Client Services Manager, Wealth

If you are looking to progress your career, look no further than Baker Tilly.

Baker Tilly WM LLP is a leading midsize accounting and advisory firm based in Vancouver and Toronto. We provide value-added audit, tax and advisory solutions that support local businesses. We offer a full complement of professional services across every major industry sector, serving a broad range of clients, including large, publicly traded companies, emerging businesses, and owner-managed businesses.

Outside our two offices, we also draw on the specialty services provided by partners from across the Baker Tilly Canada network and also globally through our affiliation with Baker Tilly International.

At Baker Tilly, we foster a meaningful career and the opportunity to influence tomorrow for your clients, your profession and your community. Our professionals are encouraged to Be True to their values and ambitions, alongside our shared commitment to building great relationships, great conversations and great futures.

For an inside look of what Baker Tilly WM LLP is all about, follow our Instagram account @BakerTillyWM!

We are seeking a seasoned Certified Financial Planner (CFP) based out of Toronto, ON with extensive experience in financial planning and life insurance. The ideal candidate will have a strong background in client-facing roles within banks or wealth management firms, and a proven track record in business development. This role involves providing comprehensive financial planning services, collaborating with wealth management firms, assisting clients with their life insurance needs, and working with our Wealth team to develop the practice area.

Your primary responsibilities will include:

• Deliver high-quality financial planning services to clients
• Collaborate with our strategic partners & wealth management firms
• Assist in sourcing client opportunities and manage client relationships.
• Develop and foster referral source relationships
• Assist clients with their life insurance needs and work with brokers to place policies.
• Service high net-worth Family Office clients.
• Actively mentor and coach staff, fostering their professional growth and development.

A successful candidate will have: 

• CFP and CLU/LLQP holder for at least 5 years
• 5+ years life insurance experience
• Experience in a client-facing role at a bank or wealth management firm would be ideal
• Experience developing financial plans and strong knowledge of life insurance products
• Proven ability to develop business with an existing network of clients and/or referral sources.

What’s in it for you?

• Career growth opportunities
• Competitive total compensation package including extended health care, dental, and group life insurance benefits
• Family Benefits - A parental leave top-up program for new parents
• Vacation (4+ weeks/year)
• Continuing Professional Development courses are provided as well as numerous informal training and development opportunities. The Firm will also reimburse you for approved professional development fees and membership dues.
• An open-door culture promoting interaction with all staff levels, including partners
• A fully-stocked kitchen with breakfast foods, healthy snacks, and treats during tax season, plus coffee, tea, and drinks throughout the year
• Overtime meal and parking reimbursements
• A smart casual dress code (client/day specific)
• Client referral, employee referral, and vehicle purchase incentives
• Many entertaining social events throughout the year

Please note: If you are selected for an interview, we will contact you directly via email. All virtual interviews will be conducted exclusively on Microsoft Teams. We will never request additional personal information such as bank details or other sensitive data. 

Baker Tilly WM LLP is an equal opportunity employer and does not discriminate in employment on the basis of race, colour, religion, sex (including gender identity), national origin, political affiliation, parental status, marital status, sexual orientation, disability, age, or other non-merit factors. Baker Tilly WM LLP is dedicated to fostering, supporting and celebrating a diverse workplace. Accommodation is available to all applicants upon request throughout our recruitment and selection process. We will work with all applicants to accommodate their accessibility needs.

Baker Tilly WM LLP is a member of Baker Tilly Canada Cooperative, which is a member of the global network of Baker Tilly International Limited. All members of Baker Tilly Canada Cooperative and Baker Tilly International Limited are separate and independent legal entities.