As of November 9, 2026, Jobsy lists 5 financial planner jobs in Montréal, QC. 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 an IPF designation or progress toward it, a mutual funds licence (IFIC or CSC), and at least two years in financial planning. They must show strong networking and client acquisition skills and be fluent in English and French.
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 an IPF designation or progress toward it, a mutual funds licence (IFIC or CSC), and at least two years in financial planning. They must show strong networking and client acquisition skills and be fluent in English and French.
3+ YOECandidates need a financial planner diploma from the IPF, the CIRE exam and CIRO registration, plus English and French bilingualism. Three to five years in banking or financial services is preferred, and a bachelor's degree is an asset.
Financial planning, Brainstorm ideas, Risk management, Bilingualism, CIRO, Keep up with trends
3+ YOECandidates need a financial planner diploma from the Institute of Financial Planning (IPF), the Canadian Investment Regulatory Exam (CIRE), and CIRO registration before the start date. Bilingual English and French is required, and 3 to 5 years of banking or financial services experience is preferred.
Financial planning, Brainstorm ideas, Risk management, Bilingualism, CIRO, Keep up with trends
3+ YOECandidates need a financial planner diploma from the Institute of Financial Planning (IPF), the Canadian Investment Regulatory Exam (CIRE), and English and French bilingualism. Three to five years in banking or financial services is preferred.
Financial planning, Brainstorm ideas, Risk management, Bilingualism, CIRO, Keep up with trends
Scotiabank (51), The Toronto-Dominion Bank (Canada) (31), Bank of Montreal (24), 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.