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Planning engineer Jobs in Toronto, ON

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Planning engineer • toronto on

Last updated: 3 days ago

Wealth Planning Associate

Harbourfront Wealth ManagementToronto, Ontario, USA
Full-time

Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management.We are a fast-growing wealth management firm with over $15 billion in assets under administ... Show more

Financial Planning Specialist

0000050339 Royal Trust Corporation of CanadaToronto, Ontario
Full-time

As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High ... Show more

Insights & Planning Lead

VanguardToronto, ON, CA
Full-time +1

Vanguard has an exciting opportunity for an Insights & Planning Lead.In this role you will be responsible for managing complex projects or multiple workstreams within broader programs, ensuring ali... Show more

Media Planning Supervisor, Mekanism

MekanismToronto, ON, Canada (Hybrid)
Full-time

Mekanism is a full-service modern agency making unexpected ideas unstoppable through the power of Soul & Science.We partner with brands to unleash breakthrough creativity and drive impact acros... Show more

Career Event - Financial Planning, Toronto

The Toronto-Dominion Bank (Canada)North York, Ontario
Full-time

We are hosting an exciting Career Event, May 14th, in Toronto providing you the opportunity of meeting the Leadership Team and learn about exciting opportunity at TD Wealth, Financial Planning.Join... Show more

CONSULTANT, POLICY PLANNING & PROJECTS

City of TorontoToronto, Ontario
Full-time +1

CONSULTANT, POLICY PLANNING & PROJECTS.Policy, Planning & Research.Division & Section: Children's Services.Metro Hall, 55 John St, Toronto, M5V 3C6.Monday to Friday, 35 hours per week.T... Show more

Financial Planning Analyst

MercorToronto, Ontario, Canada
Remote
Part-time
Quick Apply

Headquartered in San Francisco, our investors include.Evaluate personal finance tracking documents, spreadsheets, forms, and presentations.Ensure all content is non-AI generated and timestamped.Rem... Show more

Transmission Planning Power Systems Studies Engineer

StantecToronto, ON
Full-time +1

At Stantec, we’re leading the energy transition by combining the strength of a large company with the agility of specialized teams to think big and tackle the hardest challenges.Join us, and you’ll... Show more

Manager, Portfolio Planning

Wawanesa InsuranceNorth York - Toronto, ON (Hybr, CA
Full-time

The Manager of Portfolio Planning reports into the Enterprise Portfolio Management Office (EPMO) and is responsible for supporting the planning and management of the organization’s portfolio of pro... Show more

RBC Financial Planning Networking Event

0000050007 Royal Bank of CanadaToronto, Ontario
Full-time

RBC FINANCIAL PLANNING - A POWERFUL CALLING CARD.Grow your career in your own community in the Lower Mainland with RBC Royal Bank!.If you are an accredited Financial Planner (or actively working to... Show more

Transmission Planning/Studies Engineer

JacobsToronto, Ontario, Canada
Full-time

At Jacobs, we're challenging today to reinvent tomorrow by solving the world's most critical problems for thriving cities, resilient environments, mission-critical outcomes, operational advancement... Show more

Financial Planning Specialist

Royal Bank of Canada>TORONTO, Canada
Full-time

As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High ... Show more

Manager, Store Planning

The Home Depot CanadaToronto, ON, CA
Full-time

At The Home Depot Canada, we want you to feel valued and supported.The pay range you see represents base salary only.In addition, your total rewards may include: semi-annual bonuses tied to busines... Show more

Senior Analyst - Strategic Planning

Kinross Gold CorporationToronto, Onta, Ca
Full-time

Location: Downtown Toronto (outside Union Station – TTC & GO accessible).Founded in 1993, Kinross is a Canadian-based senior gold mining company with operations and projects in the United State... Show more

Consultant/Senior Consultant - Integrated Planning

SteerToronto, ON, CA
Full-time +1
Quick Apply

Our work supports more connected, sustainable, and accessible transportation systems that improve how people live, work, and travel.Steer is an employee-owned international consultancy specializing... Show more

Estate Planning Associate

0000050599 RBC Dominion Securities Inc.Toronto, Ontario
Full-time

You will provide support to a team that helps our DS Investment Advisors, PH&N Investment Counsellors and our clients with insurance quotations, marketing assistance and support for servicing of in... Show more

Associate Director, Cost Planning

Altus GroupToronto, Ontario
Full-time

The salary range listed reflects the base pay for this role at Altus Group and is provided where required by local regulations.Actual offers may differ based on experience, market conditions, and o... Show more

Financial Planning & Analysis Specialist

Child Development InstituteToronto, ON, CA
Full-time
Quick Apply

Who we are Children are at the front and centre of what we do; they are the foundation of our purpose and the basis for our evidence-driven strategy.Our mission is to transform the lives of childre... Show more

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Wealth Planning Associate

Wealth Planning Associate

Harbourfront Wealth ManagementToronto, Ontario, USA
27 days ago
Job type
  • Full-time
Job description
Who we are:
Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $15 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core values start with the belief that great people make great companies.


Career opportunity:
KJH Investors (KJH), is a leading discretionary wealth management team in partnership with Harbourfront Wealth, advising high-net-worth individuals and families. We are seeking a Wealth Planning Associate to work directly with a Portfolio Manager and team in delivering a highly personalized, integrated client experience.
This is a hands-on role with exposure to complex planning and investment decisions, well suited to someone who thrives in a high-performance, detail-oriented environment

You will be responsible for:
  • Partner closely with the Portfolio Manager in managing a select group of high-net-worth client relationships
  • Prepare client meeting materials, portfolio reviews, and follow-up communications
  • Develop and maintain comprehensive wealth plans (retirement, tax, estate, and cash flow)
  • Conduct scenario analysis and identify planning opportunities
  • Coordinate with external advisors (accountants, lawyers) to deliver integrated advice
  • Support portfolio monitoring, reporting, and implementation
  • Maintain CRM and ensure accuracy and completeness of client records
  • Assist with client onboarding and ongoing service requirements


The ideal candidate for this position has:
  • 3–5+ years of experience in wealth management or financial planning
  • Strong technical foundation across tax, estate, and retirement planning
  • Experience working with high-net-worth clients is preferred
  • Experienced with wealth planning systems Conquest or Naviplan preferred
  • Highly organized with exceptional attention to detail
  • Clear, professional communication skills
  • CFP (required)
  • CIM, CFA Level I (or progress), CPA/CA is an asset
  • High level of ownership, accountability, and discretion
  • Thoughtful, proactive, and detail-oriented
  • Collaborative, with a strong client-first mindset
  • Intellectually curious with a commitment to continuous development
Why Join KJH
  • Direct exposure to a senior Portfolio Manager and complex client situations
  • Work within a sophisticated, high-touch wealth management model
  • Opportunity to contribute meaningfully in a growing, high-performing practice


Salary Range: $90,000 - $100,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity).

Diversity and Inclusion
Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.