CFP Financial Planner

3 weeks ago


Victoria, Canada Coast Capital Full time

A prominent financial services company in Victoria is seeking a Financial Planner to manage member portfolios and build relationships. The ideal candidate will have a CFP designation and relevant experience. This role involves advising on investment strategies, utilizing financial planning tools, and enhancing client relationships. A competitive salary range of $60,000 to $70,000 plus commission is offered, along with flexible work options.
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  • Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Educators Financial Group Full time

    A financial services organization is looking for a Certified Financial Planner to develop client networks and provide tailored financial planning services. The ideal candidate will possess a CFP designation and have 7-10 years of relevant experience. This mobile role offers flexible scheduling and a salary range of $90,000 to $100,000, along with a...


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