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Added 7 mins ago
RM
Pharmacy Technician Registered
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Part-time
The staff is responsible for the procurement, storage, preparation and delivery of all medications, ensuring the safety and quality of all medicine related processes affecting patients of…
Added 7 mins ago
R|
Receiving, Distribution and Package Delivery Clerk
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Prioritize perishable packages (refrigerated, frozen, cryogenic) and maintain the cold chain until delivery,
Added 7 mins ago
LC
Pharmacy Assistant, Hourly Part Time Day
Loblaw Companies Limited
Toronto, ON
- Part-time
To assist with the technical functions of dispensing prescriptions, assist as appropriate in the delivery of pharmacy services and participate in the maintenance and operations of the…
Added 7 mins ago
LC
Pharmacy Assistant, Hourly Full Time Day
Loblaw Companies Limited
Toronto, ON
- Full-time
To assist with the technical functions of dispensing prescriptions, assist as appropriate in the delivery of pharmacy services and participate in the maintenance and operations of the…
Added 8 mins ago
Associate Manager, Growth Operations
DoorDash Canada
Toronto, ON
DoorDash's mission is to grow and empower local economies. By building intelligent, last-mile delivery technology for local cities, DoorDash connects people with the local businesses they…
Added 8 mins ago
Prepared Foods - Clerk Department Second Deli
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Moncton, NB
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 8 mins ago
W
(CAN) OMNI Customer Fulfillment Associate
Walmart
Brampton, ON
- Part-time
Picks and assembles customer orders from different temperature areas with care and accuracy to support on-time delivery. Packs orders carefully by confirming product selection, quantities,…
Added 8 mins ago
JI
Senior Product Manager
Jumbo Interactive
Calgary, AB
- Full-time
We are looking for a Senior Product Manager / Product Owner to lead the strategy, development, delivery, and ongoing evolution of innovative B2B and B2C lottery technology products in a…
Added 37 mins ago
BT
U.S. Corporate Tax Partner
Baker Tilly Canada
Toronto, ON
- Full-time
Practical exposure to US tax operational delivery and workflow management
Added 37 mins ago
B
Intermediate Accountant, Assurance
BDO
Barrie, ON
- Full-time
You identify, recommend, and are focused on effective service delivery to your clients
Added 37 mins ago
Office Manager
EBC Inc.
Mississauga, ON
Added 53 mins ago
CC
Retail Shift Leader
Canna Cabana
Canmore, AB
- Part-time
Assist in the delivery of key personnel management when on shift and resolve any customer service issues as and when needed
Added 1 hour ago
A
Développeur Full Stack | Full Stack Developer (C# / React)
Astek
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Added 1 hour ago
Financial Planner
Richardson Wealth Ltd
Toronto, ON
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are…
Added 1 hour ago
AS
Senior Software Development Engineer in Test (SDET) – Digital Banking
Aequilibrium Software Inc.
Remote, Canada
- $100,000 to $120,000 CAD / year
- Full-time
- Remote
Strong understanding of SDLC, Agile delivery, defect management and risk-based testing.
Added 1 hour ago
BC
Registered Nurse- Paeds
Brant Community Healthcare System
Brantford, ON
- Full-time
Strong organizational, time management, and interpersonal skills
Added 1 hour ago
LC
Receiver Part Time Day
Loblaw Companies Limited
Winnipeg, MB
- Part-time
Support in the delivery of promotions and programs
Added 1 hour ago
LC
Receiver Part Time Night
Loblaw Companies Limited
Winnipeg, MB
- Part-time
Support in the delivery of promotions and programs
Added 1 hour ago
BB
Représentant(e) des services techniques à domicile (Temps plein) / Field Technical Service Representative (Full Time)
Best Buy Canada
Saint-Bruno, QC
- Full-time
Provide delivery, installation and repair of the latest and greatest tech in our customers’ homes
Added 1 hour ago
H
Senior Program Manager
HDR
Burlington, ON · Kingston, ON · Ottawa, ON · Richmond Hill, ON · Toronto, ON
- Full-time
HDR is seeking a Program Manager (Water/Wastewater) with a proven track record in the development and delivery of large water/wastewater capital programs. This role will be responsible for…
Added 2 hours ago
AT
Warehouse Representative | Winnipeg, MB
Ames Tile & Stone
Winnipeg, MB
- Full-time
Pick, pack, and process orders accurately and efficiently to meet delivery timelines
Added 2 hours ago
AT
Warehouse Representative | Winnipeg, MB
Ames Tile & Stone
Winnipeg, MB
- Full-time
Pick, pack, and process orders accurately and efficiently to meet delivery timelines
Added 2 hours ago
SD
Pharmacy Assistant, Hourly Part Time Day
Shoppers Drug Mart
Toronto, ON
- Part-time
To assist with the technical functions of dispensing prescriptions, assist as appropriate in the delivery of pharmacy services and participate in the maintenance and operations of the…
Added 2 hours ago
SD
Pharmacy Assistant, Hourly Full Time Day
Shoppers Drug Mart
Toronto, ON
- Full-time
To assist with the technical functions of dispensing prescriptions, assist as appropriate in the delivery of pharmacy services and participate in the maintenance and operations of the…
Added 2 hours ago
WF
Training Associate
World Financial Group Insurance Agency Of Canada Inc
Ottawa, ON
- Full-time
…flexibility. The Training Associate will support the design, delivery, and evaluation of training programs for new and existing agents, including onboarding sessions, product training, and…

