About Us:

BE TRUE. Baker Tilly CK, LLP is a thriving public accounting firm that specializes in providing exceptional tax services to a diverse client base of owner-managed businesses and farm enterprises. We take pride in our commitment to employee development and growth. Many of our current partners and managers began their careers as students with our office, and we are dedicated to helping our team members grow professionally.

About the Position:

Baker Tilly CK recently launched a wealth management practice, and we are actively searching for an accomplished Financial Planner to join our vibrant and diverse client-focused team.  We are seeking an entrepreneurial individual to partner with us in building a relationship-focussed wealth division.  In this key role, you will be instrumental in bringing together the accountant, the investment manager, and your financial planning expertise to provide our clients with tailored financial advice.

Your primary responsibilities will include:

As a Financial Planner, you will be responsible for:

• Meeting with clients to understand their situation and provide financial advice.
• Assisting clients in identifying and selecting financial goals.
• Analyzing clients' financial situations and developing detailed plans for proper wealth management.
• Implementing the financial plan recommendations, as directed by the clients.
• Partnering with our investment advisors to provide a fully-integrated service experience for our clients.
• Building relationships with clients and providing ongoing guidance.
• Growing our wealth division.
• Maintaining your professional licensure and certifications.

A successful candidate will have:

To be successful in this role, you should possess the following qualifications:

• An active Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation.
• A license to sell life insurance in Ontario.
• Bachelor’s degree in a relevant field such as Business, Finance, Economics, or Statistics; master’s degree, CPA, or diploma in financial planning a plus.
• Experience working with clients to develop financial plans.
• Minimum of 2-5 years of experience as a financial planner or financial consultant.
• #LI-Onsite

Application Information:

Baker Tilly CK Offers:

• Competitive salaries.
• Comprehensive medical benefits packages.
• Monthly social events.
• Retirement planning with Group RSP contribution/matching.
• A 4-day workweek during the summer.
• Rewarding opportunities for career advancement at every stage.

Location:

This position is based in-person at our Keil Drive office. Hybrid or remote work options are not available.

Additional Information:

We offer a competitive salary and benefits package based on experience and qualifications. If you are looking for an opportunity to join a diverse team of professionals, we encourage you to apply.

Please submit your resume and a cover letter to apply to CHA-HRContact@bakertilly.ca

We appreciate the interest of all applicants, but only those selected for an interview will be contacted.

Baker Tilly CK is dedicated to fostering an inclusive workplace and takes pride in being an employer that values diversity. We are an equal opportunity employer and welcome all qualified applicants, regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Accommodations are available on request for candidates participating in all aspects of the selection process. All resume information is received in confidence.