Financial Planner jobs in Canada

A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact. Your jobIdentify clients’ investment and financing needs in order to draft a personalized...

At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. We are seeking Investment Specialists/Financial Planners within the Greater Toronto Area for future opportunities on our Wealth team! We are specifically interested in individuals...

A leading financial institution in Montreal is seeking a Financial Planner to manage and grow a portfolio of mass-affluent clients. The role involves providing comprehensive financial planning advice and achieving performance targets. Candidates should possess relevant designations, have a minimum of 3 years of experience, and be bilingual in English and French. This full-time position offers...

A leading financial institution in Vancouver is seeking a Financial Planner to assist mass affluent clients with comprehensive financial planning and advice. Responsibilities include identifying clients' life goals and building long-term relationships. Candidates should possess strong communication and problem-solving skills, with a passion for helping others achieve their financial objectives. A...

Date limite pour présenter sa candidature :01/26/2026Adresse :5594 Cambie StreetGroupe de famille d'emploi :Ventes et service, Services bancaires aux particuliersWe are hiring Financial Planners for multiple opportunities in our Vancouver East market.Join BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with...

A financial services leader is seeking Investment Specialists/Financial Planners for future opportunities in the Greater Toronto Area. This role requires 3+ years of financial services experience and certifications such as CSC, CPH, and WME. Successful candidates will conduct discovery meetings, educate Members on investment options, and collaborate with branch management to achieve sales goals....

Founder & Talent Acquisition Partner, Collins Recruitment Group | Expertise - Banking & Financial Services | Connecting Top Talent with Leading Banks… FINANCIAL PLANNER Our client, a premier Canadian Investment Management and Multi‑Family Office firm serving high‑net‑worth individuals, families, and institutions, is seeking an experienced Financial Planner to join their Private Client Group....

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 major financial services provider in Toronto is looking for a Financial Planner to optimize financial, tax, and estate strategies for high-net-worth clients. You will contribute to developing new tools, present recommendations, and participate in client training sessions. The ideal candidate should have 3 to 5 years of experience in financial planning, a relevant degree, and strong analytical...

A leading financial institution in Fort St. John seeks a Financial Planner to enhance client relationships by providing exceptional advice and investment solutions. You will engage with both external and internal clients, driving investment sales and fostering business growth within the community. Candidates should have robust financial planning qualifications and a passion for building long-term...

Future Opportunities – Investment Specialists/Financial Planners – GTA Location: Greater Toronto Area (GTA), Canada Mid‑Senior level, Full‑time, Finance and Sales, Banking. Join Meridian Credit Union as part of our Wealth team. Meridian is committed to integrating our purpose into everything we do for people, the planet, and communities. We are seeking Investment Specialists/Financial...

A leading Canadian financial institution is seeking Investment Specialists/Financial Planners for the Greater Toronto Area. The role involves helping Members achieve their financial goals through personalized advice. Candidates should possess certifications like CSC, CPH, and WME. With a focus on wealth management, strong business development skills are essential. This position offers a hybrid...

Job Description 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 boundless energy to meet targets and your passion for holistic financial...

A career as a National Bank Financial Planner in Training means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact. Your job - Identify clients’ investment and financing needs in order to...

Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. Title: Financial Planner, Branch Network - Guelph 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...

Job Description What is the opportunity? *** Please be advised specific branch location is to be determined and successful incumbent must be mobile within the Sudbury Market *** As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal...

A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact. Your jobIdentify clients’ investment and financing needs in order to draft a personalized...

Job Description As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world‑class advice and...

A career as a National Bank Financial Planner in Training means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact.Your jobIdentify clients’ investment and financing needs in order to draft a...

A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact. Your job - Identify clients’ investment and financing needs in order to draft a...