Emplois “PFP” au Canada – Page 4

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• 7j

  Scotia Wealth Insurance Services Regional Director, Central Canada

  Toronto, ON

  

  Scotiabank

  10+ ansCandidates need over 10 years of experience in financial services or wealth management, an undergraduate degree, and proven people leadership with sales leadership an asset. Expert knowledge of wealth and insurance products, regulation, and industry accreditations such as CFP, CLU or an insurance licence are assets.

  Leadership, Sales, Regulatory compliance, Team leadership, Lead a team, Financial planning

• 8j

  Financial Plan Review Consultant (Bilingual) - Remote

  Toronto, ON

  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…

  3+ ansCandidates need at least three years of financial planning experience and a Personal Financial Planner (PFP) designation, with a CFP or IQPF also accepted. They need strong retirement planning knowledge, good communication skills, and fluency in French and English.

  Bilingualism, Financial planning, Documentation, Risk management, Give constructive feedback, Communication skills

  13j

  Financial Advisor CIRO-ID

  London, ON

  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…

  4+ ansCandidates need a postsecondary degree or diploma and/or 4 years of relevant experience, plus good standing as a CIRO-ID Registered Representative and a PFP, CFP or QAFP designation. Strong relationship, sales and networking skills are essential.

  CIRO, Client relationship management, Sales, Relationship building

• 8j

  Financial Advisor (Woodgrove Branch)

  Nanaimo, BC

  

  First West

  2+ ansCandidates need a college or tech diploma, a Mutual Funds License, and two years in a member advisor role or equivalent. They must identify member needs, manage their own workload, and be proficient in Microsoft Office and banking software.

  Microsoft Office, banking software

  8j

  Senior Financial Advisor (Chemainus Branch)

  Chemainus, BC

  

  First West

  2+ ansCandidates need a two-year college or tech school diploma or equivalent experience, a Mutual Funds License and 2-3 years as a financial advisor. Strong advisory, sales and relationship skills, computer proficiency and sound judgment about risk and policy are required.

  Microsoft Office, banking software

  11j

  Senior Financial Advisor

  Delta, BC +1

  

  First West

  2+ ansCandidates need a college or tech diploma or equivalent experience, a Mutual Funds License, 2-3 years as a financial advisor and a proven record of meeting sales targets. Strong advisory conversation skills and computer proficiency are also required.

  Microsoft Office, Banking software

  13j

  Financial Planner

  Armstrong, BC +1

  85k $/an

  

  First West

  5+ ansCandidates need a college diploma, a mutual funds licence, and at least a PFP designation, plus five years of financial planning or investment sales experience and two years in retail lending. Strong sales, communication and planning software skills are required.

  Microsoft Office, financial planning software

  13j

  Financial Advisor (Sardis Branch)

  Chilliwack, BC

  

  First West

  2+ ansCandidates need a two-year college or tech school diploma or equivalent experience, a Mutual Funds licence and two years in a member advisor role. They must be self-starters who can prioritize work and use Microsoft Office and banking software.

  Microsoft Office, Banking software

• 9j

  Financial Planner Relationship Manager

  Stratford, 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), 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

  9j

  Financial Planner Relationship Manager

  Stratford, 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), 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

  11j

  Financial Planner

  Milton, 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+ ansRoyal Bank of Canada asks for a financial planning designation (QAFP, PFP or CFP), a mutual funds licence (IFIC or CSC), and at least 3 years of financial planning experience. Candidates also need strong financial, networking, client acquisition and relationship management skills.

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

  11j

  Senior Investment Funds Advisor

  Vancouver, BC

  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

  7+ ansCandidates need the IFIC or Canadian Securities Course, a PFP or CFP financial planning designation, 7-10 years of client-facing investment experience, and 5+ years as a dedicated advisor. Strong business development and written and verbal communication skills are also required.

  Teamwork, Client relationship management, Sales, Financial planning, Regulatory compliance, CSC

  11j

  Financial Planner

  Milton, 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+ ansRoyal Bank of Canada asks for a financial planning designation (QAFP, PFP or CFP), a mutual funds licence (IFIC or CSC), and at least 3 years of financial planning experience. Candidates also need strong financial, networking, client acquisition and relationship management skills.

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

  12j

  Private Banker

  Mississauga, 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

  5+ ansCandidates need at least 5 years in a client relationship role giving advice and solutions, plus knowledge of credit and financial planning. They must hold IFIC, PFP and a Mutual Fund Dealer license, or obtain the IFIC and PFP within set deadlines.

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

  12j

  Private Banker

  Mississauga, 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

  5+ ansCandidates need at least 5 years in a client relationship role giving advice and solutions, plus knowledge of credit and financial planning. They must hold IFIC, PFP and a Mutual Fund Dealer license, or obtain the IFIC and PFP within set deadlines.

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

  13j

  Financial Planner

  Richmond Hill, 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+ ansRoyal Bank of Canada needs candidates with a QAFP, PFP or CFP designation, an IFIC or CSC mutual funds licence and at least three years of financial planning experience. Strong financial knowledge, networking, client acquisition and relationship management skills are essential.

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

  13j

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

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

  13j

  Financial Planner

  Markham, 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 licence (IFIC or CSC), plus 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

  13j

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

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

  13j

  Financial Planner

  Markham, 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 licence (IFIC or CSC), plus 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

• 11j

  Senior Investment Funds Advisor

  Vancouver, BC

  Temps plein

  PH

  Phillips, Hager & North Investment Management Ltd.

  7+ ansCandidates need the IFIC or Canadian Securities Course, a financial planning designation (PFP or CFP), 7 to 10 years of client-facing investment industry experience, and 5+ years as a dedicated advisor. Strong business development and written and verbal communication skills are required.

  Teamwork, Client relationship management, Sales, Financial planning, Regulatory compliance, CSC

• 11j

  Senior Retirement Planning Advisor

  Toronto, ON

  86k–131k $/anTemps plein

  HO

  Healthcare of Ontario Pension Plan Trust Fund Company

  7+ ansCandidates need 7 years of pension, retirement planning or financial services experience in a member- or client-facing role, plus a relevant degree or diploma and an advanced planning designation or willingness to enrol in one (PFP, QAFP or CFP). They must also have strong presentation, facilitation and plain-language communication skills, a valid Ontario driver's licence, and the ability to travel.

  Presentation skills, Collaboration, Documentation, Decision making, Communication skills, Relationship building

• 12j

  Team Manager Insurance Operations

  Mississauga, ON

  Temps plein

  FW

  Fidelity Wealth ULC

  5+ ansCandidates need 5+ years of insurance operations, life insurance or financial services experience, including team leadership and building operational functions. They also need bilingual English and French, the LLQP or willingness to obtain it, and a college degree or equivalent experience.

  Salesforce

• 13j

  Financial Planner

  Toronto, ON

  

  Richardson Wealth Ltd

  5+ ansRichardson Wealth Ltd needs an undergraduate degree, a financial planning designation such as CFP, RFP or PFP, and detailed knowledge of Canadian taxation. Five years of direct client financial planning work is a key asset.

  Financial planning software, Microsoft Excel, Microsoft Word

8 entreprises