Job Description

Job Title:

Wealth Planner & Tax Strategist

Location:

Greater Toronto Area (Multiple Office Locations)

Job Type:

Full-Time

Company Overview:

We are a growing, client-centric financial advisory firm offering comprehensive services including financial planning, tax planning, estate planning, and investment management. We are looking for a motivated

Wealth Planner & Tax Strategist

to join our team and work directly with client families and business owners.

Job Summary:

This is a full-time, client-facing position ideal for a professional with both financial planning and tax expertise. The role requires travel to multiple office locations across the GTA.

Responsibilities:

Build and present comprehensive financial plans Develop and execute personal and corporate tax strategies Prepare and/or review personal and corporate tax returns Provide proactive advice and ongoing support to clients Work closely with other advisors on integrated planning solutions Attend meetings at various office locations within the GTA

Requirements:

Certified Financial Planner (CFP) designation or currently enrolled - required Chartered Professional Accountant (CPA) designation - required 3+ years of experience in financial planning and tax advisory Strong knowledge of Canadian tax laws and structures Experience with advanced strategies (e.g., holding companies, estate freezes, IPPs) Excellent client-facing and communication skills Valid Ontario driver's license and access to a vehicle

What We Offer:

Competitive salary and benefits Ongoing training and professional development Opportunities for advancement A collaborative, values-driven work environment
Job Type: Full-time

Pay: $75,000.00-$125,000.00 per year

Benefits:

Dental care Extended health care Paid time off Tuition reimbursement Vision care
Application question(s):

Briefly explain why you think you're a good fit for this position.
Work Location: In person