We are looking for a Financial Planning Associate to join our team—bring your ambition and shape what comes next.
Be part of something bigger. Build with us today — Now. For tomorrow.
At Baker Tilly, we care about the impact you make. That’s why we’re invested in your growth from day one—because the steps you take today define your tomorrow.
We are looking for a Financial Planning Associate to join our team—a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll collaborate with a dynamic team of professionals, united by a shared commitment to making a difference—for our clients, our communities, and one another.
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with clarity.
Your role:
Responsible for providing comprehensive financial planning services to clients
Includes investment planning, risk management, tax strategies, and retirement planning
Work closely with clients to understand their financial goals
Develop tailored strategies to meet those goals
Monitor client progress over time to ensure continued success
Collaborate with team members
Maintain up-to-date knowledge of financial trends and regulations
What you bring to the table:
Expertise in financial planning, investment strategies, and retirement planning
Knowledge of tax strategies, risk management, and wealth preservation
Strong communication, client relationship management, and interpersonal skills
Ability to analyze financial data and present actionable recommendations
Proficiency with financial planning software and tools
Bachelor’s degree in finance, Accounting, Economics, or a related field
CFP designation preferred, working towards CFP, or at minimum has an QAFP designation (at minimum)
Knowledge of Canadian financial regulations and compliance standards
Detail-oriented, organized, and capable of multitasking effectively
Commitment to ongoing professional development and staying updated on industry trends
What’s in it for you?
Career Growth opportunities
Competitive total compensation package including extended health care, dental and group life benefits
Family Benefits - parental leave top-up program for new parents
Matching RRSP plan
Annual bonus program
Health and wellness spending account.
Vacation (3 weeks per 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
A smart casual dress code (client/day specific)
Client referral, employee referral, and vehicle purchase incentives
Many entertaining social events throughout the year
Where you’ll work: Vancouver, BC
Job type: Permanent, Full-time
Your schedule: Monday to Friday – Hybrid
Salary range: $70,000 - $80,000 per year
Baker Tilly is fair and competitive when it comes to rewarding our people. We regularly benchmark across a variety of positions, industries, sectors and levels. Our total rewards philosophy is rooted in recognizing people's unique contributions and rewarding the value that they deliver. Along with a competitive base salary we offer comprehensive benefits and perks, performance bonuses and flexible hybrid work. For more information on our Total Rewards click here!
When you join Baker Tilly, you become part of something bigger—an ambitious, forward-thinking company that puts people first. Ideas matter, perspectives count, and every contribution builds a stronger future. If you’re ready to make an impact, we’re ready to meet you.
We are committed to transparency in our hiring process. Please note the following information regarding this job posting:
Position Status:
This job posting is for a newly created role within our organization. This position has been established to support our growth, and we are excited to welcome a new team member to help us achieve our goals.
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 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 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.
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