As of November 6, 2026, Jobsy lists 3 financial planner jobs in Woodstock, ON. The most active employers are Scotiabank, The Toronto-Dominion Bank (Canada) and Royal Bank of Canada. Skills often requested: sales, financial planning, csc and work independently.
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3+ YOECandidates need at least 3 years of financial planning and investment sales experience, a mutual fund or CIRO-accredited licence, and a PFP or CFP designation. A valid driver's licence and access to a vehicle are required.
CRM software, Financial planning software, Portfolio software, Mobile technology
3+ YOECandidates need three years of financial planning and investment sales experience, a current mutual fund licence (CIRO), and a PFP or CFP designation. They also need proven networking skills, a valid driver's licence, and access to a vehicle.
CRM software, Financial planning software, Portfolio software, Mobile technology
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
Scotiabank (51), The Toronto-Dominion Bank (Canada) (29), Royal Bank of Canada (17), Bank of Montreal (16) 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, interpersonal skills and valid driver's licence.