Cfp Jobs

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CFP - Financial Architect  

Podium Prosperity Group - Barrie, Ontario, Canada

Podium Prosperity Group is a unique wealth advisory firm with offices in Barrie and Edmonton. Along with our sister company, Tradewinds Group, Podium had developed a unique and comprehensive approach to...

from: appcast.io - 17 days ago

Administrative Assistant  

Kelly Services (Canada), Ltd. - Saskatoon, Saskatchewan, Canada

Assisting in preparing advisors for client meetings, including preparation of account opening documentation, product research, etc. A minimum of three years’ industry experience, preferably in an administrative...

from: appcast.io - 7 days ago

préposé/préposée à l'entretien ménager CFP Neufchâtel  

LES ENTREPRISES DE NETTOYAGE MARCEL LABBE INC. (ML ENTRETIEN multiservices) - Québec

Faire l'entretien ménager léger et lourd. Faire le nettoyage et le lavage des planchers des locaux et faire le nettoyage des salles de toilettes. Épousseter les surfaces horizontales et le mobilier, vadrouiller... 20.57$ 20.57$

from: emploiquebec.net - 11 days ago

Insurance Advisor  

RBC Insurance - Mississauga, Ontario, Canada (+1 location)

We are looking for self-motivated, highly driven, and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated...

from: appcast.io - 4 days ago

Conseillère, conseiller pédagogique - Formation professionnelle (dossier EBP et services complémenta  

Centre de services scolaire Marguerite-Bourgeoys - Pointe-Aux-Trembles, QC, Canada

L’emploi de conseillère ou conseiller pédagogique comporte des fonctions de conseil et soutien auprès des intervenantes et intervenants des établissements scolaires et des services éducatifs relativement...

from: appcast.io (+1 source) - 3 days ago

Financial Planner  

RBC - Hamilton, Ontario (+2 locations)

The successful candidate must be mobile to work within the Hamilton and Stoney Creek MarketsProvide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array...

from: jobillico.com - 11 days ago

Planificateur financier  

Groupe Gosselin Gauthier - Greater Montreal Metropolitan Area, Canada

POSTE DE CONSEILLER FINANCIER Nous recherchons des personnes qui possèdent un solide esprit d’entrepreneur, qui font preuve d’une grande agilité d’esprit, qui favorisent la proactivité, et qui sont prêtes...

from: appcast.io - 2 days ago

Associate Financial Advisor  

Up Financial - Calgary, Alberta, Canada

We are growing rapidly and you'll be joining a small firm providing hands on experience into managing wealth. You'll be working directly with Elijah Kirchmaier to grow Up Financial in Canada and the US...

from: appcast.io - 9 days ago

Conseiller d'orientation  

Go RH - Chibougamau, Québec

Le Centre de services scolaire de la Baie-James offre l’aventure d’entreprendre ou de poursuivre une carrière de professionnel comme conseiller(ère) d'orientation en région ! À quelques heures seulement... 49456.00-87626.00$ per year

from: jobillico.com - 4 days ago

Financial Planner, Investment Specialist, Montreal (Decarie and Ferrier)  

Scotiabank - Montreal, QC, Canada (+1 location)

As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you...

from: appcast.io (+1 source) - 2 days ago


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Cfp

A Cfp is a financial institution’s certified financial planner. This role is particularly important in times of economic uncertainty since the job holder will help to provide clarity and direction in terms of offering financial advice.
A Cfp will advise businesses and individuals regarding their financial dealings, including pension plans, insurance policies, investments and other finances. They will meet with their clients in order to understand their current financial situations and to help them to produce a plan and forecast for the future.
The role of the job holder is to analyze the assets of their clients in terms of their cash flow, liabilities and taxes, and insurance coverage. They must be knowledgeable and able to adjust plans during life changes such as marriages, deaths, children and retirement. They may work independently or on behalf of a financial institution, such as a bank.
It is expected that the job holder will have a bachelor’s degree in a field related to the financial sector and most institutions will require that applicants have acquired certification as a certified financial planner.
The mean salary for this role is between C
$42,000 and C
$60,000.

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