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NATIONAL BANK OF CANADA
7+ YOEBaccalauréat en finance ou domaine connexe; 7 à 10 ans d'expérience en planification financière ou gestion de patrimoine; Titre CFP ou Pl. Fin
Conquest Planning, Microsoft Office
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 related undergraduate degree, a CFP, IQPF, QAFP, F.PI., CLU, RRC or PFP designation, and 3 to 5 years in financial planning or wealth management. Knowledge of Conquest and Canadian tax and pension rules is needed.
Conquest Planning, myGPS, Wealth Planning Calculators
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 related undergraduate diploma, a CFP or PFP designation, and three to five years of financial planning experience, preferably in wealth management. Strong Microsoft Word and Excel skills and financial planning knowledge are also required.
Microsoft Word, Microsoft Excel, Conquest
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 an undergraduate diploma, preferably in finance or wealth management, plus a CFP or financial planning designation. They also need 3 to 5 years of financial planning experience, preferably in wealth management, and knowledge of Microsoft Office.
Microsoft Word, Microsoft Excel, Conquest
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 fluent English and French, an undergraduate degree (finance or wealth management preferred), a CFP, IQPF, QAFP or similar designation, and 3 to 5 years in financial planning or wealth management. Knowledge of financial planning software, Canadian tax and pension rules, and strong communication skills are required.
Conquest, myGPS, Wealth planning calculators
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 an undergraduate diploma (preferably finance or wealth management), the IQPF Financial Planner diploma, and 3 to 5 years of financial planning experience. Full bilingual ability in English and French, both oral and written, and Microsoft Office skills are required.
Microsoft Word, Microsoft Excel, Conquest
Cambrian Credit Union
5+ YOECandidates need at least five years of investment advisory experience, a post-secondary business credential, and a CIRO Investment Dealer registration or eligibility for it. A CFP or PFP designation, or a commitment to earn one within 24 months, is also required.
Conquest Planning, Salesforce Marketing Cloud
First West
6+ YOECandidates need a bachelor's degree or equivalent, a Mutual Funds licence and CFP designation, and six years of investment or financial planning sales experience. Strong sales, networking, communication and financial statement analysis skills are also required.
Conquest, Microsoft Office, financial planning software
Common Wealth Retirement: Common Wealth is Canada's fastest-growing group retirement provider, serving over 1,700 employers across the country.
Candidates need a CFP designation and experience giving holistic financial planning to individuals. They should be comfortable with digital planning tools and strong at presenting to groups and writing educational content.
Conquest
Common Wealth Retirement: Common Wealth is Canada's fastest-growing group retirement provider, serving over 1,700 employers across the country.
Candidates need the CFP designation and experience giving holistic financial planning to individuals. Common Wealth Retirement wants strong communicators who are comfortable with financial planning software and a digital-first way of working.
Conquest, financial planning software
RBC Dominion Securities Inc.
3+ YOECandidates need an undergraduate diploma, preferably in finance or wealth management, plus a CFP or PFP designation and 3 to 5 years of financial planning experience. Microsoft Word and Excel skills are required, and bilingual English and French is an asset.
Microsoft Excel, Microsoft Word, Conquest
RBC Dominion Securities Inc.
3+ YOECandidates need an undergraduate diploma, preferably in finance or wealth management, plus an IQPF Financial Planner diploma. They also need 3 to 5 years of financial planning experience, Microsoft Word and Excel skills, and fluent oral and written English and French.
Microsoft Word, Microsoft Excel, Conquest
RBC Dominion Securities Inc.
3+ YOECandidates need English and French bilingualism, a related undergraduate degree (finance or wealth management preferred), and a CFP, IQPF, QAFP, F.PI., CLU, RRC or PFP designation. They also need 3 to 5 years in financial planning or wealth management, knowledge of Canadian tax and pension rules, and strong communication and analytical skills.
Conquest Planning, myGPS, Wealth Planning Calculators
RBC Dominion Securities Inc.
3+ YOECandidates need a related undergraduate diploma, preferably in finance or wealth management, and a CFP or financial planning designation. They need 3 to 5 years of financial planning experience, solid Microsoft Word and Excel skills, and bilingual English and French is an asset.
Microsoft Word, Microsoft Excel, Conquest
RBC Dominion Securities Inc.
3+ YOECandidates need a finance-related undergraduate education, a Canadian financial planning designation such as CFP or CFA-equivalent credentials (CFP, IQPF, QAFP, F.PI., CLU, RRC or PFP), and 3 to 5 years in wealth management. They also need knowledge of financial planning software (Conquest preferred) and Canadian tax and pension legislation.
Conquest Planning, myGPS, Wealth Planning Calculators
Wealthsimple Technologies
5+ YOECandidates need a CPA and CFP designation, plus 5+ years in tax planning or wealth management. They must know Canadian tax law well, have a track record of tax optimization for high-net-worth clients, and communicate complex ideas clearly.
Conquest
9 companies