MFDA license Most importantly, we are looking for candidates who have impeccable communication skills and are effortless in building rapport with our members.
IIROC license preferred (required within first 90 days in role). Conduct internal and external research projects; support the development and delivery of…
Designing and implementing business development strategies to grow the client base. We hire knowledgeable and experienced financial planners with a passion for…
Because they have their mutual funds license, they can offer our members a variety of products that suit their needs. Employee and family assistance plan.
Que vous aidiez nos clients à dénicher de nouvelles occasions, conceviez de nouvelles technologies ou apportez des conseils d’expert aux partenaires internes,…
Develop and execute business plans to cultivate strong community relationships and enhance overall financial wellness and education of the CAF community.
Create dynamic classroom learning experiences using various teaching strategies to facilitate adult learners in achieving learning objectives by the program…
Que vous aidiez nos clients à dénicher de nouvelles occasions, conceviez de nouvelles technologies ou apportez des conseils d’expert aux partenaires internes,…
Canadian Securities Course (CSC) or mutual funds license. As a senior wealth representative, the WA will provide coaching, leadership and mentorship to licensed…
Bachelor's degree in Business Administration or a related field. Staying knowledgeable about emerging issues, evolving regulations and industry codes of conduct…
Ontario with over 14 years of industry expertise providing holistic financial planning solutions to young families, professionals, business owners, pre retirees…
You will travel occasionally and are required to have your own vehicle, valid driver’s license, and insurance. Three years+ of experience is preferred.*.
Spend most of your time communicating with clients, collaborating on the design of financial life plans, implementing solutions, and reviewing progress.
Would you like to have more time to spend with your clients to do proper financial planning with no pressure to sell. Financial planning: 1 year (required).
BSc/BA in accounting, finance, business administration or relevant field; professional certification (e.g. CFP) is a plus. Part-time hours: 10-20 per week.
Handle incoming and outgoing phone calls with clients and respond to requests for information; Prepare monthly/quarterly/annual reports, client correspondence…
SISIP Financial operates 22 branches across Canada offering guidance and expertise by certified financial planners to assist CAF members and their families with…
IIROC license preferred (required within first 90 days in role). Conduct reporting and relevant analysis using results to draw conclusions, make recommendations…
Additional designations including Life Insurance license and/or CA/CMA/CGA/LLB are a definite asset. An undergraduate degree in Commerce or a related field is…
Bachelor's degree (or equivalency recognized by the IQPF) as well as relevant experience in business development in the field of financial advisory services.
Collectively, all Academic and Financial Planners have accountability for student planning and financial aid in the Enrolment Services areas, including but not…
Expérience de trois ans ou plus en matière de planification et d’analyse financière dans une entreprise à forte croissance ou une combinaison d’autres rôles…
$74,585 -
$89,500 a year
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