CFP: Flexible, Growth‑Driven Wealth Planner

Durward Jones Barkwell & Company LLP; St. Catharines; On-site; CAD 55,000 - 80,000; Full time

Job summary

A leading public accounting firm in Niagara Region is seeking a full-time Certified Financial Planner to join their team. The role provides hands-on experience, mentorship, and a clear path to growth. Responsibilities include developing financial plans, maintaining client relationships, and managing data. Candidates must hold a Bachelor’s degree and have at least 2 years of relevant experience. Exceptional organizational, communication, and analytical skills are essential.

Benefits

Competitive compensation and benefits package

Flexible work-life balance and summer hours

Professional development, learning, and growth support

Dynamic team environment

Qualifications

• Bachelor’s degree (Commerce, Finance, or related field).
• Certified Financial Planner (CFP) designation, or active enrollment nearing completion.
• At least two (2) years of relevant experience in financial planning or advisory support.
• Strong analytical skills with the ability to gather, interpret, and manage complex financial data.
• Proficiency in Microsoft Office, especially Excel and PowerPoint.
• Excellent verbal and written communication skills to interact professionally with clients and colleagues.
• Strong organizational abilities to manage schedules, coordinate meetings, and handle multiple tasks simultaneously.
• High levels of discretion when handling confidential information.
• A collaborative, team-focused approach with the ability to also work independently and problem-solve proactively.

Responsibilities

• Prepare, present, and implement financial planning.
• Review client progress periodically, providing ongoing advice and recommending changes as needed.
• Develop and analyze financial planning scenarios.
• Attend client meetings addressing client questions and maintaining active client relationships.
• Gather and organize client data to initiate the planning process and complete data entry.
• Prepare reports, client statements, and investment summaries.
• Maintain accuracy and consistency of information in the Client Relationship Management System (CRM).
• Ensure proper account documentation is in place and plan implementation continues to progress.
• Protect client information in accordance with confidentiality standards.
• Educate DJB Partners and staff on Wealth Management offerings.
• Support and attend client education and appreciation events.
• Introduce non-CPA firm clients to the appropriate CPA Partner.
• Collaborate with colleagues across Wealth Management and DJB to ensure an exceptional client experience.

Job description

Durward Jones Barkwell is one of the largest public accounting firms in the Niagara, Hamilton, and Halton regions, with offices spanning from Burlington to St. Catharines. DJB Wealth Management Inc . originated in 2014, and is a company owned by Durward Jones Barkwell & Company LLP.

At DJB Wealth Management Inc., we help clients to realize their goals through a truly integrated wealth management service. Our team of dedicated Certified Financial Planner™ professionals will work with clients to achieve their financial goals and objectives. Using a flexible, tailored approach, combined with our expertise in business and personal financial planning, we assist our clients in developing strategies and plans that best suit their needs.

As one of Hamilton-Niagara’s Top Employers for 2025 and one of Canada's Top Small & Medium Employers for 2025, we lead in offering our employees an exceptional place to work. We provide all of our employees :

• Competitive compensation and benefits package
• Flexible work-life balance and summer hours
• Professional development, learning, and growth support
• A dynamic team of employees who desire to see everyone succeed!

Our team has an immediate opening for a full-time Certified Financial Planner. The position can be based in our Burlington, Hamilton, or St. Catharines office.

This is a unique opportunity for a CFP professional. You will gain hands-on experience, receive mentorship, and follow a clear path to growth. As a part of this team, you will build your skills, deepen client relationships, and prepare to step confidently into a senior planner role in the future.

Reporting to the Vice President, you will be responsible for :

Financial Planning & Client Service

Prepare, present, and implement financial planning

Review client progress periodically, providing ongoing advice and recommending changes as needed

Develop and analyze financial planning scenarios

Attend client meetings addressing client questions and maintaining active client relationships

Administration & Data Management

Gather and organize client data to initiate the planning process and complete data entry

Prepare reports, client statements, and investment summaries

Maintain accuracy and consistency of information in the Client Relationship Management System (CRM)

Ensure proper account documentation is in place and plan implementation continues to progress

Protect client information in accordance with confidentiality standards

Business Development & Collaboration

Educate DJB Partners and staff on Wealth Management offerings

Support and attend client education and appreciation events

Introduce non-CPA firm clients to the appropriate CPA Partner

Collaborate with colleagues across Wealth Management and DJB to ensure an exceptional client experience

The successful candidate will have :

A Bachelor’s degree (Commerce, Finance, or related field)

Certified Financial Planner (CFP) designation, or active enrollment nearing completion

At least two (2) years of relevant experience in financial planning or advisory support

Strong analytical skills with the ability to gather, interpret, and manage complex financial data

Proficiency in Microsoft Office, especially Excel and PowerPoint; familiarity with CRM and financial planning platforms (e.g., Ndex, Exchange, SharePoint, Compass, NetRep, Imost, Salentica, Conquest)

Excellent verbal and written communication skills to interact professionally with clients and colleagues

Strong organizational abilities to manage schedules, coordinate meetings, and handle multiple tasks simultaneously

High levels of discretion when handling confidential information

A collaborative, team-focused approach with the ability to also work independently and problem-solve proactively

If you are a confident, dedicated and hard-working professional who is motivated to achieve high standards of quality service and value to clients, we would love to hear from you!

We appreciate all who express interest; however, only those selected for an interview will be contacted.

In accordance with the Accessibility for Ontarians with Disabilities Act, 2005 and the Ontario Human Rights Code, DJB will provide accommodations to applicants with disabilities throughout the recruitment, selection and / or assessment process. Please inform Human Resources of the nature of any accommodation(s) that you may require.