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Added 7 mins ago
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Consulting Principal, Business Analysis Center of Excellence & AI Adoption Lead
Cognizant
Toronto, ON
- Full-time
Added 7 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
At EDC, we support Canadian businesses to succeed globally. We provide the financial tools and expertise they need to explore new markets, reduce risks, all towards the goal of making…
Added 7 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
At EDC, we support Canadian businesses to succeed globally. We provide the financial tools and expertise they need to explore new markets, reduce risks, all towards the goal of making…
Added 7 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
Added 7 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
At EDC, we support Canadian businesses to succeed globally. We provide the financial tools and expertise they need to explore new markets, reduce risks, all towards the goal of making…
Added 7 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
At EDC, we support Canadian businesses to succeed globally. We provide the financial tools and expertise they need to explore new markets, reduce risks, all towards the goal of making…
Added 7 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
At EDC, we support Canadian businesses to succeed globally. We provide the financial tools and expertise they need to explore new markets, reduce risks, all towards the goal of making…
Added 8 mins ago
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Tax, Accounting and Business Advisory Manager
Zeifmans
Toronto, ON · North York, ON
- Full-time
Added 8 mins ago
TC
Director, Total Rewards
TEN Canada
Mississauga, ON
- Full-time
This leader will serve as a trusted advisor to executive leadership while developing programs that attract, retain, and reward to
Added 8 mins ago
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Senior Financial Advisor - Huron Street & Highbury Avenue, London, Ontario
Scotiabank
London, ON
- Full-time
Added 8 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
At EDC, we support Canadian businesses to succeed globally. We provide the financial tools and expertise they need to explore new markets, reduce risks, all towards the goal of making…
Added 8 mins ago
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Senior Advisor, Operations & Planning (Office of the VP) (People & Culture)
Radio-Canada
Ottawa, ON
- Full-time
Added 8 mins ago
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Service Manager
AutoCanada
Maple Ridge, BC
- $120,000 to $150,000 CAD / year
- Other
Added 8 mins ago
UO
Analyst, Finance Services
University of Calgary
Calgary, AB
- Full-time
…assisting with all aspects of accounting, budgeting, forecasting, financial analysis and reporting for the faculty/unit, project,…
Added 8 mins ago
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Senior Design Manager
BMO
Toronto, ON · YNG
- Full-time
Added 8 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 8 mins ago
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Investment Advisor, BMO Nesbitt Burns
BMO
Toronto, ON · FCP
- Full-time
Added 8 mins ago
Insurance Advisor, Auto (Victoria Square, Regina)
Talent Acquisition Team at Westland Insurance. Text reply only.
Regina, SK
We’re searching for an Insurance Advisor, Auto. Are you searching for new possibilities?
Added 8 mins ago
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Life and Health Advisor
AMA - Alberta Motor Association
AB · Calgary, AB · Edmonton Kingsway Centre
- Full-time
Added 23 mins ago
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Sr. Director, Sales
d1g1t
Toronto, ON
- Full-time
Added 23 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 23 mins ago
Senior Financial Advisor - Huron Street & Highbury Avenue, London, Ontario
Scotiabank
London, ON
Added 23 mins ago
E
Senior Advisor Commercial Portfolio Planning
Enbridge
Calgary, AB
- Full-time
At Enbridge, we are committed to delivering safe, reliable energy while driving financial excellence and innovation. We are seeking a Senior Advisor Commercial Portfolio Optimization to…
Added 37 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 37 mins ago
UO
Incubation Program Lead
University of Manitoba
Winnipeg, MB
- $56,966 to $80,280.2 CAD / year
- 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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