Christianson Financial is growing - and we're building the team to match. We're looking for a Financial Planner who is ready to be a meaningful contributor in a firm that takes its work seriously and its people even more so. This is not a role for someone looking to maintain the status quo. We want someone who is ready to roll up their sleeves, take ownership, and help us continue delivering an exceptional experience for our clients.
Who We Are
Christianson Financial is a Halifax-based wealth management firm dedicated to being the destination for our clients and their families across all their financial needs. We work with intention - building trusted, long-term relationships, delivering personalized planning and investment solutions, and holding ourselves to a high standard in everything we do. Our team is small, capable, and committed. We take care of our clients the way we'd take care of family, and we bring that same care to how we work with one another.
About this Role
As our client base grows, we're adding a Financial Planner to work alongside our Financial Advisor on the planning relationship our clients count on. Reporting to the Financial Advisor, you will meet directly with clients to build and maintain financial plans, covering retirement, tax, estate and insurance needs. You will also play a key role in onboarding new clients as the firm grows. You bring exceptional organizational skills, a sharp eye for detail, and the kind of judgment that lets you act with confidence and communicate with clarity. Flexible, adaptable, and genuinely invested in the outcomes of the people around you - that's who we're looking for.
This is a full-time, 37.5-hour-per-week position, Monday to Friday from 9:00 AM to 5:00 PM, based entirely on-site at our Halifax office. Occasional early morning or evening meetings, by appointment, may be required to accommodate client schedules.
To apply, please send your resume and cover letter to applications@christiansonfinancial.ca with the subject line: 'Your Next Financial Planner'.
Please note: ONLY CANDIDATES WHO APPLY AS NOTED ABOVE WILL BE REVIEWED.
Responsibilities
- Meet with clients to build, review and update financial plans covering retirement, tax, estate and insurance needs
- Serve as the ongoing planning contact for an assigned group of clients
- Support onboarding of new clients, including fact-finding, plan development and account setup
- Work with the Operations team to ensure client instructions and account changes are carried out accurately
- Prepare clear, well-documented plans and recommendations for client meetings
- Maintain accurate client records and notes within the CRM
- Collaborate with the Financial Advisors and team on client service initiatives and process improvements
- Stay current on tax, estate and insurance planning developments relevant to clients
Qualifications:
- CFP designation, or actively working toward completion
- Minimum 3 years of experience in financial planning or advisory
- Life insurance license (LLQP), or willingness to obtain one
- Eligible for securities registration under CIRO, or currently registered
- Comfortable working with retirement, tax, estate and insurance planning for individuals and families
- Strong client-service orientation and financial mindset
- Proven ability to multi-task and effectively prioritize
- Excellent time management and organizational skills
- Advanced computer competency (MS Office, CRM software, database navigation)
- Excellent written and verbal communication skills, comfortable across in-person, phone and email
Additional Requirements
What We Offer
- Competitive salary starting at $75,000 (final salary based on qualifications), plus performance-based incentive
- Support for CFP and LLQP study and exam costs
- Comprehensive benefits package including Life, AD&D, Long Term Disability, and Extended Health Care
- Free onsite parking
- Free coffee and tea available in our office kitchen
- Supportive, inclusive, and fun work culture
- Opportunities for professional development and career growth, including potential growth into our portfolio management team for the right candidate
Benefits:
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
Application question(s):
- How many years of experience do you have in financial planning, and do you currently hold a CFP designation or are working toward one?
- Are you currently licensed in the financial services industry? If so, please specify which license(s) you hold (e.g., CFP or PFP, LLQP, securities/CIRO) and for how long.
- Are you legally entitled to work in Canada, and able to work on-site in Nova Scotia?
Language:
Location:
- Halifax, NS B3M 2K5 (required)
Work Location: In person
