Jobs in Vaughan

Newest first

Within 25 km of Vaughan

Added 1 day ago
Supervisor, Marketing
McDonald's Corporation
Toronto, ON
Added 1 day ago
Manager, Loyalty Acquisition
Scotiabank
Toronto, ON
Added 1 day ago
Product Analyst, Global Capital Markets (GCM) Transformation - Toronto, ON
Scotiabank
Toronto, ON
Added 1 day ago
Senior Manager, Loyalty Acquisition
Scotiabank
Toronto, ON
Added 1 day ago
Manager, Regulatory Trade Reporting (GWO)
Scotiabank
Toronto, ON
Added 1 day ago
Site Security Coordinator
GardaWorld
Toronto, ON
Added 1 day ago
Gas Measurement Billing Clerk
Enbridge
Toronto, ON
Added 1 day ago
Associate Product Manager, Global Capital Markets (GCM) Transformation - Toronto, ON
Scotiabank
Toronto, ON
Added 1 day ago
Parcel Delivery- On- Call
Canada Post - Postes Canada
Toronto, ON
Added 1 day ago
Administrative Services Clerk
Ontario Nurses' Association
Toronto, ON
Added 1 day ago
Security Concierge
FirstService Residential Canada
Toronto, ON
Added 1 day ago
Social Worker (MSW)
ErinoakKids Centre for Treatment and Development
Brampton, ON
Added 1 day ago
Sales Intern - Toronto, Canada
Linkor Business Intelligence
Toronto, ON
Added 1 day ago
Credit Risk Analyst
Relay
Toronto, ON
Added 1 day ago
Licensed Mortgage Agent
Optimize Financial Group
Toronto, ON
Added 1 day ago
AT
IBM Maximo Systems Administrator
Altis Technology
Toronto, ON
- $110,000 to $140,000 CAD / year
Added 1 day ago
2027 Summer Sales Student Internship
Vantage Marketing Canada
Aurora, ON
Added 1 day ago
Java Application Developer
Experis Canada
Brampton, ON
Added 1 day ago
Vice President, Global Supply Chain
McCain Foods
Toronto, ON
Added 1 day ago
RG
Architectural Specifications Manager - Central Canada
ROCKWOOL Group
Toronto, ON
- $115,000 to $130,000 CAD / year
Added 1 day ago
Account Executive, SMB
NPC DataGuard
Markham, ON
Added 1 day ago
2027 Financial Analyst Opportunities
Brookfield
Toronto, ON
Added 1 day ago
Certified Financial Planner
BJRC Recruiting
Toronto, ON
Added 1 day ago
Heavy Duty Cleaner Full Time Permanent
Compass Group Canada
Toronto, ON
Added 1 day ago
Receptionist - McLaren Toronto
Pfaff Automotive Partners Inc.
Woodbridge, ON

BJRC Recruiting

Certified Financial Planner

Toronto, ON, Canada

Full-time

Within 25 km of Vaughan · About 22.9 km from the city centre

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 9, 2026
Posted: Nov 9, 2026

Original job description

Financial Planner

Toronto, ON | Full-time | Four days per week in-office at Yonge and St. Claire location

Our client, an established wealth advisory practice, is seeking a Financial Planner to take ownership of comprehensive planning for an existing high-net-worth client base. Working closely with the lead advisor and team, you will turn complex financial circumstances into clear recommendations and help clients follow through on their plans.

Key Responsibilities

Lead the planning process, including gathering documents, conducting discovery meetings, developing projections, and presenting recommendations.
Prepare and update comprehensive financial plans covering retirement, cash flow, investments, tax, estate, succession, and risk management.
Review plans for accuracy, assess alternative scenarios, and explain recommendations clearly to clients and colleagues.
Prepare for client review meetings, monitor progress, and track outstanding action items.
Coordinate with accountants, lawyers, insurance specialists, and other professionals to support implementation.
Identify insurance needs and support recommendations and execution, where appropriately licensed.
Prepare written planning strategies and accessible educational content on relevant financial topics.
Improve planning workflows and maintain organized client records.

Candidate Profile

Demonstrated experience personally building and presenting comprehensive financial plans.
CFP designation preferred, with relevant financial planning experience essential.
Experience serving high-net-worth families; familiarity with incorporated business owners and complex tax and estate considerations is an asset.
Strong analytical, written communication, and client presentation skills.
Proficiency with financial planning software; Planworth experience is an asset.
An active life insurance licence is strongly preferred.
A proactive, organized approach, sound judgment, and the ability to manage competing priorities independently.
Comfortable working in a fast-paced, collaborative environment and attending the Toronto office four days per week.

Compensation and Structure

Compensation will reflect experience and qualifications. Performance incentives and opportunities tied to referrals and insurance business may be discussed.

The initial focus is on planning and servicing existing clients, with no requirement to bring a book of business.

Apply About employer

More about this job

Responsibilities

Lead comprehensive financial planning for an existing high-net-worth client base, from discovery and projections through recommendations, client reviews, and follow-up. Coordinate with external professionals to support plan implementation, prepare written strategies, and improve planning workflows and client records.

Requirements

Candidates should have demonstrated experience building and presenting comprehensive financial plans, with a CFP designation preferred and relevant planning experience essential. Experience with high-net-worth families, strong analytical and communication skills, financial planning software proficiency, and an active life insurance licence are preferred or advantageous.

Skills

Comprehensive Financial Planning
Retirement Planning
Cash Flow Planning
Investment Planning
Tax Planning
Estate Planning
Succession Planning
Risk Management
Financial Projections
Scenario Analysis
Client Presentations
Insurance Needs Analysis
Financial Planning Software
Planworth
Workflow Improvement

Visa sponsorship

Not detected in the job text

Keywords

Certified Financial Planner
CFP Designation
High-Net-Worth Clients
Comprehensive Financial Plans
Retirement Planning
Cash Flow
Investments
Tax Planning
Estate Planning
Business Succession
Risk Management
Financial Projections
Scenario Analysis
Client Review Meetings
Insurance Needs
Life Insurance Licence
Financial Planning Software
Planworth
Incorporated Business Owners
Client Records
Planning Workflows
Accountants
Lawyers
Wealth Advisory

Report this job