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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
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 university degree, completion of CFA Level 1 and/or 2, and at least 2 years of support experience in financial services. Financial planning experience, advanced MS Office skills and strong business writing are required.
Presentation skills, Customer service, Financial planning, Sales, Documentation, Administrative support
First West
2+ ansFirst West needs candidates with a two-year college or tech diploma or equivalent experience, a Mutual Funds License, and 2-3 years as a financial advisor. Candidates must have a proven record of meeting sales targets, strong written and phone communication, and comfort with Dynamics 365 and virtual systems.
Dynamics 365, Microsoft Office, virtual call systems, banking software
First West
2+ ansFirst West needs candidates with a bachelor's degree or equivalent experience, the LLQP licence and 2 to 4 years in life insurance sales. Strong sales, communication and relationship-building skills and Microsoft Office proficiency are also required.
Microsoft Office
First West
2+ ansCandidates need a college or tech school diploma in a related field or equivalent experience, a mutual funds licence and 2 to 3 years as a financial advisor. They also need a track record of meeting sales targets and strong advisory and computer skills.
Microsoft Office, banking software
First West
2+ ansCandidates need a two-year college or tech school diploma (or equivalent experience), a Mutual Funds License, and two years in a member advisor role or similar. First West also requires strong needs assessment, organization, computer skills and sound judgment.
Microsoft Office, banking software
Altis
5+ ansCandidates need 5+ years in financial services or wealth management, Registered Representative registration, and the Canadian Securities Course. Strong investment knowledge, financial planning skills and excellent English communication are required, with French as an asset.
financial planning software
Altis
5+ ansCandidates need 5+ years in financial services or wealth advisory, Registered Representative registration, and the Canadian Securities Course. Strong investment and planning knowledge and excellent English communication are required, and French is an asset.
Financial planning software
Altis
5+ ansCandidates need 5+ years of financial services experience, a business or finance degree or equivalent, and the Canadian Securities Course with Registered Representative licensing. Strong investment knowledge, financial planning software skills and excellent English are required, with French as an asset.
Financial planning software
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. They must hold CIRO-MFD and AMF registration (CSC, CIFC or IFC), and Personal Financial Planner and Registered Retirement Consultant designations are required or expected.
CIBC financial planning tools
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, current CIRO-MFD and AMF licensing, and the CSC or CIFC course completed. A Registered Retirement Consultant designation and the Personal Financial Planner designation within 24 months of hire are also required.
CIBC financial planning tools
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, or 4 years of relevant experience. They must hold current CIRO-ID Registered Representative status and a PFP, CFP or QAFP designation, with AMF licensing for Quebec roles.
CIBC financial planning tools
Scotiabank
3+ ansScotiabank needs candidates with 3-5 years of one-on-one financial planning or investment advice experience, a Mutual Fund Dealing Representative licence, and a CFP or PFP designation. Fluent English is required, French is an asset, and strong sales, networking and AI fluency are expected.
Digital self-serve tools
Scotiabank
3+ ansCandidates need three years of financial planning and investment sales experience, a mutual funds licence 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
Scotiabank
5+ ansCandidates need an undergraduate degree in finance or a related field and 5+ years of financial services experience, preferably in mutual funds. Strong mutual fund sales knowledge, coaching and communication skills, and self-direction are required; the Canadian Securities Course, PFP, CFP or equivalent is an asset.
Sales, Sales strategies, Presentation skills, Regulatory compliance, Leadership, Communication skills
Scotiabank
7+ ansScotiabank needs candidates with 7+ years of sales experience in financial services, strong sales coaching and relationship management skills, and a solid grasp of insurance and financial planning. A bachelor's degree or equivalent experience is required.
Sales, Coaching, Presentation skills, Leadership, Regulatory compliance, Anti-money laundering
Coast Capital Savings
5+ ansCandidates need at least five years of experience helping customers at a bank or credit union, plus a CFSA designation or an equivalent such as PFP, CFP or QAFP. Post-secondary education in finance or business, Investment Funds in Canada, and strong sales and attention to detail are also required.
Microsoft Office, Vulnerable sector check, Customer experience
Beem Credit Union
4+ ansCandidates need a Mutual Fund License (IFIC/MFDA), a post-secondary degree or diploma in business, finance or economics, and 4 to 6 years of advisory experience covering investments and lending. A PFP, QAFP or CFP designation is preferred.
CRM systems
Meridian Credit Union Limited: As a company that puts people first.
3+ ansCandidates need at least 3 years of financial services experience, a required designation (QAFP, PFP, CFP or RRC) and mutual fund licensing. Strong communication, sales and relationship-building skills are essential.
CRM software, financial planning software, Microsoft Power Platform, Microsoft Copilot
12 entreprises