Financial Planner

Be part of something bigger. Build with us today — Now, for tomorrow.
At Baker Tilly, we care about the impact you make. That’s why we’re invested in your growth from day one—because the steps you take today define your tomorrow.

We are looking for a  Financial Planner  to join our team—a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll collaborate with a dynamic team of professionals, united by a shared commitment to making a difference—for 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:

Expertise in 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

Proficiency with financial planning software and tools

Bachelor’s degree in finance, Accounting, Economics, or a related field

CFP designation preferred, working towards CFP, or at minimum has an QAFP designation (at minimum)

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

What’s in 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

Health and wellness spending account.

Vacation (3 weeks per year)

Continuing Professional Development courses are provided as well as numerous informal 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

Overtime meal and parking reimbursements

A smart casual dress code (client/day specific)

Client referral, employee referral, and vehicle purchase incentives

Many entertaining social events throughout the year

Where you’ll work:
Job type:
Permanent, Full-time

Salary range:$70,000 - $80,000 per annum
Baker Tilly is fair and competitive when it comes to rewarding our people. We regularly benchmark across a variety of positions, industries,sectors and 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 and perks, performance bonuses and flexible hybrid work. For more information on our Total Rewards  !

When you join Baker Tilly, you become part of something bigger—an ambitious, forward-thinking company that puts people first. Ideas matter, perspectives count, and every contribution builds a stronger future. If you’re ready to make an impact, we’re ready to meet you.

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

Position Status:

New Role:
This job posting is for a newly created role within our organization. This position has been established to support our growth, and we are excited to…