Remote CFP: Grow Client Portfolios in Education

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...

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...

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 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...

About The Job Mecur connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position Wealth Advisor / Private Client Advisor Type Contract Compensation $200/hour Location Remote Commitment 20–30...

About The Job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Wealth Advisor / Private Client Advisor Type: Contract Compensation: $200/hour Location: Remote Commitment:...

***: **DUTIES AND RESPONSIBILITIES**: **A)** **Client Servicing** - Draft client presentations and assist in preparing the team for client meetings. - Assist portfolio managers in presenting to and servicing clients. - Assist in taking meeting minutes and tracking action items. - Assist in the scheduling of client meetings. - Work with the portfolio...

A leading investment management firm is seeking a Director of Client Portfolio Management to engage in institutional business development and strategic portfolio advisory. The role requires over 10 years of experience in institutional investment and client management, emphasizing strong communication and relationship-building skills. This hybrid position...

A leading investment management firm is seeking a Director of Client Portfolio Management to engage in institutional business development and strategic portfolio advisory. The role requires over 10 years of experience in institutional investment and client management, emphasizing strong communication and relationship-building skills. This hybrid position...

A leading financial services provider is seeking a Certified Financial Planner in Toronto. The ideal candidate will leverage expertise in financial planning to support clients' needs, provide personalized advice, and build strong relationships. This role requires a Bachelor's degree, CFP certification, and at least five years of experience. Competitive...