Master Financial Strategist

We are seeking a seasoned Financial Planner to join our team of professionals at Baker Tilly KDN in Central Ontario. As a key member of our firm, you will play a vital role in helping our diverse clientele achieve their financial goals and objectives.

This is an exciting opportunity for a skilled Financial Planner to provide expert guidance to our clients and help them plan for tomorrow. You will be responsible for:

• Meeting and developing relationships with clients to understand their situation
• Offering support and providing ongoing financial guidance to help them achieve their retirement goals
• Creating strategic financial plans and budgets for clients
• Identifying potential financial risks and developing strategies to mitigate them
• Monitoring clients' needs and adjusting their financial plans accordingly
• Preparing detailed financial reports for clients
• Providing 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
• Working collaboratively with Firm partners and staff in providing advice to clients
• Coordinating with our Portfolio Manager partners to ensure client portfolios are managed in line with the client tax plan
• Developing and maintaining positive and productive working relationships
• Delivering to the highest service standards
• Managing multiple client requests efficiently and in a timely manner
• Identifying and cultivating new clients to develop and grow a book of business
• Reviewing and identifying opportunities to improve client and company outcomes through the financial planning process
• Maintaining updated knowledge of regulations, practices, and financial products

The ideal candidate will possess:

• An active Certified Financial Planner (CFP) designation
• An active life insurance license or willingness to obtain within 3 months of hire
• A 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

Baker Tilly KDN LLP 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.

The estimated salary for this position is around $90,000 - $110,000 per year, depending on experience and qualifications. We offer a competitive compensation package, including comprehensive health benefits, RRSP matching program, flexible work arrangements, and opportunities for professional development and career growth.