TERMIUM Plus®
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PLANIFICATEUR FINANCIER [7 records]
Record 1 - internal organization data 2025-01-21
Record 1, English
Record 1, Subject field(s)
- Occupation Names (General)
- Financial and Budgetary Management
Record 1, Main entry term, English
- financial planner
1, record 1, English, financial%20planner
correct, noun
Record 1, Abbreviations, English
Record 1, Synonyms, English
Record 1, Textual support, English
Record number: 1, Textual support number: 1 CONT
A financial planner is a professional who helps individuals and organizations create strategies to meet their long-term financial goals. A financial planner will typically help map out a plan for budgeting, saving, investing, and retirement planning. 2, record 1, English, - financial%20planner
Record 1, French
Record 1, Domaine(s)
- Désignations des emplois (Généralités)
- Gestion budgétaire et financière
Record 1, Main entry term, French
- planificateur financier
1, record 1, French, planificateur%20financier
correct, masculine noun
Record 1, Abbreviations, French
Record 1, Synonyms, French
- planificatrice financière 2, record 1, French, planificatrice%20financi%C3%A8re
correct, feminine noun
Record 1, Textual support, French
Record 1, Spanish
Record 1, Textual support, Spanish
Record 2 - external organization data 2022-12-09
Record 2, English
Record 2, Subject field(s)
- Compartment - National Occupational Classification (NOC)
Record 2, Main entry term, English
- certified financial planner
1, record 2, English, certified%20financial%20planner
correct
Record 2, Abbreviations, English
Record 2, Synonyms, English
Record 2, French
Record 2, Domaine(s)
- Tiroir – Classification nationale des professions (CNP)
Record 2, Main entry term, French
- planificateur financier certifié
1, record 2, French, planificateur%20financier%20certifi%C3%A9
correct, masculine noun
Record 2, Abbreviations, French
Record 2, Synonyms, French
- planificatrice financière certifiée 1, record 2, French, planificatrice%20financi%C3%A8re%20certifi%C3%A9e
correct, feminine noun
Record 2, Textual support, French
Record 2, Spanish
Record 2, Textual support, Spanish
Record 3 - external organization data 2022-12-09
Record 3, English
Record 3, Subject field(s)
- Compartment - National Occupational Classification (NOC)
Record 3, Main entry term, English
- financial planner
1, record 3, English, financial%20planner
correct
Record 3, Abbreviations, English
Record 3, Synonyms, English
- personal financial planner 1, record 3, English, personal%20financial%20planner
correct
Record 3, French
Record 3, Domaine(s)
- Tiroir – Classification nationale des professions (CNP)
Record 3, Main entry term, French
- conseiller en planification financière
1, record 3, French, conseiller%20en%20planification%20financi%C3%A8re
correct, masculine noun
Record 3, Abbreviations, French
Record 3, Synonyms, French
- conseillère en planification financière 1, record 3, French, conseill%C3%A8re%20en%20planification%20financi%C3%A8re
correct, feminine noun
- planificateur financier 1, record 3, French, planificateur%20financier
correct, masculine noun
- planificatrice financière 1, record 3, French, planificatrice%20financi%C3%A8re
correct, feminine noun
- planificateur financier-affaires personnelles 1, record 3, French, planificateur%20financier%2Daffaires%20personnelles
correct, masculine noun
- planificatrice financière - affaires personnelles 1, record 3, French, planificatrice%20financi%C3%A8re%20%2D%20affaires%20personnelles
correct, feminine noun
Record 3, Textual support, French
Record 3, Spanish
Record 3, Textual support, Spanish
Record 4 - internal organization data 2016-03-07
Record 4, English
Record 4, Subject field(s)
- Occupation Names (General)
- Financial and Budgetary Management
- Investment
Record 4, Main entry term, English
- financial planner
1, record 4, English, financial%20planner
correct
Record 4, Abbreviations, English
Record 4, Synonyms, English
- financial planning officer 2, record 4, English, financial%20planning%20officer
correct
Record 4, Textual support, English
Record number: 4, Textual support number: 1 CONT
