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Added 8 mins ago
ZC
Finance Operations Associate
Zurich Canada
Toronto, ON
- Full-time
Reporting to the Finance Accounting and Reporting Manager, you will provide support to Financial Operations across a range of general ledger and reporting functions. This is a unique…
Added 8 mins ago
NB
INVESTMENT AND RETIREMENT SPECIALIST, IRS
National Bank of Canada
Alma, QC
- Full-time
your quality of life. This includes a hybrid work environment combining office
Added 8 mins ago
TL
Legal Counsel - Disputes & ...
Toronto Lawyers Association
Toronto, ON
- Full-time
EY Canada is looking for an experienced candidate to join its General Counsel’s Office as Legal Counsel, Litigation and Regulatory, focussing on civil litigation and regulatory matters. We…
Added 8 mins ago
VC
Subcontract Administrator F/H
VINCI Construction Grands Projets Hellas S.A.
Toronto, ON · Greater Toronto Area, Canada
- Contract
FINANCE / ACCOUNTING / MANAGEMENT / TAX - Contract Manager
Added 8 mins ago
TS
Account Manager
Three Ships
Toronto, ON
- $75,000 to $100,000 CAD / year
- Full-time
Employment Location: Hybrid (candidates must be available to work from the Toronto, ON office 2x weekly in order to apply).
Added 9 mins ago
IR
Associate - Asset Management
Innergex Renewable Energy Inc
Longueuil, QC
- Full-time
Proficiency in Microsoft Office; knowledge of Power BI, Tableau, and Oracle is a plus.
Added 9 mins ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Vancouver, BC
…opportunity for an Insurance Advisor in Vancouver, BC at our West 8th office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for…
Added 9 mins ago
M
Senior Claims & Insurance Officer
Metrolinx
Toronto, ON
- Full-time
Our Corporate Insurance Office is looking for a Senior Claims & Insurance Officer to join the team. This role will be responsible for handling Property & Casualty (P&C) claims arising from…
Added 9 mins ago
W
Conseiller(ère) en architecture Azure et FinOps
Wepoint
Montreal, QC · Quebec, QC
- Full-time
Added 9 mins ago
P
Buyer
Plasman
Windsor, ON
- $70,000 to $80,000 CAD / year
- Full-time
Proficiency in procurement software and Microsoft Office Suite and ERP/MRP systems (Trans4M).
Added 23 mins ago
CP
Senior Accountant
CanGas Propane Inc.
Saskatoon, SK
- Full-time
Review and evaluate accounting processes and policies, identifying opportunities to improve efficiency, strengthen controls, and implement automation or system enhancements.
Added 23 mins ago
MD
Developer, AI & Automation - IAF
MaRS Discovery District
Toronto, ON
- Full-time
Applicants must be legally eligible to work in Canada, reside in Ontario and be willing to work out of our Toronto office (101 College Street) a minimum of 3 days per week.
Added 23 mins ago
FB
Skip Tracer
Fairstone Bank
Toronto, ON
- Full-time
Proficiency with Microsoft Office Suite and Outlook.
Added 23 mins ago
IO
Internal Auditor
Irving Oil
Saint John, NB
- Full-time
Work Environment – Work onsite in our beautiful home office building with access to a fitness facility, onsite nurse and a café
Added 23 mins ago
IO
Senior Financial Analyst
Irving Oil
Saint John, NB
- Full-time
Work Environment – Work onsite in our beautiful home office building with access to a fitness facility, onsite nurse, and a café
Added 23 mins ago
ST
Associate, Investor Services - AEOI
SS&C Technologies
Mississauga, ON
- Full-time
Advanced proficiency in Microsoft Office applications, particularly Excel.
Added 23 mins ago
KC
Senior Project Coordinator
Kindred Construction
Revelstoke, BC
- Full-time
…procedures including digital platforms, project filing system, cost accounting system, and project…
Added 23 mins ago
A
Global Compensation Manager
Accenture
Toronto, ON · Ottawa, ON · Montreal, QC · Vancouver, BC · Calgary, AB
- Full-time
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location,
Added 23 mins ago
R
Director, Parallel by RBC
RBC
Toronto, ON
- Full-time
…and expansion of Parallel by RBC, our strategic multi-family office offering. This is a pivotal role where you will drive business development and relationship management, execute our…
Added 23 mins ago
R
Associate
RBC
Pickering, ON
- Full-time
Strong skills working with business applications/technology, including Microsoft Office Suite
Added 23 mins ago
R
Associate Vice President, Core Banking, RBCx (similar to Commercial Account Manager)
RBC
Ottawa, ON
- Full-time
…clients in the greater Ottawa area. Working from our Ottawa office at 90 Sparks Street, in this role you will serve as the primary point of contact for the bank with a diverse group of tech…
Added 23 mins ago
R
Associate Advisor
RBC
Toronto, ON
- Full-time
Strong skills working with business applications/technology, including Microsoft Office Suite
Added 23 mins ago
B
Property Services Coordinator
BGIS
Calgary, AB
- Full-time
High School Diploma with up to 1 year of relevant experience in office administration / service coordination.
Added 37 mins ago
LT
Senior Business Systems Analyst – Payments (11+ Years) / Toronto, ON, Canada
LogicsT Technologies
Toronto, ON
- Contract
Agile, PDLC, JIRA, Confluence, MS Office, and MS Visio.
Added 37 mins ago
AS
Compliance Testing Consultant
Apex Systems
Toronto, ON
- $65 to $68 CAD / hour
- Full-time

