Client Services Manager - Wealth

Baker Tilly Canada; Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

Baker Tilly Canada is hiring a Client Services Manager in Toronto to provide exceptional financial planning services for high-net-worth clients. The role emphasizes collaboration with strategic partners, fostering relationships, and mentoring staff. This position offers a competitive compensation package and numerous professional development opportunities.

Benefits

Extended health care benefits

Vacation (4+ weeks/year)

Professional development reimbursement

Open-door culture

Fully-stocked kitchen

Overtime meal and parking reimbursements

Smart casual dress code

Social events throughout the year

Qualifications

• CFP and CLU / LLQP holder preferred.
• Experience in a client-facing role at a wealth management firm.
• Strong knowledge of life insurance products.

Responsibilities

• Deliver high-quality financial planning services to high net-worth clients.
• Collaborate with strategic partners and wealth management firms.
• Mentor and coach staff.

Skills

Financial Planning

Client Relationship Management

Business Development

Life Insurance Knowledge

Education

CFP Certification

CLU / LLQP Holder

Job description

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Be part of something bigger. Build with us today — Now. For tomorrow.

At Baker Tilly, we care about the impact you make. That’s why we’re invested in your growth from day one—because the steps you take today define your tomorrow.

We are looking for a Client Services Manager to join our team—a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll collaborate with a dynamic team of professionals, united by a shared commitment to making a difference—for our clients, our communities, and one another.

Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with clarity.

There is no limit to the growth opportunities at Baker Tilly. We pride ourselves on promoting talent when we see it, and work with each professional to define what success means for them.”

Your role

• Deliver high-quality financial planning services to clients
• Collaborate with our strategic partners & wealth management firms
• Assist in sourcing client opportunities and manage client relationships.
• Develop and foster referral source relationships
• Assist clients with their life insurance needs and work with brokers to place policies.
• Service high net-worth Family Office clients.
• Actively mentor and coach staff, fostering their professional growth and development.

What you bring to the table

• CFP and CLU / LLQP holder
• Experience in a client-facing role at a bank or wealth management firm would be ideal
• Experience developing financial plans and strong knowledge of life insurance products
• Proven ability to develop business with an existing network of clients and / or referral sources.

What’s in it for you?

• Competitive total compensation package including extended health care, dental, and group life insurance benefits
• Vacation (4+ weeks / year)
• Continuing Professional Development courses are provided as well as numerous informal training and development opportunities. The Firm will also reimburse you for approved professional development fees and membership dues.
• An open-door culture promoting interaction with all staff levels, including partners
• A fully-stocked kitchen with breakfast foods, healthy snacks, and treats during tax season, plus coffee, tea, and drinks throughout the year
• Overtime meal and parking reimbursements
• A smart casual dress code (client / day specific)
• Client referral, employee referral, and vehicle purchase incentives
• Many entertaining social events throughout the year

Where you’ll work : Toronto, ON (Hybrid)

Job type : Permanent, Full-time

Your schedule : Monday to Friday

Salary range :

Will be communicated at a later stage in the hiring process

When you join Baker Tilly, you become part of something bigger—an ambitious, forward-thinking company that puts people first. Ideas matter, perspectives count, and every contribution builds a stronger future. If you’re ready to make an impact, we’re ready to meet you.

Note : Baker Tilly WM LLP is an equal opportunity employer and does not discriminate in employment on the basis of race, colour, religion, sex (including gender identity), national origin, political affiliation, parental status, marital status, sexual orientation, disability, age, or other non-merit factors. Baker Tilly WM LLP is dedicated to fostering, supporting and celebrating a diverse workplace. Accommodation is available to all applicants upon request throughout our recruitment and selection process. We will work with all applicants to accommodate their accessibility needs.

Baker Tilly WM LLP is a member of Baker Tilly (Canada) Cooperative, which is a member of the global network of Baker Tilly International Limited. All members of Baker Tilly (Canada) Cooperative and Baker Tilly International Limited are separate and independent legal entities.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Contract

Job function

Job function

Business Development and Sales

Accounting

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