“NaviPlan” jobs in Canada

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• 19h

  Senior Total Wealth Planner - Edmonton, AB

  Edmonton, AB

  

  Scotiabank

  5+ YOECandidates need a CPA, a university degree, an accredited financial planning designation and 5+ years as a high net worth financial planner. Strong presentation skills, expert use of Naviplan, and knowledge of investments, tax, estate planning and insurance products are also needed.

  Naviplan

  10d

  Senior Total Wealth Planner - Vancouver, BC

  Vancouver, BC

  

  Scotiabank

  5+ YOECandidates need a CPA, a university degree, an accredited financial planning designation and 5+ years as a high net worth financial planner. Strong presentation skills, Naviplan expertise, insurance product knowledge and the ability to travel to clients are also required.

  Naviplan

  1mo

  Planificatrice adjointe ou planificateur adjoint, Planification globale de patrimoine - Montréal, QC

  Montréal, QC

  

  Scotiabank

  Titre de CFP; Diplôme d'études collégiales ou universitaires; Connaissance du logiciel NaviPlan

  NaviPlan, Microsoft Word, Microsoft Excel

  1mo

  Senior Total Wealth Planner - Ottawa, ON

  Ottawa, ON

  

  Scotiabank

  5+ YOECandidates need a CPA, a university degree, an accredited financial planning designation (IQPF in Quebec) and at least 5 years as a high net worth financial planner. They must present complex financial concepts clearly, build trust quickly, and use Naviplan expertly.

  Naviplan

  1mo

  Senior Total Wealth Planner - Montréal, QC

  Montréal, QC

  

  Scotiabank

  5+ YOECandidates need a CPA, a university degree, an accredited financial planning designation (IQPF in Quebec), and at least 5 years of high net worth financial planning experience. They must be fluent in French with sufficient English, and be skilled in investments, retirement, estate planning, taxation and insurance.

  Naviplan

• 23h

  Senior Wealth Planning Consultant

  Vancouver, BC

  Full Time

  BN

  BMO Nesbitt Burns Inc.

  3+ YOECandidates need 3 to 5 years of relevant experience and a post-secondary degree in a related field. Selling to HNW clients or Investment Advisors, strong analytical and communication skills, and a CFP designation are expected, with financial planning software and a Trust & Estate Practitioner designation as assets.

  NaviPlan

  1mo

  Senior Wealth Planning Consultant

  Vancouver, BC

  Full Time

  BN

  BMO Nesbitt Burns Inc.

  3+ YOECandidates need 3 to 5 years of relevant experience, a post-secondary degree in a related field, and experience selling to advisors or high net worth clients. A CFP designation, financial planning experience, and strong analytical and communication skills are assets.

  NaviPlan

• 11d

  Planificateur financier principal ou planificatrice financière principale

  Montréal, QC

  Full Time

  

  Raymond James Ltd.

  5+ YOECertified Financial Planner (CFP) requis; Plus de cinq ans d'expérience en planification financière; Maîtrise de Conquest Planning ou Naviplan

  Conquest Planning, Naviplan, Microsoft Office

  11d

  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

  27d

  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

  27d

  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

• 24d

  Financial Planning Specialist

  Calgary, AB

  Full Time

  

  RBC Dominion Securities Inc.

  10+ YOECandidates need ten years of financial planning experience, a professional designation such as CA, CGA, LLB or CMA, and strong written and oral communication. Experience with Naviplan Extended or CCH planning software and Microsoft Office is required.

  Naviplan Extended, CCH, Microsoft Office

  1mo

  Financial Planning Specialist

  Edmonton, AB

  Full Time

  

  RBC Dominion Securities Inc.

  10+ YOECandidates need about ten years of financial planning experience, a professional designation such as CA, CGA, LLB or CMA, and complex planning experience. Strong analytical, written and oral communication skills and proficiency in Microsoft Office and planning software such as Naviplan or CCH are required.

  Microsoft Office, Naviplan Extended, CCH

• 25d

  Senior Wealth Planning Consultant

  Vancouver, BC

  

  Bank of Montreal

  3+ YOECandidates need 3 to 5 years of relevant experience and a post-secondary degree in a related field. Experience selling to Investment Advisors or High Net Worth clients is required, and the CFP designation (IQPF in Quebec) and financial planning software skills such as NaviPlan are assets.

  NaviPlan

• 29d

  Financial Planning Specialist

  Edmonton, AB

  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

  10+ YOERoyal Bank of Canada needs candidates with about ten years of financial planning experience, a professional designation such as CA, CGA, LLB or CMA, and strong analytical and communication skills. Candidates should know Microsoft Office and planning software such as Naviplan Extended or CCH.

  Microsoft Office, Naviplan Extended, CCH

• 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

7 companies