CFP Financial Planning Consultant
2 weeks ago
A leading financial services firm is looking for a Financial Planning Consultant in Moncton, Canada. This full-time role involves conducting training and consultations for financial advisors, enhancing their planning capabilities, and developing tailored financial strategies for clients. The ideal candidate must have CFP certification and significant experience in the financial planning field, alongside excellent communication skills and proficiency in Conquest software.
#J-18808-Ljbffr
-
CFP Financial Planning Consultant
2 weeks ago
City of Moncton, Canada Sun Life Full timeA leading financial services firm is looking for a Financial Planning Consultant in Moncton, Canada. This full-time role involves conducting training and consultations for financial advisors, enhancing their planning capabilities, and developing tailored financial strategies for clients. The ideal candidate must have CFP certification and significant...
-
CFP Financial Planning Consultant
2 weeks ago
City of Moncton, Canada Sun Life Full timeA leading financial services firm is looking for a Financial Planning Consultant in Moncton, Canada. This full-time role involves conducting training and consultations for financial advisors, enhancing their planning capabilities, and developing tailored financial strategies for clients. The ideal candidate must have CFP certification and significant...
-
Strategic Financial Planning Consultant
1 week ago
Moncton, Canada Sun Life Full timeA leading financial services company in Moncton seeks a Financial Planner to conduct virtual client sessions and enhance financial planning capabilities of advisors. You will collaborate with marketing teams and assist in developing tailored financial strategies. Candidates need a CFP certification, strong communication skills, and 7 years of relevant...
-
Senior Financial Planning Consultant
4 days ago
City of Moncton, Canada Sun Life Financial Full timeA leading financial services firm in Canada is seeking a Financial Planning Consultant to support financial advisors in improving planning capabilities. The role involves organizing training, conducting personalized sessions, and developing financial strategies. Applicants must have CFP certification and significant financial planning experience. This hybrid...
-
Senior Financial Planning Consultant
3 days ago
City of Moncton, Canada Sun Life Financial Full timeA leading financial services firm in Canada is seeking a Financial Planning Consultant to support financial advisors in improving planning capabilities. The role involves organizing training, conducting personalized sessions, and developing financial strategies. Applicants must have CFP certification and significant financial planning experience. This hybrid...
-
Strategic Financial Planning Consultant
1 week ago
City of Moncton, Canada Sun Life Full timeA leading financial services company in Moncton seeks a Financial Planner to conduct virtual client sessions and enhance financial planning capabilities of advisors. You will collaborate with marketing teams and assist in developing tailored financial strategies. Candidates need a CFP certification, strong communication skills, and 7 years of relevant...
-
Strategic Financial Planning Consultant
1 week ago
City of Moncton, Canada Sun Life Full timeA leading financial services company in Moncton seeks a Financial Planner to conduct virtual client sessions and enhance financial planning capabilities of advisors. You will collaborate with marketing teams and assist in developing tailored financial strategies. Candidates need a CFP certification, strong communication skills, and 7 years of relevant...
-
Financial Planning Consultant
2 weeks ago
Moncton, Canada Sun Life Full timeFinancial Planning Consultant You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues – experts in their fields – who are eager to share their knowledge. Your leaders will inspire and help you reach your potential. Every day,...
-
Financial Planning Consultant
2 weeks ago
City of Moncton, Canada Sun Life Full timeFinancial Planning Consultant You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues – experts in their fields – who are eager to share their knowledge. Your leaders will inspire and help you reach your potential. Every day,...
-
Financial Planning Consultant
1 week ago
Moncton, Canada Sun Life Full timeJob Description You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and to be your best self. You’ll work with dynamic colleagues — experts in their fields — who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every...