Certified Financial Planner (WR: 854)

Pekarsky & Co.; Edmonton; On-site; CAD 60,000 - 80,000; Full time

Job summary

A reputable accounting firm in Edmonton is seeking a Certified Financial Planner to join their team. The role involves creating tailored financial strategies for clients, emphasizing teamwork and professional growth. Ideal candidates will have strong communication skills and proficiency in financial software, supported by the flexibility of a healthy work-life balance.

Qualifications

• 1-2 years experience as a Certified Financial Planner.
• Strong technical expertise and interpersonal effectiveness.
• Ability to work independently and collaboratively.

Responsibilities

• Develop high-quality, customized financial plans for clients.
• Collaborate with colleagues for integrated, client-focused solutions.
• Maintain CFP credentials and stay updated with industry trends.

Skills

Communication

Analytical skills

Organizational efficiency

Interpersonal skills

Education

Certified Financial Planner (CFP)

Tools

Financial planning software

Excel

Job description

We’re always on the look out for top talent

KBH Chartered Professional Accountants (KBH) is a full-service accounting and advisory firm based in Edmonton, Alberta, with an additional office in Provost. Since its inception in 1981, KBH has been dedicated to “helping people succeed,” a commitment that encompasses clients, team members, and the broader community. The firm offers a wide array of services, including accounting and audit, tax planning, business advisory, business valuation, and wealth planning, all delivered through an integrated advisory model that fosters collaboration across various industries. KBH stands out for its client-centric approach, emphasizing personalized service and innovative strategies tailored to the unique needs of owner-managed businesses. The firm’s culture is rooted in professionalism, innovation, and a supportive environment that values flexibility and work-life balance.

KBH is currently looking for a permanent full-time Certified Financial Planner for their Edmonton office. They are looking for someone who is professional, motivated, outgoing, and positive for this client-facing role, with the ability to work independently and within a team environment. The successful candidate will be responsible for developing high-quality, customized financial plans that reflect each client’s unique goals, circumstances, and risk tolerance. They will contribute meaningfully to a collaborative team environment by working closely with accounting and advisory colleagues to provide integrated, client-focused solutions. A strong commitment to professional development, including maintaining CFP credentials and staying current with industry trends and regulatory changes, will be essential to their success and to the continued growth of KBH’s financial planning practice.

The ideal candidate is a Certified Financial Planner with at least 1–2 years of experience post-certification and a strong foundation in both technical expertise and interpersonal effectiveness. They bring exceptional communication skills, with the ability to simplify complex financial concepts for a range of audiences, along with a sharp eye for detail and a high level of organizational efficiency. Analytical and solutions-oriented, they are comfortable working independently while also thriving in a collaborative, team-based environment. Proficiency in financial planning software and Excel is essential, and experience in a professional services setting is considered a strong asset. LLQP certification and confident presentation skills for both client and advisor-facing settings are also valuable in this role.

For more information about this opportunity please reach out to Nathan Makarowski at [e-mail].

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