{"id":4120518,"url":"https://alion.io/job/richardson-wealth-financial-planner","title":"Financial Planner","company":{"id":2802502,"name":"Richardson Wealth","domain":"richardsonwealth.com","url":"https://alion.io/company/richardsonwealth","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Dayforce","truth_index":{"grade":"B","score":75,"open_postings":4,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-11-11T05:49:22Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Toronto, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":60000,"max":90000,"currency":"CAD","period":"year","gross":null,"usd_annual":63198},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-29T04:00:00Z","employer_posted_date":"2026-11-12","last_verified_at":"2026-11-12T00:36:14Z","board_verified":true,"closed_at":null,"days_open":13,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":13},"description":"Position Overview\nThe Financial Planner will support the Investment Advisor and will work collaboratively with internal partners to prepare comprehensive financial plans for high-net-worth clients. This role works directly with clients and their advisors to translate complex financial situations into efficient and practical action plans to meet the client’s financial goals.\nThis is a pipelining posting intended to identify potential talent for future vacancies. While we are not actively hiring for this role today, we encourage interested candidates to apply so we can consider you for upcoming opportunities\nDuties and Responsibilities To be able to prepare, understand and communicate detailed financial projections (including net worth, cash flows and income tax) and advanced planning strategies to team members, Investment Advisors and clients.This will include the following:• Work directly with clients and collect the necessary information and documentation required, often in face-to-face meetings• Develop financial projections and financial plans• Review wealth plans for accuracy• Summarize a client’s situation, analyze alternate solutions, and communicate financial planning opportunities• Prepare written tax and financial planning strategies and educational material within the context of the comprehensive wealth plan• Develop and write client friendly education articles on timely financial planning topics\nQualifications• 5 years of direct client work in the completion and delivery of financial plans a key asset• Excellent understanding of Canadian Income Taxes and Insurance Strategies• Knowledge and familiarity with use of Financial Planning Software• Exceptional attention to detail/accuracy• Excellent analytical skills and ability to suggest alternate solutions to complex problems• Strong interpersonal skills• Excellent verbal and written communication skills• Advanced knowledge and use of Microsoft Word, Excel and Power Point• Strong organizational skills• Demonstrated experience working with High-Net-Worth clients is preferred\nEducation• Undergraduate degree• Completion of Financial Planning designation (CFP, RFP, or PFP), or other appropriate designation• Detailed knowledge of corporate and individual taxation in Canada\nThe expected annualized base salary range for this role is $60,000-$90,000The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.","description_format":"text","description_chars":2550,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Financial Services","Health Care"],"lifecycle":[{"event":"open","at":"2026-11-12T00:36:14Z"}],"visa":[],"liveness":{"score":76,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.84,"p_room":0.9,"age_days":13,"expected_fill_days":28,"reasons":["conf:1","win:mid"],"computed_at":"2026-11-12T01:46:32Z"},"pay":{"stated_usd_annual":63198,"is_top_pay":false},"html_url":"https://alion.io/job/richardson-wealth-financial-planner","json_url":"https://alion.io/job/richardson-wealth-financial-planner.json","meta":{"generated_at":"2026-11-12T01:46:32Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":4066,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-13T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2802502},"rest":"https://alion.io/mcp/rest/get_company?id=2802502"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Frichardson-wealth-financial-planner"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Frichardson-wealth-financial-planner"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Frichardson-wealth-financial-planner"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/richardson-wealth-financial-planner\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Frichardson-wealth-financial-planner"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4120518}},{"tool":"search_jobs","arguments":{"company":"richardsonwealth.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4120518},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}