About Us 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.
About Us 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.
Position Overview 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.
Duties And Responsibilities 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.
This Will Include The Following 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
Qualifications 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
Education 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.
Why Apply 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.
Richardson Wealth is an equal prospect employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

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📌 Financial Planner (Ontario)
🏢 Richardson Wealth
📍 Ontario