Why join us?

Bridgewell Financial is a Toronto-based financial services firm that delivers insurance, wealth and financial planning and group benefits solutions to organizations, business leaders and individuals.

We built Bridgewell to be a different kind of financial services firm, one guided by shared values. Teamwork, simplicity, responsibility and integrity are the foundation of our culture. Giving back is a key pillar of our business, and we're passionate about supporting our communities and the charitable causes that create meaningful change. Through sustainability, philanthropy and ethical business practices, we aim to improve lives and make a difference in the world around us. Financial tools are what we deliver to our clients, but wellness, in every aspect of life, is at the heart of what we do.

At Bridgewell, your prosperity is our priority.

How will you contribute to the team?

To be successful, the individual will be responsible for but not limited to the following:

- Provide exceptional planning support to the Bridgewell Financial advisor team.
- Build comprehensive, high-quality financial plans that help our advisors deliver a consistent planning experience to every client.
- Support the Bridgewell Financial team by meeting our plan turnaround and quality standards.
- You like to get things done and do it with an approachable demeanor.
- Open to change. We are evolving as a company and looking for someone to grow with us.

About the Chance

The Internal Financial Planner role provides technical planning expertise to Bridgewell’s advisor team. You’ll build, quality-control and continuously improve comprehensive financial plans for our clients, many of whom are business owners, so that every advisor can deliver a consistent, high-quality planning experience without becoming a bottleneck on plan production. This role is ideal for someone who enjoys the technical and analytical craft of financial planning and takes pride in accuracy and consistency. The role liaises with advisors, clients and internal stakeholders.

Key Responsibilities

- Build comprehensive client financial plans from client-submitted data (fact-finds and discovery notes)



to a defined completion standard, within agreed turnaround times.
- Maintain plan quality and consistency across all advisors, ensuring every plan follows Bridgewell’s standard structure, assumptions and compliance language.
- Own the plan production pipeline: track the status of every plan in progress, promptly flag missing data back to the advisor and keep plans from stalling in the queue.
- Translate technical output into advisor-ready summaries that advisors can present to clients with confidence.
- Identify and flag tax, regulatory (FSRA/CIRO) and data issues found during plan construction before they reach the client.
- Maintain and improve planning templates and tools, such as Excel illustration models and plan templates, so the process becomes faster and more consistent over time.
- Act as the technical resource for advisors on planning software, assumptions methodology and plan interpretation.
- Handle planning-related administration, including sending invoices and scheduling client meetings.

Education and Experience

- Bachelor’s Degree & Certified Financial Planner (CFP) designation
- Minimum 3 years of related financial planning experience, with robust technical grounding in Canadian tax, retirement and insurance planning
- LLQP/Life Licensed in the Province of Ontario is considered an asset

Knowledge, Skills, & Abilities

- Solid working knowledge of financial planning mechanics, including cash flow, retirement projections, insurance needs analysis and tax integration, with the ability to build plans for business owners independently
- Ability to manage a queue of concurrent plan requests across multiple advisors, meet deadlines and maintain accuracy under volume without close supervision
- Self-motivated and works well independently as well as within a collaborative team




- Excellent attention to detail with sound analytical and problem-solving skills; process-minded and thrives on delivering repeatable quality
- Excellent communication (written and oral), with the ability to translate technical analysis into clear, client-ready language
- Comfortable with financial planning software and quick to adapt to new software and technologies
- Advanced working knowledge in MS Office (Word, Excel and PowerPoint), specifically in building illustration models and transferring data to meaningful client exhibits

Internal Financial Planner Role:

- Work closely with advisors across the firm to support their clients’ individual planning needs;
- Meet with clients virtually or occasionally in person to gather information and review plans, individually or in conjunction with the lead advisor;
- Present financial plans and recommendations alongside advisors as needed;
- Serve as the go-to planning resource for the advisor team;
- Keep track of tax, regulatory and market developments and propose improvements to Bridgewell’s planning process;

Business development:

- Opportunity for the right candidate to bring a small existing book of clients and/or contribute to driving new business
- A relationship and customer-focused individual who is an excellent communicator.
- Values and appreciates collaboration in the delivery of proactive and strategic solutions and high-quality client experiences.

Compensation:

- Base Salary – $80,000 + potential for bonus
- Insured Health and Dental Program
- Employer matching group retirement savings Program

Additional Bridgewell Benefits:

- 15 days of paid vacation in the first year of employment, plus one additional day for each year of service
- 16 hours of Paid Volunteering time per year
- Professional Development support for courses related to your role or that could add value to Bridgewell as a whole

Pay: From $80,000.00 per year

Benefits:

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Wellness program

Work Location: In person

📌 Internal Financial Planner (East York)
🏢 Bridgewell Financial
📍 East York