We are looking for a Financial Planner to join our team—bring your ambition and shape what comes next.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 roleResponsible for providing comprehensive financial planning services to clientsIncludes investment planning, risk management, tax strategies, and retirement planningWork closely with clients to understand their financial goalsDevelop tailored strategies to meet those goalsMonitor client progress over time to ensure continued successCollaborate with team membersMaintain up-to-date knowledge of financial trends and regulationsWhat you bring to the tableExpertise in financial planning, investment strategies, and retirement planningKnowledge of tax strategies, risk management, and wealth preservationStrong communication, client relationship management, and interpersonal skillsAbility to analyze financial data and present actionable recommendationsProficiency with financial planning software and toolsBachelor’s degree in finance, accounting, economics, or a related fieldCFP designation preferred, working towards CFP,



or at minimum you hold your QAFP designationKnowledge of Canadian financial regulations and compliance standardsDetail‑oriented, organized, and capable of multitasking effectivelyCommitment to ongoing professional development and staying updated on industry trendsWhat’s in it for youCareer growth opportunitiesCompetitive total compensation package including extended health care, dental and group life benefitsFamily benefits – parental leave top‑up program for new parentsMatching RRSP planAnnual bonus programHealth and wellness spending accountVacation (3 weeks per year)Continuing professional development courses and reimbursement for approved professional development fees and membership duesAn open‑door culture promoting interaction with all staff levels, including partnersA fully stocked kitchen with breakfast foods, healthy snacks, and treats during tax season, plus coffee, tea, and drinks throughout the yearA smart casual dress code (client/day specific)Client referral, employee referral, and vehicle purchase incentivesMany entertaining social events throughout the yearWhere you’ll workToronto, ONJob typePermanent, Full‑timeYour scheduleMonday to Friday – HybridSalary range$70,000 – $80,000 per yearAdditional informationBaker 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 click here.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 StatusExisting vacancy: This job posting is for an existing vacancy within our organization. The position has become available due to employee departure, and we are actively seeking a qualified candidate to fill this role.Contact and SafetyIf you are selected for an interview, we will contact you directly via email. All virtual interviews will be conducted exclusively on Microsoft Teams. We will never request additional personal information such as bank details or other sensitive data.Equal Prospect StatementBaker Tilly is an equal‑opportunity employer and does not discriminate in employment on the basis of race, colour, religion, sex (including gender identity), national origin, political affiliation, parental status, marital status, sexual orientation, disability, age, or other non‑merit factors. Baker Tilly is dedicated to fostering, supporting and celebrating a diverse workplace. Accommodation is available to all applicants upon request throughout our recruitment and selection process. We will work with all applicants to accommodate their accessibility needs.Legal NoteBaker Tilly WM LLP is a member of Baker Tilly Canada Cooperative, which is a member of the global network of Baker Tilly International Limited. All members of Baker Tilly Canada Cooperative and Baker Tilly International Limited are separate and independent legal entities.#LI-Hybrid#J-18808-Ljbffr

📌 Financial Planner - C$70,000 - C$80,000 A Year (Winnipeg)
🏢 Baker Tilly
📍 Winnipeg