Financial Planner

Baker Tilly; Courtice; On-site; CAD 70,000 - 100,000; Full time

Job summary

Baker Tilly KDN is seeking a Financial Planner to provide expert guidance to clients in beautiful Ontario. The role involves creating tailored financial plans, building strong client relationships, and ensuring clients achieve their financial goals. Join a dynamic team committed to professional growth and community service.

Benefits

Competitive compensation and benefits package

Ongoing training and support for professional development

Flexible working environment

Team building adventures

Qualifications

• Active life insurance license preferred or willingness to obtain within 3 months.
• Minimum 3-5 years’ experience as a Financial Planner or Financial Consultant.
• Flexibility to support an entrepreneurial business model focused on growth.

Responsibilities

• Meet and develop relationships with clients to understand their situation.
• Create strategic financial plans and budgets for clients.
• Identify potential financial risks and develop strategies to mitigate them.

Skills

Analytical skills

Interpersonal skills

Communication skills

Education

Bachelor’s degree in Business, Finance, Economics, or Statistics

Master’s degree, CPA, or diploma in financial planning

Tools

CaseWare

Taxprep

Conquest

Job description

Join our team in the picturesque Kawarthas, growing Durham, or the vibrant Northumberland regions, where pristine lakes, lush landscapes fabulous restaurants and growing residential communities surround our dynamic public accounting firm. We're seeking a skilled Financial Planner to provide expert guidance to our diverse clientele. If you're passionate about helping individuals and businesses achieve their financial goals amidst the tranquility and adventure of this beautiful locale, we welcome you to apply and become an integral part of our thriving firm.

Baker Tilly KDN is seeking a dynamically inspired and enthusiastic individual to join our team of professionals as a Financial Planner. At BT KDN, we ask our people to think beyond the numbers. Exceptional customer service, true business understanding and the inspiration to grow and building lasting relationships is required to support our clients and help them plan for tomorrow.Embrace a role with opportunities for continued career growth, while making a difference for our clients, community and profession.

Why join the Baker Tilly KDN team?

With BT KDN, you can find a career that’s uniquely you. Our professionals are encouraged toBe Trueto their values and ambitions. We have strong community roots and believe in providing our clients with high quality, personalized service. Our success depends upon attracting, developing and retaining strong professionals. We are committed to providing a challenging and fulfilling career fill with opportunities for growth. When you join our firm, you can expect :

• Competitive compensation and benefits package including comprehensive health and RRSP matching program
• A leadership team committed to your success
• Challenging and varied projects and assignments
• Ongoing training and support for professional development
• Team building adventures (we've thrown axes, taken a rivercruiseand played dodgeball - just to name a few)
• A professional, fun and friendly working environment
• Flexible working environment
• Full time hours Monday - Friday

What would you be doing?

Reporting to the Partner, this position will play a vital role in assisting our valued clients and / or their businesses with their financial goals and objectives. By taking a proactive, distinct, and personal approach as a trusted advisor you will oversee our clients’ financial resources while skillfully tailoring sound, long-term financial plans. You will focus on building robust long-lasting relationships and foster strategic partnerships with the Baker Tilly partners, clients, businesses, and through your own networking.

As a leader in our growing firm, you will report to the Partner. You will be responsible to :

• Meet and develop relationships with clients to understand their situation
• Offer support and provide ongoing financial guidance, to help them achieve their retirement goals
• Create strategic financial plans and budgets for clients
• Identify potential financial risks and develop strategies to mitigate them
• Monitor clients’ need and adjust their financial plans accordingly
• Prepare detailed financial reports for clients
• Provides financial analysis as part of preparing a comprehensive financial plan for clients, including cash-flow, retirement, estate planning, education funding, risk management, retirement projections and investment management
• Work collaboratively with Firm partners and staff in providing advice to clients
• Coordinate with our Portfolio Manager partners to ensure the client portfolios are managed in line with the client tax plan
• Develop and maintain positive and productive working relationships
• Delivering to the highest service standards
• Managing multiple client requests efficiently and in a timely manner
• Identify and cultivate new clients to develop and grow a book of business
• Review and identify any opportunities to improve client and company outcomes through the financial planning process
• Maintain updated knowledge of regulations, practices, and financial products

Who is our ideal candidate?

• Active life insurance license (preferred) or willingness to obtain within 3 months of hire
• Bachelor’s degree in a relevant field such as Business, Finance / Commerce, Economics or Statistics; master’s degree, CPA, or diploma in financial planning a plus
• Minimum 3-5 years’ experience as a Financial Planner or Financial Consultant
• Ability to analyze complex financial information and make recommendations
• Previous experience with CaseWare, Taxprep, developing financial plans utilizing Conquest (or similar) is an asset
• Flexibility to support an entrepreneurial business model focused on growth
• Experience with paraplanning and working in the investments and insurance industry
• Strong interpersonal skills with a proven ability to build and establish strong relationships with our clients, internal and external partners, suppliers, and members of the BT KDN team
• Exceptional written and oral communication skills
• Ability to consistently meet deadlines, which can be conflicting with one another
• Strong analytical skills and high attention to detail
• A desire to be an integral part of a fun team environment

About Baker Tilly KDN

Baker Tilly KDN LLP (BT KDN) is a full-service accounting firm providing assurance, tax and related business advisory services to a broad range of clientele from our offices in Peterborough, Lindsay, Courtice and Cobourg. With 18 partners and more than 130 employees, BT KDN is the largest locally owned and operated regional accounting firm in Central Ontario. We have strong community roots and believe in providing our clients with high quality, personalized service.

In addition to top-notch assurance and tax guidance, BT KDN stands out by providing dynamic value-added expertise in a number of specific areas, including valuation, cybersecurity,data analytics and our successful BT Advantage offering which focuses on customized accounting and CFO advisory solutions that allow our clients to focus on growing their business while leaving the financial reporting, advisory and analysis to our experts.

This role will be posted until a suitable candidate is found :

• Baker Tilly KDN LLP is an equal opportunity employer and does not discriminate in employment on the basis of race, colour, religion, gender, national origin, political affiliation, parental status, marital status, sexual orientation, disability, age, or other non-merit factors. Baker Tilly KDN 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. Please contact us at if you require accommodation. We will work with all applicants to accommodate their accessibility needs.

Baker Tilly KDN 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.