Financial Planner

Job summary

Meet with clients to develop, review, and update financial plans covering retirement, tax, estate, and insurance needs, and serve as the ongoing planning contact for assigned clients. Support new-client onboarding, coordinate accurate account changes with Operations, document plans and client records, and collaborate on service initiatives and process improvements.

Job details

Christianson Financial is growing — and we're building the team to match. We're looking for a Financial Planner who is ready to be a meaningful contributor in a firm that takes its work seriously and its people even more so. This is not a role for someone looking to maintain the status quo. We want someone who is ready to roll up their sleeves, take ownership, and help us continue delivering an exceptional experience for our clients. Who We Are Christianson Financial is a Halifax-based wealth management firm dedicated to being the destination for our clients and their families across all their financial needs. We work with intention — building trusted, long-term relationships, delivering personalized planning and investment solutions, and holding ourselves to a high standard in everything we do. Our team is small, capable, and committed. We take care of our clients the way we'd take care of family, and we bring that same care to how we work with one another. About this Role As our client base grows, we're adding a Financial Planner to work alongside our Financial Advisor on the planning relationship our clients count on. Reporting to the Financial Advisor, you will meet directly with clients to build and maintain financial plans, covering retirement, tax, estate and insurance needs. You will also play a key role in onboarding new clients as the firm grows. You bring exceptional organizational skills, a sharp eye for detail, and the kind of judgment that lets you act with confidence and communicate with clarity. Flexible, adaptable, and genuinely invested in the outcomes of the people around you — that's who we're looking for. This is a full-time, 37.5-hour-per-week position, Monday to Friday from 9:00 AM to 5:00 PM, based entirely on-site at our Halifax office. Occasional early morning or evening meetings, by appointment, may be required to accommodate client schedules. To apply, please send your resume and cover letter to applications@christiansonfinancial.ca with the subject line: 'Your Next Financial Planner'. Please note: ONLY CANDIDATES WHO APPLY AS NOTED ABOVE WILL BE REVIEWED. Responsibilities Meet with clients to build, review and update financial plans covering retirement, tax, estate and insurance needs Serve as the ongoing planning contact for an assigned group of clients Support onboarding of new clients, including fact-finding, plan development and account setup Work with the Operations team to ensure client instructions and account changes are carried out accurately Prepare clear, well-documented plans and recommendations for client meetings Maintain accurate client records and notes within the CRM Collaborate with the Financial Advisors and team on client service initiatives and process improvements Stay current on tax, estate and insurance planning developments relevant to clients Qualifications: CFP designation, or actively working toward completion Minimum 3 years of experience in financial planning or advisory Life insurance license (LLQP), or willingness to obtain one Eligible for securities registration under CIRO, or currently registered Comfortable working with retirement, tax, estate and insurance planning for individuals and families Strong client-service orientation and financial mindset Proven ability to multi-task and effectively prioritize Excellent time management and organizational skills Advanced computer competency (MS Office, CRM software, database navigation) Excellent written and verbal communication skills, comfortable across in-person, phone and email Additional Requirements Must like dogs! What We Offer Competitive salary starting at $75,000 (final salary based on qualifications), plus performance-based incentive Support for CFP and LLQP study and exam costs Comprehensive benefits package including Life, AD&D, Long Term Disability, and Extended Health Care Free onsite parking Free coffee and tea available in our office kitchen Supportive, inclusive, and fun work culture Opportunities for professional development and career growth, including potential growth into our portfolio management team for the right candidate Benefits: Dental care Disability insurance Extended health care Life insurance On-site parking Paid time off Application question(s): How many years of experience do you have in financial planning, and do you currently hold a CFP designation or are working toward one? Are you currently licensed in the financial services industry? If so, please specify which license(s) you hold (e.g., CFP or PFP, LLQP, securities/CIRO) and for how long. Are you legally entitled to work in Canada, and able to work on-site in Nova Scotia? Language: English (required) Location: Halifax, NS B3M 2K5 (required) Work Location: In person

What you’ll do

Meet with clients to develop, review, and update financial plans covering retirement, tax, estate, and insurance needs, and serve as the ongoing planning contact for assigned clients. Support new-client onboarding, coordinate accurate account changes with Operations, document plans and client records, and collaborate on service initiatives and process improvements.

Requirements

Candidates need a CFP designation or be working toward it, at least three years of financial planning or advisory experience, and an LLQP license or willingness to obtain one; they must also be eligible for CIRO securities registration or already registered. The role requires strong client-service skills, planning knowledge across retirement, tax, estate, and insurance needs, excellent organization and communication, advanced computer competency, and eligibility to work in Canada and work on-site in Nova Scotia.

Benefits

• Performance-Based Incentive
• CFP Study and Exam Cost Support
• LLQP Study and Exam Cost Support
• Life Insurance
• Accidental Death and Dismemberment Insurance
• Long-Term Disability Insurance
• Extended Health Care
• Dental Care
• On-Site Parking
• Paid Time Off
• Professional Development
• Career Growth Opportunities

Listed skills

• Time management · Preferred
• Client Onboarding · Preferred
• Organization · Preferred
• Financial planning · Preferred
• Microsoft Office · Preferred
• Prioritization · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Retirement Planning
• Tax Planning
• Estate Planning
• Insurance Planning
• Client Relationship Management
• Client Onboarding
• Financial Plan Development
• Account Setup
• Client Recordkeeping
• CRM Software
• Microsoft Office
• Organization
• Time Management
• Prioritization
• Written and Verbal Communication

Job areas

• Finance & Accounting
• Customer Service & Support
• Sales