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Added 1 min ago
CE
Lead Electrical Engineer
Capital Engineering (Partnership)
AB · Edmonton, AB
- Full-time
…involvement with engineering leadership, project execution, and client engagement. You will lead electrical engineering scopes from early project development through detailed engineering,…
Added 1 min ago
SH
Registered Practical Nurse
SE Health
Bancroft, ON
- Temporary
When designated as a primary provider for a client caseload, you will be the point of care lead accountable for their care while working in collaboration with other care team members and…
Added 1 min ago
C
Consulting Principal, Business Analysis Center of Excellence & AI Adoption Lead
Cognizant
Toronto, ON
- Full-time
As a Consulting Principal, Business Analysis Center of Excellence & AI Adoption Lead, you will make an impact by leading a Business Analysis Center of Excellence (CoE) for a leading…
Added 1 min ago
GT
Scrum Master
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $70 to $85 CAD / hour
- Contract
…team and customers. In this engagement, the Scrum Master will lead 2 to 3 scrum teams (8 to 10 people) supporting a value creation…
Added 1 min ago
WI
Principal Water Resources Engineer
WSP in Canada
BC · British Columbia, Canada
- Full-time
Lead hydrotechnical design that support safe, climate-resilient infrastructure across Western Canada
Added 1 min ago
WI
Principal Geomorphologist
WSP in Canada
BC · British Columbia, Canada
- Full-time
Lead fluvial and coastal geomorphology across multidisciplinary projects from proposal through completion.
Added 1 min ago
R&
Senior Delivery Manager
Robots & Pencils
Canada
- Full-time
…faster, and more senior by design. Our teams average 15+ years of experience. We move fast, sweat the details, and build things that actually…
Added 1 min ago
CE
Lead Mechanical Engineer
Capital Engineering (Partnership)
AB · Edmonton, AB
- Full-time
Capital Engineering is seeking a Lead Mechanical Engineer to join our Edmonton team. In this role, you will provide technical leadership across multidisciplinary projects from concept…
Added 1 min ago
A
Regional Marketing Manager- Edmonton Store Support Centre Office
AutoCanada
AB · Edmonton, AB
- Other
3–5 years of experience in marketing, account management, or client services, ideally in automotive, retail, or a multi-location business.
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N
Team Lead – Mechanical/Operator
Nordion
Laval, QC
- Full-time
…préparation en vue de l’irradiation ainsi que leur expédition au client. Il doit également planifier l’irradiation et l’ensemble des travaux à effectuer pendant le quart de travail. Il est…
Added 1 min ago
2I
Sap Solutions Architect - EAM/PM
2iSolutions Inc.
Oshawa, ON
- Contract
Our large industrial client in Oshawa is looking to hire an SAP Solutions Architect to lead the SAP solution design across a portfolio of SAP modernization initiatives.. The focus of this…
Added 1 min ago
WI
Principal Geomorphologist
WSP in Canada
Victoria, BC
- Full-time
Lead fluvial and coastal geomorphology across multidisciplinary projects from proposal through completion.
Added 1 min 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
At Hillsdale, we take pride in delivering a high-touch, high-integrity experience to every client we serve. In this role, you will join our Private Client Investment Services (PCIS) team to…
Added 1 min ago
OC
Superviseur(e), services à la clientèle et opérations / Client Services and Operations Supervisor
Ossiano Capital
Montreal, QC
- Full-time
As Client Services and Operations Supervisor, you will lead the team responsible for this work. You will oversee daily priorities and team performance, develop and implement procedures,…
Added 1 min ago
TT
Commercial Finance Business Partner
Tundra Technical Solutions
Toronto, ON
- $100,000 to $150,000 CAD / year
- Full-time
Reporting to the Chief Financial Officer, the Commercial Finance Business Partner will establish and lead a centralized Pricing Desk within Finance to improve pricing consistency, manage…
Added 1 min ago
WI
Principal Water Resources Engineer
WSP in Canada
Victoria, BC
- Full-time
Lead hydrotechnical design that support safe, climate-resilient infrastructure across Western Canada
Added 1 min ago
GE
Project Manager AI
Global ERP Solutions
Toronto, ON
- Full-time
Experience managing client-facing technology projects.
Added 1 min ago
Z
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 1 min ago
R
Project Manager – Infrastructure
Raise
Burnaby, BC
- Full-time
Pay Rate: $75.94/hour, depending on experience
Added 1 min ago
VB
Controller
Vaco by Highspring
Calgary, AB
- Contract
Our client is seeking a Contoller for 3 months with permanent potential in the Calgary area:
Added 1 min ago
HR
Purchasing Manager
Horizon Recruitment Inc
Vancouver, BC · Greater Vancouver Metropolitan Area
- $120,000 to $130,000 CAD / year
- Full-time
Horizon Recruitment is recruiting for a Purchasing Manager our client based in the BC lower mainland. This newly created role is required to support a growing business by strengthening…
Added 1 min ago
SH
Cook
SE Health
Calgary, AB
- Full-time
Assists the Executive Chef, Head Chef, or Lead Cook in organizational planning related to Food Services by providing input and participating in the implementation of menus, schedules, and…
Added 2 mins ago
G
Client Solutions Associate, Centre of Excellence
Gallagher
Calgary, AB
- Full-time
…believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier…
Added 2 mins ago
B
Developing Investment Advisor, BMO Nesbitt Burns
BMO
Toronto, ON · FCP
- Full-time
…aspire to build a successful Investment Advisor practice. A client-focused role, committed to managing and growing relationships with high-net-worth and ultra-high-net-worth clients through…
Added 2 mins ago
M
Manager, Change Enablement
Manulife
Toronto, ON
- Full-time
Experience working in a global team environment; able to potentially work outside of standard work hours to meet client and business needs.

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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