Virtual Financial Planner

Virtual Financial Planner focuses on do you have the skills that will enable you to succeed in this role?.

Confirmed role details

• Do you have the skills that will enable you to succeed in this role?
• 3 years of experience in financial planning and investment sales.
• Your mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Cours.
• You have successfully completed a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation.