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.
MFDA license Most importantly, we are looking for candidates who have impeccable communication skills and are effortless in building rapport with our members.
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…
Develop and execute business plans to cultivate strong community relationships and enhance overall financial wellness and education of the CAF community.
Handle incoming and outgoing phone calls with clients and respond to requests for information; Prepare monthly/quarterly/annual reports, client correspondence…
Discounted rates on your annual GoodLife Fitness membership. Previous sales or service experience whether it be from the financial or retail industries.
Create dynamic classroom learning experiences using various teaching strategies to facilitate adult learners in achieving learning objectives by the program…
Canadian Securities Course (CSC) or mutual funds license. As a senior wealth representative, the WA will provide coaching, leadership and mentorship to licensed…
CSC and CPH certificate (required). This is not an entry-level role, nor is it a sales or commission-based position. CFP or equivalent designation preferred.
Bachelor's degree in Business Administration or a related field. Staying knowledgeable about emerging issues, evolving regulations and industry codes of conduct…
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…
Generous Vacation & Personal Days, plus additional time off for volunteering in your community, voting, peaceful protesting, celebrating your birthday, and more…
Que vous aidiez nos clients à dénicher de nouvelles occasions, conceviez de nouvelles technologies ou apportez des conseils d’expert aux partenaires internes,…
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).
Que vous aidiez nos clients à dénicher de nouvelles occasions, conceviez de nouvelles technologies ou apportez des conseils d’expert aux partenaires internes,…
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…
BSc/BA in accounting, finance, business administration or relevant field; professional certification (e.g. CFP) is a plus. Part-time hours: 10-20 per week.
Create dynamic classroom learning experiences using various teaching strategies to facilitate adult learners in achieving learning objectives by the program…
Estimated: $44,268 -
$56,053 a year
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