91 Financial Planner jobs in Canada

Job Description

Salary:

We are looking for a Financial Plannerto join our teambring your ambition and shape what comes next.

Be part of something bigger. Build with us today Now. For tomorrow.

At Baker Tilly, we care about the impact you make. Thats why were invested in your growth from day onebecause the steps you take today define your tomorrow.

We are looking for a Financial Planner to join our teama role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, youll collaborate with a dynamic team of professionals, united by a shared commitment to making a differencefor our clients, our communities, and one another.

Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with clarity.

Your role:

• Deliver high-quality financial planning services to clients
• Collaborate with our strategic partners & wealth management firms
• Assist in sourcing client opportunities and manage client relationships.
• Develop and foster referral source relationships
• Service high net-worth Family Office clients.
• Actively mentor and coach staff, fostering their professional growth and development.

What you bring to the table:

• CFP qualification.
• 2-3+ years of experience developing financial plans independently and with little supervision.
• Experience dealing with clients on all aspects of completing a financial plan.
• Experience in a client-facing role at a bank or wealth management firm would be ideal
• Proven ability to develop business with an existing network of clients and/or referral sources.

Whats in it for you?

• Career Growth opportunities
• Competitive total compensation package including extended health care, dental and group life benefits
• Family Benefits - parental leave top-up program for new parents
• Matching RRSP plan
• Health and wellness spending account.
• Vacation (3 weeks per year)
• Continuing Professional Development courses are provided as well as numerous informal training and development opportunities. The Firm will also reimburse you for approved professional development fees and membership dues
• An open-door culture promoting interaction with all staff levels, including partners
• A fully stocked kitchen with breakfast foods, healthy snacks, and treats during tax season, plus coffee, tea, and drinks throughout the year
• Overtime meal and parking reimbursements
• A smart casual dress code (client/day specific)
• Client referral, employee referral, and vehicle purchase incentives
• Many entertaining social events throughout the year

Where youll work: Toronto

Job type:Permanent, Full-time

Your schedule:Monday to Friday

Total rewards:

Baker Tilly is fair and competitive when it comes to rewarding our people. We regularly benchmark across a variety of positions, industries, sectors and levels. Our total rewards philosophy is rooted in recognizing people's unique contributions and rewarding the value that they deliver. Along with a competitive base salary we offer comprehensive benefits and perks, performance bonuses and flexible hybrid work. For more information on our Total Rewards click here!

When you join Baker Tilly, you become part of something biggeran ambitious, forward-thinking company that puts people first. Ideas matter, perspectives count, and every contribution builds a stronger future. If youre ready to make an impact, were ready to meet you.

We are committed to transparency in our hiring process. Please note the following information regarding this job posting:

Position Status:

New Role: This job posting is for a newly created role within our organization. This position has been established to support our growth, and we are excited to welcome a new team member to help us achieve our goals.

If you are selected for an interview, we will contact you directly via email. All virtual interviews will be conducted exclusively on Microsoft Teams. We will never request additional personal information such as bank details or other sensitive data.

Baker Tilly is an equal opportunity employer and does not discriminate in employment on the basis of race, colour, religion, sex (including gender identity), national origin, political affiliation, parental status, marital status, sexual orientation, disability, age, or other non-merit factors. Baker Tilly is dedicated to fostering, supporting and celebrating a diverse workplace. Accommodation is available to all applicants upon request throughout our recruitment and selection process.We will work with all applicants to accommodate their accessibility needs.

Baker Tilly WM LLP is a member of Baker Tilly Canada Cooperative, which is a member of the global network of Baker Tilly International Limited. All members of Baker Tilly Canada Cooperative and Baker Tilly International Limited are separate and independent legal entities.

#LI-Hybrid

A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact.

Your job

• Identify clients’ investment and financing needs in order to draft a personalized financial plan
• Advise clients based on their needs and market trends to offer customized solutions
• Create business development opportunities to increase the number of clients and the volume of existing portfolios
• Make sure that service and operational quality standards are applied, and compliance and risk management rules are followed

Your team

With National Bank, you benefit from working with a large established company, covering a large territory (with all the potential it has to offer), and enjoying flexible working conditions, while helping local people build their lives. Our training programs use on-the-job learning to help you master your role. 

Personalized training content is available to foster ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.

Prerequisites :

• Bachelor's degree or equivalent recognized by the IPF
• Diploma from the Institut de Planification Financière (IPF) or be on track to obtain it within 12 months.
• Mutual fund representative (MFR) licence
• Experience in portfolio management with business development objectives
• Business development experience in the financial advisory services field

Job Description

• This growing firm has existing clients and incoming referrals that a new Planner will be responsible for servicing.
• Providing client specific customized plans and recommendations for personal high net worth clients and their businesses.
• Presenting thoughtful plans to clients in a way that will highlight the benefits and solutions recommended.
• Identifying and assisting with intergenerational wealth management opportunities.
• Coordinating with legal, tax and other professionals for smooth planning and integration

Job Description

Financial Planner Assistant

Join Our Growing Team!
Our rapidly expanding financial planning firm is seeking a detail-oriented and proactive Financial Planner Assistant to support our lead advisors. If you’re passionate about financial planning, thrive in a collaborative environment, and are eager to grow your career in wealth management, this could be the perfect opportunity for you!

Career Growth: Clear path for advancement to Associate Financial Advisor or Financial Advisor roles.
Impactful Work: Play a key role in shaping clients’ financial futures through research, analysis, and strategy support.
Learning & Development: Gain hands-on experience in financial planning, investments, and compliance.

• Analyze client financial data and prepare reports, illustrations, and recommendations for advisor review.

• Assist in portfolio management, including investment analysis and money movement execution.

• Support new business processes by preparing and ensuring accurate paperwork.

• Conduct research on financial products, strategies, and market trends.

• Attend client meetings (note-taking and follow-up) to deepen industry knowledge.

• Ensure compliance with firm policies and regulatory requirements.

Education: Bachelor’s degree (Finance, Business, Economics, or related field preferred).
Skills: Strong analytical abilities, attention to detail, and proficiency in financial planning software is a plus.
Licenses/Certs: CSC and LLQP strongly desirable
Mindset: Self-starter who enjoys problem-solving, systems, and contributing to team success.
Experience: Prior client service or financial industry experience

• Salary: 40,000–60,000/year (commensurate with experience) + bonus potential .

• Flexibility: Hybrid options after 6 months.

• Professional Development: Support for certifications (e.g., CFP®, Series licenses).

Ready to Launch Your Career in Financial Planning?
If you’re eager to learn, grow, and make an impact, we’d love to hear from you! Apply today with your resume and a brief note on why you’re excited about this role.