approach towards the financial planning process and provide Canadians with lifetime financial security....
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Investment Specialist

First West Credit Union - Kamloops, BC
Full-time, Permanent
Certified Financial Planner (CFP) or Personal Financial Planner (PFP); The Investment Specialist provides professional financial planning services advice and...

Wealth Planning Analyst

CI Investments Inc - Winnipeg, MB
Certified Financial Planner (CFP) designation would be an asset. The wealth planning group at CI offers existing high net wealth clients and their families a...

Retiree Planning Specialist

Investors Group - 154 reviews - Montréal, QC
 Completion of the Certified Financial Planner (CFP) designation or equivalent. Investors Group – a Canadian leader in providing personal financial planning...
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ABM Hybrid

First West Credit Union - Surrey, BC  +1 location
Full-time, Permanent
Certified Financial Planner (CFP) designation considered an asset. Promote Envision Financial within the community by participating in community service clubs...

Buyer Planner

Mckesson - 1,447 reviews - Saint-Laurent, QC
Reporting to the Manager, Procurement, the Buyer-Planner leads inventory planning and procurement activities for a selected portfolio of products to ensure...
Financial Planner - Advisor Coach
The Money Finder - Halifax, NS
Understanding of impact and interaction of compliance in financial services. The Money Finder is looking for Advisor Coaches to help our clients who are...
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Estate Financial Planning Services Technical Consultant
Estate Financial Planning Services Technical Consultant. University degree or post-secondary education or equivalent experience, preferably in the financial...
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Financial Advisor
Edward Jones - Canada
Financial planner, investment advisor, insurance sales, finance planner. What is the role of a Financial Advisor?...
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Company with Financial Service Planner jobs
Groom & Associates is a recruitment firm agency headquartered in Montreal. For 20 years, we have continued to deliver exceptional talent.