About the RoleWe 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.ResponsibilitiesProvide comprehensive financial planning services to clients, including 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.QualificationsExpertise in financial planning, investment strategies, and retirement planning.Knowledge of tax strategies, risk management, and wealth preservation.Robust 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 a QAFP designation.Knowledge of Canadian financial regulations and compliance standards.Detail‑oriented, organized, and capable of multitasking effectively.Commitment to ongoing career development and staying updated on industry trends.BenefitsGrowth 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.Annual bonus program.Health and wellness spending account.Vacation: three weeks per year.Continuing Professional Development courses provided, and reimbursement for approved professional development fees and membership dues.Open‑door culture promoting interaction with all staff levels, including partners.Fully stocked kitchen with breakfast foods, healthy snacks, and drinks throughout the year.Smart‑casual dress code (client/day specific).Client referral, employee referral, and vehicle purchase incentives.Social events throughout the year.Job DetailsLocation: Vancouver, BC.Job type: Permanent, Full‑time.Schedule: Monday to Friday – Hybrid.Salary range: $70,000 – $80,000 per year.Equal Opportunity EmploymentBaker 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 DisclaimerBaker 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.#J-18808-Ljbffr

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