Emplois “PFP” au Canada

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• 4h

  Associate Wealth Advisor

  Victoria, BC

  

  First West

  2+ ansCandidates need a related college or technical diploma, CIRO Registered Representative licensing and financial planning experience with high-net-worth clients. They also need strong analytical, sales and communication skills, and must obtain LLQP and CIRO courses within one year of hire.

  Financial planning software, Microsoft Office

  3j

  Assistant Branch Manager

  Enderby, BC

  

  First West

  4+ ansTru Cooperative Bank needs candidates with 4 years of progressive sales advisory experience in financial services, a Bachelor's degree or equivalent, and a mutual fund licence depending on region. Candidates also need proven sales leadership and coaching experience, a record of meeting sales targets, and strong Microsoft Office and banking software skills.

  Microsoft Office, banking software

  3j

  Associate Wealth Advisor

  Chilliwack, BC

  

  First West

  2+ ansCandidates need a related two-year diploma, CIRO registration and LLQP within a year of hire, and a financial planning designation such as CFP, PFP or CFA within two years. They also need 2-4 years in a portfolio advisory role with high-net-worth clients, plus strong sales, analytical and financial planning software skills.

  Financial planning software, Microsoft Office

• 10h

  Financial Planner, Investment Retirement Planning

  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

  2+ ansCandidates need a financial planning designation (PFP, QAFP or CFP, or close to completing one) and a mutual funds licence (IFIC or CSC). They also need at least 2 to 3 years of financial planning or advisor experience, proven client acquisition and networking skills, and the ability to build strong partner relationships.

  Cold calling, Sales, Financial planning, CSC

  11h

  Financial Planner Investment and Retirement Planning

  Sault Ste. Marie, 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 a financial planning designation (QAFP, PFP or CFP), a mutual funds licence (IFIC or CSC) and at least 2 years of financial planning experience. Strong networking, client acquisition and partner relationship skills are required, along with comfort using mobile apps.

  Mobile applications

  4j

  Private Banker

  Calgary, AB

  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+ ansRoyal Bank of Canada needs candidates with at least 5 years in a client advice role, credit and financial planning knowledge and a proven sales record. The must-have credentials are the IFIC designation, a financial planning designation (PFP or CFP) and a Mutual Fund Dealer Dealing Representative licence.

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

  4j

  Private Banker

  Calgary, AB

  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+ ansRoyal Bank of Canada needs candidates with at least 5 years in a client advice role, credit and financial planning knowledge and a proven sales record. The must-have credentials are the IFIC designation, a financial planning designation (PFP or CFP) and a Mutual Fund Dealer Dealing Representative licence.

  4j

  Financial Planner Relationship Manager

  Pickering, 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 License (IFIC or CSC). They also need at least 3 years of financial planning experience and strong networking, client acquisition and relationship skills.

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

  4j

  Financial Planner

  Cold Lake, AB +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

  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 client acquisition, networking and relationship management skills are essential.

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

  4j

  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 QAFP, PFP or CFP designation, 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

• 12h

  Connect & Learn- Financial Planner, Scotia Financial Planning- Sudbury, ON

  Greater Sudbury, ON

  

  Scotiabank

  Candidates need experience as a PFP or CFP accredited professional, such as a financial planner, investment specialist or financial advisor.

  13h

  Financial Planner, Scotia Financial Planning - Comox Valley

  Comox, BC

  

  Scotiabank

  3+ ansScotiabank candidates need at least 3 years of financial planning and investment sales experience, a mutual fund certification in good standing with 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, Portfolio management software, Financial planning software

  13h

  Financial Planner, Scotia Financial Planning - Burnaby

  Burnaby, BC

  

  Scotiabank

  3+ ansScotiabank needs candidates with 3 years of financial planning and investment sales experience, plus a mutual fund or Canadian Securities Course credential and CIRO licensing. A PFP or CFP designation, proven networking skills and a valid driver's licence with a vehicle are also required.

