Job Description

Paraplanner up to Senior Financial Planner

Full time, in office (with flexibility)
Minimum requirement: 2 plus years of relevant experience
Conquest requirement: If applying at Paraplanner Level 3 or Senior Financial Planner, you must have experience working in Conquest (plan inputs, scenario updates, meeting prep support).

About Matthews + Associates

Most wealth firms still push product. We do something different.

Matthews + Associates is an advice first retirement planning firm built for Canadians nearing or in retirement, typically with $1M to $10M in investable assets. We lead with real planning, tax aware decisions, and evidence based investing. No product agenda. No pressure sales. No eat what you kill culture.

We believe a planning career should not require you to be a sales person to grow. You can build an exceptional career by becoming world class at technical planning, plan design, and creating client clarity through great analysis and implementation.

Matthews + Associates offers career paths in financial advising, financial planning, client service and operations.

Our client first culture is built around 5 core values

Be Approachable

Warm, kind, and grounded with clients and teammates
Calm under pressure and emotionally aware
Makes it easy for people to ask questions and get support

Growth Mindset

Always looking for a better way
Curious, coachable, and committed to learning
Adapts quickly as the firm, tools, and client needs evolve

Commit to Sustainability

Protects team capacity and client experience long term
Thinks in systems, not shortcuts
Makes decisions that support the firm, clients, and community for the long haul

Accountability

Owns outcomes and follows through without excuses
Communicates early when something is off track
Takes responsibility for personal growth and earns increased responsibility through initiative and results

Harmony

Works in a way that supports a rich life, not a life dominated by work
Uses flexibility responsibly and steps up during busy seasons and major projects
Understands that career growth requires extra effort over time, including education, professionalism, and relationship building

The Role

This role is for someone who loves financial planning, systems, and precision.

You will be a core part of our Planning pillar, responsible for building and maintaining high quality retirement plans, keeping Conquest accurate and current, and ensuring every client meeting is supported with clear, advisor ready outputs.

This is not a sales role. You will work closely with our advisors so they can focus on client relationships, communication, and decision making, while you own the technical planning engine behind the scenes.

We are open to hiring at Paraplanner Level 2, Paraplanner Level 3, or Senior Financial Planner depending on experience.

Primary Outcomes

Plans are accurate, current, and advisor ready before every client meeting Client meetings are supported by clear scenarios, clean data, and strong documentation Planning workflows improve over time because you find friction and help fix it Advisor capacity increases because planning prep and Conquest maintenance are owned end to end

What You Will Own

Plan build and Conquest ownership Build and update retirement plans in Conquest with accuracy and consistency Maintain plan inputs, assumptions, cash flow, retirement income, tax scenarios, and key planning outputs Model core scenarios (retirement timing, spending changes, CPP and OAS strategy, withdrawal sequencing, major purchases, downsizing, gifting) Create advisor ready meeting visuals and summaries that support clear client decisions

Meeting prep and planning support

Prepare planning outputs, scenario comparisons, and agenda notes for review meetings Ensure plans reflect current client data and recent life events before meetings Support advisors with technical prep so meetings feel calm, clear, and professional

Implementation overlap and workflow support

Coordinate planning related onboarding steps and information gathering with the client care team Support account openings, trades and plan updates tied to life events Provide backup support on operational items when needed, especially during busy seasons and major projects

Process improvement and planning standards

Help refine planning workflows so our planning software becomes a true capacity lever Spot recurring planning errors or bottlenecks, then propose improvements Contribute to planning templates, checklists, and quality standards over time

Role Level Expectations

Paraplanner Level 2

Can build and update complete plans with minimal supervision Comfortable modeling core retirement scenarios and maintaining clean data Reliable meeting prep and follow through, strong execution Conquest exposure preferred, not required if you have strong planning software experience and can ramp quickly Strong intention to pursue CFP, or relevant planning education already in motion Registered or eligible for registration with CIRO (IIROC)
Paraplanner Level 3

Conquest experience strongly preferred Can build advisor ready plans and scenario packages independently Handles more complex cases with guidance (corporate clients, trust and estate considerations, tax complexity) Proactive about improving workflows and reducing friction for advisors CFP or CPA designation holder
Senior Financial Planner

Conquest power user, sets planning standards and quality control Leads plan design for complex cases and consults with advisors on strategy Builds templates, trains others, and improves planning systems firm wide The internal go-to person for technical depth and scenario modeling

Required Qualifications

2 plus years of relevant experience in financial planning or paraplanning Strong attention to detail, high professionalism, and comfort owning planning workflows Reliable execution, strong follow through, and clear written communication If applying at Paraplanner Level 3 or Senior Financial Planner, Conquest experience is required or at minimum, extensive familiarity with financial planning tools for easy transition to Conquest

Preferred Qualifications

CFP completed or CFP in progress, or strong intention to pursue
CSC completed, or willingness to complete quickly if your scope requires registration
Experience in an advice-first planning process, not product sales
Comfort coordinating planning work with advisors and client service teammates

How to Apply

Send your resume and a short note including:
Why this role fits you
Your experience building plans and supporting meetings
Your Conquest experience, if any
Your education path (CFP, CSC, CPA, other)

Next steps may include a virtual interview followed by a short sample work assignment, Kolbe assessment, and an in-office interview with our team.

Job Type: Full-time

Pay: $65,000.00-$110,000.00 per year

Benefits:

Dental care Disability insurance Extended health care Life insurance On-site parking Paid time off RRSP match
Work Location: In person