Emplois “Financial planning” au Canada

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• 5j

  Investment Planning Specialist, Scotia Financial Planning - Tracadie-Sheila

  Tracadie-Sheila, NB

  

  Scotiabank

  3+ ansCandidates need at least 3 years of financial planning and investment sales experience, a mutual fund or Canadian Securities Course credential with current CIRO licensing, and ideally a PFP or CFP designation. They also need strong networking skills, a valid driver's licence, and access to a vehicle.

  CRM software, portfolio software, financial planning software, mobile technology

  5j

  Investment Planning Specialist, Scotia Financial Planning - Moncton, NB

  Moncton, NB

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, a mutual fund licence (CIRO) and ideally a PFP or CFP designation. They also need strong networking skills, self-motivation and a valid driver's licence with access to a vehicle.

  CRM software, portfolio software, financial planning software, mobile technology

  6j

  Investment Planning Specialist, Scotia Financial Planning - Acadian Peninsula

  Tracadie-Sheila, NB

  

  Scotiabank

  3+ ansScotiabank asks for 3 years in financial planning and investment sales, a mutual fund licence (CIRO) and a PFP or CFP designation. Candidates also need strong networking skills, self-motivation, a valid driver's licence and access to a vehicle.

  CRM software, Portfolio software, Financial planning software, Mobile technology

  17h

  Connect & Learn- Financial Planner, Scotia Financial Planning- Sudbury, ON

  Greater Sudbury, ON

  

  Scotiabank

  Candidates need experience as a PFP or CFP accredited professional, such as a financial planner, investment specialist or financial advisor.

  19h

  Financial Planner, Scotia Financial Planning - Comox Valley

  Comox, BC

  

  Scotiabank

  3+ ansScotiabank candidates need at least 3 years of financial planning and investment sales experience, a mutual fund certification in good standing with CIRO, and a PFP or CFP designation. They also need proven networking skills, a valid driver's licence and access to a vehicle.

  CRM software, Portfolio management software, Financial planning software

  19h

  Financial Planner, Scotia Financial Planning - Burnaby

  Burnaby, BC

  

  Scotiabank

  3+ ansScotiabank needs candidates with 3 years of financial planning and investment sales experience, plus a mutual fund or Canadian Securities Course credential and CIRO licensing. A PFP or CFP designation, proven networking skills and a valid driver's licence with a vehicle are also required.

  CRM software, Financial planning software, Portfolio software

  4j

  Financial Planner, Scotia Financial Planning - Calgary

  Calgary, AB

  

  Scotiabank

  3+ ansCandidates need 3 years of financial planning and investment sales experience, CIRO mutual fund licensing, and a PFP or CFP designation is required. They also need strong networking skills, the ability to work independently, and a valid driver's licence with a vehicle.

  CRM software, portfolio software, financial planning software, mobile technology

  5j

  Financial Planner, Scotia Financial Planning - Grand Falls-Windsor or Gander, NL

  Grand Falls-Windsor, NL

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, mutual fund certification and CIRO licensing, and a PFP or CFP designation. They must be self-motivated, skilled at networking, and hold a valid driver's licence with access to a vehicle.

  CRM software, portfolio software, financial planning software, mobile technology

• 5h

  RBC Open House Financial Planning

  Montréal, QC

  Temps plein

  

  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 a Financial Planning Designation (IPF) or enrolment in it, a mutual funds licence, 2 to 3 years of financial planning experience for planner roles, strong networking skills, and English and French bilingualism. The Associate role needs a mutual funds accreditation, prior client-facing banking experience, and proficiency in Microsoft Office.

  Linx, Casper, Sales Platform, RBC Investment System, CART, IRIS

  17h

  RBC Open House Financial Planning | Wednesday January 13th, 2027

  Montréal, QC

  Temps plein

  

  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 a Financial Planning designation (IPF) or be completing it, a Mutual Funds licence (IFIC or CSC), and at least 2 to 3 years of financial planning experience. Bilingual English and French is required, along with strong networking and client acquisition skills.

  Linx, Casper, Sales Platform, RBC Investment System, CART, IRIS

• 8h

  Senior Financial Planning & Analysis Analyst

  Télétravail au Canada

  85k–90k $/anTélétravailTemps plein

  

  Jobgether

  3+ ansCandidates need a post-secondary degree or diploma in accounting, finance or business, and 3 to 5 or more years of progressive finance or analytics experience. Advanced Excel, Power BI and SQL skills are required, and a CPA designation is an asset.

  Power BI, SQL, Excel, ERP, Microsoft Dynamics GP, Management Reporter

• 10h

  Senior Financial Planning Analyst

  Sault Ste. Marie, ON

  SC

  Sault College

  3+ ansCandidates need a three-year diploma or degree in accounting or a related field and at least three years of accounting experience analyzing financial data. Budgeting and forecasting experience, working knowledge of a computerized financial system and Microsoft Office, and strong written and verbal communication are required.

  PeopleSoft, Microsoft Office

• 15h

  Senior Financial Planning & Analysis Analyst -Remote- Anywhere in Canada

  Edmonton, AB

  Temps plein

  CL

  ClaimsPro LP - Shared Services

  3+ ansCandidates need three to five or more years of progressive finance, reporting or analytics experience, and advanced Excel, Power BI and SQL skills. A post-secondary degree or diploma in accounting, finance or a related field is required, and a CPA designation or CFE is an asset.

