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 to Be True to 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 :

• Flex time
• 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 river cruise and 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 :

Who is our ideal candidate?

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 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.

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