Financial Planner

Position: Financial Planner - Full-Time Role
Join Baker Tilly as a Financial Planner and help clients navigate their financial journeys. Employ your expertise in investment planning and risk management for impactful outcomes.

In this full-time position, you will focus on delivering comprehensive financial planning, including customized strategies for investment, retirement, and tax management. Work closely with clients to align their financial aspirations with effective strategies and ensure consistent progress monitoring.

Your role will further be enriched by collaborative interactions with an expert team committed to excellence.

Key Responsibilities:

• Provide top-notch financial planning services for clients

• Develop plans for investment and retirement

• Work closely to evaluate and understand client goals

• Adjust strategies as needed based on client feedback

• Keep informed about evolving financial trends

Requirements:

• Bachelor’s degree in finance or Economics

• Knowledge of Canadian financial regulations

• Strong analytical abilities and communication skills

• Detail-oriented with proven multitasking skills

• Experience or commitment to earning CFP designation

Empower clients with financial clarity and strategies at Baker Tilly.
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