Emplois “Financial planning” au Canada – Page 13

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• 2j

  Financial Planner Investment and Retirement Planning

  Sault Ste. Marie, 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 a financial planning designation (QAFP, PFP or CFP), a mutual funds licence (IFIC or CSC) and at least 2 years of financial planning experience. Strong networking, client acquisition and partner relationship skills are required, along with comfort using mobile apps.

  Mobile applications

  6j

  Financial Planner Investment and Retirement Planning

  Thunder Bay, 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 a financial planning designation (QAFP, PFP or CFP), a mutual funds licence (IFIC or CSC) and at least two years in financial planning. Strong networking, client acquisition, partner relationship and digital skills are essential.

  Mobile applications

  6j

  Financial Planner Investment and Retirement Planning

  Blind River, ON +2

  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 a financial planning designation (QAFP, PFP or CFP), a mutual funds licence (IFIC or CSC), and at least two years of financial planning experience. Strong networking, client acquisition and partner-building skills, plus digital and mobile-app fluency, are also required.

  Mobile applications

  7j

  Financial Planner Investment and Retirement Planning

  Thunder Bay, 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 a financial planning designation (QAFP, PFP or CFP), a mutual funds licence (IFIC or CSC) and at least two years in financial planning. Strong networking, client acquisition, partner relationship and digital skills are essential.

  Mobile applications

  7j

  Financial Planner Investment and Retirement Planning

  Blind River, ON +2

  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 a financial planning designation (QAFP, PFP or CFP), a mutual funds licence (IFIC or CSC), and at least two years of financial planning experience. Strong networking, client acquisition and partner-building skills, plus digital and mobile-app fluency, are also required.

  Mobile applications

  12j

  Financial Planner, Investment and Retirement Planning

  Montréal, QC

  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 an IPF designation or progress toward it, a mutual funds licence (IFIC or CSC), and at least two years in financial planning. They must show strong networking and client acquisition skills and be fluent in English and French.

  Cold calling, Sales, Financial planning, CSC, Bilingualism, Adaptability

  12j

  Financial Planner, Investment and Retirement Planning

  Montréal, QC

  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 an IPF designation or progress toward it, a mutual funds licence (IFIC or CSC), and at least two years in financial planning. They must show strong networking and client acquisition skills and be fluent in English and French.

  Cold calling, Sales, Financial planning, CSC, Bilingualism, Adaptability

  1 mois

  Financial Planner, Investment and Retirement Planning

  Val-d'Or, QC

  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 at least 2 years of financial planning experience, the IPF designation or be in the process of completing it, and a mutual funds licence (IFIC or CSC). Strong networking, client acquisition and partner relationship skills are required.

  Cold calling, Sales, Financial planning, CSC, Adaptability

• 29j

  Financial Analyst - Customer Care & Service - Planning - EN/KR Bilingual

  Toronto, ON

  

  LG Electronics Canada

  1+ ansCandidates need a bachelor's degree in business, finance or economics, one to three years of experience, and fluent Korean and English. Strong Excel and PowerPoint skills and good analytical and communication skills are also required.

  Excel, PowerPoint

• 12j

  Marketing Advisor, Planning & Operations

  Canada

  HybrideTemps plein

  CF

  Collabria Financial Services Inc.

  2+ ansCandidates need a bachelor's degree in marketing or a related field and at least two years of marketing experience. Advanced English and intermediate CRM or marketing automation knowledge are also required.

  Salesforce Marketing Cloud

  12j

  Marketing Advisor, Planning & Operations

  Canada

  HybrideTemps plein

  CF

  Collabria Financial Services Inc.

  2+ ansCandidates need a bachelor's degree in marketing or a related field and at least two years of marketing experience. Advanced English and intermediate CRM or marketing automation knowledge are also required.

  Salesforce Marketing Cloud

• 27j

  Estate Planning Specialist

  Vancouver, BC

  HybrideTemps plein

  VF

  Ventum Financial Corp

  3+ ansCandidates need a university degree or 7-10 years of industry experience, plus 3+ years in insurance sales and FSRA life licensing in Ontario. Advanced knowledge of life and health insurance, intermediate taxation and estate planning, and wealth planning software proficiency are required; a CFP is required.

  wealth planning software, insurance applications system

• 1 mois

  Wealth Management & Insurance Planning Specialist

  Vancouver, BC

  HybrideTemps plein

  HF

  Hub Financial Inc.

  2+ ansCandidates need a Life Insurance Agent certification (LLQP) and a Mutual Fund licence, plus strong knowledge of segregated funds, mutual funds, GIAs, annuities and life insurance. They also need 2 to 5 years of relevant experience, clear communication skills and proficiency in MS Office, CRM and planning software.

  MS Office, CRM, Financial planning software

• 1 mois

  Director, Private Capital, Financial Services

  Toronto, ON

  Temps plein

  

  Ontario Teachers' Pension Plan Board

  10+ ansCandidates need about 10 or more years of work experience, including several years of recent private equity investing or senior corporate development M&A. A strong academic background with a financial designation such as MBA, CFA, CBV or CA is strongly preferred.

  Financial models

  1 mois

  Investment Associate, Private Capital - Financial Services

  Toronto, ON

  Temps plein

  

  Ontario Teachers' Pension Plan Board

  2+ ansCandidates need 2-3 years of experience at an investment bank or consulting firm and a business, finance or accounting undergraduate degree. They must build financial models such as LBO and DCF, and show strong analytical, communication and due diligence skills.

  AI-enabled research tools

  1 mois

  Manager, Financial & Subsidiary Reporting

  Toronto, ON

  Temps plein

  

  Ontario Teachers' Pension Plan Board

  7+ ansCandidates need a CPA designation, a relevant university degree and at least 7 years of progressive financial reporting experience. Strong knowledge of Canadian GAAP, IFRS and ASPE, plus data analytics skills, is required.

  Excel

  1 mois

  Managing Director, Financial Services, Private Capital

  Toronto, ON

  Temps plein

  

  Ontario Teachers' Pension Plan Board

  15+ ansCandidates need roughly 15+ years of private equity deal leadership with a Financial Services investment track record. They should have strong analytical, negotiating and IC-paper skills, active for-profit board experience, and a financial designation such as MBA, CFA, CBV or CA.

  Underwriting, Performance management, Leadership, Documentation, CFA, Negotiation

6 entreprises