Financial Planner jobs in Canada – Page 6

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• 1mo

  Financial Planner, Investment and Retirement Planning

  Val-d'Or, 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 at least 2 years of financial planning experience, the IPF designation or be in the process of completing it, and a mutual funds licence (IFIC or CSC). Strong networking, client acquisition and partner relationship skills are required.

  Cold calling, Sales, Financial planning, CSC, Adaptability

  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

  Financial Planner

  Quesnel, BC +1

  Full Time

  

  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. They must meet the Financial Planner licensing and registration requirements of their province, and show strong communication, analytical and influence skills.

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

  1mo

  Financial Planner

  Peterborough, ON

  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, plus the Financial Planner licensing and registration required in their province. Strong in-depth communication, collaboration, analytical and influence skills, and advanced knowledge of the financial industry are expected.

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

  1mo

  Financial Planner

  Edmonton, AB

  Full Time

  

  Bank of Montreal

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

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

  1mo

  Financial Planner

  Sarnia, ON

  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, plus the licensing and registration required to be a Financial Planner in their province. Strong communication, collaboration, analytical and influence skills are essential.

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

• 1mo

  Financial Planner - Gatineau

  Gatineau, QC

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need a financial planner diploma from the Institute of Financial Planning, 3 to 5 years of banking experience and English and French bilingualism. A willingness to obtain CIRO Registered Representative licensing is also required if the candidate is not already licensed.

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

  1mo

  Financial Planner - Bridgewater

  Bridgewater, NS +1

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need banking or financial services experience, ideally 3 to 5 years, with a record of managing client relationships. A willingness to obtain RR licensing with CIRO and to pursue the CFP designation within three years is required.

  Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales

  1mo

  Financial Planner - Mount Forest & Listowel

  Mount Forest, ON +1

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need banking or financial services experience with client relationship and investment advice skills, plus willingness to obtain RR licensing with CIRO and pursue the CFP designation. A bachelor's degree is preferred.

  Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales

  1mo

  Financial Planner – Chomedey Laval

  Laval, QC

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need a financial planner diploma from the Institute of Financial Planning (IPF), 3 to 5 years of banking experience, and English and French bilingualism. Willingness to obtain CIRO Registered Representative licensing is also required.

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

  1mo

  Financial Planner - Owen Sound & Surrounding Areas

  Owen Sound, ON +4

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need a bachelor's degree (preferred), three to five years of banking or client advisory experience, and willingness to get Registered Representative licensing with CIRO and the CFP designation. Strong communication, sales and problem-solving skills are essential.

  Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales

  1mo

  Financial Planner - St. John's, NL

  St. John's, NL

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need 3 to 5 years of banking or client-relationship experience, a passion for financial planning and sales skills. A bachelor's degree is preferred, and candidates must be willing to obtain RR licensing with CIRO and pursue the CFP designation.

  Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales

  1mo

  Financial Planner - Trenton

  Trenton, ON

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need a passion for financial planning and client relationships, preferably 3 to 5 years of banking experience, and a willingness to get RR licensing with CIRO and pursue the CFP designation within three years.

  Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales

  1mo

  Financial Planner - L'Île-Perrot

  Notre-Dame-de-l'Île-Perrot, QC

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need a financial planner diploma from the Institute of Financial Planning (IPF) before the start date, three to five years of banking experience, and English and French bilingualism. Willingness to obtain Registered Representative licensing with CIRO is required if not already licensed.

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

  1mo

  Financial Planner - Rouyn, Qc

  Quebec

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need a financial planner diploma from the Institute of Financial Planning, ideally 3 to 5 years of banking or client advisory experience, and a willingness to obtain RR licensing with CIRO. Strong interpersonal, sales and communication skills are essential.

  Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales

  1mo

  Financial Planner - Aylmer

  Aylmer, QC

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need an Institute of Financial Planning diploma, willingness to obtain RR licensing with CIRO, 3 to 5 years of banking experience, and fluency in English and French. Strong sales, networking and client relationship skills are essential.

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

  1mo

  Financial Planner - Brockville

  Brockville, ON +1

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need banking or investment advice experience, a willingness to obtain RR licensing with CIRO, and a commitment to earning the CFP designation within three years. A bachelor's degree is preferred.

  Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales

  1mo

  Financial Planner - Windsor

  Windsor, ON +1

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  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

  1mo

  Financial Planner - Petawawa/Pembroke/Renfrew

  Petawawa, ON +2

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need several years of banking or client relationship experience, a willingness to obtain RR licensing with CIRO, and a commitment to earn the CFP designation within three years. A bachelor's degree is preferred, along with strong sales, communication and problem-solving skills.

  Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales

  1mo

  Financial Planner - Montréal

  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 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

  1mo

  Financial Planner - Saskatoon

  Saskatoon, SK

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need several years in financial services managing client relationships and giving investment advice, plus sales and business development experience. A CIRO Registered Representative licence is required within 120 days, and the CFP designation within three years.

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

  1mo

  Financial Planner - Vietnamese Language skill preferred

  Calgary, AB

  On-siteFull Time

  TT

  The Toronto-Dominion Bank (Canada)

  3+ YOECandidates need experience in financial services managing client relationships and giving investment advice, plus a strong sales and business development record. A CIRO Registered Representative licence and CFP designation are required, and Vietnamese language skills are an asset.

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

• 1mo

  Financial Planner

  Calgary, AB

  Full Time

  CC

  CGC Canaccord Genuity Corp.

  3+ YOECanaccord Genuity needs candidates with the CFP designation and three years of financial planning experience. Strong Microsoft Office skills, excellent communication and presentation abilities, and client acquisition skills are also required.

  Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Conquest, Naviplan

4 companies