Certified Financial Planner

Join to apply for the Certified Financial Planner role at DJB Chartered Professional Accountants 1 day ago Be among the first 25 applicants Durward Jones Barkwell is one of the largest public accounting firms in the Niagara, Hamilton, and Halton regions, with offices spanning from Burlington to St. Catharines. DJB Wealth Management Inc. originated in 2014, and is a company owned by Durward Jones Barkwell & Company LLP. At DJB Wealth Management Inc., we help clients to realize their goals through a truly integrated wealth management service. Our team of dedicated Certified Financial Planner™ professionals works closely with clients to help them achieve their financial goals and objectives. Using a flexible and tailored approach, combined with our expertise in business and personal financial planning, we assist our clients in developing strategies and plans that best suit their individual needs. As one of Hamilton-Niagara’s Top Employers for 2025 and one of Canada's Top Small & Medium Employers for 2025, we lead in offering our employees an exceptional place to work. We provide all of our employees: Competitive compensation and benefits package Flexible work-life balance and summer hours Professional development, learning, and growth support A dynamic team of employees who desire to see everyone succeed Our team has an immediate opening for a full-time Certified Financial Planner. The position can be based in any of our three great office locations, with the opportunity to work in a hybrid setting. This is a unique opportunity for a CFP professional. You will gain hands‑on experience, receive mentorship, and follow a clear growth path. As a part of this team, you will build your skills, deepen client relationships, and prepare to step confidently into a senior planner role in the future. Reporting to the Vice President, you will be responsible for: Preparing, presenting, and implementing comprehensive financial plans Reviewing client progress regularly and providing ongoing advice, including recommending adjustments as needed Developing and analyzing financial planning scenarios to support informed decision‑making Attending client meetings, addressing inquiries, and maintaining strong, proactive client relationships Administration & Data Management Gathering, organizing, and entering client data to initiate and support the planning process Preparing reports, client statements, and investment summaries Maintaining accurate and consistent information within the Client Relationship Management (CRM) system Ensuring proper account documentation and monitoring progress through the plan‑implementation process Protecting client information and upholding all confidentiality standards Business Development & Collaboration Educating DJB Partners and staff on Wealth Management offerings Supporting and attending client education and appreciation events Introducing non-CPA firm clients to the appropriate CPA Partner Collaborating with colleagues across Wealth Management and DJB to deliver an exceptional, integrated client experience The successful candidate will have: A Bachelor’s degree in Commerce, Finance, or a related field Minimum two (2) years of relevant experience in financial planning or advisory support Strong analytical skills with the ability to gather, interpret, and manage complex financial data Proficiency in Microsoft Office, especially Excel and PowerPoint; familiarity with CRM and financial planning platforms (e.g., Ndex, Exchange, SharePoint, Compass, NetRep, Imost, Salentica, Conquest) Excellent verbal and written communication skills to interact professionally with clients and colleagues High levels of discretion when handling confidential information If you are a confident, dedicated, and hardworking professional motivated to achieve high standards of quality service and value for clients, we would love to hear from you We appreciate all who express interest; however, only those selected for an interview will be contacted. In accordance with the Accessibility for Ontarians with Disabilities Act, 2005 and the Ontario Human Rights Code, DJB will provide accommodations to applicants with disabilities throughout the recruitment, selection and/or assessment process. Please inform Human Resources of the nature of any accommodation(s) that you may require. Seniority level Associate Employment type Full‑time Job function Finance Accounting Referrals increase your chances of interviewing at DJB Chartered Professional Accountants by 2x Get notified about new Certified Financial Planner jobs in Burlington, Ontario, Canada. #J-18808-Ljbffr