Financial Planner | CFP® or QAFP®

Fee for Service Planning Team at ECIVDA - Advanced Financial Planning | High-Net-Worth & Business Owners, & Retirees

Location: Ottawa, Ontario | Hybrid or Remote Opportunities Across Canada

Employment: Full-Time, Permanent

Compensation: $75,000–$95,000 Base Salary + $15,000–$20,000 Annual Bonus Potential

Total Potential Compensation: $90,000–$115,000

Great Planners Deserve Great Opportunities. This Might Be Yours.

Are you the kind of financial planner who genuinely loves the complexity of the work?

The intricate corporate structures. The challenging retirement projections. The tax and estate planning considerations. The business owners whose personal and corporate finances are deeply intertwined.

And perhaps most importantly, the meaningful conversations that help clients make some of the biggest decisions of their lives.

If that sounds like you, we'd love to meet you.

At ECIVDA Financial Planning Boutique, we're experiencing exceptional growth and looking for an accomplished CFP® or QAFP® professional to join our dedicated fee-for-service financial planning team.

This isn't a traditional financial advisor position.

No prospecting. No requirement to build a book of business. No product sales quotas.

It's an opportunity to focus on what you do best: delivering exceptional financial planning advice.

Who We Are

ECIVDA is an established, growing Canadian financial planning boutique built around a simple philosophy:

Values First. Planning First. People Always.

We believe great financial advice starts with understanding people, not products.

Our approach to "turning advice inside out" challenges the traditional financial services model. We begin with our clients' values, aspirations, and priorities, then work backward to build the financial strategies that support them.

Our clients include high-net-worth individuals, entrepreneurs, incorporated professionals, business owners, and retirees across Canada.

Our team of 12 professionals works closely with an affiliated office in Vancouver, bringing together a dedicated financial planning team and our own investment management team.

We're proud of our history, our reputation for exceptional client service, and the collaborative culture we've built.

And we're growing.

The Opportunity: Do the Work You Love.

We're expanding our dedicated fee-for-service planning team to meet rapidly growing demand for sophisticated, personalized financial advice.

This is a 100% financial planning-focused role. You won't be expected to prospect, gather assets, build a book of business, or meet product sales targets.

Instead, you'll collaborate with experienced advisory, planning, and investment management professionals, working with an established and growing client base on some of the most interesting financial planning situations in Canada.

Your work will include:

- Advanced financial planning: Developing comprehensive, integrated financial plans for high-net-worth individuals, families, entrepreneurs, and business owners.
- Complex retirement and income planning: Modelling retirement scenarios, decumulation strategies, pension decisions, tax-efficient withdrawals, and long-term wealth sustainability.
- Corporate and owner-manager planning: Understanding corporate structures, compensation strategies, investment holding companies, succession considerations, and the integration of personal and corporate wealth.
- Tax and estate planning: Identifying planning opportunities, evaluating tax implications, and collaborating with accountants, lawyers, and other professional advisors.
- Meaningful client engagement: Participating in client meetings,



asking thoughtful questions, listening carefully, and translating complex analysis into clear, actionable advice.
- Collaborative problem-solving: Working alongside our dedicated financial planning and investment management teams to deliver thoughtful, technically sound recommendations.

You'll have the opportunity to work with Canadians from coast to coast to coast, across a broad range of industries, professions, family structures, and financial circumstances.

No two financial plans are quite the same. And that's exactly what makes the work interesting.

Who We're Looking For

We're not simply looking for someone who can produce a financial plan.

We're looking for someone who thinks like a planner, communicates like an advisor, and genuinely cares about the people behind the numbers.

Our ideal candidate brings:

- CFP® designation preferred; QAFP® minimum, with a commitment to ongoing professional development.
- Meaningful professional experience preparing and delivering comprehensive financial plans, ideally involving affluent individuals, incorporated professionals, or business owners.
- Strong technical proficiency in retirement income planning, personal and corporate taxation, estate planning, cash flow modelling, and wealth management strategies.
- The analytical confidence to work through sophisticated planning scenarios, challenge assumptions, and develop thoughtful recommendations.
- Exceptional attention to detail, organization, and the ability to manage multiple complex planning engagements.
- Excellent communication and interpersonal skills, including the ability to make complicated financial concepts understandable and relevant.
- Strong listening skills, emotional intelligence, sound judgment, and an appreciation for the human side of financial planning.
- A collaborative mindset, intellectual curiosity, personal accountability, and a genuine commitment to excellence.

Experience with advanced planning software and integrated financial modelling is an asset.

Above all, we're looking for someone who takes pride in their craft. Someone who is never satisfied with simply checking the boxes and who finds genuine satisfaction in delivering exceptional work.

Compensation & Benefits

We believe exceptional financial planning professionals deserve competitive compensation, meaningful career opportunities, and an environment where they can focus on delivering great advice.

We're recruiting at two experience levels:

Financial Planner — QAFP / Developing CFP

- Base salary: $75,000 annually
- Annual performance bonus potential: $15,000–$20,000
- Total potential annual compensation: $90,000–$95,000

Experienced Financial Planner — CFP

- Base salary: $90,000–$95,000 annually, depending on experience, credentials, and qualifications
- Annual performance bonus potential: $15,000–$20,000
- Total potential annual compensation: $105,000–$115,000

Our compensation structure recognizes professional expertise, quality of work, collaboration, and contributions to exceptional client outcomes.

Benefits & Perks

- Retirement savings program: Helping our own team build financial security for the future, just as we do for our clients.
- Employee benefits plan:



Supporting the health and well-being of our team and their families.
- Versatile personal spending allowance: Additional funds that can be directed toward fitness and sports memberships, wellness activities, retirement savings contributions, or other eligible personal priorities.
- Your birthday is always yours: We don't work on our birthdays. Enjoy a paid day off to celebrate however you choose.
- Flexible work arrangements: On-site in Ottawa, hybrid, or fully remote opportunities depending on experience, qualifications, and the needs of the role.
- Professional growth: Opportunities to expand your technical expertise, collaborate on sophisticated planning cases, and grow alongside an expanding national practice.
- A genuinely collaborative culture: Work with experienced professionals who support one another, share knowledge, and celebrate success together.

Why Join ECIVDA?

1. Financial Planning Is the Profession Here

You'll spend your time doing what you trained to do: analyzing, strategizing, collaborating, and helping clients make better financial decisions.

2. Interesting Clients. Meaningful Complexity.

Our clientele brings a wide variety of sophisticated financial planning challenges. You'll have the opportunity to continually sharpen your technical skills and expand your professional expertise.

3. A Dedicated Team That Has Your Back.

You'll be part of an established, collaborative planning environment, supported by experienced advisors, financial planners, and investment management professionals who share a commitment to exceptional service.

4. An Exceptional Culture.

We believe high performance and a genuinely enjoyable workplace should go hand in hand. We're proud of our supportive, professional, people-first culture, where individual contributions are valued and success is shared.

5. A Growing Firm With Real Prospect.

Our significant growth creates opportunities to contribute, develop professionally, take ownership, and help shape the future of our planning practice.

6. Flexibility for the Right Person.

We're based in Ottawa, Ontario, and welcome candidates interested in on-site, hybrid, or fully remote arrangements, depending on experience, qualifications, and the needs of the role.

We're interested in finding the right professional, wherever they may be in Canada.

Our Culture: High Standards. Great People. Real Balance.

We're an ambitious, growing firm, but we don't believe professional excellence should come at the expense of enjoying your career.

We value curiosity, integrity, accountability, collaboration, and the ability to connect with people.

We work hard. We support each other. We take pride in our work. And yes, we think birthdays should be celebrated somewhere other than the office.

Let's Have a Conversation.

If you're an experienced financial planner who enjoys complex challenges, values genuine relationships, and wants to be part of a firm where financial planning is truly at the centre of everything we do, we'd love to hear from you.

Come do meaningful work, with great people, for clients who value exceptional advice.

ECIVDA Financial Planning Boutique

Turning Advice Inside Out.

www.ecivda.com

Pay: $90,000.00-$120,000.00 per year

Benefits:

- Casual dress
- Company events
- Company pension
- Dental care
- Discounted or free food
- Employee assistance program
- Flexible schedule
- On-site parking
- Paid time off
- Profit sharing
- Tuition reimbursement
- Vision care
- Wellness program
- Work from home

Application question(s):

- Do you have a QAFP or CFP designation?
- Have you worked for 2+ years client facing, preparing and presenting financial plans?

Work Location: Remote

📌 Certified Financial Planner (Canada)
🏢 Ecivda Financial Planning Boutique
📍 Canada