Certified Financial Planner (CFP) with Investment Planning Skills Salary (Canada)

A Certified Financial Planner (CFP) with Investment Planning skills earns an average salary of C$58,175 per year.

C$41,001 - C$90,592
C$41K
C$60K
C$91K
MEDIAN: C$60,433
10%
50%
90%
C$0C$107K
Salary C$41,001 - C$90,592
Bonus C$1,980 - C$35,355
Profit Sharing C$4,848
Commission C$0.00
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
C$44,731 - C$107,462
  • Country: Canada
  • Currency: CAD
  • Updated: 20 Jan 2018
  • Individuals Reporting: 82

Job Description for Certified Financial Planner (CFP)

While many entities provide financial planning assistance to people who want a better handle on their financial situations and goals, a certified financial planner (CFP) can truly be considered a professional in the field. CFPs are only granted this title after passing a grueling certification process which ensures the individual's extensive knowledge of all aspects of the work; these include retirement planning and tax laws and regulations, as well as insurance and investment vehicles. Certified financial planners work with individuals, either under the auspices of a financial institution or in private practice, to help them manage money, income, and expenses.

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Certified Financial Planner (CFP) Tasks

  • Interview individuals or businesses to identify financial goals, concerns, and opportunities.
  • Create agendas, spreadsheets, and meeting materials to discuss investments, savings, and asset allocation.
  • Document and revise financial plans for clients.

Certified Financial Planner (CFP) Job Listings

Pay by Experience Level for Certified Financial Planner (CFP)

Pay by Experience for a Certified Financial Planner (CFP) has a positive trend. An entry-level Certified Financial Planner (CFP) with less than 5 years of experience can expect to earn an average total compensation of C$57,000 based on 15 salaries provided by anonymous users. Average total compensation includes tips, bonus, and overtime pay. A Certified Financial Planner (CFP) with mid-career experience which includes employees with 5 to 10 years of experience can expect to earn an average total compensation of C$62,000 based on 11 salaries. An experienced Certified Financial Planner (CFP) which includes employees with 10 to 20 years of experience can expect to earn an average total compensation of C$71,000 based on 14 salaries. A Certified Financial Planner (CFP) with late-career experience which includes employees with greater than 20 years of experience can expect to earn an average total compensation of C$75,000 based on 6 salaries.

Pay Difference by Location

National Average: C$66,900

Larger city markers indicate a job is popular in that location.

Key Stats for Certified Financial Planner (CFP)

Gender

Female
47 %
Male
53 %

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 7 votes.
Less than 1 year
1%
1-4 years
25%
5-9 years
21%
10-19 years
36%
20 years or more
17%

Experience Affects Certified Financial Planner (CFP) Salaries

▲12%

▲6%

National Average
C$67,000

▼8%

▼15%

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 7 votes.

Gender

Female
47 %
Male
53 %

Years of Experience

Less than 1 year
1%
1-4 years
25%
5-9 years
21%
10-19 years
36%
20 years or more
17%

Common Health Benefits

medical benefits
Medical: 75%
dental benefits
Dental: 72%
vision benefits
Vision: 63%
no benefits
None: 24%