What you need is someone who will look at your overall financial situation, and tell you if you have the right kind of life insurance and whether your coverage is adequate; what kind of investment program you should be following, depending on your age and your personal financial objectives; whether you will have enough money to live on in retirement, and if not, what to do about it; and even how to squeeze more savings out of your limited income ... there are good financial planners who can give you invaluable assistance in putting your financial situation in order. 3, record 4, English, - financial%20planner
Record 4, French
Record 4, Domaine(s)
- Désignations des emplois (Généralités)
- Gestion budgétaire et financière
- Investissements et placements
Record 4, Main entry term, French
- planificateur financier
1, record 4, French, planificateur%20financier
correct, masculine noun
Record 4, Abbreviations, French
Record 4, Synonyms, French
- planificatrice financière 2, record 4, French, planificatrice%20financi%C3%A8re
correct, feminine noun
- agent de planification financière 3, record 4, French, agent%20de%20planification%20financi%C3%A8re
correct, masculine noun
- conseiller en planification financière 4, record 4, French, conseiller%20en%20planification%20financi%C3%A8re
masculine noun
Record 4, Textual support, French
Record number: 4, Textual support number: 1 DEF
Spécialiste chargé d'apprécier la situation financière personnelle d'un particulier et d'établir un programme afin de permettre à ce dernier de satisfaire ses besoins financiers et d'atteindre ses objectifs. 5, record 4, French, - planificateur%20financier
Record 4, Spanish
Record 4, Textual support, Spanish
Record 5 - internal organization data 1989-07-13
Record 5, English
Record 5, Subject field(s)
- Occupation Names (General)
- Investment
Record 5, Main entry term, English
- certified financial planner
1, record 5, English, certified%20financial%20planner
correct
Record 5, Abbreviations, English
- CFP 2, record 5, English, CFP
correct
Record 5, Synonyms, English
Record 5, Textual support, English
Record number: 5, Textual support number: 1 CONT
A certified financial planner (CFP) evaluates and analyzes a person's total investment picture, taking into consideration goals, lifestyles, and income. While it is not necessary to become certified to be a financial planner, about 14,000 planners are certified, according to the International Board of Standards and Practices for Certified Financial Planners (IBCFP). 1, record 5, English, - certified%20financial%20planner
Record 5, French
Record 5, Domaine(s)
- Désignations des emplois (Généralités)
- Investissements et placements
Record 5, Main entry term, French
- planificateur financier agréé
1, record 5, French, planificateur%20financier%20agr%C3%A9%C3%A9
proposal, masculine noun
Record 5, Abbreviations, French
Record 5, Synonyms, French
Record 5, Textual support, French
Record 5, Spanish
Record 5, Textual support, Spanish
Record 6 - internal organization data 1989-07-13
Record 6, English
Record 6, Subject field(s)
- Occupation Names (General)
- Investment
Record 6, Main entry term, English
- registered financial planner
1, record 6, English, registered%20financial%20planner
correct
Record 6, Abbreviations, English
- RFP 2, record 6, English, RFP
correct
Record 6, Synonyms, English
Record 6, French
Record 6, Domaine(s)
- Désignations des emplois (Généralités)
- Investissements et placements
Record 6, Main entry term, French
- planificateur financier enregistré
1, record 6, French, planificateur%20financier%20enregistr%C3%A9
proposal, masculine noun
Record 6, Abbreviations, French
Record 6, Synonyms, French
Record 6, Textual support, French
Record 6, Spanish
Record 6, Textual support, Spanish
Record 7 - internal organization data 1987-05-01
Record 7, English
Record 7, Subject field(s)
- Occupation Names (General)
- Financial and Budgetary Management
Record 7, Main entry term, English
- chartered financial planner
1, record 7, English, chartered%20financial%20planner
correct
Record 7, Abbreviations, English
- CFP 2, record 7, English, CFP
correct
Record 7, Synonyms, English
Record 7, French
Record 7, Domaine(s)
- Désignations des emplois (Généralités)
- Gestion budgétaire et financière
Record 7, Main entry term, French
- planificateur financier accrédité
1, record 7, French, planificateur%20financier%20accr%C3%A9dit%C3%A9
correct, masculine noun
Record 7, Abbreviations, French
Record 7, Synonyms, French
Record 7, Textual support, French
Record 7, Spanish
Record 7, Textual support, Spanish
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