Financial Planner jobs in Canada – Page 4

No matching filters. Try another name.

Results

• 22d

  Financial Planner – Terrebonne

  Terrebonne, QC +1

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need an IPF financial planner diploma before the start date, 3 to 5 years of banking experience, and English and French bilingualism. Registration as a Registered Representative with CIRO is required or must be obtained.

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

  22d

  Financial Planner - Kentville, NS

  Kentville, NS

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need 3 to 5 years of banking, financial services or client-facing sales experience, along with CIRE completion and CIRO registration. A Bachelor's degree is a plus, and a commitment to earn the CFP designation within three years is required.

  Data and tech tools

  28d

  Financial Planner - Charlottetown, PEI

  Charlottetown, PE

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need 3 to 5 years of banking, financial services or client-facing sales experience, plus the ability to build relationships and give investment advice. They must pass the CIRE, register with CIRO, and commit to earning the CFP designation within three years.

  data and tech tools

• 23d

  Financial Planner

  Rivière-du-Loup, QC +1

  

  Bank of Montreal

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

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

  27d

  Financial Planner

  Peterborough, ON

  

  Bank of Montreal

  3+ YOEBank of Montreal needs candidates with typically 3-5 years of relevant experience and a post-secondary degree or equivalent. Candidates must meet the provincial licensing and registration requirements for a Financial Planner, with advanced knowledge of the financial industry and strong communication, collaboration, analytical and influence skills.

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

  28d

  Financial Planner

  Rivière-du-Loup, QC +1

  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 meet the Financial Planner licensing and registration rules for their province, with in-depth communication, analytical and influence skills.

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

  29d

  Financial Planner

  Quesnel, BC +1

  

  Bank of Montreal

  3+ YOECandidates need three to five years of relevant experience and a post-secondary degree or equivalent, plus the provincial financial planner licence. They also need in-depth communication, collaboration, analytical and influence skills.

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

• 26d

  Financial Planner II (CIRO-ID)

  Greater Sudbury, ON

  Full Time

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  4+ YOECandidates need a postsecondary degree or diploma, or 4 years of relevant experience. They must hold current CIRO-ID Registered Representative status and a PFP, CFP or QAFP designation, with AMF licensing for Quebec roles.

  CIBC financial planning tools

• 26d

  Financial Planner, Wealth Advice Centre

  Ottawa, ON

  Full Time

  

  Meridian Credit Union Limited: As a company that puts people first.

  3+ YOECandidates need at least 3 years of financial services experience, a required designation (QAFP, PFP, CFP or RRC) and mutual fund licensing. Strong communication, sales and relationship-building skills are essential.

  CRM software, financial planning software, Microsoft Power Platform, Microsoft Copilot

  1mo

  Senior Financial Planner

  Guelph, ON +2

  Full Time

  

  Meridian Credit Union Limited: As a company that puts people first.

  7+ YOECandidates need 7+ years of financial planning or advisory experience, IIROC licensing (or willingness to complete the coursework), and a PFP or CFP designation. They must also bring strong business development, networking and client communication skills.

  contact management software, investment planning software, retirement planning software

• 27d

  Financial Planner, Scotia Financial Planning - London, ON (Hamilton Rd & Highbury ave)

  Ontario

  

  Scotiabank

  3+ YOECandidates need three years of financial planning and investment sales experience, mutual fund certification with CIRO licensing, and a PFP or CFP designation. They also need strong networking skills, self-motivation, and a valid driver's licence with a vehicle.

  CRM software, portfolio software, financial planning software

  27d

  Financial Planner, Scotia Financial Planning - Woodstock, ON (Devonshire & Springbank)

  Woodstock, ON

  

  Scotiabank

  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

  27d

  Financial Planner, Scotia Financial Planning - London, ON (Hyde Park & Fanshawe West)

  Ontario

  

  Scotiabank

  3+ YOECandidates need three years of financial planning and investment sales experience, a mutual fund or CIRO-registered licence, and a PFP or CFP designation. They must also have strong networking skills and be able to work independently.

  CRM software, financial planning software, portfolio software

  27d

  Financial Planner, Scotia Financial Planning - Woodstock, ON (485 Dundas Street)

  Woodstock, ON

  

  Scotiabank

  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

  27d

  Financial Planner, Scotia Financial Planning - London, ON (London Main- Richmond Street)

  Ontario

  

  Scotiabank

  3+ YOECandidates need 3 years of financial planning and investment sales experience, a mutual fund certification or Canadian Securities Course, and a PFP or CFP designation is valued. They also need strong networking skills, a valid driver's licence and access to a vehicle.

  CRM software, portfolio software, financial planning software

  28d

  Financial Planner, Scotia Financial Planning - Sydney, NS

  Sydney, NS

  

  Scotiabank

  3+ YOEScotiabank needs candidates with three years of financial planning and investment sales experience, mutual fund certification or the Canadian Securities Course, and a PFP or CFP designation. Candidates must have strong networking skills, a valid driver's licence, and access to a vehicle.

  CRM, Portfolio software, Financial planning software

  29d

  Financial Planner, Scotia Financial Planning - Downtown Toronto

  Toronto, ON

  

  Scotiabank

  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

• 1mo

  Senior Financial Planner

  Kingston, ON

  $92k–$95k/yrFull Time

  

  Educators Financial Group

  7+ YOECandidates need a current CFP designation approved for registration with a CIRO firm in Ontario, and at least 7 years of investment sales, financial planning or advisory experience. Strong client relationship, communication and computer skills are also required.

  Sales, Strategic planning, Financial planning, Presentation skills, Know your customer, CIRO

• 1mo

  Financial Planner (Evergreen)

  Toronto, ON +3

  $75k–$90k/yrFull Time

  

  Raymond James Ltd.

  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.

  Naviplan, Snap, Microsoft Office

  1mo

  Financial Planner

  Cochrane, AB

  $75k–$90k/yrFull Time

  

  Raymond James Ltd.

  2+ YOECandidates need a CFP, QAFP, RFP or Pl. Fin (in QC) in good standing and at least 2 years of financial industry experience. Strong knowledge of retirement, tax, estate and cash-flow planning, plus clear communication and organizational skills, is required.

  Conquest, RazorPlan

  1mo

  Senior Financial Planner

  Edmonton, AB

  $100k–$125k/yrFull Time

  

  Raymond James Ltd.

  5+ YOECandidates need five or more years of client-facing financial planning experience, a college or university diploma in business or finance, and the CFP designation. They also need extensive knowledge of Canadian planning and investment accounts, strong presentation skills, and recent experience with Conquest Planning or Naviplan.

  Conquest Planning, Naviplan, Microsoft Office

• 1mo

  Financial Planner

  Powell River, BC

  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 (PFP, QAFP or CFP), a mutual funds licence, and 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

• 1mo

  Bilingual Senior Financial Planner

  Hawkesbury, ON

  Full Time

  

  Opal Corporate Connections

  3+ YOECandidates need at least 3 years of financial planning experience, the CFP and IIROC licences, and fluency in French and English. Strong client relationship and communication skills are essential.

  Bilingualism, Financial planning

• 1mo

  Financial Planner

  British Columbia

  $80k–$120k/yr

  

  destinationone Consulting: destinationone Consulting is a North America–based strategic recruitment, executive search, and HR advisory firm serving purpose-led organizations…

  5+ YOECandidates need at least five years in a client-facing financial advisory role, a current CIRO licence and a CFP designation. They must show strong financial planning and portfolio construction skills, proficiency with planning software and Microsoft Office, and a valid driver's licence and personal vehicle.

  Financial planning software, Microsoft Office

10 companies