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 easy: 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 dynamic 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 professional 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