Job Description What is the opportunity? As an RBC Financial Planner, you have the opportunity to grow and manage... a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating...
and Retirement Planner positions across Ottawa West and Valley. We are currently looking for individuals who have a minimum of 2-3... years of licensed mutual fund sales experience, as well as hold their Financial Planning designation (CFP or PFP...
Financial Analyst (CFA), Professional Financial Planner (PFP), Chartered Financial Planner (CFP) or Chartered Investment.... Sun Life Global Investments brings together the strength of Sun Life Financial with best-in-class asset managers...
Financial Analyst (CFA), Professional Financial Planner (PFP), Chartered Financial Planner (CFP) or Chartered Investment.... Sun Life Global Investments brings together the strength of Sun Life Financial with best-in-class asset managers...
Job Description What is the opportunity? As an RBC Investment and Retirement Planner, you develop relationships... clients you advise. What will you do? Provide tailor-made financial planning advice and solutions using our unparalleled...
Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist) What’s in it... to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing...
and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst... to do meaningful work to help people reach their life goals by providing strong planning and financial advice. How you’ll succeed...
and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst... to do meaningful work to help people reach their life goals by providing strong planning and financial advice. How you’ll succeed...