Financial Planning Services Manager

Baker Tilly WM; Toronto; On-site; CAD 80,000 - 120,000; Full time

Job summary

Baker Tilly WM is seeking a Financial Planning Services Manager in Toronto. This role involves delivering comprehensive financial planning services, managing client relationships, and mentoring staff, with strong emphasis on growth opportunities and a collaborative team environment. The firm offers a competitive compensation package and ample professional development resources, ensuring the right candidate is set for success in their career.

Benefits

Career Growth opportunities

Competitive total compensation package

Annual management bonus program

Health and wellness spending account

Vacation (4 weeks/year)

Continuing Professional Development

Open-door culture

Fully stocked kitchen

Monthly reimbursement toward parking

Smart casual dress code

Qualifications

• CFP and LLQP holder for at least 5 years.
• 5+ years life insurance experience.
• Client-facing experience at a bank or wealth management firm.

Responsibilities

• Deliver high-quality financial planning services to clients.
• Assist clients with life insurance needs and manage relationships.
• Mentor and coach staff for professional growth.

Skills

Client Relationship Management

Financial Planning

Business Development

Life Insurance Knowledge

Education

CFP certification

LLQP certification

Job description

We are looking for a Financial Planning Services Manager to join our team—bring 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. 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 Financial Planning 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 LLQP holder for at least 5 years
• 5+ years life insurance experience
• 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?

• Career Growth opportunities
• Competitive total compensation package including extended health care, dental and group life benefits
• Annual management bonus program
• Health and wellness spending account.
• 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
• Monthly reimbursement towards parking on transit subsidy
• Monthly reimbursement for your smart phone fees
• 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

Job type:Permanent, Full-time

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.

We offer a competitive remuneration package based on experience and qualifications. If you are a qualified candidate, please apply now. While we appreciate all applications, only candidates selected for an interview will be contacted.

Baker Tilly is an equal opportunity employer dedicated to fostering, supporting, and celebrating a diverse workplace. Upon request, we will accommodate accessibility needs throughout the recruitment and selection process and for our staff. Please let us know during the application process.

#PeopleFirst