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Head, Managing Director -Wealth Planning, Private Wealth Canada

BMO

Winnipeg, MB · London, ON · Toronto, ON · Montreal, QC · Vancouver, BC · Halifax, NS · FCP

• Full-time

…a team of advanced planning professionals with expertise in tax, estate and trust, business advisory & succession planning and philanthropy. Provides advanced planning services to HNW and…

Consultant ou consultante en planification financière / Consultant -Financial Planning Services

Sun Life Québec

Quebec, QC

• Full-time

Consultant ou consultante en planification financière / Consultant -Financial Planning Services

Sun Life Québec

Montreal, QC

• Full-time

Senior Wealth Planning Consultant

BMO

Vancouver, BC · FBT

• Full-time

Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.

Financial Planning Advisor

CIBC

London, ON

• Full-time

…management strategy – one that combines investment management, estate planning, tax planning, and retirement planning strategies amongst others so they all work together to achieve your…

Will and Estate Advisor- EN

RBC

Montreal, QC

• Full-time

Advanced knowledge of wills, estate administration, trust and related administration, and tax rules and planning concepts

Senior Private Banker, Business Owner

TD

Barrie, ON

• Full-time

Completion of the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation within 3 years of start date

Will and Estate Advisor

Royal Bank of Canada

Montreal, QC

• Full-time

Advanced knowledge of wills, estate administration, trust and related administration, and tax rules and planning concepts

Will and Estate Advisor

RBC

Montreal, QC

• Full-time

Advanced knowledge of wills, estate administration, trust and related administration, and tax rules and planning concepts

High Net Worth Planner

TD

Halifax, NS

• Full-time

The Wealth Advisory Services team of specialists delivers tax, philanthropic, not-for-profit, business succession and estate planning strategies for HNW clients. The High Net Worth Planner…

Business Succession Advisor

TD

Vancouver, BC

• Full-time

Wealth Advisory Services delivers strategies for high-net-worth clients in the areas of tax, philanthropic, not-for-profit, business succession and estate planning. Our team of specialists…

High Net Worth Planner

TD

Vancouver, BC

• Full-time

As a member of Private Wealth Management, the High-Net-Worth Planner is responsible for working with TD advisors to deliver high value customized guidance on tax, estate and overall wealth…

Wealth Advisor (Mutual Funds Licensed) - Sault Ste. Marie, ON

IG Wealth Management

ON · Ontario, Canada

• Full-time

…their financial life including their short and long-term goals, tax, retirement, risk management and estate…

Senior Financial Planning Advisor

National Bank of Canada

Montreal, QC

• Full-time

a Senior Financial Planner within the Financial Planning Team at National

Tax Estate Planner

TD

Montreal, QC

• Full-time

The Tax and Estate Planner is responsible for financial planning within an assigned Private Wealth Management (PWM) territory. Accountabilities for the position include providing high net…

Financial Planning Advisor

CIBC

London, ON · Toronto, ON

• Full-time

…management strategy – one that combines investment management, estate planning, tax planning, and retirement planning strategies amongst others so they all work together to achieve your…

Senior Financial Planner

Raymond James

AB

• Full-time

…financial planning, including education, retirement, income tax, estate and insurance and risk…

Senior Financial Planner

New Outlook Wealth Inc.

Winnipeg, MB

• Full-time

Role Description The Senior Financial Planner is a full-time, hybrid role based in Winnipeg, MB, with flexibility for some work from home. In this role, the planner will meet with clients…

Financial Planning Internship - Wealth Advisor Practice - Winter 2027

IG Wealth Management

Quebec, QC

• Volunteer

Build your understanding of investment, retirement, estate, tax, insurance, and wealth planning concepts.

Financial Planning Internship - Wealth Advisor Practice - Winter 2027

IG Wealth Management

AB · Alberta, Canada

• Volunteer

Build your understanding of investment, retirement, estate, tax, insurance, and wealth planning concepts.

Director Fiduciary Services

National Bank of Canada

Montreal, QC

• Full-time

Professional designation such as Notary, Tax Specialist, or Financial Planner.

Senior Financial Planner

National Bank of Canada

Toronto, ON

• Full-time

tax, retirement, and estate planning matters.

Investment and Legacy Advisor

Coast Capital Savings

Vancouver, BC · Victoria, BC

…relationships with our members by providing personalized investment and estate planning solutions. This role is primarily focused on the management and expansion of our segregated fund’s…

Financial Planner

Fuze HR Solutions

Kingston, ON

• $95,000 to $120,000 CAD / year
• Full-time

Analyze complex financial situations involving retirement, tax, estate and wealth transfer planning

Financial Planner-EN

Canadian Forces Morale and Welfare Services

Halifax, NS

• $85,980 to $101,190 CAD / year
• Full-time

As a trusted advisor to the CAF Community, the Financial Planner provides expert knowledge, skills, and experience covering the core areas of financial planning including financial…