Create dynamic classroom learning experiences using various teaching strategies to facilitate adult learners in achieving learning objectives by the program…

Duties may include: acting as a financial paraplanner or financial planner; data entry and preparation of financial, retirement and estate plans; creating and…

A world-class training program in financial services. Ability to develop a strong referral network. Provide tailor-made financial planning advice and help…

Business, Finance or Accounting related degree. Partner with key stakeholders in the Business Unit to track and develop key performance metrics.

 Provide efficient sales and services to customers and monitor sales for all referral.  Develop and maintain professional relationships with customers and…

Responsibilities include data gathering and analysis, development of financial planning recommendations, implementation, and portfolio management.

Insurance license or completion of the LLQP exam is an asset. Completion of CFP program is an asset or willing to work towards achieving designation.

Partner with stakeholders across the firm to contribute to the ongoing development of modernizing advice, products, and communications at Purpose.

Life insurance licence and/or mutual fund licensed, or in the process of completion. The role of a financial services advisor involves meeting with people to…

Assist with cash flow projection and tax analysis; Assist with cash flow projection analysis and tax package preparation. Occasional travel may be required.

Bachelor's degree (or equivalency recognized by the IQPF) as well as relevant experience in business development in the field of financial advisory services.

A valid and active Life License in Ontario (LLQP) or Insurance of person license in Quebec (1a), is a requirement of this role.

Active Investment Industry Regulatory Organization of Canada (IIROC) license, in good standing would be an asset. Financial Planner (Permanent, Full-time).

Participates in team and community activities to support local and corporate initiatives. Business Acumen: understands how business works, including current and…

You will identify and develop new opportunities to prospect and grow the client base, while ensuring retention of clients through strong relationship building…

MFDA license and experience selling funds. Completion of a post-secondary program in Business or a related field.

Various computer software i.e. tax and word processing software, spreadsheets, accounting and client management systems/databases, and financial calculators, to…

This role requires fluency in both French and English in order to serve RBC’s French and English-speaking customers in this market.

Bachelor’s degree in a relevant field such as Business, Finance, Economics, or Statistics; master’s degree, CPA, or diploma in financial planning a plus.

Assist us in responding to incoming client calls and inquiries regarding financial planning, wealth management, tax, insurance and investment options.