Financial Planner

1 month ago

Peterborough, Ontario, Canada Baker Tilly Full time
Job Description

Baker Tilly KDN is seeking a skilled Financial Planner to provide expert guidance to our diverse clientele. As a trusted advisor, you will oversee our clients' financial resources while skillfully tailoring sound, long-term financial plans. You will focus on building robust long-lasting relationships and foster strategic partnerships with the Baker Tilly partners, clients, businesses, and through your own networking.

Key Responsibilities
  • Meet and develop relationships with clients to understand their situation
  • Offer support and provide ongoing financial guidance, to help them achieve their retirement goals
  • Create strategic financial plans and budgets for clients
  • Identify potential financial risks and develop strategies to mitigate them
  • Monitor clients' need and adjust their financial plans accordingly
  • Prepare detailed financial reports for clients
  • Provides financial analysis as part of preparing a comprehensive financial plan for clients, including cash-flow, retirement, estate planning, education funding, risk management, retirement projections and investment management
  • Work collaboratively with Firm partners and staff in providing advice to clients
  • Coordinate with our Portfolio Manager partners to ensure the client portfolios are managed in line with the client tax plan
  • Develop and maintain positive and productive working relationships
  • Delivering to the highest service standards
  • Managing multiple client requests efficiently and in a timely manner
  • Identify and cultivate new clients to develop and grow a book of business
  • Review and identify any opportunities to improve client and company outcomes through the financial planning process
  • Maintain updated knowledge of regulations, practices, and financial products
Requirements
  • Active Certified Financial Planner (CFP) designation
  • Active life insurance license (preferred) or willingness to obtain within 3 months of hire
  • Bachelor's degree in a relevant field such as Business, Finance/Commerce, Economics or Statistics; master's degree, CPA, or diploma in financial planning a plus
  • Minimum 3-5 years' experience as a Financial Planner or Financial Consultant
  • Ability to analyze complex financial information and make recommendations
  • Previous experience with CaseWare, Taxprep, developing financial plans utilizing Conquest (or similar) is an asset
  • Flexibility to support an entrepreneurial business model focused on growth
  • Experience with paraplanning and working in the investments and insurance industry
  • Strong interpersonal skills with a proven ability to build and establish strong relationships with our clients, internal and external partners, suppliers, and members of the BT KDN team
  • Exceptional written and oral communication skills
  • Ability to consistently meet deadlines, which can be conflicting with one another
  • Strong analytical skills and high attention to detail
  • A desire to be an integral part of a fun team environment
About Baker Tilly KDN

Baker Tilly KDN LLP (BT KDN) is a full-service accounting firm providing assurance, tax and related business advisory services to a broad range of clientele from our offices in Peterborough, Lindsay, Courtice and Cobourg. With 18 partners and more than 130 employees, BT KDN is the largest locally owned and operated regional accounting firm in Central Ontario. We have strong community roots and believe in providing our clients with high quality, personalized service.

In addition to top-notch assurance and tax guidance, BT KDN stands out by providing dynamic value-added expertise in a number of specific areas, including valuation, cybersecurity, data analytics and our successful BT Advantage offering which focuses on customized accounting and CFO advisory solutions that allow our clients to focus on growing their business while leaving the financial reporting, advisory and analysis to our experts.

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