Financial Planner

Posted Friday, July 31, 2026 at 4:00 a.m.

As a leading Canadian wealth management organization,Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

The Financial Planner will support the Investment Advisor and will work collaboratively with internal partners to prepare comprehensive financial plans for high-net-worth clients. This role works directly with clients and their advisors to translate complex financial situations into efficient and practical action plans to meet the client’s financial goals.

This is a pipelining posting intended to identify potential talent for future vacancies. While we are not actively hiring for this role today, we encourage interested candidates to apply so we can consider you for upcoming opportunities

To be able to prepare, understand and communicate detailed financial projections (including net worth, cash flows and income tax) and advanced planning strategies to team members, Investment Advisors and clients.

• Work directly with clients and collect the necessary information and documentation required, often in face-to-face meetings
• Develop financial projections and financial plans
• Review wealth plans for accuracy
• Summarize a client’s situation, analyze alternate solutions, and communicate financial planning opportunities
• Prepare written tax and financial planning strategies and educational material within the context of the comprehensive wealth plan
• Develop and write client friendly education articles on timely financial planning topics

• 5 years of direct client work in the completion and delivery of financial plans a key asset
• Excellent understanding of Canadian Income Taxes and Insurance Strategies
• Knowledge and familiarity with use of Financial Planning Software
• Exceptional attention to detail/accuracy
• Excellent analytical skills and ability to suggest alternate solutions to complex problems
• Strong interpersonal skills
• Excellent verbal and written communication skills
• Advanced knowledge and use of Microsoft Word, Excel and Power Point
• Strong organizational skills
• Demonstrated experience working with High-Net-Worth clients is preferred

• Undergraduate degree
• Completion of Financial Planning designation (CFP, RFP, or PFP), or other appropriate designation
• Detailed knowledge of corporate and individual taxation in Canada

The expected annualized base salary range for this role is $60,000-$90,000

The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.

Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.