  Power BI, SQL, Microsoft Excel, Microsoft Dynamics GP, Management Reporter, Workday Adaptive Planning

• 3j

  Financial Planning & Analysis Analyst

  Surrey, BC

  TélétravailTemps plein

  CS

  Convoy Supply

  2+ ansCandidates need a post-secondary education in finance, accounting, economics or business, plus a CFA or CPA designation or progress toward one, with IFRS knowledge. They need 2 to 3 years of financial analysis experience and advanced Excel skills including Power Query.

  Excel, Power Query, Power BI, Tableau, Workday, Oracle Cloud

• 4j

  Marketing Financial Planning and Analysis Analyst

  Calgary, AB

  Hybride

  PP

  Pembina Pipeline Corporation: Pembina Pipeline Corporation is a leading energy transportation and midstream service provider that has been serving North America's energy industry…

  2+ ansPembina Pipeline Corporation asks for a bachelor's degree in commerce, finance, accounting or economics and at least 2 years of FP&A or related analytical experience. Candidates need strong Excel skills, analytical ability, oil and gas knowledge being an asset, and clear communication.

  Excel, SAP, RightAngle

• 4j

  Financial Planning Analyst

  Toronto, ON

  HybrideTemps plein

  ET

  ecobee Technologies ULC

  3+ ansecobee Technologies ULC needs candidates with 3+ years in financial planning and analysis, a bachelor's degree in finance, accounting or a related field, and experience with cloud ERP and cube-based FP&A platforms. Strong financial modelling, communication and an understanding of US GAAP or IFRS are also needed.

  Workday Adaptive Planning, NetSuite, Microsoft Excel, Microsoft PowerPoint, SharePoint

  4j

  Senior Financial Planning Analyst

  Toronto, ON

  HybrideTemps plein

  ET

  ecobee Technologies ULC

  5+ ansCandidates need 5+ years of FP&A or related finance experience at a mid-size company and a bachelor's degree in finance, accounting or a related field. Strong financial modelling, Adaptive Planning or similar FP&A platform skills, and clear stakeholder communication are required.

  Workday Adaptive Planning, NetSuite, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, SharePoint

• 4j

  Financial Plan Review Consultant (Bilingual)

  Montréal, QC

  Temps plein

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  3+ ansCandidates need at least three years of practical financial planning experience and a Personal Financial Planner (PFP) designation, or a CFP or IQPF designation. They need deep knowledge of retirement plans (Defined Benefit, Defined Contribution, Hybrid Pensions, Commuted Values), strong analytical and communication skills, and fluency in French and English.

  Bilingualism, Financial planning, Documentation, Risk management, Give constructive feedback, Communication skills

  5j

  Financial Planning Consultant

  Vancouver, BC +1

  Temps plein

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  4+ ansCandidates need a postsecondary degree or diploma and/or 4 years of relevant experience, plus current CIRO-ID registration as a Registered Representative. A CFP designation is required upon hire.

  Financial planning, Client relationship management, Sales, Relationship building, Coaching, CIRO

• 4j

  Manager, Financial Planning and Accommodations

  Edmonton, AB

  102k–138k $/an

  GO

  Government of Alberta

  4+ ansCandidates need a related university degree, at least 4 years of budgeting, accounting or financial reporting experience, and public-sector or large-organization financial planning experience. Prior supervision of professional teams is required.

  1GX, FATS, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook

• 4j

  Manager Financial Planning Capital

  Saskatchewan

  Temps plein

  H

  HealthCareersInSask.ca

  5+ ansCandidates need five years in a financial management role, experience developing programs in complex multi-stakeholder settings, and a CPA designation with membership in good standing. A Class 5 driver's licence and a business, finance or accounting degree or diploma are also required.

  Financial planning, Reporting, Leadership, Financial management, Class 5 licence, CPA

• 5j

  Senior Regional Manager, Financial Planning

  Aurora, ON

  Sur placeTemps plein

  TT

  The Toronto-Dominion Bank (Canada)

  5+ ans5+ gestionCandidates need at least five years of senior leadership experience in wealth management, financial planning or financial services, with a proven record of coaching experienced advisors. They must understand advanced planning, regulation and compliance, and hold or be willing to obtain CIRO Registered Representative licensing within six months.

  5j

  Financial Planning Delivery Excellence Intern/Co-Op (Winter 2027)

  Toronto, ON

  Sur placeTemps plein

  TT

  The Toronto-Dominion Bank (Canada)

  Candidates need emerging financial expertise, experience with goals-based financial planning, and strong administrative and client service skills. They must follow policies, work on time and accurately, and work well in a team.

  Financial planning, Customer experience, Sales

• 5j

  Financial Planning Analyst

  Mississauga, ON

  62k–86k $/anTemps plein

  WM

  Winners Merchants International, L.P.

  2+ ansCandidates need a post-secondary education in finance, accounting or business and at least two years of financial analysis and forecasting experience. TJX Canada also requires strong Excel skills and clear communication.

  Excel, Microsoft Word, Microsoft PowerPoint, Oracle ERP, TM1, SQL

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