Emplois “PFP” au Canada – Page 2

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• 4j

  Private Banker

  Calgary, AB

  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

  5+ ansRoyal Bank of Canada needs candidates with at least 5 years in a client advice role, credit and financial planning knowledge and a proven sales record. The must-have credentials are the IFIC designation, a financial planning designation (PFP or CFP) and a Mutual Fund Dealer Dealing Representative licence.

  Cash handling, Client relationship management, Financial planning, Sales, Work independently, CFA

  4j

  Private Banker

  Calgary, AB

  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

  5+ ansRoyal Bank of Canada needs candidates with at least 5 years in a client advice role, credit and financial planning knowledge and a proven sales record. The must-have credentials are the IFIC designation, a financial planning designation (PFP or CFP) and a Mutual Fund Dealer Dealing Representative licence.

  5j

  Financial Planner Relationship Manager

  Pickering, 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

  3+ ansCandidates need a financial planning designation (QAFP, PFP or CFP) and a Mutual Funds License (IFIC or CSC). They also need at least 3 years of financial planning experience and strong networking, client acquisition and relationship skills.

  Financial planning, Meet commitments, Client relationship management, CSC, Financial capability, Collaboration

  5j

  Financial Planner

  Cold Lake, AB +1

  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

  3+ ansCandidates need a financial planning designation (QAFP, PFP or CFP) and a mutual funds licence (IFIC or CSC), plus at least 3 years of financial planning experience. Strong client acquisition, networking and relationship management skills are essential.

  Financial planning, Meet commitments, Client relationship management, CSC, Financial capability, Collaboration

  5j

  Financial Planner

  Toronto, 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

  3+ ansCandidates need a QAFP, PFP or CFP designation, a mutual funds licence (IFIC or CSC) and at least 3 years of financial planning experience. Strong networking, client acquisition and relationship management skills are essential.

  Financial planning, Meet commitments, Client relationship management, CSC, Financial capability, Collaboration

  5j

  Financial Planner

  Toronto, 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

  3+ ansCandidates need a QAFP, PFP or CFP designation, a mutual funds licence (IFIC or CSC) and at least 3 years of financial planning experience. Strong networking, client acquisition and relationship management skills are essential.

  5j

  Financial Planner

  Cold Lake, AB +1

  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

  3+ ansCandidates need a financial planning designation (QAFP, PFP or CFP) and a mutual funds licence (IFIC or CSC), plus at least 3 years of financial planning experience. Strong client acquisition, networking and relationship management skills are essential.

  5j

  Financial Planner Relationship Manager

  Pickering, 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

  3+ ansCandidates need a financial planning designation (QAFP, PFP or CFP) and a Mutual Funds License (IFIC or CSC). They also need at least 3 years of financial planning experience and strong networking, client acquisition and relationship skills.

• 4j

  Financial Planner, Scotia Financial Planning - Calgary

  Calgary, AB

  

  Scotiabank

  3+ ansCandidates need 3 years of financial planning and investment sales experience, CIRO mutual fund licensing, and a PFP or CFP designation is required. They also need strong networking skills, the ability to work independently, and a valid driver's licence with a vehicle.

  CRM software, portfolio software, financial planning software, mobile technology

  5j

  Signature Banker, Vancouver

  Vancouver, BC

  

  Scotiabank

  3+ ansScotiabank needs candidates with at least 3 to 5 years of banking experience, including 3 years in business or retail banking with professional clients. Candidates need strong interpersonal, leadership and business development skills, plus a university degree or college diploma.

  Financial analysis, Regulatory compliance, Leadership, Sales, CSC

  5j

  Private Banker 3

  Edmonton, AB

  

  Scotiabank

  5+ ansScotiabank needs at least 5 years of commercial or private banking lending experience and an established network of high net worth clients and referral sources. Candidates also need strong leadership, networking and business development skills, and a university degree such as a BCom, MBA or CFA, plus industry courses like CSC, PFP or CFP.

  Sales, Documentation, Securities, Financial planning, Coaching, Risk management

  5j

  Financial Planner, Scotia Financial Planning - Grand Falls-Windsor or Gander, NL

  Grand Falls-Windsor, NL

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, mutual fund certification and CIRO licensing, and a PFP or CFP designation. They must be self-motivated, skilled at networking, and hold a valid driver's licence with access to a vehicle.

  CRM software, portfolio software, financial planning software, mobile technology

  5j

  Financial Planner, Scotia Financial Planning - Gatineau, QC

  Gatineau, QC

  

  Scotiabank

  3+ ansScotiabank needs candidates with about three years of financial planning and investment sales experience, a mutual fund licence and CIRO registration, and a PFP or CFP designation preferred. Candidates also need strong networking skills, French and sufficient English, and a valid driver's licence with a vehicle.

