We’re looking for a Financial Planner to join our team at Parallel Wealth! In this role, you’ll support Fee-for-Service clients—building personalized retirement and estate plans, offering clear advice, and helping Canadians feel confident in their financial future. If you enjoy client-focused planning and want to be part of a collaborative, values-driven team, this could be a great fit.

The position will be broken into 3 main areas of focus:

Plan Creation: Preparation of Financial Plans and scenarios in Snap Projections.

Plan Presentation: Present the created plan to the clients via Zoom in a professional and personal manner.

Plan Delivery: Provide the client with a report of the plan as outlined through your training.

About Parallel Wealth

Parallel Wealth has two key focuses: education and planning. Through our YouTube channel, we’ve connected with clients across the country, providing retirement and estate plans for Canadians aged 45+ who are looking for clarity and direction. Our planning dives deep into registered account meltdown strategies, government benefits, pensions, corporate drawdowns, and rental property planning. The goal is simple: help clients maximize their spending and minimize taxes over their lifetime.

The Role

We’re looking for an experienced Financial Planner to join our fee-based planning team at Parallel Wealth. This role focuses on delivering a high-quality client experience by developing personalized retirement and estate plans for Canadians aged 45 and older. You’ll work with clients on a transactional basis, where the firm is engaged specifically to build out a comprehensive financial plan that provides clarity, direction, and long-term tax efficiency.

As a Financial Planner, you will





- Prepare and present financial plans to help clients reach their goals
- Build out financial plans from start to finish based off client data provided; understand how accounts coincide and benefit each other to provide a clear yet complex plan for pre-retirees and retirees
- With the support of the Parallel Wealth team, provide all Fee for Service clients an exceptional experience and confidence when it comes to their financial plan and understanding
- Provide education and answers to all client questions ensuring their satisfaction with Parallel Wealth

Our Ideal Candidate We’re looking for a agile and passionate team player who aligns with Parallel Wealth’s financial planning philosophy. The ideal candidate is confident in a client-focused, client-facing role, and comfortable meeting with several new clients each week. They should be organized, self-motivated, and able to manage their workflow independently while meeting firm goals. Strong communication skills and an outgoing personality are essential to ensure a positive and qualified client experience.

- 8+ years of relevant work experience in a Financial Planner role
- CFP designation
- Snap Projections experience considered an asset
- High degree of proficiency in financial planning
- Passion for Retirement Planning

What We Offer

- Fully remote role, with all team collaboration and client meetings conducted via Zoom.
- $90,000+ plus bonus structure and benefits
- Monday to Friday, no weekends
- Bonus pay
- Business casual dress
- Dental care
- Extended health care
- Flexible schedule
- Paid time off
- RRSP match
- Tuition reimbursement
- Vision care
- Wellness program

Flexible language requirement:
- French not required

📌 Financial Planner (Canada)
🏢 Parallel Wealth Financial Group
📍 Canada