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Added 5 mins ago
C
Consulting Principal, Business Analysis Center of Excellence & AI Adoption Lead
Cognizant
Toronto, ON
- Full-time
…Center of Excellence (CoE) for a leading financial services client, owning its direction, governance, quality, and AI adoption strategy, and acting as a trusted advisor to client leadership…
Added 5 mins ago
ED
Procurement Advisor / Sr. Procurement Advisor - EN 932
Export Development Canada | Exportation et développement Canada
Montreal, QC
- $84,698 to $128,743 CAD / year
- Full-time
Position: Procurement Advisor (Level 17)/ Senior Procurement Advisor (Level 18)
Added 5 mins ago
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Regional Marketing Manager- Edmonton Store Support Centre Office
AutoCanada
AB · Edmonton, AB
- Other
Act as the primary marketing partner and trusted advisor to General Managers and dealership leadership across your portfolio.
Added 5 mins ago
ED
Procurement Advisor / Sr. Procurement Advisor - EN 932
Export Development Canada | Exportation et développement Canada
Mississauga, ON
- $84,698 to $128,743 CAD / year
- Full-time
Position: Procurement Advisor (Level 17)/ Senior Procurement Advisor (Level 18)
Added 5 mins ago
HI
Associate, Operations and Project Management
Hillsdale Investment Management Inc.
Toronto, ON · Greater Toronto Area, Canada
- $80,000 to $120,000 CAD / year
- Full-time
ASSOCIATE – OPERATIONS & PROJECT MANAGEMENT, Private Client Investment Services
Added 5 mins ago
ED
Procurement Advisor / Sr. Procurement Advisor - EN 932
Export Development Canada | Exportation et développement Canada
Toronto, ON
- $84,698 to $128,743 CAD / year
- Full-time
Position: Procurement Advisor (Level 17)/ Senior Procurement Advisor (Level 18)
Added 5 mins ago
ED
Procurement Advisor / Sr. Procurement Advisor - EN 932
Export Development Canada | Exportation et développement Canada
Laval, QC
- $84,698 to $128,743 CAD / year
- Full-time
Position: Procurement Advisor (Level 17)/ Senior Procurement Advisor (Level 18)
Added 5 mins ago
ED
Procurement Advisor / Sr. Procurement Advisor - EN 932
Export Development Canada | Exportation et développement Canada
Brossard, QC
- $84,698 to $128,743 CAD / year
- Full-time
Position: Procurement Advisor (Level 17)/ Senior Procurement Advisor (Level 18)
Added 6 mins ago
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Tax, Accounting and Business Advisory Manager
Zeifmans
Toronto, ON · North York, ON
- Full-time
As a trusted advisor and relationship manager, this candidate would lead a high-performing team, build strong client relationships and become a valued resource whom clients seek out when…
Added 6 mins ago
ED
Procurement Advisor / Sr. Procurement Advisor - EN 932
Export Development Canada | Exportation et développement Canada
Ottawa, ON
- $84,698 to $128,743 CAD / year
- Full-time
Position: Procurement Advisor (Level 17)/ Senior Procurement Advisor (Level 18)
Added 6 mins ago
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Service Manager
AutoCanada
Maple Ridge, BC
- $120,000 to $150,000 CAD / year
- Other
Monitor department operations and client concerns to define patterns and work to improve efficiency
Added 6 mins ago
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Developing Investment Advisor, BMO Nesbitt Burns
BMO
Toronto, ON · FCP
- Full-time
This role is designed for experienced wealth professionals who aspire to build a successful Investment Advisor practice. A client-focused role, committed to managing and growing…
Added 6 mins ago
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Investment Advisor, BMO Nesbitt Burns
BMO
Toronto, ON · FCP
- Full-time
As an Investment Advisor, you will build and grow your own advisory business delivering comprehensive wealth management advice to high‑net‑worth individuals, families, and business owners.…
Added 6 mins ago
Insurance Advisor, Auto (Victoria Square, Regina)
Talent Acquisition Team at Westland Insurance. Text reply only.
Regina, SK
Westland Insurance Group Ltd has an exciting opportunity for an Insurance Advisor, Auto at our Victoria Square office in Regina, SK! Do you love to provide exceptional client service? If…
Added 6 mins ago
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Life and Health Advisor
AMA - Alberta Motor Association
AB · Calgary, AB · Edmonton Kingsway Centre
- Full-time
Accurately document discussions around client needs and sales.
Added 6 mins ago
Style Advisor
Suitsupply
Montreal, QC
As a Style Advisor, you have a contagious energy and possess an entrepreneurial spirit. You have a strong sense of your own personal style and are enthusiastic about dressing people. You…
Added 21 mins ago
D
Sr. Director, Sales
d1g1t
Toronto, ON
- Full-time
…consultative sales executive who exemplifies our values around client centricity and has a demonstrated track record of crafting and delivering exceptional client outcomes. In this role,…
Added 21 mins ago
H&
Front Office Coordinator
Heidrick & Struggles
Toronto, ON
- Full-time
Heidrick & Struggles is the world’s foremost advisor on executive leadership, driving superior client performance through premier human capital leadership advisory services. For more than…
Added 35 mins ago
WI
Senior Asset Management Consultant
WSP in Canada
Canada
- Full-time
In this role, you will work as a trusted advisor to public and private sector infrastructure clients, helping them translate complex asset information into practical strategies, investment…
Added 35 mins ago
BR
Certified Financial Planner
BJRC Recruiting
Toronto, ON
- Full-time
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…
Added 36 mins ago
PB
Director of SEO
Powered by search
Remote, Canada
- Full-time
- Remote
You’ll manage 4-6 direct reports, work directly with executive stakeholders internally, and serve as a trusted advisor to senior client leaders.
Added 36 mins ago
Business Group Leader - Geotechnical Engineering/Technical Director
GHD Group Pty Ltd
Mississauga, ON
…also play an important role in growing our business, building client relationships and ensuring the team has the capability and capacity to respond to current and future market…
Added 51 mins ago
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Administrative technician for our corporate insolvency team
MNP
Montreal, QC
- Full-time
…firm by supporting internal and external clients. As a trusted advisor, you’ll ensure the efficient and effective operation of our…
Added 51 mins ago
A
Electrical Engineering Manager
AECOM
Calgary, AB
- $120,000 to $170,000 CAD / year
- Full-time
As a Senior Electrical Engineer - Team Lead, you will act as a senior technical resource and advisor for the electrical engineering team, leading the design and delivery of complex building…
Added 51 mins ago
A
Mechanical Engineering Manager
AECOM
Calgary, AB
- $120,000 to $170,000 CAD / year
- Full-time
As a Senior Mechanical Engineer - Team Lead, you will act as a senior technical resource and advisor for the mechanical engineering team, leading the design and delivery of complex building…

BJRC Recruiting

Certified Financial Planner

Toronto, ON, Canada

Full-time

Apply About employer

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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.

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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

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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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