As of November 6, 2026, Jobsy lists 5 financial planner jobs in Calgary, AB. The most active employers are Scotiabank, The Toronto-Dominion Bank (Canada) and Bank of Montreal. Skills often requested: sales, financial planning, csc and work independently.
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3+ YOECandidates need 3 years of financial planning and investment sales experience, CIRO mutual fund licensing, and a PFP or CFP designation is required. They also need strong networking skills, the ability to work independently, and a valid driver's licence with a vehicle.
CRM software, portfolio software, financial planning software, mobile technology
Candidates need a CFP designation or to be near completion of one, plus financial planning knowledge and experience with Naviplan or Snap. Strong client service, organization, judgment and Microsoft Office skills are required; practical higher-level planning experience is also needed.
3+ YOECandidates need several years of financial services experience managing client relationships and giving investment advice, plus a passion for financial planning and sales skills. They must obtain a CIRO Registered Representative licence within 120 days and the CFP designation within 3 years.
3+ YOECandidates need experience in financial services managing client relationships and giving investment advice, plus a strong sales and business development record. A CIRO Registered Representative licence and CFP designation are required, and Vietnamese language skills are an asset.
3+ YOECanaccord Genuity needs candidates with the CFP designation and three years of financial planning experience. Strong Microsoft Office skills, excellent communication and presentation abilities, and client acquisition skills are also required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Conquest, Naviplan
Scotiabank (51), The Toronto-Dominion Bank (Canada) (29), Bank of Montreal (18), Royal Bank of Canada (17) and Raymond James Ltd. (4).
What skills do financial planner jobs ask for?
Postings most often mention sales, financial planning, csc, work independently, ciro, regulatory compliance, communication skills and interpersonal skills.