Certified Financial Planner jobs in Vancouver, BC

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Certified Financial Planner (CFP) designation. … Personal Financial Planner (PFP) designation, or. … As a Financial Planner you will increase customer loyalty and…
Certified Financial Planner designation within the first 24 months in the role. … Provide ongoing comprehensive reviews of clients’ financial circumstances and…
IBF Certified Professional Forecaster or similar designation. … Raise outliers to attention of Demand Planners for adjustment.
Ocean Front Wealth Inc.
Vancouver, BC
The firm will offer training and mentorship to successful and willing candidates who want to become Paraplanners and/or Associate Financial Planners.
Certified Financial Planner designation within the first 24 months in the role. … Provide ongoing comprehensive reviews of clients’ financial circumstances and…
Certified Financial Planner (CFP) designation. … Personal Financial Planner (PFP) designation, or. … As a Financial Planner you will increase customer loyalty and…
Vancouver, BC
You’re a certified professional (IIROC). … You’re a certified professional (Quebec). … Canadian Securities Course (CSC) written within the past 3 years is required…
Certified Financial Planner designation within the first 24 months in the role. … Provide ongoing comprehensive reviews of clients’ financial circumstances and…
Financial Planning Designation (PFP) or Certified Financial Planner (CFP). … 3+ years of financial planning and investment sales experience.
Certified Financial Planner (CFP) preferred. … Service and deliver financial planning to client base; … The Muir Investment Team at Raymond James Ltd.is a growing…
Odlum Brown Limited
Vancouver, BC
Responsive employer
Certified Financial Planner designation would be an asset. … We currently have an opportunity for a registered Investment Assistant to work with an experienced…
The Financial Associate is accountable to assist and support the Financial Planners (FP) in supporting new business development, and maximizing productivity by…
New Westminster, BC
International Financial Management (FINC 3305). … Commercial and Financial Math (FINC 1231). … These positions are available in the Winter 2020 and Summer 2020…
Vancouver, BC
Certified Employee Benefit Specialist designation (or in pursuit of) preferred. … Start your Vancity career journey with us even if you’re new to financial…
Ocean Front Wealth Inc.
Vancouver, BC
Mentor other Associate Financial Planners, adding perspective and experience to learning opportunities; … Is looking for an Associate Financial Planner with…