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Canadian Certified Financial Planner image - Rise Careers
Job details

Canadian Certified Financial Planner

Job Summary

A company is looking for a part-time Canadian CFP (Certified Financial Planner).

Key Responsibilities
  • Meet and engage with clients remotely to provide guidance on financial topics
  • Advise on and adapt financial planning methodologies relevant in Canada
  • Participate in team meetings to enhance the digital experience and lead engagement campaigns
Required Qualifications
  • CFP, QAFP, PFP, or RRC certification
  • Fluent in English and French, both written and spoken
  • Passion for educating individuals on financial management
  • Ability to manage multiple tasks and take direction from various team members
  • Experience in personal finance areas such as retirement, budgeting, and investments

Average salary estimate

$45000 / YEARLY (est.)
min
max
$30000K
$60000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

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MATCH
VIEW MATCH
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
EMPLOYMENT TYPE
Part-time, remote
DATE POSTED
May 29, 2025

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