Emplois “PFP” au Canada – Page 6

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• 25j

  Senior Financial Advisor - Sainte-Julie

  Sainte-Julie, 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. They must hold current CIRO-MFD and Quebec AMF licensing, with CSC, CIFC or IFC accreditation, and be eligible for registration on hire. An RRC or PFP designation is required within the stated timeframes.

  CIBC advanced financial planning tools

• 26j

  Financial Planner, Scotia Financial Planning - London, ON (Hamilton Rd & Highbury ave)

  Ontario

  

  Scotiabank

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

  CRM software, portfolio software, financial planning software

  26j

  Financial Planner, Scotia Financial Planning - Woodstock, ON (Devonshire & Springbank)

  Woodstock, ON

  

  Scotiabank

  3+ ansCandidates need at least 3 years of financial planning and investment sales experience, a mutual fund or CIRO-accredited licence, and a PFP or CFP designation. A valid driver's licence and access to a vehicle are required.

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

  26j

  Financial Planner, Scotia Financial Planning - London, ON (Hyde Park & Fanshawe West)

  Ontario

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, a mutual fund or CIRO-registered licence, and a PFP or CFP designation. They must also have strong networking skills and be able to work independently.

  CRM software, financial planning software, portfolio software

  26j

  Financial Planner, Scotia Financial Planning - Woodstock, ON (485 Dundas Street)

  Woodstock, ON

  

  Scotiabank

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

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

  26j

  Financial Planner, Scotia Financial Planning - London, ON (London Main- Richmond Street)

  Ontario

  

  Scotiabank

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

  CRM software, portfolio software, financial planning software

  27j

  Financial Planner, Scotia Financial Planning - Sydney, NS

  Sydney, NS

  

  Scotiabank

  3+ ansScotiabank needs candidates with three years of financial planning and investment sales experience, mutual fund certification or the Canadian Securities Course, and a PFP or CFP designation. Candidates must have strong networking skills, a valid driver's licence, and access to a vehicle.

  CRM, Portfolio software, Financial planning software

  28j

  Financial Planner, Scotia Financial Planning - Downtown Toronto

  Toronto, ON

  

  Scotiabank

  3+ ansCandidates need about 3 years of financial planning and investment sales experience, a mutual fund or CIRO-registered securities licence, and a PFP or CFP designation is preferred. They also need strong networking skills, self-direction, knowledge of markets and regulation, and a valid driver's licence with access to a vehicle.

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

• 26j

  RBC Financial Planning - Edmonton and Alberta North

  Edmonton, AB +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 (PFP, QAFP or CFP), a mutual funds licence (IFIC or CSC), at least 2 years of financial planning experience, and proven networking and client acquisition skills.

  Financial planning, Cold calling, Sales, Meet commitments, Client relationship management, CSC

  26j

  Financial Planning

  Mississauga, ON +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

  2+ ansRoyal Bank of Canada needs candidates with a financial planning designation (PFP, QAFP or CFP), a mutual funds licence (IFIC or CSC), at least 2 years of financial planning experience, and proven networking and client acquisition skills.

  Financial planning, Cold calling, Sales, Meet commitments, Client relationship management, CSC

  26j

  RBC Financial Planning - BC Interior & North

  Prince George, BC +6

  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 (PFP, QAFP or CFP), a mutual funds licence (IFIC or CSC), at least 2 years of financial planning experience and proven networking and client acquisition skills.

  Financial planning, Cold calling, Sales, Meet commitments, Client relationship management, CSC

  26j

  RBC Financial Planning - Calgary, and Alberta South

  Calgary, AB +4

  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+ ansRoyal Bank of Canada needs candidates with a financial planning designation (PFP, QAFP or CFP), a mutual funds licence (IFIC or CSC), at least 2 years of financial planning experience, and proven networking and client acquisition skills.

  Financial planning, Cold calling, Sales, Meet commitments, Client relationship management, CSC

  26j

  RBC Financial Planning - BC East

  Burnaby, BC +7

  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+ ansRoyal Bank of Canada needs candidates with a Financial Planning designation (PFP, QAFP or CFP), a Mutual Funds licence (IFIC or CSC), at least 2 years of financial planning experience, and proven networking and client acquisition skills.

