A career that changes lives. Yours included.
If you want a rewarding career that combines problem-solving, human connection and real impact, financial planning could be right for you.
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Why Financial Planning is More Than a Finance Career
You can’t put a number on helping someone feel more confident about their future. Financial planning combines financial expertise with real human impact. At its core, it’s about people. It also comes with meaningful personal and professional rewards for those who pursue it.
Strong Career Demand
Demand from both clients and employers is creating strong opportunities for financial planners across Canada.
Make a Real Difference
Have an impact on people’s lives, helping them reduce financial stress and plan for the future.
Flexible Career Paths
Whether you join a firm or build your own practice, financial planning offers flexibility to shape your career over time.
Build Relationships
Build lasting relationships as you help clients navigate milestones, grow their financial confidence, and plan for the future.
Earning Potential
Financial planning has strong long-term earning potential, with opportunities to increase your income, expand your client base and advance your career.
Keep Learning and Evolving
Continue building your expertise through client experience and ongoing professional development opportunities.
Generation Next: The Future of Financial Planning
A new era of financial planning is emerging. Proprietary research conducted with advisors, their employers and the public along with excerpts from numerous wealth management and financial planning studies inform this new report from FP Canada.
Is Financial Planning Right for You?
Financial planning draws people from all kinds of backgrounds and experiences. It can be a dynamic career that blends technical knowledge with professional skills and relationship building, making it a strong fit for people with diverse strengths and interests.
A career in financial planning may be a great fit if you:
- Like balancing strategy and problem solving with people skills.
- Want rewarding work with long-term purpose.
- Enjoy helping people navigate important life decisions.
- Thrive in a dynamic career where every client and every day is different..
- Like turning complex financial concepts into practical guidance people can understand.
- Want career stability and flexibility.
Hear from Financial Planners Making an Impact
Hear from Certified Financial Planner® professionals and Qualified Associate Financial Planner™ professionals about their career journeys, the clients they serve and the impact they have helping Canadians navigate important financial decisions. These videos provide a firsthand look at what a career in financial planning can be like and the different paths professionals take to build rewarding careers.
QAFP®
A Day in the Life: Jay Mallari, QAFP® Professional, Financial Planner,
Worldsource Financial Management Inc., President/AGA, Cambria Wealth Management
See how Jay’s experience building a new life in Canada helps him connect with clients and understand their challenges.
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CFP®
A Day in the Life: Amish Gandhi, CFP® Professional, Wealth Advisor & Financial Planner
RBC Dominion Securities
Learn how continuing to build his expertise helped Amish grow alongside his clients’ evolving financial needs.
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CFP®
A Day in the Life: Carla dos Santos, CFP® Professional, Senior Wealth Advisor, Worldsource Financial Management Inc., President, Point B Financial In
Discover how a passion for helping people inspired Carla’s successful financial planning career.
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QAFP®
A Day in the Life: Kali Cortus, QAFP® Professional, Sun Life
See how Kali built a thriving financial planning career while staying rooted in her rural Saskatchewan community.
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CFP®
A Day in the Life: Kelly Pope-Wiley, CFP® Professional, IG Wealth Management
Discover how a career change led Kelly to a profession where she helps clients find balance and peace of mind.
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CFP®
A Day in the Life: Daniel Dignard, CFP® Professional, Senior Financial Planner, CIBC Imperial Service
Follow Daniel’s journey from bank teller to CFP® professional and see how helping families build financial confidence makes his work so rewarding.
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CFP®
A Day in the Life: Fred Zhou, CFP® Professional, TD Wealth
Discover how an early lesson in financial literacy inspired Fred’s career helping clients make confident financial decisions.
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CFP®
A Day in the Life: Glen Dilworth, CFP® Professional,* RBC Financial Planning
*As of January 1, 2023, Glen has earned his CFP certification
Learn how Glen’s passion for coaching soccer shaped a career helping clients achieve their financial goals.
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Find the Right Financial Planning Certification
There’s more than one way to build a career in financial planning. FP Canada™, the leader in Canadian financial planning certifications, offers you two options: CFP® certification and QAFP® certification. Depending on where you are in your career journey and the type of work you want to do, discover your path below.
Have questions about a career in financial planning or FP Canada certifications?
Have all your questions answered at a free, live and interactive certification Q&A session.
About FP Canada
Established in 1995, FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest. FP Canada is dedicated to championing better financial wellness for all Canadians by leading the advancement of professional financial planning in Canada.