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Open Claude Desktop, go to Settings, then MCP Servers, and click Add Server. Enter the URL: https://workopia.io/api/mcp-gpt. No API key is needed. You can then search jobs, build resumes, and get career advice directly in your Claude conversations.

Yes, Workopia is completely free to use. No subscription, no payment, and no login required. Job search and career advice are unlimited. Resume generation is rate-limited to 20 per hour per user to prevent abuse.

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Canada Browse · Toronto · Financial Planner

Financial Planner in Toronto

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Wealth Strategist
CIBC
Toronto, ON, Canada
Full time
Base: $92,490 to $127,200 annually; bonus: pyrtici...
Fully remote
High net worth client experience
Comprehensive financial planning skills
Collaboration with investment advisors
The role involves partnering with private banking and investment advisors to create integrated wealth strategies for clients with at least $5 million in investible assets
New arrival·2 days ago
Wealth Strategist
CIBC Capital Markets
Toronto, ON, Canada
Full time
Base: $92,490 to $127,200; bonus: annual discretio...
Fully remote
High net worth client experience
Comprehensive financial planning skills
Collaboration with investment advisors
The role involves partnering with CIBC Private Banking Advisors to create integrated wealth management strategies for clients with minimum $5 million in investible assets
New arrival·2 days ago
Financial Planner - Bilingual
RBC
Vaughan, Canada
Full time
Base + variable compensation; unlimited earning po...
Not specified (assumed flexible based on job description)
+3y experience
Proficiency in mandarin or cantonese
Strong networking and client acquisition skills
Proven track record of relationship management
The role involves providing tailor-made financial planning advice to help mass affluent clients achieve their long-term goals using a comprehensive array of banking solutions
4 days ago
Financial Planner
Bank of Montreal
Toronto, ON, Canada
Full time
Base: $45,500.00 - $84,500.00; bonus/equity: commi...
+5y experience
Portuguese speaking required
Needs-based assessment skills
Sales of managed products
The role involves providing financial and investment planning advice to help customers achieve their financial goals
5 days ago
Wealth Planning Consultant
Bank of Montreal
Toronto, Ontario, Canada
Full time
Base: $67,400 - $117,400; bonus/equity: performanc...
Mid-level
Hnw/uhnw client segment experience
End-to-end wealth planning execution
Collaborative partnership with investment advisors
The role focuses on providing wealth planning and guidance to High Net Worth and Ultra High Net Worth clients
5 days ago
Financial Planner - Oshawa, Ontario
TD Ameritrade
Oshawa, Ontario, Canada
Full time
Base: $60,000 - $70,000 cad; variable: commission ...
+3y experience
Bachelor's degree preferred
3-5 years banking experience
Client relationship management
This role focuses on empowering mass affluent clients through holistic financial planning and advice
12 days ago
Financial Planner - North York
TD Ameritrade
Toronto, Ontario, Canada
Full time
Base: $60,000 - $70,000 cad; variable: commission-...
+3y experience
Bachelor's degree preferred
3-5 years banking experience
Client relationship management
This role offers a unique entrepreneurial business model where you will build your portfolio from the ground up with a guaranteed base salary for the first four years
12 days ago
Centralized Planner
TD Ameritrade
Toronto, Ontario, Canada
Full time
Base: $81,600 - $115,200 cad; bonus/equity: not sp...
+5y experience
Certified financial planner designation required
5 years wealth planning experience
Complex financial planning expertise
The Centralized Planner supports TD Wealth advisors in delivering customized wealth planning solutions to high net worth clients with investable assets between $1M and $3M
12 days ago
Wealth Planning Consultant
BMO
Toronto, Ontario, Canada
Full time
Base: $67,400 - $117,400; bonus/equity: commission...
Mid-level
Hnw/uhnw client segment experience
End-to-end wealth planning execution
Complex financial plan development
The role focuses on providing advanced financial planning and guidance to High Net Worth and Ultra High Net Worth clients
13 days ago
Wealth Planning Consultant
BMO Global Asset Management
Toronto, ON, Canada
Full time
Base: $67,400 - $117,400; bonus/equity: commission...
Mid-level
Hnw/uhnw client segment experience
End-to-end wealth planning execution
Complex financial plan development
The role focuses on providing wealth planning and guidance to High Net Worth and Ultra High Net Worth clients in partnership with Investment Advisors
13 days ago
Wealth Planning Consultant
BMO Financial Group
Toronto, Ontario, Canada
Full time
Base: $67,400 - $117,400; bonus/equity: commission...
Mid-level
Hnw/uhnw client segment experience
Advanced financial planning skills
Collaborative partnership with investment advisors
The role focuses on providing wealth planning and advanced financial guidance to High Net Worth and Ultra High Net Worth clients
13 days ago
Wealth Planning Consultant
BMO Financial Group
Toronto, Ontario, Canada
Full time
Base: $67,400 - $117,400; bonus/equity: performanc...
Mid-level
Hnw/uhnw client segment experience
End-to-end wealth planning execution
Collaborative partnership with investment advisors
The role provides advanced financial planning and guidance focused on High Net Worth and Ultra High Net Worth client segments
13 days ago
Centralized Planner
TD Bank Group
Toronto, Ontario, Canada
Full time
Base: $81,600 - $115,200 cad; bonus/equity: variab...
+5y experience
Certified financial planner (cfp) designation
5 years wealth planning experience
Complex financial planning expertise
