Bilingual Senior Financial Planner

Emplois semblables

• 4h

  Financial Planner, Investment & Retirement Planning

  Markham, ON

  Temps plein

  

  Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

  Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02

  2+ ansCandidates need Cantonese and/or Mandarin proficiency, a financial planning designation (QAFP, PFP, CFP or CIFP), and a Mutual Funds licence (IFIC or CSC). They also need at least two years of financial planning experience, strong client acquisition and networking skills, and digital proficiency.

  mobile applications

  6h

  Financial Planner, Investment & Retirement Planning

  Markham, ON

  Temps plein

  

  Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

  Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02

  2+ ansCandidates need Cantonese and/or Mandarin proficiency, a financial planning designation (QAFP, PFP, CFP or CIFP), and a Mutual Funds licence (IFIC or CSC). They also need at least two years of financial planning experience, strong client acquisition and networking skills, and digital proficiency.

  mobile applications

• 1j

  Financial Planner - Waterloo

  Waterloo, ON

  Sur placeTemps plein

  TT

  The Toronto-Dominion Bank (Canada)

  3+ ansCandidates need a bachelor's degree (preferred) and 3 to 5 years of banking or client-advice experience (preferred). Willingness to obtain RR licensing with CIRO and work toward the CFP designation within three years is required.

  4j

  Financial Planner

  Brampton, ON

  Sur placeTemps plein

  TT

  The Toronto-Dominion Bank (Canada)

  3+ ansCandidates need several years of banking or client relationship experience and an interest in investment advice. A willingness to obtain RR licensing with CIRO and to pursue the CFP designation within three years is required.

  4j

  Financial Planner

  Brampton, ON

  Sur placeTemps plein

  TT

  The Toronto-Dominion Bank (Canada)

  3+ ansCandidates need several years of banking or client relationship experience and an interest in investment advice. A willingness to obtain RR licensing with CIRO and to pursue the CFP designation within three years is required.

• 2j

  Financial Planner II (CIRO-ID) [Brampton, Mississauga, Maple, Woodbridge]

  Brampton, ON +3

  Temps plein

  

  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…

  4+ ansCandidates need a postsecondary degree or diploma and/or 4 years of relevant experience, plus current CIRO-ID registration as a Registered Representative and a PFP, CFP or QAFP designation. Quebec roles also require AMF licensing.

  CIBC financial planning tools

• 3j

  Financial Planner

  Hawkesbury, ON

  

  Bank of Montreal

  3+ ansBank of Montreal needs candidates with 3-5 years of relevant experience and a post-secondary degree, plus the financial planner licence required in their province. Strong communication, analytical, problem-solving and influence skills are required.

  Sales, Client relationship management, Customer experience, Communication skills, Collaboration, Problem solving

  4j

  Financial Planner

  Haliburton, ON

  

  Bank of Montreal

  3+ ansCandidates need 3-5 years of relevant experience and a post-secondary degree or equivalent, plus the licensing and registration required to be a Financial Planner in their province. Strong communication, analytical, collaboration and influence skills are required.