Financial Planning Software Solutions Consultant
Toronto, ONTemps plein
RBC Dominion Securities Inc.
3+ ansCandidates need a finance-related undergraduate education, a Canadian financial planning designation such as CFP or CFA-equivalent credentials (CFP, IQPF, QAFP, F.PI., CLU, RRC or PFP), and 3 to 5 years in wealth management. They also need knowledge of financial planning software (Conquest preferred) and Canadian tax and pension legislation.
Conquest Planning, myGPS, Wealth Planning Calculators