Hybrid CFP Financial Planning Consultant

A leading financial services firm in Ontario is seeking a Financial Planning Consultant to enhance the financial planning capabilities of their advisors. You will conduct training sessions, develop client materials, and assist advisors in delivering superior financial planning services. The ideal candidate has CFP certification and significant experience in...

A leading financial services firm in Ontario is seeking a Financial Planning Consultant to enhance the financial planning capabilities of their advisors. You will conduct training sessions, develop client materials, and assist advisors in delivering superior financial planning services. The ideal candidate has CFP certification and significant experience in...

A leading financial services firm is seeking a passionate financial planning expert to enhance the skills of its advisors. This role involves organizing training sessions, providing tailored financial assessments, and creating comprehensive plans. Candidates must hold a CFP certification and have a minimum of 7 years in financial planning. The company...

A leading financial services firm is seeking a passionate financial planning expert to enhance the skills of its advisors. This role involves organizing training sessions, providing tailored financial assessments, and creating comprehensive plans. Candidates must hold a CFP certification and have a minimum of 7 years in financial planning. The company...

A leading financial services company in Halifax is seeking a Financial Planning Consultant to enhance advisor capabilities and improve client outcomes. This role involves providing holistic financial planning expertise, conducting training sessions, and collaborating with marketing teams. The ideal candidate will hold CFP certification, have over 7 years of...

Financial Planning Consultant – Sun Life Join to apply for the Financial Planning Consultant role at Sun Life. 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...

Financial Planning Consultant – Sun Life Join to apply for the Financial Planning Consultant role at Sun Life. 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...

Financial Planning Consultant – Sun Life Join to apply for the Financial Planning Consultant role at Sun Life . 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...

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...

A leading financial services provider in Toronto is seeking a Certified Financial Planner to enhance client relationships and expand the client base. The role involves developing tailored financial plans and requires significant financial service experience. Candidates should possess a CFP designation and strong communication skills. The position offers a...