As of November 6, 2026, Jobsy lists 128 financial planner jobs in Canada. The median advertised pay is $93,496 a year (from 7 postings). The most active employers are Scotiabank, The Toronto-Dominion Bank (Canada) and Royal Bank of Canada. Skills often requested: financial planning, sales, csc and work independently.
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Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
3+ YOECandidates need a financial planning designation (QAFP, PFP or CFP) and a mutual funds licence (IFIC or CSC), plus at least 3 years of financial planning experience. Strong client acquisition, networking and relationship management skills are essential.
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
3+ YOECandidates need a QAFP, PFP or CFP designation, a mutual funds licence (IFIC or CSC) and at least 3 years of financial planning experience. Strong networking, client acquisition and relationship management skills are essential.
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
3+ YOECandidates need a QAFP, PFP or CFP designation, a mutual funds licence (IFIC or CSC) and at least 3 years of financial planning experience. Strong networking, client acquisition and relationship management skills are essential.
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
3+ YOECandidates need a financial planning designation (QAFP, PFP or CFP) and a mutual funds licence (IFIC or CSC), plus at least 3 years of financial planning experience. Strong client acquisition, networking and relationship management skills are essential.
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
3+ YOERoyal Bank of Canada asks for a financial planning designation (QAFP, PFP or CFP), a mutual funds licence (IFIC or CSC), and at least 3 years of financial planning experience. Candidates also need strong financial, networking, client acquisition and relationship management skills.
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
2+ YOECandidates need an IPF designation or progress toward it, a mutual funds licence (IFIC or CSC), and at least two years in financial planning. They must show strong networking and client acquisition skills and be fluent in English and French.
3+ YOECandidates need a passion for financial planning, an entrepreneurial sales mindset, and strong communication and problem-solving skills. A bachelor's degree and 3 to 5 years of banking experience are preferred, along with willingness to obtain RR licensing and pursue the CFP designation.
3+ YOECandidates need three years of financial planning and investment sales experience, mutual fund certification and CIRO licensing, and a PFP or CFP designation. They must be self-motivated, skilled at networking, and hold a valid driver's licence with access to a vehicle.
CRM software, portfolio software, financial planning software, mobile technology
3+ YOEScotiabank needs candidates with about three years of financial planning and investment sales experience, a mutual fund licence and CIRO registration, and a PFP or CFP designation preferred. Candidates also need strong networking skills, French and sufficient English, and a valid driver's licence with a vehicle.
3+ YOECandidates need about 3 years of financial planning and investment sales experience, a mutual fund licence in good standing with CIRO, and a PFP or CFP designation. They must also be bilingual in French and English, have a valid driver's licence and vehicle, and be self-motivated.
CRM software, Portfolio software, Financial planning software, Mobile technology
3+ YOECandidates need about 3 years of financial planning and investment sales experience, a mutual fund licence (CIRO), and a PFP or CFP designation. They also need strong networking skills, a valid driver's licence with a vehicle, and French plus sufficient English.
3+ YOECandidates need 3 years of financial planning and investment sales experience, a mutual fund certification or Canadian Securities Course with CIRO licensing, and a PFP or CFP designation. They also need strong networking skills, self-motivation, and a valid driver's licence with access to a vehicle.
CRM software, financial planning software, portfolio software, mobile technology
3+ YOEScotiabank needs candidates with about 3 years of financial planning and investment sales experience, a current mutual fund licence (CIRO), and proven networking and client acquisition skills. Candidates must be self-motivated, speak French and English, and have a valid driver's licence and vehicle.
3+ YOECandidates need three years of financial planning and investment sales experience, a CIRO-compliant mutual fund licence, and a PFP or CFP designation. They also need proven networking skills, a valid driver's licence with access to a vehicle, and fluency in French and English.
3+ YOEScotiabank asks for 3 years of financial planning and investment sales experience, a mutual fund or CIRO-licensed credential, and a PFP or CFP designation. Candidates need strong networking skills, experience building centres of influence, and a valid driver's licence with a vehicle.
3+ YOEScotiabank needs candidates with about 3 years of financial planning and investment sales experience, mutual fund certification or Canadian Securities Course, and CIRO licensing in good standing. A PFP or CFP designation, a valid driver's licence, and access to a vehicle are also required.
3+ YOEScotiabank needs candidates with 3 years of financial planning and investment sales experience, a mutual fund certification in good standing with CIRO, and a PFP or CFP designation. They also need strong networking skills, a valid driver's licence and access to a vehicle.
CRM software, financial planning software, portfolio software, mobile technology
3+ YOECandidates need about 3 years of financial planning and investment sales experience, a CIRO-registered mutual fund or securities credential, and a PFP or CFP designation. A valid driver's licence and a vehicle are also required.
CRM software, Portfolio software, Financial planning software, Mobile technology
3+ YOEScotiabank needs candidates with 3 years of financial planning and investment sales experience, a mutual fund certification in good standing with CIRO, and a PFP or CFP designation. A valid driver's licence and access to a vehicle are required.
3+ YOECandidates need about 3 years of financial planning and investment sales experience, mutual fund certification with CIRO licensing, and ideally a PFP or CFP designation. They also need strong networking skills, self-motivation, and a valid driver's licence with access to a vehicle.
CRM software, Portfolio software, Financial planning software, Mobile technology
4+ YOEDesjardins Securities needs a bachelor's degree in a related field and at least four years of relevant experience, though other combinations may be considered. Knowledge of French is required.
Customer service, Be attentive, Financial products, Risk management
4+ YOEDesjardins Securities needs a bachelor's degree in a related field and at least four years of relevant experience, though other combinations may be considered. Knowledge of French is required.
3+ YOECandidates need 3-5 years of relevant experience and a post-secondary degree or equivalent, plus the provincial financial planner licence and registration. Strong in-depth communication, collaboration, analytical and influence skills are essential.
3+ YOECandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent. They must hold the Financial Planner licence and registration for their province, with in-depth communication, analytical and influence skills.
The median advertised pay is $93,496 a year, across 7 postings that list pay. The lowest quarter pays under $83,751 and the top quarter over $97,500.
Who is hiring financial planners?
Scotiabank (50), The Toronto-Dominion Bank (Canada) (27), Royal Bank of Canada (17), Bank of Montreal (15) and Raymond James Ltd. (4).
What skills do financial planner jobs ask for?
Postings most often mention financial planning, sales, csc, work independently, ciro, regulatory compliance, interpersonal skills and communication skills.