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Cfp Jobs in Alberta (NOW HIRING)

Financière Sun Life

Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner - CFP). * Stay connected within their community through ongoing networking activities ...

Scotiabank

Senior Signature Banker

Edmonton, AB · On-site

CSC, PFP, CFP) would be considered an asset Location(s): Canada : Alberta : Edmonton Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers ...

BDO Canada

Wealth Advisor

Calgary, AB

You have completed Certified Financial Planner (CFP) designation, Personal Financial Planner (PFP) designation or equivalent * Experience using FP software and/or experience with Tax preparation ...

HUB

Director Business Development

Calgary, AB · On-site

Desire and willingness to commit to higher industry education (QAFP, CFP, and CLU, etc.) What's in it for you? Your well-being is our priority, and we back this up with a wealth of benefits:

Td

PIA Client Relationship Associate

Medicine Hat, AB

CA$45K - CA$59K/yr

Personal Financial Planner (PFP) or Certified Financial Planner (CFP) Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by ...

New

Scotiabank

Private Banker, Edmonton

Edmonton, AB · On-site

CSC, PFP, CFP) Join our award-winning organization today! #SWM-PB Location(s): Canada : Alberta : Edmonton Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we ...

Td

Associate Investment Advisor

Calgary, AB

CA$42K - CA$57K/yr

Certified International Wealth Manager (CIWM) designation, Certified Financial Analyst(CFA), Chartered Investment Manager (CIM), or Certified Financial Planner (CFP) * Robust conceptual and practical ...

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Showing results 21-40

All JobsCfp JobsCfp Jobs in Alberta

Cfp information

See Alberta salary details

$29.5K

$90.2K

$145K

How much do cfp jobs pay per year?

As of Aug 21, 2026, the average yearly pay for cfp in Alberta is $90,176.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,500.00 and $107,000.00 per year, depending on experience, location, and employer.

What is a CFP?

CFP stands for Certified Financial Planner, a professional designation for financial advisors who have met rigorous education, examination, experience, and ethical requirements set by the CFP Board. CFPs help individuals and families create comprehensive financial plans, covering areas such as investments, retirement, taxes, estate planning, and insurance. They are held to a fiduciary standard, meaning they must act in their clients’ best interests when providing financial advice.

What does a CFP do?

A certified financial planner (CFP) works with clients to help manage personal finances and realize short and long term financial goals. As a CFP, you often work with individuals, but you may also advise companies and small businesses. Your duties include offering advice about savings and investments, helping clients budget for major expenses such as a college education or home purchase, and providing strategies to improve the management of their assets and cash flow. In addition to investing and budgeting advice, you also sell financial products such as insurance and investments.

What skills and qualifications are needed to be a CFP?

To thrive as a Certified Financial Planner (CFP), you need in-depth knowledge of financial planning, investment strategies, and tax regulations, underpinned by a bachelor's degree and CFP certification. Familiarity with financial planning software, CRM systems, and portfolio management tools is commonly required. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help set top CFPs apart. These skills and qualities ensure clients receive sound, personalized advice and foster long-term trust and compliance with regulatory standards.

How do CFPs build long-term client relationships and trust?

Certified Financial Planners (CFPs) build long-term client relationships by consistently providing personalized financial advice, maintaining transparent communication, and demonstrating reliability and ethical standards. They schedule regular check-ins to review clients' financial goals, adjust plans as needed, and proactively address changes in financial markets or regulations. Establishing trust also involves confidentiality, clear documentation, and ongoing education to help clients make informed decisions, which ultimately fosters loyalty and referrals.

What jobs can I get with a certified financial planner certification?

A Certified Financial Planner (CFP) certification qualifies individuals for roles such as financial planner, financial advisor, wealth manager, or retirement planner. These professionals develop financial plans, provide investment advice, and help clients achieve their financial goals, often working in financial services firms, banks, or independent practices. The certification demonstrates expertise in areas like estate planning, tax strategies, and investment management, and typically requires strong communication skills and knowledge of financial tools.
More about Cfp jobs

What are popular job titles related to Cfp jobs in Alberta?

For Cfp jobs in Alberta, the most frequently searched job titles are:

What job categories do people searching Cfp jobs in Alberta look for?

The top searched job categories for Cfp jobs in Alberta are:

Cfp jobs near you
Infographic showing various Cfp job openings in Alberta as of August 2026, with employment types broken down into 100% Full Time. Highlights an 88% In-person, 3% Hybrid, and 9% Remote job distribution, with an average salary of $90,176 per year, or $43.4 per hour.

Financial Planner

Royal Bank of Canada

Edmonton, AB

Full-time

Posted 23 days ago

Job description

Job Description

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 boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.

What will you do?

Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions

Actively grow, expand and maintain your portfolio of clients using value-based relationship management practices, achieving performance targets

Cultivate relationships with service partners and local markets to optimize business opportunities and referrals

What do you need to succeed?

Must-have

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

Minimum 3 years' experience in financial planning

A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaboration

Ability to create a market presence, build COI relationships, and cultivate strong partner relationships

Nice to Have

Ability to be mobilethroughout the market

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Full-time RBC employee status with unlimited earning potential and full benefits

Work with a dynamic, collaborative, progressive, and high-performing team

A world-class training program in financial services

Flexible work/life balance options

Job Skills

Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details

Address:

10200 102 AVE NW, UNIT D219:EDMONTON

City:

Edmonton

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-12

Application Deadline:

2026-08-26

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Employment Type: FULL_TIME

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