Job Title

Were looking for a Financial Planner to join our team at Parallel Wealth! In this role, youll support Fee-for-Service clientsbuilding personalized retirement and estate plans, offering clear advice, and helping Canadians feel confident in their financial future. If you enjoy client-focused planning and want to be part of a collaborative, values-driven team, this could be a great fit.The position will be broken into 3 main areas of focus:Plan Creation: Preparation of Financial Plans and scenarios in Snap Projections.Plan Presentation: Present the created plan to the clients via Zoom in a professional and personal manner.Plan Delivery: Provide the client with a report of the plan as outlined through your training.About Parallel WealthParallel Wealth has two key focuses: education and planning. Through our YouTube channel, weve connected with clients across the country, providing retirement and estate plans for Canadians aged 45+ who are looking for clarity and direction. Our planning dives deep into registered account meltdown strategies, government benefits, pensions, corporate drawdowns, and rental property planning. The goal is simple: help clients maximize their spending and minimize taxes over their lifetime.The RoleWere looking for an experienced Financial Planner to join our fee-based planning team at Parallel Wealth. This role focuses on delivering a high-quality client experience by developing personalized retirement and estate plans for Canadians aged 45 and older. Youll work with clients on a transactional basis, where the firm is engaged specifically to build out a comprehensive financial plan that provides clarity, direction, and long-term tax efficiency.As a Financial Planner, you willPrepare and present financial plans to help clients reach their goalsBuild out financial plans from start to finish based off client data provided; understand how accounts coincide and benefit each other to provide a clear yet complex plan for pre-retirees and retireesWith the support of the Parallel Wealth team, provide all Fee for Service clients an exceptional experience and confidence when it comes to their financial plan and understandingProvide education and answers to all client questions ensuring their satisfaction with Parallel WealthOur Ideal CandidateWere looking for a dynamic and passionate team player who aligns with Parallel Wealths financial planning philosophy. The ideal candidate is confident in a client-focused, client-facing role, and comfortable meeting with several new clients each week. They should be organized, self-motivated, and able to manage their workflow independently while meeting firm goals. Strong communication skills and an outgoing personality are essential to ensure a positive and professional client experience.8+ years of relevant work experience in a Financial Planner roleCFP designationCLU designation considered an assetSnap Projections experience considered an assetHigh degree of proficiency in financial planningWhat We Offer:Fully remote role, with all team collaboration and client meetings conducted via Zoom.$90,000 - $100,000 plus bonus structure and benefitsMonday to Friday, no weekendsBonus payBusiness casual dressDental careExtended health careFlexible schedulePaid time offRRSP matchTuition reimbursementVision careWellness programFlexible language requirement:French not required