Companies Hiring Financial Planner

Assante Vancouver Centre

Requirements:

• Minimum of five years of related work experience in financial services, ideally 3 years in a client servicing role
• Established client book will be considered for amalgamation into practice, please share in your application if this is applicable
• Working knowledge of investment and insurance products
• Preference to someone with work experience in wealth management
• Ability to multitask, maintain a high level of accuracy and demonstrate attention to detail
• Understanding of back-office procedures and compliance in a MFDA environment
• Technical Proficiency in Word, Excel, Outlook, and Salesforce
• Professional communication skills both written and verbal Education/training
• Financial Planning designation (CFP, R.F.P., PFP or QAFP) successfully completed

Apply here: Careers

Royal Bank of Canada

Requirements:

• Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
• Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and Financial Planning I)
• Overall 1-2 years of proven sales experience in the financial services industry, handling credit and investments
• Proven ability to build trust and maintain long-term client relationships
• Digital literacy across a broad range of devices (such as smartphones, tablets, laptops, etc.) Nice-to-have
• Expert in second language Cantonese and/or Mandarin

Apply here: Careers

Scotiabank

Requirements:

• Experience in financial planning and investment sales is preferred.
• Successfully completed (or working towards) the Personal Financial Planning (PFP®) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner (CFP®) designation.
• You’re an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• You’re able to work independently as a self-motivated entrepreneur with minimal supervision.
• Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
• Bilingual in French and English will be considered an asset.

Apply here: Careers

TD Bank

Requirements:

• University Degree and/or 3-5 years industry experience
• Canadian Securities Course (CSC) required
• IIROC license preferred (required within first 90 days in role)
• Complete Conduct & Practices Handbook (CPH) within first 90 days in role
• IQPF licensing required prior to start date (for Quebec only)
• Complete Wealth Management Essentials (WME) within first 30 months in role
• Achieve Certified Financial Planner designation within first 3 years in role
• Deep understanding of the industry, competitive landscape and economic market issues
• Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships

Apply here: Careers

Bank of Montreal

Requirements:

• 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• CFP designation preferred or one of the following:
• Personal Financial Planner (PFP) designation,
• Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),
• Financial Planning I & II (FP I & II).
• Canadian Securities Course – Licensed to sell mutual funds excluding QC or IQPF in Quebec.
• Advanced working knowledge of financial industry.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills – In-depth.
• Collaboration & team skills – In-depth.
• Analytical and problem solving skills – In-depth.
• Influence skills – In-depth

Apply here: Careers

Experior Financial Group

Requirements:

• Financial Planning, Retirement Planning, and Financial Advisory skills
• Finance and Investments knowledge
• Excellent interpersonal and communication skills
• Strong analytical and problem-solving abilities
• Ability to work independently and as part of a team
• Knowledge of regulatory and compliance requirements
• Relevant certifications such as CFP or CFA are a plus
• Bilingualism in English and French is an asset

Apply here: Careers

National Bank of Canada

Requirements:

• Bachelor’s degree (or equivalency recognized by the IQPF) as well as relevant experience in business development in the field of financial advisory services
• Diploma from the Institut Québécois de Planification Financière (IQPF) is requested
• Mutual Fund Representative (RCM) Licence
• Portfolio management experience with business development objectives to achieve
• Good team player and have a collaborative spirit

Apply here: Careers

Raymond James Financial, Inc.

Requirements:

• An undergraduate degree in Commerce or a related field is an asset;
• Minimum of five years of experience in the Investment Brokerage or Financial Services industry;
• At least five (5) years of dedicated financial planning experience subsequent to obtaining the CFP® or Financial Planner (F.Pl) designation; and
• Experience with Dataphile is an asset;
• Ability to Work within deadlines in a high-volume, pressure oriented environment;
• Ability to analyze scenarios in detail and suggest alternate solutions,
• Ability to prioritize and manage multiple deadlines and tasks;Ability to exercise tact and discretion, as well as handle confidential information; and
• Outstanding pay attention to detail.

Apply here: Careers

Sun Life Financial

Requirements:

• Self-motivated, highly driven and entrepreneurial
• Goal-oriented with a strong work ethic
• Continuous learner with a deep interest in client needs
• Ability to develop and maintain relationships
• Excellent communication skills
• Persuasive, able to motivate others to action
• Business development and prospecting skills
• Strong sales orientation and a passion for putting clients first
• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only to answer calls from English and French-speaking Clients across Canada or worldwide.

Apply here: Careers

MCO Private Wealth

Requirements:

• Existing CFPs and IA’s looking for a home for their clients are encouraged to learn more about our model.

Apply here: Careers

Toronto Police Service

Requirements:

• A university degree in Economics, Business or related studies, or a professional accounting designation, or an equivalent combination of education and experience.
• At least five years demonstrated expertise in business/financial principles; experience in statistical analysis, design, and interpretation of research on fiscal, budgetary planning process, etc.
• Demonstrated proficiency in statistical analysis and forecasting techniques.
• Demonstrated proficiency in statistical analysis and forecasting techniques using up-to-date software packages.
• Proven competence in the design and conduct of research and statistics including preparation and administration of data collection instruments and analysis and interpretation of results.
• Excellent interpersonal skills in presenting research findings and written reports.
• Excellent oral and written communication skills to effectively deal with all levels of the Service, other service agencies and the public in a professional manner are essential.

Apply here: Careers

Desjardins

Requirements:

• Any experience or education to work in the financial services industry

Apply here: Careers

Q wealth partners

Requirements:

• Strong analytical and problem-solving skills
• Excellent knowledge of investment strategies and financial products
• Attention to detail and strong organizational skills
• Strong communication and interpersonal skills
• Strong digital fluency in using our digital platform to interact with clients, Portfolio Managers and external advisors
• Certification as a Financial Planner (CFP) is required

Apply here: Careers

The talent care

Requirements:

• CPA & CFP Designation.
• At least 5 years of post-designation experience in a related field.

Apply here: Careers

Western Financial Group

Requirements:

• You do not need experience, if unlicensed, we would provide applicable training for the right candidate
• RIBO Insurance License an asset
• Proficient in navigating multiple computer programs
• You must be able to communicate professionally in-person, over the phone, and through email
• Prior experience achieving sale targets in a similar or comparable role
• Working experience in EPIC an asset

Apply here: Careers

Financial planner job is one of the most demandable jobs. It has very bright future. A financial planner can earn a healthy salary. Canada provides great opportunities to the financial planners. In Canada, many companies hiring for the post of financial planner job. In this article, we have created a list of companies hiring for the post of financial planner along with the salary and experience wise salary of financial planners.