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Financial Planning Jobs in Alberta (NOW HIRING)

Raymond James Ltd.

Financial Planner

Cochrane, AB

CA$75K - CA$90K/yr

Client Planning & Advice Develop clear, customized financial plans tailored to each client's goals and objectives. Lead discovery conversations to gain a thorough understanding of clients' financial ...

Royal Bank of Canada

Financial Planner

Edmonton, AB

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 ...

Td

Financial Planner - Airdrie

Airdrie, AB · On-site

CA$60K - CA$70K/yr

The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business ...

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Financial Planning information

What is financial planning?

Financial planning is the process of evaluating an individual's or organization's current financial situation and developing a comprehensive strategy to achieve long-term financial goals. This often includes budgeting, saving, investing, tax planning, retirement planning, and risk management. Financial planners help clients create actionable plans to manage their money, grow their wealth, and prepare for future needs. The process is ongoing and may be adjusted as financial circumstances or goals change.

What are the key skills and qualifications needed to thrive in financial planning, and why are they important?

To thrive in Financial Planning, you need strong analytical skills, financial acumen, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software (such as eMoney Advisor, MoneyGuidePro) and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly make professionals stand out. These skills are crucial for building client trust, crafting effective financial strategies, and ensuring compliance with industry regulations.

What are some common challenges financial planners face when working with clients, and how can these be addressed?

Financial Planners often encounter challenges such as clients’ reluctance to share personal financial details, unrealistic investment expectations, or difficulty adhering to agreed-upon plans. Building strong relationships through clear communication and trust is essential to overcoming these barriers. Successful planners regularly educate clients, set realistic goals, and provide ongoing support to help clients stay on track. Adapting strategies to each client's unique circumstances fosters long-term success and client satisfaction.

What is the difference between Financial Planning vs Financial Analysis?

AspectFinancial PlanningFinancial Analysis
Primary FocusCreating comprehensive financial strategies and long-term plans for individuals or businessesAssessing financial data to evaluate performance and inform investment or business decisions
Required CredentialsCertifications like CFP, CPA, or CFA often preferredTypically requires CFA, CPA, or similar financial analysis certifications
Work EnvironmentAdvisory roles, client meetings, planning sessionsData analysis, reporting, financial modeling
Industry UsageFinancial services, wealth management, personal financeInvestment firms, corporate finance, banking

Financial Planning and Financial Analysis are related but distinct roles. Financial Planning focuses on developing strategies for long-term financial health, while Financial Analysis involves evaluating financial data to support decision-making. Both require strong analytical skills and relevant certifications, but their daily tasks and objectives differ significantly.

Does a financial planning make good money?

Financial planners typically earn a median annual salary that varies based on experience, location, and client base, with many earning a comfortable income. Successful financial planners often hold certifications like the CFP and develop strong client relationships to increase earning potential.

What is a career in financial planning?

A career in financial planning involves helping individuals and businesses develop strategies to manage their finances, including investments, retirement, taxes, and estate planning. Financial planners typically hold certifications like the CFP and use tools such as financial software to analyze clients' financial situations. The role requires strong analytical skills, knowledge of financial markets, and adherence to regulatory standards.

What kind of jobs can you get with a financial planning degree?

A financial planning degree can lead to roles such as financial planner, financial analyst, investment advisor, or wealth manager. These jobs typically require strong analytical skills, knowledge of financial tools, and often certification such as CFP or CFA to advance in the field.

What are the most commonly searched types of Financial Planning jobs in Alberta?

The most popular types of Financial Planning jobs in Alberta are:

What are popular job titles related to Financial Planning jobs in Alberta?

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

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

The top searched job categories for Financial Planning jobs in Alberta are:

Financial Planning jobs near you
Infographic showing various Financial Planning job openings in Alberta as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Planning Director, Estate & Financial Planning Services

Sun Life Financial

Calgary, AB • On-site

Full-time

Posted 10 days ago

Sun Life Assurance Company of Canada rating

8.6

Company rating: 8.6 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

90th of 311 rated insurance

Job description

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.


At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.


When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.


Discover how you can make a difference in the lives of individuals, families and communities around the world.


Job Description:

Planning Director, Estate & Financial Planning Services

Advanced Wealth Planning for High-Net-Worth Clients

About the Opportunity

Join Sun Life Financial as an Estate & Financial Planning Services Planning Director where you'll make a meaningful impact on clients' financial futures. In this role, you'll partner with our network of Sun Life Advisors to develop comprehensive financial strategies for high-net-worth individuals and business owners, while contributing to the growth of our financial planning capabilities across the organization.

What You'll Do

  • Design advanced, holistic financial plans addressing retirement, tax optimization, risk management, and estate planning strategies
  • Develop specialized strategies for intergenerational wealth transfers and business succession planning
  • Deliver regional training sessions and client seminars on advanced financial planning topics through both virtual and in-person formats
  • Collaborate with insurance specialists and case managers to provide integrated solutions
  • Build and nurture relationships with field leaders, advisors, and senior stakeholders
  • Stay current with evolving tax regulations, estate law, and wealth management best practices

What You Bring

  • Certified Financial Planner (CFP)designation (required)
  • Minimum 7 years of financial planning or related experience
  • Professional credentials such as TEP, CLU, or CPA (preferred)
  • Deep expertise in financial planning principles, wealth management, tax, and estate planning
  • Strong presentation and facilitation skills with the ability to explain complex concepts clearly
  • Proficiency with financial planning software (Conquest experience is a plus)
  • Excellent communication abilities and proven relationship-building skills
  • Self-directed approach to work with strong analytical and problem-solving capabilities
  • Comfort with digital collaboration tools (MS Teams) for remote client engagement
  • Agricultural tax knowledge is an asset

Reporting to: Regional Director, Estate & Financial Planning Services

What's in it for you?

  • The opportunity to work with Financial Planning Professionals in the Financial Services and Insurance industry, that are continually in pursuit of delivering Financial Planning excellence.
  • We're committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the
    chance to live up to their full potential.
  • We're honoured to be recognized as a 2026 Best Workplaces in Canada by Great Place to Work Canada.
  • Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle.
  • Flexible Benefits from the day you join to meet the needs of you and your family.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.


Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.


Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com.


We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.


We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.


We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.


Salary Range:

110,000/110 000 - 180,000/180 000

Job Category:

Sales - Distribution Support

Posting End Date:

27/08/2026

What Sun Life Assurance Company of Canada employees say

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