The Centralized Planner partners with TD Wealth advisors to deliver high-value customized guidance on retirement, tax, estate, and overall wealth planning for high net worth clients
14 days ago
Centralized Planner
TD
Toronto, Ontario, Canada
Full time
Base: $81,600 - $115,200 cad; bonus/equity: not sp...
+5y experience
Certified financial planner cfp designation
5 years wealth planning experience
Complex financial planning expertise
The Centralized Planner partners with TD Wealth advisors to deliver high-value customized guidance on retirement, tax, estate, and overall wealth planning for high net worth clients
14 days ago
Financial Planning Specialist
RBC
Toronto, Canada
Full time
Competitive compensation; bonuses + commissions; s...
Five years experience with tax planning for hnw clients
Five years relevant experience in all aspects of financial planning
Ca/cma/cga/cpa professional designation in accounting
This role involves preparing comprehensive financial plans covering investment, retirement, tax, risk management, and estate planning for High Net Worth clients
15 days ago
Financial Planner - Gtr East
RBC
Richmond Hill, Canada
Full time
Base + variable compensation; unlimited earning po...
+3y experience
Proficiency in mandarin or cantonese
Strong networking and client acquisition skills
Proven track record in relationship management
The role involves providing tailor-made financial planning advice to help clients reach their long-term goals using a comprehensive array of banking solutions
15 days ago
Senior Financial Planner - Gtr East
RBC
Richmond Hill, Canada
Full time
Base + variable compensation; unlimited earning po...
Senior
Proficiency in mandarin or cantonese
Strong financial acumen and networking skills
Proven track record in client acquisition
The role involves providing tailor-made financial planning advice to help mass affluent clients achieve their long-term goals
15 days ago
Financial Planner, Investment Retirement Planning - Toronto West
RBC
Toronto, Ontario, Canada
Full time
Competitive commission structure; flexible benefit...
+2y experience
Custom investment solution creation
Client prospecting and networking
Mutual fund portfolio management
You will create custom investment solutions for prospective and existing RBC clients using proprietary and third-party mutual fund solutions
15 days ago
Investment Retirement Planner - Mississauga
RBC
Mississauga, Canada
Full time
Competitive commission structure; flexible benefit...
+2y experience
Custom investment solutions creation
Client prospecting and networking
Tailor-made financial planning advice
The role involves creating custom investment solutions for prospective and existing RBC clients while providing world-class advice to help them achieve long-term financial goals
15 days ago
Financial Planner - Gtr West
RBC
Mississauga, Ontario, Canada
Full time
Base + variable compensation; unlimited earning po...
+3y experience
Holistic financial planning expertise
Client acquisition and relationship management
Value-based relationship management practices
The role involves providing tailor-made financial planning advice to help clients reach their long-term goals using a wide array of banking solutions
15 days ago
Rbc Financial Planning Networking Event - Greater Toronto Region East
RBC Royal Bank
Richmond Hill, Ontario, Canada
Full time
Pyy type: commission; base: not specified; benefit...
Accredited financial planner designation
Mutual funds certification ific or csc
Client relationship management skills
Join the largest team of accredited Financial Planners in Canada with RBC Royal Bank
15 days ago
Investment And Retirement Planning Associate
RBC
Toronto, Ontario, Canada
Full time
Competitive compensation; bonuses available; flexi...
Proficiency in cantonese or mandarin
Mutual funds accreditation required
Previous experience in investments
This role provides direct client and sales support to Financial Planners to enable them to focus on planning and advice activities
15 days ago
Investment And Retirement Planner - Downtown Toronto
RBC
Toronto, Ontario, Canada
Full time
Competitive commission structure; flexible benefit...
+2y experience
Custom investment solution creation
Client acquisition and networking
Portfolio management expertise
You will create custom investment solutions for prospective and existing RBC clients using a comprehensive array of proprietary and third-party mutual fund solutions
15 days ago
Financial Planner, Investment & Retirement Planning
RBC
Whitby, Canada
Full time
Unlimited earning potential; commission-based pyy ...
+2y experience
Custom investment solution development
Client relationship cultivation
External business referral networking
The role involves developing relationships with prospective and existing clients to create custom investment solutions
15 days ago
Financial Planner
TD Bank
Markham, Ontario, Canada
Full time
Base: $60,000 - $70,000 cad; variable: commission-...
+3y experience
Building client relationships
Delivering expert financial advice
Conducting in-depth financial reviews
This role offers a unique entrepreneurial business model where you will build your portfolio from the ground up with a guaranteed base salary for the first four years
15 days ago

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Financial Planner in Toronto

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Financial Planner - North York

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Senior Financial Planner - Gtr East

Financial Planner, Investment Retirement Planning - Toronto West

Investment Retirement Planner - Mississauga

Financial Planner - Gtr West

Rbc Financial Planning Networking Event - Greater Toronto Region East

Investment And Retirement Planning Associate

Investment And Retirement Planner - Downtown Toronto

Financial Planner, Investment & Retirement Planning

Financial Planner