Remote Financial Planner Jobs In Canada

Join a Vision-Driven Financial Future — Remotely

Imagine being part of a company where bold ideas meet precision strategy. Where the future of personal finance isn't just discussed — it's designed. As a Remote Financial Planner, you won't just crunch numbers; you'll craft pathways to financial freedom for clients coast to coast. With a digital-first mindset and a mission to redefine how Canadians manage wealth, we are building tools, strategies, and relationships that make a real impact — one financial plan at a time.

Why This Role Matters

In an era of remote innovation and client-centric solutions, financial planning is no longer bound by boardrooms or brick-and-mortar institutions. Our organization leads with a purpose: to empower individuals and families with expert financial guidance, all from the comfort of their own homes. This role is tailored for someone who combines financial acumen with emotional intelligence, understands market dynamics, and thrives in a flexible, tech-forward environment.

What You’ll Do

Personalized Wealth Planning

• Build custom-tailored financial plans rooted in each client’s life goals, risk tolerance, and timelines.
• Use remote financial analysis tools to simulate various future scenarios
• Offer guidance on investments, retirement planning, estate structures, tax efficiencies, and insurance needs

Client Empowerment & Relationships

• Host engaging video consultations with clients across Canada
• Translate complex financial concepts into relatable advice
• Stay proactive with regular check-ins, updates, and portfolio reviews

Strategy and Execution

• Align client goals with short and long-term market strategies
• Collaborate with in-house analysts and product teams to offer agile solutions
• Implement plans through compliant and efficient digital systems

Tools & Technology You’ll Use

• Financial planning platforms (eMoney, NaviPlan, RightCapital)
• Remote conferencing tools (Zoom, Microsoft Teams)
• CRM and compliance systems
• Real-time risk analysis and simulation engines
• AI-enhanced investment recommendation platforms

Your Remote Work Environment

Welcome to your dream workspace — wherever you choose it to be. Whether it's a quiet lakefront cabin or a cozy home office, our remote culture is built for flexibility, autonomy, and collaboration. We believe great minds thrive in freedom, so we support asynchronous communication, dedicated creative blocks, and digital-first resource sharing.

What Makes You a Great Fit

Qualifications

• A university qualification in financial management, commerce, economics, or a similar field
• Certified Financial Planner (CFP) designation required
• At least 3 years of experience providing financial advisory services or retirement planning
• Strong understanding of Canadian tax laws, investment vehicles, and regulatory frameworks

Skills That Set You Apart

• Exceptional communication with a knack for simplifying complex ideas
• Proven ability to build trust and rapport quickly over virtual platforms
• Innovative thinker with a passion for modernizing financial services
• Comfortable working independently in a remote, tech-integrated setting

What You’ll Gain

• Competitive annual salary of $96,681
• Flexible working hours with full autonomy
• Access to a curated portfolio of clients
• Continuous learning opportunities through online certifications
• Wellness perks, including virtual health support and mental wellness stipends
• Pathways for professional growth into lead or strategic planning roles

Our Culture of Innovation

We are not your typical financial firm. From rethinking legacy models to championing client-first tech, we believe creativity is the core of economic success. We encourage bold questions, celebrate solution-seekers, and recognize that creativity isn’t just for designers — it belongs in strategy rooms too. If you’re tired of outdated systems and crave a fresh approach, you’ll thrive here.

Let’s Shape the Future of Finance — Together

This isn’t just another remote job. It’s a calling to help people build legacies, achieve dreams, and gain peace of mind — all through the screen, all across Canada. If your heart beats for both spreadsheets and stories, and you see finances not just as numbers but as narratives, this opportunity is for you.

🟢 Ready to Map Financial Futures?

Apply today and become a remote financial hero that clients can count on. Let’s innovate, inspire, and elevate — together, from anywhere.