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Closed listing

Financial Planner

Halifax, NS, Canada

Competitive salary starting at $75,000 (final salary based on qualifications), plus performance-based incentive · Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Pay: Competitive salary starting at $75,000 (final salary based on qualifications), plus performance-based incentive
Job type: Full-time
Closing date: Oct 28, 2026
Experience: Minimum 3 years of experience in financial planning or advisory
Posting language: English
Posted: Sep 28, 2026

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Original job description

Archived listing. The details below describe a past opening.

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

Must like dogs!

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:

English (required)

Location:

Halifax, NS B3M 2K5 (required)

Work Location: In person

About employer

More about this job

Responsibilities

Meet with clients to develop, review, and update financial plans covering retirement, tax, estate, and insurance needs, and serve as the ongoing planning contact for assigned clients. Support new-client onboarding, coordinate accurate account changes with Operations, document plans and client records, and collaborate on service initiatives and process improvements.

Requirements

Candidates need a CFP designation or be working toward it, at least three years of financial planning or advisory experience, and an LLQP license or willingness to obtain one; they must also be eligible for CIRO securities registration or already registered. The role requires strong client-service skills, planning knowledge across retirement, tax, estate, and insurance needs, excellent organization and communication, advanced computer competency, and eligibility to work in Canada and work on-site in Nova Scotia.

Skills

Financial Planning
Retirement Planning
Tax Planning
Estate Planning
Insurance Planning
Client Onboarding
Financial Plan Development
Account Setup
Client Recordkeeping
CRM Software
Microsoft Office
Organization
Time Management
Prioritization
Written and Verbal Communication

Benefits

Performance-Based Incentive
CFP Study and Exam Cost Support
LLQP Study and Exam Cost Support
Life Insurance
Accidental Death and Dismemberment Insurance
Long-Term Disability Insurance
Extended Health Care
Dental Care
On-Site Parking
Paid Time Off
Professional Development
Career Growth Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Wealth Management
Financial Advisor
CFP
LLQP
CIRO
Securities Registration
Life Insurance License
Retirement Planning
Tax Planning
Estate Planning
Insurance Planning
Client Onboarding
Fact-Finding
Financial Plan Development
Account Setup
Client Service
CRM Software
Microsoft Office
Database Navigation
Client Records
Operations Coordination
Process Improvement
Portfolio Management

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Jobs in Canada