  CRM

  5j

  Financial Planner, Scotia Financial Planning - Lebourgneuf, QC

  Quebec

  

  Scotiabank

  3+ ansCandidates need about 3 years of financial planning and investment sales experience, a mutual fund licence in good standing with CIRO, and a PFP or CFP designation. They must also be bilingual in French and English, have a valid driver's licence and vehicle, and be self-motivated.

  CRM software, Portfolio software, Financial planning software, Mobile technology

  5j

  Financial Planner, Scotia Financial Planning - Beauport, QC

  Beauport, QC

  

  Scotiabank

  3+ ansCandidates need about 3 years of financial planning and investment sales experience, a mutual fund licence (CIRO), and a PFP or CFP designation. They also need strong networking skills, a valid driver's licence with a vehicle, and French plus sufficient English.

  CRM

  5j

  Investment Planning Specialist, Scotia Financial Planning - Tracadie-Sheila

  Tracadie-Sheila, NB

  

  Scotiabank

  3+ ansCandidates need at least 3 years of financial planning and investment sales experience, a mutual fund or Canadian Securities Course credential with current CIRO licensing, and ideally a PFP or CFP designation. They also need strong networking skills, a valid driver's licence, and access to a vehicle.

  CRM software, portfolio software, financial planning software, mobile technology

  5j

  Financial Planner, Scotia Financial Planning - St John's, NL

  St. John's, NL

  

  Scotiabank

  3+ ansCandidates need 3 years of financial planning and investment sales experience, a mutual fund certification or Canadian Securities Course with CIRO licensing, and a PFP or CFP designation. They also need strong networking skills, self-motivation, and a valid driver's licence with access to a vehicle.

  CRM software, financial planning software, portfolio software, mobile technology

  5j

  Investment Planning Specialist, Scotia Financial Planning - Moncton, NB

  Moncton, NB

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, a mutual fund licence (CIRO) and ideally a PFP or CFP designation. They also need strong networking skills, self-motivation and a valid driver's licence with access to a vehicle.

  CRM software, portfolio software, financial planning software, mobile technology

  5j

  Financial Planner, Scotia Financial Planning - Sherbrooke

  Sherbrooke, QC

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, a CIRO-compliant mutual fund licence, and a PFP or CFP designation. They also need proven networking skills, a valid driver's licence with access to a vehicle, and fluency in French and English.

  CRM software, financial planning software, portfolio software

  5j

  Financial Planner, Scotia Financial Planning - Truro, NS 1

  Truro, NS

  

  Scotiabank

  3+ ansScotiabank asks for 3 years of financial planning and investment sales experience, a mutual fund or CIRO-licensed credential, and a PFP or CFP designation. Candidates need strong networking skills, experience building centres of influence, and a valid driver's licence with a vehicle.

  CRM software, portfolio software, financial planning software

• 5j

  Virtual Advisor, Wealth Desk

  Toronto, ON +3

  Temps plein

  

  Alterna Savings

  1+ ansAlterna Savings needs candidates with a post-secondary degree in business, finance or a related field and mutual fund licensing (IFIC, CIFC or CSC). One to two years of financial services or client service experience is required, and experience with mutual funds, GICs and CRM systems is an asset.

  CRM systems, Microsoft Office, Microsoft Teams, Outlook, Digital advice tools, Investment platforms

• 5j

  Comptable, Certification et comptabilité

  Laval, QC

  Temps plein

  M

  MNP

  1+ ansCandidates need a business bachelor's degree (accounting or finance major preferred) and enrolment in the CPA Professional Education Program. They also need 1 to 2 years of accounting experience, working knowledge of GAAP, SEC rules and IFRS, and experience with accounting and tax software is an asset.

  logiciels de comptabilité, logiciels de fiscalité

• 5j

  Wealth Management Advisor (full-time; Goderich)

  Goderich, ON

  MC

  Mainstreet Credit Union Limited

  Candidates need a CFP, QAFP or PFP designation, or active work toward one, and CIRO MF Division licensing or the ability to obtain it. They need strong sales, relationship-management and communication skills, and knowledge of the investment industry.

  financial planning tools

• 5j

  Roofing Project Manager

  Mississauga, ON

  90k–110k $/anSur placeTemps plein

  FG

  Flynn Group of Companies

  5+ ansCandidates need at least 5 years of project management in commercial construction, with commercial roofing knowledge and familiarity with roofing systems and suppliers. They must read drawings, specifications and contracts, communicate well, and hold a valid G driver's licence and pass a criminal background check.

  Procore, MS Project, Bluebeam, PIL, PFP

6 entreprises