Financial Planner

We are looking for aFinancial Planner to 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.Thatswhywereinvested 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:

• Responsible for providing comprehensive financial planning services to clients
• Includes investment planning, risk management, tax strategies, and retirement planning
• Work closely with clients to understand their financial goals
• Develop tailored strategies to meet those goals
• Monitor client progress over time to ensure continued success
• Collaborate with team members
• Maintain up-to-date knowledge of financial trends and regulations

What you bring to the table:

• Expertisein financial planning, investment strategies, and retirement planning
• Knowledge of tax strategies, risk management, and wealth preservation
• Strong communication, client relationship management, and interpersonal skills
• Ability to analyze financial data and present actionable recommendations
• Proficiencywith financial planning software and tools
• Bachelors degree in finance, Accounting, Economics, or a related field
• CFP designation preferred, working towards CFP, or at minimum you hold your QAFP designation
• Knowledge of Canadian financial regulations and compliance standards
• Detail-oriented, organized, and capable of multitasking effectively
• Commitment to ongoing professional development and staying updated on industry trends

Whatsin 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
• Annual bonus program
• Health and wellness spending account.
• Vacation (3weeks per year)
• Continuing Professional Development courses are provided as well asnumerousinformal 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
• A smart casual dress code (client/day specific)
• Client referral, employee referral, and vehicle purchase incentives
• Many entertaining social events throughout the year

Whereyoullwork: Toronto, ON

Job type:Permanent, Full-time

Your schedule:Monday to FridayHybrid

Salary range:$70,000 - $80,000 per year

Baker Tilly is fair and competitive when it comes to rewarding our people. We regularly benchmark across a variety of positions, industries,sectorsand 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 andperks, performancebonusesand flexible hybrid work. For more information on our Total Rewards clickhere!

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. Ifyoureready to make an impact,wereready to meet you.

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

Position Status:

• Existing Vacancy: This job posting is for an existing vacancy within our organization. The position has become available due to employee departure, and we are actively seeking a qualified candidate to fill this role.
  

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 employmenton the basis ofrace, 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,supportingand 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.

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