BJRC Recruiting

Certified Financial Planner

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 9, 2026
Posting language: English
Posted: Nov 9, 2026

Original job description

Financial Planner

Toronto, ON | Full-time | Four days per week in-office at Yonge and St. Claire location

Our client, an established wealth advisory practice, is seeking a Financial Planner to take ownership of comprehensive planning for an existing high-net-worth client base. Working closely with the lead advisor and team, you will turn complex financial circumstances into clear recommendations and help clients follow through on their plans.

Key Responsibilities

Lead the planning process, including gathering documents, conducting discovery meetings, developing projections, and presenting recommendations.
Prepare and update comprehensive financial plans covering retirement, cash flow, investments, tax, estate, succession, and risk management.
Review plans for accuracy, assess alternative scenarios, and explain recommendations clearly to clients and colleagues.
Prepare for client review meetings, monitor progress, and track outstanding action items.
Coordinate with accountants, lawyers, insurance specialists, and other professionals to support implementation.
Identify insurance needs and support recommendations and execution, where appropriately licensed.
Prepare written planning strategies and accessible educational content on relevant financial topics.
Improve planning workflows and maintain organized client records.

Candidate Profile

Demonstrated experience personally building and presenting comprehensive financial plans.
CFP designation preferred, with relevant financial planning experience essential.
Experience serving high-net-worth families; familiarity with incorporated business owners and complex tax and estate considerations is an asset.
Strong analytical, written communication, and client presentation skills.
Proficiency with financial planning software; Planworth experience is an asset.
An active life insurance licence is strongly preferred.
A proactive, organized approach, sound judgment, and the ability to manage competing priorities independently.
Comfortable working in a fast-paced, collaborative environment and attending the Toronto office four days per week.

Compensation and Structure

Compensation will reflect experience and qualifications. Performance incentives and opportunities tied to referrals and insurance business may be discussed.

The initial focus is on planning and servicing existing clients, with no requirement to bring a book of business.

Apply About employer

More about this job

Responsibilities

Lead comprehensive financial planning for an existing high-net-worth client base, from discovery and projections through recommendations, client reviews, and follow-up. Coordinate with external professionals to support plan implementation, prepare written strategies, and improve planning workflows and client records.

Requirements

Candidates should have demonstrated experience building and presenting comprehensive financial plans, with a CFP designation preferred and relevant planning experience essential. Experience with high-net-worth families, strong analytical and communication skills, financial planning software proficiency, and an active life insurance licence are preferred or advantageous.

Skills

Comprehensive Financial Planning
Retirement Planning
Cash Flow Planning
Investment Planning
Tax Planning
Estate Planning
Succession Planning
Risk Management
Financial Projections
Scenario Analysis
Client Presentations
Insurance Needs Analysis
Financial Planning Software
Planworth
Workflow Improvement

Visa sponsorship

Not detected in the job text

Keywords

Certified Financial Planner
CFP Designation
High-Net-Worth Clients
Comprehensive Financial Plans
Retirement Planning
Cash Flow
Investments
Tax Planning
Estate Planning
Business Succession
Risk Management
Financial Projections
Scenario Analysis
Client Review Meetings
Insurance Needs
Life Insurance Licence
Financial Planning Software
Planworth
Incorporated Business Owners
Client Records
Planning Workflows
Accountants
Lawyers
Wealth Advisory

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