As of November 7, 2026, Jobsy lists 5 financial planner jobs in Edmonton, 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 about 3 to 5 years of relevant experience, a post-secondary diploma or equivalent, and the registration required by the province to act as a financial planner. Strong communication, analysis, problem-solving and influence skills are expected.
3+ YOECandidates need 3-5 years of relevant experience, a post-secondary degree or equivalent, and the licensing and registration required of a Financial Planner in their province. Strong communication, collaboration, analytical and influence skills are essential.
Sales, Client relationship management, Customer experience, Communication skills, Collaboration, Problem solving
3+ YOECandidates need experience managing client relationships and giving financial advice, ideally three to five years. A university degree is preferred, and candidates must obtain the CIRO Registered Representative licence within 120 days and the CFP designation within three years.
5+ YOECandidates need five or more years of client-facing financial planning experience, a college or university diploma in business or finance, and the CFP designation. They also need extensive knowledge of Canadian planning and investment accounts, strong presentation skills, and recent experience with Conquest Planning or Naviplan.
3+ YOECandidates need at least 3 years of experience in financial planning and investment sales, plus mutual funds certification and MFDA licensing. A PFP or CFP designation, strong networking skills, and a valid driver's licence with a vehicle are also required.
Scotiabank (51), The Toronto-Dominion Bank (Canada) (32), 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, regulatory compliance, communication skills and interpersonal skills.