As of November 12, 2026, Jobsy lists 10 financial planner jobs in Toronto, 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.
No matching filters. Try another name.
10 jobs·Latest jobs · Canada··
Why we group jobs by company
Jobs from the same identified company share one card in each results page. As you load more, we merge that company’s additional jobs into its existing card, so large employers do not keep taking extra space. Use the arrows or numbered dots to browse, or View all to compare its loaded jobs and reach the company’s full list. Company pages show separate job cards.
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.
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.
5+ YOERichardson Wealth Ltd needs an undergraduate degree, a financial planning designation such as CFP, RFP or PFP, and detailed knowledge of Canadian taxation. Five years of direct client financial planning work is a key asset.
Financial planning software, Microsoft Excel, Microsoft Word
5+ YOERaymond James Ltd. needs candidates with five or more years of client-facing financial planning experience and a CFP designation. Strong knowledge of Canadian financial planning, investment structures and tax considerations, and experience with Conquest Planning or Naviplan, are also required.
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 about 3 years of financial planning and investment sales experience, a mutual fund or CIRO-registered securities licence, and a PFP or CFP designation is preferred. They also need strong networking skills, self-direction, knowledge of markets and regulation, and a valid driver's licence with access to a vehicle.
CRM software, financial planning software, portfolio software, mobile technology
Common Wealth Retirement: Common Wealth is Canada's fastest-growing group retirement provider, serving over 1,700 employers across the country.
Candidates need a CFP designation and experience giving holistic financial planning to individuals. They should be comfortable with digital planning tools and strong at presenting to groups and writing educational content.
Common Wealth Retirement: Common Wealth is Canada's fastest-growing group retirement provider, serving over 1,700 employers across the country.
Candidates need the CFP designation and experience giving holistic financial planning to individuals. Common Wealth Retirement wants strong communicators who are comfortable with financial planning software and a digital-first way of working.
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 valid driver's licence.