Emplois “PFP” au Canada – Page 11

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• 1 mois

  Wealth Advisor (Winnipeg & Calgary Positions Available)

  Calgary, AB

  100k–140k $/anTemps plein

  

  Fidelity Canada

  5+ ansCandidates need five or more years in financial services, a university degree or equivalent experience, and the Canadian Securities Course. They must hold a Registered Representative licence, meet CIRO proficiency requirements, and have strong communication and investment product knowledge.

  Financial planning software

  1 mois

  Wealth Advisor/Financial Planner

  Canada

  100k–140k $/anTemps plein

  

  Fidelity Canada

  5+ ansCandidates need 5+ years in financial services, a university degree in business, commerce, finance or equivalent experience, and a Registered Representative licence with CIRO proficiency. Strong investment product knowledge, financial planning software skills, and excellent verbal and written communication are essential.

  financial planning software

  1 mois

  Conseiller ou conseillère en gestion de patrimoine | Wealth Advisor

  Montréal, QC

  100k–140k $/anTemps plein

  

  Fidelity Canada

  5+ ansPlus de cinq ans d'expérience dans les services financiers; Connaissance approfondie des placements et des produits d'investissement; Bilinguisme français et anglais

  Logiciels de planification financière

  1 mois

  Wealth Advisor/Financial Planner

  Toronto, ON

  100k–140k $/anTemps plein

  

  Fidelity Canada

  5+ ansCandidates need five or more years in financial services, strong knowledge of investment products and planning software, and clear communication skills. A Registered Representative licence, the Canadian Securities Course and CIRO proficiency are required, and a university degree or equivalent experience is expected.

  financial planning software

• 1 mois

  Investment Registered Representative Investly

  Toronto, ON

  Temps plein

  

  Fidelity Investments Canada ULC

  2+ ansCandidates need a university degree or equivalent experience, 2 to 5 years in brokerage or financial services, and a CIRO Registered Representative registration with CSC/CPH completed. They also need knowledge of Canadian securities markets and registered and non-registered accounts.

  Investly platform

• 1 mois

  Senior Financial Advisor MFDA

  Vancouver, BC

  Temps plein

  

  CIBC

  2+ ansCandidates need 1.5 to 3 years of financial advisory experience managing their own client portfolio. They must hold MFDA and CSC/CIFC accreditation, and Quebec candidates need AMF licensing and RRC.

  CIBC financial planning tools

  1 mois

  Snr. Financial Advisor/Snr. Financial Services Specialist (IIROC)

  Toronto, ON

  Temps plein

  

  CIBC

  2+ ansCandidates need 1.5 to 3 years of financial advisory experience managing their own client portfolio, plus current IIROC licensing with required courses. They must be flexible with evening and weekend hours and willing to work at several banking centres.

  CIBC financial planning tools

• 1 mois

  Investment Specialist - Bilingual

  Châteauguay, QC +6

  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…

  Candidates need current Mutual Funds licensing (Canadian Securities Course or Investment Funds in Canada), plus the PFP, RRC or CFP/IQPF within the first year. Fluency in French and English and strong relationship-building and networking skills are essential.

  Bilingualism, Sales, Relationship building, Collaboration, CSC, Analytical skills

  1 mois

  Investment Specialist

  Truro, NS +5

  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…

  Candidates need a current Mutual Funds licence (Canadian Securities Course or Investment Funds in Canada) and must complete the PFP or RRC designation within a year. Strong relationship-building, networking and communication skills are needed, and candidates must be legally eligible to work in Canada.

  Sales, Relationship building, Collaboration, CSC, Analytical skills, Communication skills

  1 mois

  Senior Financial Advisor - Abitibi-Témiscamingue

  Val-d'Or, QC

  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…

  2+ ansCandidates need 1.5 to 3 years of financial advisory experience managing their own client portfolio, CIRO-MFD and Quebec AMF licensing, and the Canadian Securities Course or Canadian Investment Funds Course. They must also be willing to work at several banking centres.

  CIBC financial planning tools

  1 mois

  Sr. Financial Advisor - CIRO-ID (Urban)

  Vancouver, BC +4

  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…

  2+ ansCandidates need 1.5 to 3 years of experience in a financial advisory role managing their own client portfolio. They must hold current CIRO-ID registration and complete the Canadian Securities Course, plus other required courses within set timelines.

  CIRO, Client relationship management, Sales, Relationship building, CSC

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