Financial Planner jobs in Canada – Page 3

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• 12d

  Financial Planner, Investment and Retirement Planning

  Montréal, QC

  Full Time

  

  Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

  Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02

  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.

  Cold calling, Sales, Financial planning, CSC, Bilingualism, Adaptability

  12d

  Financial Planner, Investment and Retirement Planning

  Montréal, QC

  Full Time

  

  Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

  Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02

  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.

  Cold calling, Sales, Financial planning, CSC, Bilingualism, Adaptability

  12d

  Financial Planner

  Milton, ON

  Full Time

  

  Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

  Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02

  3+ YOERoyal Bank of Canada asks for a financial planning designation (QAFP, PFP or CFP), a mutual funds licence (IFIC or CSC), and at least 3 years of financial planning experience. Candidates also need strong financial, networking, client acquisition and relationship management skills.

  Financial planning, Meet commitments, Client relationship management, CSC, Financial capability, Collaboration

  14d

  Financial Planner

  Richmond Hill, ON

  Full Time

  

  Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

  Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02

  3+ YOERoyal Bank of Canada needs candidates with a QAFP, PFP or CFP designation, an IFIC or CSC mutual funds licence and at least three years of financial planning experience. Strong financial knowledge, networking, client acquisition and relationship management skills are essential.

  Financial planning, Meet commitments, Client relationship management, CSC, Financial capability, Collaboration

  14d

  Financial Planner

  Toronto, ON

  Full Time

  

  Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

  Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02

  3+ YOECandidates need a financial planning designation (QAFP, PFP or CFP), a mutual funds licence (IFIC or CSC) and at least 3 years of financial planning experience. Strong financial acumen, networking, client acquisition and relationship management skills are also required.

  Financial planning, Meet commitments, Client relationship management, CSC, Financial capability, Collaboration

  14d

  Financial Planner

  Markham, ON

  Full Time

  

  Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

  Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02

  3+ YOECandidates need a Financial Planning designation (QAFP, PFP or CFP) and a Mutual Funds licence (IFIC or CSC), plus at least 3 years of financial planning experience. Strong networking, client acquisition and relationship management skills are essential.

  Financial planning, Meet commitments, Client relationship management, CSC, Financial capability, Collaboration

  14d

  Financial Planner

  Toronto, ON

  Full Time

  

  Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

  Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02

  3+ YOECandidates need a financial planning designation (QAFP, PFP or CFP), a mutual funds licence (IFIC or CSC) and at least 3 years of financial planning experience. Strong financial acumen, networking, client acquisition and relationship management skills are also required.

  Financial planning, Meet commitments, Client relationship management, CSC, Financial capability, Collaboration

  14d

  Financial Planner

  Markham, ON

  Full Time

  

  Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

  Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02

  3+ YOECandidates need a Financial Planning designation (QAFP, PFP or CFP) and a Mutual Funds licence (IFIC or CSC), plus at least 3 years of financial planning experience. Strong networking, client acquisition and relationship management skills are essential.

  Financial planning, Meet commitments, Client relationship management, CSC, Financial capability, Collaboration

  14d

  Financial Planner

  Richmond Hill, ON

  Full Time

  

  Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

  Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02

  3+ YOERoyal Bank of Canada needs candidates with a QAFP, PFP or CFP designation, an IFIC or CSC mutual funds licence and at least three years of financial planning experience. Strong financial knowledge, networking, client acquisition and relationship management skills are essential.

  Financial planning, Meet commitments, Client relationship management, CSC, Financial capability, Collaboration

• 13d

  Financial Planner - Saint-Laurent, MTL

  Pointe-Claire, QC

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need a financial planner diploma from the Institute of Financial Planning, the Canadian Investment Regulatory Exam, and bilingual English and French skills. Three to five years of banking or financial services experience is preferred.

  Financial planning, Brainstorm ideas, Risk management, Bilingualism, CIRO, Keep up with trends

  13d

  Financial Planner - Edmonton

  Edmonton, AB

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need experience managing client relationships and giving financial advice, ideally three to five years. A university degree is preferred, and candidates must obtain the CIRO Registered Representative licence within 120 days and the CFP designation within three years.

  Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting

  15d

  Financial Planner - Westmount

  Montréal, QC

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  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

  15d

  Financial Planner - Town of Mount Royal

  Montréal, QC

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  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

  16d

  Financial Planner

  Brampton, ON +1

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need several years of banking or client relationship experience and an interest in investment advice. A willingness to obtain RR licensing with CIRO and to pursue the CFP designation within three years is required.

  Financial planning, Business model, Process improvement, Coaching, Risk management, CIRO

• 13d

  Financial Planner

  Surrey, BC

  Full Time

  

  Bank of Montreal

  3+ YOECandidates need 3-5 years of relevant experience, a post-secondary degree or equivalent, and the Financial Planner licence for their province. Strong communication, teamwork, analytical and influence skills are required.

  Sales, Client relationship management, Customer experience, Communication skills, Collaboration, Problem solving

  15d

  Financial Planner

  Brandon, MB

  

  Bank of Montreal

  3+ YOECandidates need typically 3 to 5 years of relevant experience and a post-secondary degree or equivalent, plus the provincial financial planner licence or registration. Strong communication, analytical, influence and team skills are essential.

  Sales, Client relationship management, Customer experience, Communication skills, Collaboration, Problem solving

  15d

  Financial Planner

  Grand Falls, NL +1

  

  Bank of Montreal

  3+ YOEBank of Montreal needs candidates with typically 3 to 5 years of relevant experience and a post-secondary degree or equivalent. Candidates must hold the financial planner licensing required in their province, plus strong communication, analytical and influence skills.

  Sales, Client relationship management, Customer experience, Communication skills, Collaboration, Problem solving

  15d

  Financial Planner

  Williams Lake, BC

  Full Time

  

  Bank of Montreal

  3+ YOEBank of Montreal needs candidates with typically 3-5 years of relevant experience and a post-secondary degree or equivalent. They must hold the licence or registration required of a Financial Planner in their province, with strong communication, analytical and influence skills.

  Sales, Client relationship management, Customer experience, Communication skills, Collaboration, Problem solving

  15d

  Financial Planner

  Brandon, MB

  Full Time

  

  Bank of Montreal

  3+ YOECandidates need 3-5 years of relevant experience, a post-secondary degree or equivalent, and the financial planner licensing required in their province. Strong communication, analytical, collaboration and influence skills are needed.

  Sales, Client relationship management, Customer experience, Communication skills, Collaboration, Problem solving

  16d

  Financial Planner

  Springdale, NL +1

  Full Time

  

  Bank of Montreal

  3+ YOEBank of Montreal needs candidates with 3-5 years of relevant experience and a post-secondary degree or equivalent. Candidates must hold the financial planner licence or registration required in their province or territory, and show strong communication, analysis and influence skills.

  Sales, Client relationship management, Customer experience, Communication skills, Collaboration, Problem solving

• 14d

  Financial Planner

  Toronto, ON

  

  Richardson Wealth Ltd

  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

• 14d

  Financial Planner

  Armstrong, BC +1

  $85k/yr

  

  First West

  5+ YOECandidates need a college diploma, a mutual funds licence, and at least a PFP designation, plus five years of financial planning or investment sales experience and two years in retail lending. Strong sales, communication and planning software skills are required.

  Microsoft Office, financial planning software

• 15d

  Senior Financial Planner

  Toronto, ON +1

  Full Time

  

  Raymond James Ltd.

  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.

  Conquest Planning, Naviplan, Microsoft Office

• 16d

  Financial Planner, Scotia Financial Planning - Scarborough, ON

  Ontario

  

  Scotiabank

  3+ YOECandidates need three years of financial planning and investment sales experience, a mutual funds licence and a PFP or CFP designation. They also need strong networking skills, a valid driver's licence and access to a vehicle.

  CRM software, financial planning software, portfolio software, mobile technology

7 companies