Wealth Management, Financial Planning Associate

Durward Jones Barkwell & Company LLP; Hamilton; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading public accounting firm in Hamilton is looking for a Certified Financial Planner. The successful candidate will provide comprehensive financial planning services, enhance client relationships and benefit from mentorship to advance in their career. Qualifications include a Bachelor’s degree and at least two years of relevant experience. This is a full-time role with a competitive compensation package and a focus on professional development.

Benefits

Competitive compensation and benefits package

Flexible work-life balance

Professional development support

Qualifications

• Minimum two years of relevant experience in financial planning or advisory support.
• Strong analytical skills to manage complex financial data.
• Excellent verbal and written communication skills.
• Proficient in Microsoft Office, especially Excel and PowerPoint.

Responsibilities

• Prepare and present financial planning.
• Review client progress and provide ongoing advice.
• Develop financial planning scenarios.
• Attend client meetings and maintain relationships.

Skills

Analytical skills

Client relationship management

Communication

Organization

Education

Bachelor's degree in Commerce, Finance, or related field

Certified Financial Planner (CFP) designation

Tools

Microsoft Excel

Microsoft PowerPoint

CRM platforms

Job description

Job Description

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 ofHamilton-Niagara’s Top Employers for 2025and one ofCanada's Top Small & Medium Employersfor 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.