As of November 7, 2026, Jobsy lists 7 total wealth planner jobs in Canada. The most active employers are Scotiabank. Skills often requested: cash handling, taxation, presentation skills and financial planning.
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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.
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.
5+ YOEScotiabank needs candidates with a university degree, an accredited financial planning designation, and at least 5 years as a high net worth financial planner. They must have strong planning technical knowledge, clear presentation and relationship skills, and expert use of the Architect planning software.
5+ YOEScotiabank candidates need a university degree, an accredited financial planning designation (Pl.Fin, IQPF in Quebec), and at least 5 years as a high net worth financial planner. They also need strong presentation and relationship-building skills, and French plus working English.
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.
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.
5+ YOECandidates need a university degree, an accredited financial planning designation, and at least 5 years as a high net worth financial planner. They must know the full financial planning process, explain complex financial concepts clearly, and use the Architect planning software.