CFP: Flexible, Growth‑Driven Wealth Planner

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 will work with clients to achieve their financial goals and objectives. Using a flexible, 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 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 packageFlexible work-life balance and summer hoursProfessional development, learning, and growth supportA dynamic team of employees who desire to see everyone succeedOur team has an immediate opening for a full-time Certified Financial Planner. The position can be based in our Burlington, Hamilton, or St. Catharines office.This is a unique opportunity for a CFP professional. You will gain hands-on experience, receive mentorship, and follow a clear path to growth. 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 :Financial Planning & Client ServicePrepare, present, and implement financial planningReview client progress periodically, providing ongoing advice and recommending changes as neededDevelop and analyze financial planning scenariosAttend client meetings addressing client questions and maintaining active client relationshipsAdministration & Data ManagementGather and organize client data to initiate the planning process and complete data entryPrepare reports, client statements, and investment summariesMaintain accuracy and consistency of information in the Client Relationship Management System (CRM)Ensure proper account documentation is in place and plan implementation continues to progressProtect client information in accordance with confidentiality standardsBusiness Development & CollaborationEducate DJB Partners and staff on Wealth Management offeringsSupport and attend client education and appreciation eventsIntroduce non-CPA firm clients to the appropriate CPA PartnerCollaborate with colleagues across Wealth Management and DJB to ensure an exceptional client experienceThe successful candidate will have :A Bachelor’s degree (Commerce, Finance, or related field)Certified Financial Planner (CFP) designation, or active enrollment nearing completionAt least two (2) years of relevant experience in financial planning or advisory supportStrong analytical skills with the ability to gather, interpret, and manage complex financial dataProficiency 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 colleaguesStrong organizational abilities to manage schedules, coordinate meetings, and handle multiple tasks simultaneouslyHigh levels of discretion when handling confidential informationA collaborative, team-focused approach with the ability to also work independently and problem-solve proactivelyIf you are a confident, dedicated and hard-working professional who is motivated to achieve high standards of quality service and value to clients, we would love to hear from youWe 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. #J-18808-Ljbffr