As of November 6, 2026, Jobsy lists 2 financial planner jobs in Cold Lake, 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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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 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.
Scotiabank (51), The Toronto-Dominion Bank (Canada) (30), Bank of Montreal (19), 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, communication skills, regulatory compliance and interpersonal skills.