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Added 3 hours ago
H
Transportation Planner
HDR
Calgary, AB · Vancouver, BC · Burlington, ON · Richmond Hill, ON · Toronto, ON
- Full-time
In the role of Transportation Planner, job responsibilities will vary depending on the strengths of the potential candidate and opportunities available, but will generally include:
Added 4 hours ago
Financial Planner
Richardson Wealth Ltd
Toronto, ON
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…
Added 13 hours ago
NB
Director Fiduciary Services
National Bank of Canada
Montreal, QC
- Full-time
Professional designation such as Notary, Tax Specialist, or Financial Planner.
Added 16 hours ago
MD
Planner Principal Transportation - Principal Planner
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Added 16 hours ago
HI
Purchasing Planner / Inventory Analyst
Holland Imports Inc.
Surrey, BC
- Full-time
Job Description: Purchasing Planner & Inventory Analyst
Added 23 hours ago
L
Planner/Scheduler, Heavy Civil - Future Opportunities
Ledcor
Edmonton, AB
- Full-time
We are seeking a detail-oriented and experienced Planner/Scheduler to support the successful execution of our heavy civil construction projects. In this role, you will be responsible for…
Added 1 day ago
CO
Planner 1 (City Design & Planning)
City of North Vancouver
North Vancouver, BC
- Full-time
Title Planner 1 (City Design & Planning) Job Status Temporary Full Time Position Overview
Added 1 day ago
Development Planner
Town of Morinville
Morinville, AB
The Town of Morinville is currently seeking a full-time Development Planner to join our Planning & Economic Development team. Reporting to the Manager, Planning & Economic Development, the…
Added 1 day ago
TR
2027 January Process Engineer Co-op
Teck Resources Limited
Vancouver, BC · Greater Vancouver, BC
- $4,833 to $6,125 CAD / month
- Full-time
For this exciting position, we are specifically targeting students who have a background in Metallurgical, Chemical, Process, or Mineral Processing Engineering. Candidates must be enrolled…
Added 1 day ago
NM
Mine Planner - Mid Term
Newmont Mining Corporation
BC · Kitimat-Stikine, British Columbia
- Full-time
As a Mine Planner – Mid Term, you will play a key role in developing and maintaining executable mine plans that bridge short-term operations and long-term objectives. Your work will help…
Added 1 day ago
ML
MRO Coordinator
Maple Leaf Foods Inc
ON · Hannon, ON
- $47,000 to $69,000 CAD / year
- Part-time
Work with Planner to ensure all required parts are available prior to the work being scheduled
Added 1 day ago
ML
MRO Coordinator
Maple Leaf Foods Inc
Mississauga, ON
- $47,000 to $69,000 CAD / year
- Part-time
Process all returned parts as required (by reason for return)
Added 1 day ago
ML
Sr. Demand Planner
Maple Leaf Foods Inc
Mississauga, ON
- $71,000 to $103,000 CAD / year
- Part-time
The Sr. Demand Planner is is responsible for developing and maintaining the finished goods sales forecast that is used by the operations and commercial teams.To be successful in the role,…
Added 1 day ago
MS
Job Hiring – Vessel Pre-Planner
Marinus Services
Halifax, NS
- Full-time
Classification: Vessel Pre-Planner (NOC: 13201)
Added 1 day ago
RV
Registered Practical Nurse
Royal Victoria Regional Health Centre
Barrie, ON
- Full-time
…pharmacists, physiotherapists, occupational therapists, a discharge planner, social worker, a respiratory therapist, a speech language pathologist, a chaplain, unit clerks, and volunteers.…
Added 1 day ago
LC
Financial Planner - Watford & Arkona
Libro Credit Union
Warwick, ON · Watford, ON
- Full-time
Join Libro Credit Union as a full-time Financial Planner supporting the Watford and Arkona branches.
Added 1 day ago
Insurance Associate
Odlum Brown
Vancouver, BC
Certified Financial Planner CFP® designation is an asset
Added 1 day ago
AM
Sr. Business Planning Analyst
Advanced Micro Devices, Inc
Markham, ON
- Full-time
You will serve as the primary analyst and planner for the business, partnering with Engineering, Business Unit teams, Finance, Global Operations, Sales Operations, and Sales to develop…
Added 1 day ago
D
GenAI & Python Specialist - Operate (Future Opportunity)
Deloitte
Toronto, ON
- Full-time
…including solutions for Risk Analysts. You will support business process optimization using GenAI and incorporate Natural Language Understanding (NLU) capabilities where…
Added 1 day ago
DC
Technical Specialist, Real Property Management
Defence Construction Canada
Ottawa, ON
- Full-time
…designation); eligible for certification as a professional planner if working in planning role (e.g. Registered Professional Planner, Real Property Administrator, Facilities Management…
Added 1 day ago
C
Banking Centre Leader I
CIBC
Chatham-Kent, ON · Wallaceburg
- Full-time
…Wealth Management Essentials (WME); or Certified Financial Planner…
Added 1 day ago
MR
Assistant Professor of Finance (Limited-Term)
Mount Royal University
Calgary, AB
- Part-time
…the examinations leading to the Qualified Associate Financial Planner ® (QAFP) or Certified Financial Planner ® (CFP) designation. The Department also offers the BBA Finance Honours Program…
Added 1 day ago
DC
Technical Specialist, Real Property Management
Defence Construction Canada
Ottawa, ON
- Full-time
…designation); eligible for certification as a professional planner if working in planning role (e.g. Registered Professional Planner, Real Property Administrator, Facilities Management…
Added 1 day ago
R
Financial Planner, Investment and Retirement Planning- EN
RBC
Montreal, QC
- Full-time
As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own…
Added 1 day ago
R
Financial Planner, Investment and Retirement Planning- EN
RBC
Montreal, QC
- Full-time
As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own…

Richardson Wealth Ltd

Financial Planner

Toronto, ON, Canada

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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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