Richardson Wealth Ltd

Financial Planner

Toronto, ON, Canada

Apply About employer

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Job details

Posting language: English
Posted: Oct 29, 2026

Original job description

About Us:

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Position Overview

The Financial Planner will support the Investment Advisor and will work collaboratively with internal partners to prepare comprehensive financial plans for high-net-worth clients. This role works directly with clients and their advisors to translate complex financial situations into efficient and practical action plans to meet the client’s financial goals.

This is a pipelining posting intended to identify potential talent for future vacancies. While we are not actively hiring for this role today, we encourage interested candidates to apply so we can consider you for upcoming opportunities

Duties and Responsibilities
To be able to prepare, understand and communicate detailed financial projections (including net worth, cash flows and income tax) and advanced planning strategies to team members, Investment Advisors and clients.
This will include the following:
• Work directly with clients and collect the necessary information and documentation required, often in face-to-face meetings
• Develop financial projections and financial plans
• Review wealth plans for accuracy
• Summarize a client’s situation, analyze alternate solutions, and communicate financial planning opportunities
• Prepare written tax and financial planning strategies and educational material within the context of the comprehensive wealth plan
• Develop and write client friendly education articles on timely financial planning topics

Qualifications
• 5 years of direct client work in the completion and delivery of financial plans a key asset
• Excellent understanding of Canadian Income Taxes and Insurance Strategies
• Knowledge and familiarity with use of Financial Planning Software
• Exceptional attention to detail/accuracy
• Excellent analytical skills and ability to suggest alternate solutions to complex problems
• Strong interpersonal skills
• Excellent verbal and written communication skills
• Advanced knowledge and use of Microsoft Word, Excel and Power Point
• Strong organizational skills
• Demonstrated experience working with High-Net-Worth clients is preferred

Education
• Undergraduate degree
• Completion of Financial Planning designation (CFP, RFP, or PFP), or other appropriate designation
• Detailed knowledge of corporate and individual taxation in Canada

The expected annualized base salary range for this role is $60,000-$90,000
The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.

Why Apply:

Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

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More about this job

Responsibilities

Prepare and review comprehensive financial plans, projections, and advanced planning strategies for high-net-worth clients in collaboration with Investment Advisors and internal partners. Gather client information, analyze financial situations and alternatives, and communicate practical recommendations through written strategies and educational materials.

Requirements

The role seeks an undergraduate degree and a financial planning designation such as CFP, RFP, or PFP, along with detailed knowledge of Canadian corporate and individual taxation. Five years of direct client financial-planning experience is an asset; strong analytical, communication, organizational, and software skills are also expected, with high-net-worth client experience preferred.

Skills

Financial Planning
Financial Projections
Canadian Income Tax
Insurance Strategies
Financial Planning Software
Analytical Skills
Client Communication
High-Net-Worth Client Service
Attention to Detail
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Organizational Skills
Wealth Planning
Tax Planning

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Comprehensive Wealth Plan
Financial Projections
Net Worth
Cash Flow
Income Tax
Canadian Taxation
Corporate Taxation
Insurance Strategies
Financial Planning Software
CFP
RFP
PFP
High-Net-Worth Clients
Investment Advisors
Tax Planning
Wealth Management
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Client Education Materials

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