Financial Planner

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

Job summary

Join Baker Tilly WM as a Financial Planner and leverage your expertise to deliver high-quality financial planning services while mentoring staff. Collaborate with a dynamic team and enjoy comprehensive benefits, career growth opportunities, and a commitment to transparency and diversity.

Benefits

Career Growth opportunities

Competitive total compensation package

Parental leave top-up program

Matching RRSP plan

Health and wellness spending account

Vacation (3 weeks per year)

Continuing Professional Development courses

Open-door culture promoting interaction

Fully stocked kitchen

Client referral and employee referral incentives

Qualifications

• 2-3+ years of experience developing financial plans independently.
• Experience in a client-facing role at a bank or wealth management firm preferred.
• Proven ability to develop business with existing clients.

Responsibilities

• Deliver high-quality financial planning services to clients.
• Collaborate with partners & wealth management firms.
• Assist in sourcing client opportunities and manage relationships.

Skills

Client relationship management

Business development

Financial planning

Mentoring

Job description

We are looking for a Financial Plannerto join our teambring your ambition and shape what comes next.

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

At Baker Tilly, we care about the impact you make. Thats why were invested in your growth from day onebecause the steps you take today define your tomorrow.

We are looking for a Financial Planner to join our teama role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, youll collaborate with a dynamic team of professionals, united by a shared commitment to making a differencefor 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.

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
• Service high net-worth Family Office clients.
• Actively mentor and coach staff, fostering their professional growth and development.

What you bring to the table :

• 2-3+ years of experience developing financial plans independently and with little supervision.
• Experience dealing with clients on all aspects of completing a financial plan.
• Experience in a client-facing role at a bank or wealth management firm would be ideal
• Proven ability to develop business with an existing network of clients and / or referral sources.

Whats in it for you?

• Career Growth opportunities
• Competitive total compensation package including extended health care, dental and group life benefits
• Family Benefits - parental leave top-up program for new parents
• Matching RRSP plan
• Health and wellness spending account.
• Vacation (3 weeks per 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 youll work : Toronto

Job type : Permanent, Full-time

Your schedule : Monday to Friday

Total rewards :

Baker Tilly is fair and competitive when it comes to rewarding our people. We regularly benchmark across a variety of positions, industries, sectors and levels. Our total rewards philosophy is rooted in recognizing people's unique contributions and rewarding the value that they deliver. Along with a competitive base salary we offer comprehensive benefits and perks, performance bonuses and flexible hybrid work. For more information on our Total Rewards click here!

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

We are committed to transparency in our hiring process. Please note the following information regarding this job posting :

Position Status :

New Role : This job posting is for a newly created role within our organization. This position has been established to support our growth, and we are excited to welcome a new team member to help us achieve our goals.

If you are selected for an interview, we will contact you directly via email. All virtual interviews will be conducted exclusively on Microsoft Teams. We will never request additional personal information such as bank details or other sensitive data.

Baker Tilly 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 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.