  Financial planning, Cold calling, Sales, Meet commitments, Client relationship management, CSC

  27j

  RBC Financial Planning - BC West

  Coquitlam, BC +12

  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+ ansRoyal Bank of Canada needs candidates with a PFP, QAFP or CFP designation, an IFIC or CSC mutual funds licence, at least 2 years of financial planning experience, and proven networking and client acquisition skills.

  Financial planning, Cold calling, Sales, Meet commitments, Client relationship management, CSC

  27j

  RBC Financial Planning - BC Interior & North

  Prince George, BC +6

  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 (PFP, QAFP or CFP), a mutual funds licence (IFIC or CSC), at least 2 years of financial planning experience and proven networking and client acquisition skills.

  Financial planning, Cold calling, Sales, Meet commitments, Client relationship management, CSC

  27j

  Financial Planning

  Mississauga, ON +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

  2+ ansRoyal Bank of Canada needs candidates with a financial planning designation (PFP, QAFP or CFP), a mutual funds licence (IFIC or CSC), at least 2 years of financial planning experience, and proven networking and client acquisition skills.

  Financial planning, Cold calling, Sales, Meet commitments, Client relationship management, CSC

  27j

  RBC Financial Planning - BC East

  Burnaby, BC +7

  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+ ansRoyal Bank of Canada needs candidates with a Financial Planning designation (PFP, QAFP or CFP), a Mutual Funds licence (IFIC or CSC), at least 2 years of financial planning experience, and proven networking and client acquisition skills.

  Financial planning, Cold calling, Sales, Meet commitments, Client relationship management, CSC

  27j

  RBC Financial Planning - BC West

  Coquitlam, BC +12

  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+ ansRoyal Bank of Canada needs candidates with a PFP, QAFP or CFP designation, an IFIC or CSC mutual funds licence, at least 2 years of financial planning experience, and proven networking and client acquisition skills.

  Financial planning, Cold calling, Sales, Meet commitments, Client relationship management, CSC

  27j

  RBC Financial Planning - Edmonton and Alberta North

  Edmonton, AB +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 (PFP, QAFP or CFP), a mutual funds licence (IFIC or CSC), at least 2 years of financial planning experience, and proven networking and client acquisition skills.

  Financial planning, Cold calling, Sales, Meet commitments, Client relationship management, CSC

  27j

  RBC Financial Planning - Calgary, and Alberta South

  Calgary, AB +4

  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+ ansRoyal Bank of Canada needs candidates with a financial planning designation (PFP, QAFP or CFP), a mutual funds licence (IFIC or CSC), at least 2 years of financial planning experience, and proven networking and client acquisition skills.

  Financial planning, Cold calling, Sales, Meet commitments, Client relationship management, CSC

  29j

  Associate Wealth Advisor / Financial Planner

  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

  4+ ansCandidates need IIROC Registered Representative approval, the CIRE and Retail Securities exams, four or more years in the investment industry, and a CFP or PFP designation. A university degree, strong written and verbal communication, and financial planning experience with high-net-worth clients are also required.

  Microsoft Office Suite

• 27j

  Personal Finance Expert (Canada)

  Télétravail au Canada

  TélétravailContrat

  

  Xperteez Technology: Xperteez Technology is a recruitment-focused firm delivering high-quality talent solutions with speed, precision, and consistency across global…

  4+ ansCandidates need strong knowledge of Canadian personal finance, registered accounts and tax rules. Professional designations such as CFP, QAFP, CIM, PFP, CPA or CFA are preferred, along with 4+ years of Canadian financial experience and excellent written communication.

  Plaid

• 28j

  Regional Sales Manager, BMO InvestorLine

  Victoria, BC

  

  Bank of Montreal

  5+ ansBank of Montreal needs candidates with an undergraduate degree, 5-10 years of investment sales experience and proven sales success. Candidates need in-depth knowledge of investment products and online brokerage platforms, CSC completion and progress toward CIRO licensing, and experience with Salesforce.

  Salesforce

• 1 mois

  Senior Financial Planner

  Kingston, ON

  92k–95k $/anTemps plein

  

  Educators Financial Group

  7+ ansCandidates need a current CFP designation approved for registration with a CIRO firm in Ontario, and at least 7 years of investment sales, financial planning or advisory experience. Strong client relationship, communication and computer skills are also required.

  Sales, Strategic planning, Financial planning, Presentation skills, Know your customer, CIRO

6 entreprises