Financial Planner Company: Bold Wealth

Location:
Remote (Canada); training in person in Toronto Department: Wealth Management Type: Full-time, permanent

Experience:
2+ years in financial services, ideally with financial planning exposure Compensation: $90,000 to $110,000 base, plus two bonus plans (one for performance in the role and one for helping bring in new client assets) A CIM designation is ideal, along with a desire to grow toward becoming a portfolio manager. About Bold Wealth Bold Wealth is a registered portfolio management firm serving Canadian families and business owners. We bring thoughtful financial planning and investment management together under one roof. We are growing, and we are looking for a Financial Planner who wants to grow with us. The role As a Financial Planner, you will do real planning work, service our clients, help bring in new business, and keep the day-to-day running smoothly. This is a blended role: part planner, part client service, part business development, part operations. You will sit in on and eventually lead planning meetings, build the analysis behind client plans, and be a confident voice that clients trust the moment they pick up the phone. You will take on the clients we see as the right fit for these meetings, while higher-net-worth relationships stay with the senior advisors. As you prove yourself and grow your skills, the scope of what you own will grow too. This role is built for someone entrepreneurial: someone who wants to build something, not just maintain it. What you will do
• Take on regular planning meetings with new and existing clients, leading the conversation with confidence and clarity
• Handle initial meetings with prospects who book online, and run info-gathering calls with clients to build out their plans
• Prepare client meeting agendas, packages,



and supporting documentation
• Draft post-meeting summary letters and track follow-up items to completion
• Build and update financial plans in Conquest as client circumstances change, and provide quick, useful insights for financial plans
• Enter and manage YCharts data related to clients’ investments
• Compile and organize investment account information, statements, and plan inputs ahead of meetings
• Help prospect new clients, including cold calling and marketing outreach
• Onboard new clients, walk them through the welcome process, and make sure the first 90 days feel seamless
• Service our clients across account work and follow-ups, keeping everything moving and in good order
• Maintain clean, current client records in the CRM
• Use project management applications to track tasks, deadlines, and deliverables
• Coordinate with our portfolio management team on implementation and account setup
• Coordinate with custodians, life insurance companies, and internal partners to resolve issues and keep workflows moving
• Stay current on planning concepts, Canadian tax rules, and platform updates, and bring ideas back to the team What we are looking for
• 2+ years of experience in financial services, ideally with financial planning exposure
• Very confident and an excellent speaker; clients should feel taken care of every time they hear from you
• Detail-oriented and hyper organized; you catch the things other people miss




• Entrepreneurial; you want to build, prospect, and grow, not just maintain
• Outstanding with technology and AI; you use tools to work faster and smarter, and you pick up new ones quickly
• Working experience with planning software (Conquest), YCharts, CRMs, back-office software, DocuSign, and project management applications is preferred
• Basic working knowledge of Canadian account types (RRSP, RRIF, TFSA, RESP, FHSA, non-registered, corporate, etc.)
• You have started on the path to a CIM designation and have a clear interest in becoming a portfolio manager; CSC, IFIC, CFP, or QAFP coursework is a strong asset
• Strong written communication to match your phone presence
• Comfortable working independently in a remote environment while staying connected to the team Work setup
• Initial training will be in person in Toronto
• Once training is complete, the role becomes fully remote
• Monthly and quarterly team meetings, some of which may be in person Why Bold Wealth
• Independent firm with a clear growth trajectory and real career runway
• A genuine blend of planning, client work, and business development, so you build the full skill set of a modern advisor
• Direct exposure to senior advisors and the full scope of a modern wealth management practice
• A clear path toward the CIM and portfolio manager track for the right person
• Remote-first flexibility after training, with a collaborative, supportive team
• Your work will be visible, and your contributions will matter Bold Wealth is an equal opportunity employer. We welcome applications from candidates of all backgrounds and are committed to building a team that reflects the diversity of the clients and communities we serve.

📌 Financial Planner (Canada)
🏢 Bold Wealth
📍 Canada