  CRM software, Financial planning software, Portfolio software

  4j

  Financial Planner, Scotia Financial Planning - Calgary

  Calgary, AB

  

  Scotiabank

  3+ ansCandidates need 3 years of financial planning and investment sales experience, CIRO mutual fund licensing, and a PFP or CFP designation is required. They also need strong networking skills, the ability to work independently, and a valid driver's licence with a vehicle.

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

• 12h

  Investment Advisor, BMO Nesbitt Burns

  Toronto, ON

  

  Bank of Montreal

  5+ ansCandidates need 5-10 years of investment advisory, wealth management or related sales experience, plus Registered Representative registration and CIRO continuing education. A PFP or progress toward CFP, CIM or CFA is preferred, along with strong business development and client relationship skills.

  16h

  Investment Advisor, BMO Nesbitt Burns

  Toronto, ON

  Temps plein

  

  Bank of Montreal

  5+ ansCandidates need 5 to 10 years of investment advisory, wealth management or related experience, plus sales experience. They must be registered as a Registered Representative with CIRO continuing education, and a financial planning designation such as PFP or progress toward CFP, CIM or CFA is preferred.

• 13h

  Personal Banking Advisor

  Ontario

  Temps plein

  

  Alterna Savings

  5+ ansCandidates need post-secondary education with about five years of financial institution experience, including at least three years of credit experience and two years of financial advisory work. A CFP or PFP designation (or one in progress) and a proven sales record are required.

  Excel, Word, financial calculators

• 14h

  Sr. Financial Advisor CIRO-MFD

  Red Lake, 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…

  2+ ansCandidates need 1.5 to 3 years of financial advisory experience managing their own client portfolio, plus CIRO-MFD registration and CSC, CIFC or IFC credentials. Quebec candidates need AMF licensing and RRC designation.

  CIBC advanced planning tools

  1j

  Financial Planner II (CIRO-ID) [Brampton, Mississauga, Maple, Woodbridge]

  Brampton, ON +3

  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 current CIRO-ID registration as a Registered Representative and a PFP, CFP or QAFP designation. Quebec roles also require AMF licensing.

  CIBC financial planning tools

  3j

  Financial Plan Review Consultant (Bilingual)

  Montréal, 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…

  3+ ansCandidates need at least three years of practical financial planning experience and a Personal Financial Planner (PFP) designation, or a CFP or IQPF designation. They need deep knowledge of retirement plans (Defined Benefit, Defined Contribution, Hybrid Pensions, Commuted Values), strong analytical and communication skills, and fluency in French and English.

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

• 1j

  Public Trustee Representative

  Calgary, AB

  77k–100k $/an

  GO

  Government of Alberta

  3+ ansCandidates need a university degree in a related field and at least three years of progressively responsible experience in estate or trust administration, financial planning, banking, legal or accounting work. A valid driver's licence is required for travel within Alberta.

  contact centre platforms

• 3j

  Wealth Planner - North Delta (20-Month Contract)

  Delta, BC

  75k $/anTemps plein

  V2

  Vancity (2.0)

  2+ ansVancity asks for 2 or more years of financial industry experience, a Mutual Fund License (CSC or IFIC), and a financial planning designation such as CFP, PFP or QAFP. Strong relationship-building, sales and communication skills are needed.

  3j

  Wealth Planner - Cedar Hills

  Surrey, BC

  75k $/anTemps plein

  V2

  Vancity (2.0)

  2+ ansVancity needs candidates with 2+ years of financial industry experience, a Mutual Fund License (CSC or IFIC), and a financial planning designation (CFP, PFP or QAFP). Strong relationship-building, sales and analytical skills are also needed.

  3j

  Wealth Planner - Guildford (20-Month Contract)

  Surrey, BC

  75k $/anTemps plein

  V2

  Vancity (2.0)

  2+ ansCandidates need at least two years of financial industry experience, a mutual fund licence (CSC or IFIC), and a financial planning designation such as CFP, PFP or QAFP. Strong relationship-building, sales and communication skills are essential.

8 entreprises