As of November 8, 2026, Jobsy lists 3 financial planner jobs in Windsor, 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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Meridian Credit Union Limited: As a company that puts people first.
7+ YOECandidates need at least 7 years of financial planning or advisory experience, IIROC licensing (or willingness to complete it), and a PFP or CFP designation. They also need strong business development skills and in-depth knowledge of wealth products, tax, estate and retirement planning.
Contact management software, Investment and retirement planning software, Microsoft Power Platform
3+ YOECandidates need at least 3 years in financial planning and investment sales, MFDA licensing (Investment Funds in Canada or Canadian Securities Course), and ideally a PFP or CFP designation. They also need strong networking skills, a valid driver's licence and access to a vehicle.
3+ YOECandidates need banking or financial advice experience, ideally 3 to 5 years, and a willingness to get RR licensing with CIRO and pursue the CFP designation. A bachelor's degree is preferred, along with strong sales, networking and communication skills.
Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales
Scotiabank (51), The Toronto-Dominion Bank (Canada) (31), Bank of Montreal (25), 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.