Designing and implementing business development strategies to grow the client base. We hire knowledgeable and experienced financial planners with a passion for…
IIROC license preferred (required within first 90 days in role). Conduct internal and external research projects; support the development and delivery of…
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.
Create dynamic classroom learning experiences using various teaching strategies to facilitate adult learners in achieving learning objectives by the program…
IIROC license preferred (required within first 90 days in role). Conduct reporting and relevant analysis using results to draw conclusions, make recommendations…
Collectively, all Academic and Financial Planners have accountability for student planning and financial aid in the Enrolment Services areas, including but not…
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).
Canadian Securities Course (CSC) or mutual funds license. As a senior wealth representative, the WA will provide coaching, leadership and mentorship to licensed…
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…
Handle incoming and outgoing phone calls with clients and respond to requests for information; Prepare monthly/quarterly/annual reports, client correspondence…
Bachelor's degree (or equivalency recognized by the IQPF) as well as relevant experience in business development in the field of financial advisory services.
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…
IIROC license preferred (required within first 90 days in role). Conduct reporting and relevant analysis using results to draw conclusions, make recommendations…
Grade 12 education required, college office administration education preferred, recent office experience with demonstrated ability to work independently.
SISIP Financial operates 22 branches across Canada offering guidance and expertise by certified financial planners to assist CAF members and their families with…
Spend most of your time communicating with clients, collaborating on the design of financial life plans, implementing solutions, and reviewing progress.
Reporting to the Regional Sr FP&A Manager, the Analysist will be involved in the annual operating planning process, will provide financial consulting and…
A world-class training program in financial services. Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled…
Life insurance licence and/or mutual fund licensed, or in the process of completion. The role of a financial services advisor involves meeting with people to…
Estimated: $53,462 -
$67,695 a year
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