Emplois “PFP” au Canada – Page 3

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• 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

  Financial Planner, Scotia Financial Planning - Halifax, NS

  Halifax, NS

  

  Scotiabank

  3+ ansScotiabank needs candidates with about 3 years of financial planning and investment sales experience, mutual fund certification or Canadian Securities Course, and CIRO licensing in good standing. A PFP or CFP designation, a valid driver's licence, and access to a vehicle are also required.

  CRM software, portfolio software, financial planning software

  6j

  Investment Planning Specialist, Scotia Financial Planning - Acadian Peninsula

  Tracadie-Sheila, NB

  

  Scotiabank

  3+ ansScotiabank asks for 3 years in financial planning and investment sales, a mutual fund licence (CIRO) and a PFP or CFP designation. Candidates also need strong networking skills, self-motivation, a valid driver's licence and access to a vehicle.

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

  6j

  Financial Planner, Scotia Financial Planning - Antigonish, NS

  Antigonish, NS

  

  Scotiabank

  3+ ansScotiabank needs candidates with 3 years of financial planning and investment sales experience, a mutual fund certification in good standing with CIRO, and a PFP or CFP designation. They also need strong networking skills, a valid driver's licence and access to a vehicle.

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

  6j

  Financial Planner, Scotia Financial Planning - Labrador City, NL

  Labrador City, NL

  

  Scotiabank

  3+ ansCandidates need about 3 years of financial planning and investment sales experience, a CIRO-registered mutual fund or securities credential, and a PFP or CFP designation. A valid driver's licence and a vehicle are also required.

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

  6j

  Private Banker

  Vancouver, BC

  

  Scotiabank

  5+ ansCandidates need at least 5 years of commercial or private banking lending experience and an established network of high net worth clients. A university degree such as a BCom, MBA or CFA, plus industry courses such as CSC, PFP or CFP, is expected.

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

  7j

  Private Banker

  Calgary, AB

  

  Scotiabank

  5+ ansCandidates need at least 5 years of commercial or private banking lending experience and an established network of high net worth clients. A university degree such as a BCom, MBA or CFA is required, plus industry courses such as CSC, PFP or CFP.

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

  7j

  Financial Planner, Scotia Financial Planning - Bridgewater

  Bridgewater, NS

  

  Scotiabank

  3+ ansScotiabank needs candidates with 3 years of financial planning and investment sales experience, a mutual fund certification in good standing with CIRO, and a PFP or CFP designation. A valid driver's licence and access to a vehicle are required.

  CRM software, Portfolio software, Financial planning software

  7j

  Private Banker

  Toronto, ON

  

  Scotiabank

  5+ ansCandidates need at least 5 years of commercial or private banking lending experience and an established network of high net worth clients. Strong leadership, networking and business development skills are essential, along with a university degree such as a BCom, MBA or CFA.

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

  7j

  Financial Planner, Scotia Financial Planning - Terry Fox & Campeau

  Ottawa, ON

  

  Scotiabank

  3+ ansCandidates need about 3 years of financial planning and investment sales experience, mutual fund certification with CIRO licensing, 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

• 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

  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

  Wealth Concierge

  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

  2+ ansCandidates need at least 2 years of experience in a similar investment or wealth role, a university degree, the Canadian Securities Course and a CFP or PFP designation or progress toward one. Strong attention to detail, excellent communication and advanced Microsoft Office skills are required.

  Salesforce, myGPS

• 6j

  Private Banker II

  Halifax, NS +1

  Sur placeTemps plein

  TT

  The Toronto-Dominion Bank (Canada)

  3+ ansCandidates need at least 3 years of banking and credit experience, plus advanced credit analysis skills. A Canadian Securities Course or IFIC credential is required, and a willingness to complete the PFP or CFP within 36 months is expected.

• 6j

  Financial Solutions Specialist - Burnaby Branch

  Burnaby, BC

  68k–73k $/anTemps plein

  

  Beem Credit Union

  4+ ansCandidates need a post-secondary degree or diploma in business, finance, economics or a related field, plus a Mutual Fund License (IFIC/MFDA). They also need 4 to 6 years of advisory experience covering investments and lending, and a PFP, QAFP or CFP designation is preferred.

  CRM systems

  7j

  Financial Solutions Specialist - Nordel Branch

  Surrey, BC

  Temps plein

  

  Beem Credit Union

  4+ ansBeem Credit Union needs candidates with a post-secondary degree or diploma in business, finance or economics, a Mutual Fund License (IFIC/MFDA), and 4 to 6 years of advisory experience including investments and lending.

  CRM systems

• 6j

  Senior Financial Advisor - Saint-Hubert

  Saint-Hubert, 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, plus CIRO-MFD registration and Quebec AMF licensing. A Registered Retirement Consultant designation is required, and a Personal Financial Planner designation must be obtained within 24 months of hire.

  CIBC advanced financial planning tools

  6j

  Investment Specialist

  Listowel, ON +1

  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 License (Canadian Securities Course or Investment Funds in Canada), and must complete the PFP or RRC (or CFP or IQPF) within the first year. Strong relationship-building, networking and sales skills are needed.

• 7j

  Advisor Experience Specialist

  Etobicoke, ON

  Temps plein

  

  Meridian Credit Union Limited: As a company that puts people first.

  5+ ansCandidates need five to seven or more years of investment sales, financial planning, wealth management or advisor-support experience, plus a degree or equivalent. Strong coaching, facilitation and communication skills, and comfort with CRM and digital tools, are required.

  Conquest, CRM Dynamics 365, CapIntel, Advisor Stream, Teams, Excel

• 7j

  Wealth Concierge

  Toronto, ON

  Temps plein

  RP

  RBC Phillips, Hager & North Investment Counsel Inc.

  2+ ansCandidates need at least two years in a similar wealth or investment role, a university degree, and completion of the Canadian Securities Course. A CFP or PFP designation, or working toward one, is also required, and strong attention to detail, communication and advanced MS Office skills are essential.

  Salesforce, myGPS

  7j

  Wealth Concierge

  Toronto, ON

  Temps plein

  RP

  RBC Phillips, Hager & North Investment Counsel Inc.

  2+ ansCandidates need at least two years in a similar wealth or investment role, a university degree, completion of the Canadian Securities Course, and a CFP or PFP designation or active working toward one. Strong attention to detail, clear written and verbal communication, and advanced Microsoft Office skills are required.

  Salesforce, myGPS

7 entreprises