As of November 12, 2026, Jobsy lists 7 financial planner jobs in Ottawa, ON. 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.
2+ YOECandidates need a Financial Planning designation (PFP, QAFP or CFP), a Mutual Funds licence (IFIC or CSC) and a licence to serve clients in all provinces outside Quebec. They also need 2 to 3 years of financial services sales and advice experience, strong interpersonal and collaboration skills, and the ability to work from a home office.
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 a Financial Planning designation (PFP, QAFP or CFP), a Mutual Funds licence (IFIC or CSC) and a licence to serve clients in all provinces outside Quebec. They also need 2 to 3 years of financial services sales and advice experience, strong interpersonal and collaboration skills, and the ability to work from a home office.
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
3+ YOECandidates need three years of financial planning and investment sales experience, a mutual fund or CIRO-licensed credential, and a PFP or CFP designation. They must also show strong networking skills, work independently, and have a valid driver's licence and vehicle.
CRM software, portfolio software, financial planning software, mobile technology
3+ YOECandidates need 3 years of financial planning and investment sales experience, mutual fund certification with good CIRO standing, and a PFP or CFP designation. They also need strong networking skills, a valid driver's licence and access to a vehicle.
CRM software, Portfolio software, Financial planning software, Mobile technology
Meridian Credit Union Limited: As a company that puts people first.
3+ YOECandidates need at least 3 years of financial services experience, a required designation (QAFP, PFP, CFP or RRC) and mutual fund licensing. Strong communication, sales and relationship-building skills are essential.
CRM software, financial planning software, Microsoft Power Platform, Microsoft Copilot
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.
Scotiabank (52), The Toronto-Dominion Bank (Canada) (31), Bank of Montreal (22), 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, interpersonal skills, regulatory compliance and communication skills.