Financial Planner jobs in Calgary, AB

Who We Are Owned by the Ontario Secondary School Teachers’ Federation (OSSTF), Educators Financial Group has been offering financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975. It is this strong history that has enabled us to become the education community’s financial specialist – supporting our clients...

Schedule: 5 days per week (business hours) Compensation: To be discussed At The Wealth Council, our clients expect the best quality financial advice available. We invest in our employees in order to ensure this level of service is consistently provided. We are currently hiring a Senior Financial Planner to work on a dynamic array of high-net-worth and corporate client plans. We consider...

Job Description Current work authorization for Canada is required for all openings. As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work schedule Who We Are At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re...

Overview What is the opportunity? As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your energy to meet targets and passion for holistic...

A leading financial services provider is looking for an experienced financial planner based in Calgary, AB. This role requires a valid MFDA or IIROC license and at least 2 years of financial planning experience. The ideal candidate will manage existing clients and seek growth opportunities while adhering to compliance standards. Benefits include flexible working options, mentorship from...

Requisition ID: 243356 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning” postings. What is the role of a Financial Planner? As a...

A well-known Canadian retailer is seeking an Associate Merchant Financial Planner. This remote position entails providing financial planning support by preparing reports, conducting analysis, and assisting with budgets and forecasts. Candidates must have a post-secondary education in Business Administration or similar fields, alongside 1-2 years of retail experience. Excellent communication and...

About the Company We are a totally independent, new‑school, fast‑growing, people‑centric financial‑planning firm looking for a friendly Certified Financial Planner (CFP) with a strong EQ to join our awesome team as we build out and up. We’re based out of BC but work with clients all across Canada and are thus fully remote. No investment licenses are needed (or wanted). Why We’re Different We...

A leading financial planning firm in Canada is seeking experienced financial planners to deliver comprehensive services to business owners, achieve sales targets, and maintain exceptional client satisfaction. Candidates should have at least 5 years in the financial services industry and possess an active insurance license. This position offers a mix of base salary plus performance compensation...

Private Client Adviser / Securities Specialist / Financial Planner Position: Private Client Adviser / Securities Specialist / Financial Planner Location: Saskatchewan - REMOTE Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Industry: Financial Services / Wealth Management Company Overview Our client’s primary goal is to help...

Financial Planner - Calgary Memorial/ Forest Lawn 4 days ago. Be among the first 25 applicants. Work Location: Calgary, Alberta, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: $60,000 - $70,000 CAD (commission-based earnings optional). Base pay may vary based on experience, location and business needs. Job Description TD Wealth takes a sophisticated and holistic goals...

Financial Planner - Calgary Memorial/ Forest Lawn - (Bilingual Vietnamese Preferred) Be among the first 25 applicants. Work Location: Calgary, Alberta, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: $60,000 - $70,000 CAD. This role is eligible for commission-based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth...

Financial Planner | $85/hr Remote — Crossing Hurdles Overview Join to apply for the Financial Planner | $85/hr Remote role at Crossing Hurdles. Base pay range $70.00/hr - $85.00/hr Details - Type: Hourly Contract - Compensation: $70–$85/hour (based on experience) - Location: Remote - Duration: 1–2 months (with possible extension) - Commitment: ~20 hrs/week (part-time, flexible) Role...

A leading financial services provider is looking for an experienced financial planner based in Calgary, AB. This role requires a valid MFDA or IIROC license and at least 2 years of financial planning experience. The ideal candidate will manage existing clients and seek growth opportunities while adhering to compliance standards. Benefits include flexible working options, mentorship from...

Job Description Current work authorization for Canada is required for all openings. As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work schedule. Who We Are At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re...

Join a purpose-driven winning team committed to results in an inclusive and high-performing culture. What is the role of a Financial Planner? As a Financial Planner, you will focus on developing and deepening mass‑affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your external and internal networks and...

A leading financial services provider is looking for an experienced financial planner based in Calgary, AB. This role requires a valid MFDA or IIROC license and at least 2 years of financial planning experience. The ideal candidate will manage existing clients and seek growth opportunities while adhering to compliance standards. Benefits include flexible working options, mentorship from...

A leading financial institution in Laval, Canada is seeking a Financial Planner to develop client relationships and provide tailored financial solutions. The ideal candidate has extensive experience in financial planning, proven networking skills, and a passion for helping clients achieve their financial goals. This role offers a flexible work environment and a compensation structure that rewards...

A leading bank in the Americas seeks a Financial Planner in Calgary to deepen client relationships through investment and retirement planning. The role involves conducting client reviews, delivering financial advice, and achieving sales goals while maintaining a strong customer experience. Ideal candidates will have experience in financial planning and relevant certifications. Competitive...

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit...