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Co-operators
3+ ansCandidates need 3-5 years of life financial planning experience, a Life licence, CFP, CLU, PFP or similar designation, and deep knowledge of life products. Strong persuasion, presentation and relationship-building skills are required; French is an asset.
Sales, Onboarding, Sales targets, Communication skills, Persuade others, Financial planning
First West
2+ ansCandidates need a two-year college or technical diploma or equivalent experience, a mutual funds licence, and 2-3 years as a financial advisor. They need proven sales results in lending and investment products, strong advisory conversation skills, and computer proficiency.
Microsoft Office, banking software
First West
2+ ansCandidates need a two-year college or tech diploma or equivalent experience, a mutual funds licence, and completion of the internal certification program. They also need 2-3 years as a financial advisor, a proven record of meeting sales targets, and strong advisory and computer skills.
Microsoft Office, Banking software
First West
2+ ansCandidates need a two-year college or technical diploma or equivalent experience, a Mutual Funds licence, and two years as a member advisor. Strong needs identification, planning, independent problem-solving and computer skills are also required.
Microsoft Office, banking software
First West
2+ ansCandidates need a college or tech school diploma, a Mutual Funds License, and 2-3 years as a financial advisor. They also need proven sales results and strong advisory skills.
Microsoft Office, banking software
First West
2+ ansCandidates need a college or tech school diploma (or equivalent experience), two years in a member advisor role, a Mutual Funds License and completion of the internal certification program. Strong organization, computer skills and sound judgment are required.
Microsoft Office, Banking software
First West
2+ ansCandidates need a two-year college or tech diploma or equivalent experience, a Mutual Funds licence, and two years in a member advisor role. They must complete the internal certification program and show strong needs-based sales, organization and Microsoft Office skills.
Microsoft Office, banking software
First West
2+ ansCandidates need a college or tech school diploma, a Mutual Funds licence (PFP an asset), and two years as a member advisor. They must identify member needs, work independently, prioritize workload, and follow policies and risk procedures.
Microsoft Office, banking software
First West
2+ ansCandidates need a two-year college or technical diploma, a Mutual Funds License, and 2-3 years as a financial advisor. They must show proven sales results, strong advisory skills, and an understanding of risk and policies.
Microsoft Office, banking software
First West
2+ ansCandidates need a college or tech school diploma or equivalent experience, a Mutual Funds License and 2-3 years as a financial advisor. They must show strong sales results, advisory skills and proficiency in Microsoft Office and banking software.
Microsoft Office, Banking software
First West
2+ ansCandidates need a two-year college or technical diploma or equivalent experience, a Mutual Funds License, and two years in a member advisor role or equivalent. They must show sound judgment, strong organizing skills, and proficiency in Microsoft Office and banking software.
Microsoft Office, Banking software
First West
2+ ansCandidates need a college or tech school diploma, a Mutual Funds licence and 2-3 years as a financial advisor. Strong sales results, advisory skills and proficiency with Microsoft Office and banking software are also required.
Microsoft Office, banking software
First West
2+ ansCandidates need a two-year college or tech diploma or equivalent experience, a Mutual Funds License and 2-3 years as a financial advisor. First West also requires proven sales results in lending and investment products and strong advisory skills.
Microsoft Office, Banking software
First West
2+ ansCandidates need a college or tech diploma, a Mutual Funds License and 2-3 years as a Financial Advisor, plus a proven record of meeting sales targets. Strong advisory skills, sound judgment and proficiency with Microsoft Office and banking software are also expected.
Microsoft Office, Banking software
First West
2+ ansCandidates need a college or tech school diploma or equivalent experience, a Mutual Funds License and two years as a member advisor or in an equivalent role. They must be self-directed, organized, comfortable with Microsoft Office and banking software, and able to complete the internal certification program.
Microsoft Office, Banking software
RBC Dominion Securities Inc.
3+ ansCandidates 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+ ansCandidates 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.
4+ ansCandidates need 4 to 6 years of outbound sales experience, comfort with 100% commission pay, and the Canadian Securities Course completed or finished before the start date. Strong relationship-building skills and a passion for financial planning and portfolio management are essential.
Securities, Problem solving, Sales, CSC, Financial planning, Relationship building
RBC Dominion Securities Inc.
3+ ansCandidates 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
RBC Dominion Securities Inc.
4+ ansCandidates need an IIROC Registered Representative approval, the CIRE and Retail Securities exams, and a CFP or PFP designation. They also need a university degree, 4+ years in the investment industry, financial planning experience with high-net-worth clients, and strong communication and Microsoft Office skills.
Microsoft Office Suite
Bank of Montreal
5+ ansBank of Montreal needs proven investment sales success, 5 to 10 years of investment sales experience, and an undergraduate degree. Candidates also need CSC completion with CIRO licensing progress, in-depth knowledge of investment products, and strong communication and negotiation skills.
Salesforce
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02
3+ ansCandidates need a financial planning designation (PFP, QAFP or CFP), a mutual funds licence, and at least 3 years of financial planning experience. Strong networking, client acquisition and relationship management skills are essential.
Financial planning, Meet commitments, Client relationship management, CSC, Financial capability, Collaboration
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02
2+ ansCandidates need at least 2 years in a client-facing financial role, including financial planning, plus a university degree. They also need CIM or CFA Level 1, a PFP or CFP, trading experience, and advanced Microsoft Office skills.
RBC proprietary financial planning software
6 entreprises