Emplois “PFP” au Canada – Page 7

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• 1 mois

  Senior Wealth Advisor | Financial Planner - Partner - Mainstreet Credit Union

  Sarnia, ON

  77k–128k $/an

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  5+ ansCandidates need a CFP, QAFP or PFP designation and CIRO INV licensing or the ability to get it within 30 days. At least 5 years of financial planning or investment sales experience, strong sales and communication skills, and the ability to work with minimal supervision are required.

  financial planning software

  1 mois

  Senior Wealth Advisor | Financial Planner - Partner - Mainstreet Credit Union

  Sarnia, ON

  77k–128k $/anSur place

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  5+ ansCandidates need a CFP, QAFP or PFP designation and CIRO INV licensing or the ability to get it within 30 days. At least 5 years of financial planning or investment sales experience, strong sales and communication skills, and the ability to work with minimal supervision are required.

  financial planning software

• 1 mois

  Life & Financial Advisor (Sales)

  Welland, ON

  TélétravailTemps plein

  

  Billyard Insurance Group

  2+ ansCandidates need a valid life insurance licence such as LLQP in Ontario, at least 2 years of life insurance sales or financial services experience, and a CFP, CLU or PFP designation. An acceptable credit rating and a bachelor's degree in finance or business are preferred.

  CRM tools, Digital platforms, Proprietary AI-driven underwriting software

• 1 mois

  Portfolio Management Assistant

  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 in a client-facing financial role, including financial planning, plus a university degree. They also need CIM or CFA Level 1, a PFP or CFP, trading experience, and advanced Microsoft Office skills.

  RBC proprietary financial planning software

  1 mois

  Financial Planner

  Powell River, 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

  3+ ansCandidates need a financial planning designation (PFP, QAFP or CFP), a mutual funds licence, 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

  1 mois

  Financial Planning Software Solutions Consultant

  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+ ansRoyal Bank of Canada needs candidates with a related undergraduate degree, a CFP, IQPF, QAFP, F.PI., CLU, RRC or PFP designation, and 3 to 5 years in financial planning or wealth management. Knowledge of Conquest and Canadian tax and pension rules is needed.

  Conquest Planning, myGPS, Wealth Planning Calculators

  1 mois

  Financial Planning Analyst

  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+ ansRoyal Bank of Canada needs candidates with a related undergraduate diploma, a CFP or PFP designation, and three to five years of financial planning experience, preferably in wealth management. Strong Microsoft Word and Excel skills and financial planning knowledge are also required.

  Microsoft Word, Microsoft Excel, Conquest

  1 mois

  Investment Advisor

  Prince George, 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 4-6 years of outbound sales experience and comfort with 100% commission pay. They must have completed or be ready to complete the Canadian Securities Course (CSC) before starting, plus strong relationship-building and financial planning skills.

  Securities, Problem solving, Sales, CSC, Financial planning, Relationship building

  1 mois

  Bilingual Financial Planning Software Solutions Consultant

  Montréal, QC

  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 fluent English and French, an undergraduate degree (finance or wealth management preferred), a CFP, IQPF, QAFP or similar designation, and 3 to 5 years in financial planning or wealth management. Knowledge of financial planning software, Canadian tax and pension rules, and strong communication skills are required.

  Conquest, myGPS, Wealth planning calculators

• 1 mois

  Consultation Administration Assistant

  Alberta

  

  Driftpile Cree Nation

  2+ ansCandidates need a diploma in office administration or equivalent experience, plus 2+ years of office administration experience. Strong accounting, Microsoft Office and communication skills are required, and First Aid certification is an asset.

  Microsoft Office, Accounting software, GIS

• 1 mois

  Financial Solutions Specialist - Lynn Valley Branch

  North Vancouver, BC

  Temps plein

  

  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

  1 mois

  Financial Solutions Specialist - Willoughby Branch

  Langley, BC

  68k–73k $/anTemps plein

  

  Beem Credit Union

  4+ ansCandidates need 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 in investing and lending. A PFP, QAFP or CFP is preferred.

  CRM systems

  1 mois

  Financial Solutions Specialist - Lonsdale Branch

  North Vancouver, BC

  68k–73k $/anTemps plein

  

  Beem Credit Union

  4+ ansCandidates need 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 covering investments and lending. A PFP, QAFP or CFP designation is preferred.

  CRM systems

• 1 mois

  Advisor, Wealth

  Canada

  Temps plein

  

  Sunrise Credit Union

  5+ ansCandidates need a post-secondary diploma or degree in finance, business or commerce, at least 5 years in wealth management or financial advice, and valid IFC Mutual Fund, Canadian Securities Course and life insurance licences. Strong knowledge of markets and portfolio construction is also required.

  financial planning software, CRM systems

• 1 mois

  Senior Financial Planner

  Guelph, ON +2

  Temps plein

  

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

  7+ ansCandidates need 7+ years of financial planning or advisory experience, IIROC licensing (or willingness to complete the coursework), and a PFP or CFP designation. They must also bring strong business development, networking and client communication skills.

  contact management software, investment planning software, retirement planning software

  1 mois

  Future Opportunities - Investment Specialists/Financial Planners - Simcoe County

  Owen Sound, ON +1

  71k–85k $/anTemps plein

  

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

  3+ ansCandidates need at least 3 years of financial services experience, progress toward CSC, CPH and WME certifications for CIRO registration, and progress toward PFP or CFP. Strong business development, networking and time management skills are also required.

  contact management software, investment planning software, retirement planning software

  1 mois

  Senior Financial Planner - West London

  London, ON +5

  Temps plein

  

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

  7+ ansCandidates need at least 7 years of financial planning or advisory experience, IIROC licensing (or willingness to complete it), and a PFP or CFP designation. They also need strong business development skills and in-depth knowledge of wealth products, tax, estate and retirement planning.

  Contact management software, Investment and retirement planning software, Microsoft Power Platform

• 1 mois

  Senior Financial Advisor

  Winnipeg, MB

  Temps plein

  

  Cambrian Credit Union

  5+ ansCandidates need at least five years of investment advisory experience, a post-secondary business credential, and a CIRO Investment Dealer registration or eligibility for it. A CFP or PFP designation, or a commitment to earn one within 24 months, is also required.

  Conquest Planning, Salesforce Marketing Cloud

• 1 mois

  Regional Sales Consultant (Internal Wholesaler)

  Calgary, AB +3

  Temps plein

  

  Co-operators

  3+ ansCandidates need 3-5 years of financial planning or life insurance experience, a Life licence or CFP, CLU, PFP or similar designation, and a proven life sales track record. Strong communication, persuasion and training skills are required, and French is an asset.

  Sales, Onboarding, Sales targets, Communication skills, Persuade others, Financial planning

• 1 mois

  Manager, Personal Finance

  Brampton, ON

  Temps plein

  

  Alterna Savings

  5+ ansCandidates need a university degree or college diploma with 5 years of relevant work experience, plus CSC or IFIC completion. Strong sales management, coaching and credit granting knowledge is required, and PFP or CFP is recommended.

  MS Office, Windows

• 1 mois

  Associate (West Oak Family Office)

  Calgary, AB

  Temps plein

  WA

  Wellington Altus Branding

  5+ ansCandidates need 5+ years in a direct client support role in wealth management, a bachelor's degree, and Registered Representative licensing in good standing. Strong communication, organization and investment compliance knowledge are required.

  Microsoft Excel, Conquest, Maximizer

• 1 mois

  Team Manager, Wealth Advice Team

  Vancouver, BC

  86k–117k $/anTemps plein

  V2

  Vancity (2.0)

  5+ ans2+ gestionVancity needs a candidate with post-secondary education in business or finance, 5 to 7 years of wealth management or financial planning experience, and at least 2 years of leading advice professionals. A Mutual Fund License (IFIC or CSI) is required, and a CFP, PFP or CIM designation is preferred.

  Lead a team, Financial planning, Coaching, Leadership, Process improvement, Relationship building

  1 mois

  FCU Community Financial - Personal Account Manager (Permanent, Full-Time) - Powell River

  Powell River, BC

  31,46–36,94 $/hTemps plein

  V2

  Vancity (2.0)

  3+ ansCandidates need an active Mutual Funds licence, at least three years of sales and financial services experience, and knowledge of personal financial planning and residential mortgage lending. Working toward a PFP or CFP designation is required, along with strong communication and computer skills.

  MS Office

• 1 mois

  Summer Student, Assurance Services

  Winnipeg, MB

  Temps plein

  M

  MNP

  Baccalauréat en commerce ou administration des affaires, obtenu ou en voie d'obtention; Prérequis du PFP des CPA, obtenus ou en voie d'obtention; Expérience en comptabilité en cabinet, un atout

  logiciels de comptabilité, logiciels de fiscalité, programmes internes de MNP

13 entreprises