Financial Planner

Career opportunity:

Fundamental Wealth, a wealth team within the Harbourfront group, is seeking a CFP, CPA, PFP or planning-focused professional who is passionate about helping clients make better financial decisions and building a rewarding long-term career.

At Fundamental Wealth, we believe exceptional financial advice starts with meaningful relationships and comprehensive planning—not sales quotas, cold calling, administrative work, or building a business from scratch. This opportunity is ideal for someone working within a bank, credit union, accounting firm, or wealth management practice who wants to spend more time advising clients and less time prospecting, selling products, or managing paperwork

Why this opportunity is different:

Many financial professionals are caught between two imperfect choices: remain an employee indefinitely or take on the risk and uncertainty of building their own practice.

At Fundamental Wealth, we've built a different path.

You will step into an established and growing retirement-focused practice with existing client relationships, a proven planning process, and a dedicated support team handling much of the administration, onboarding, compliance, and operational work.

Rather than spending your days prospecting, chasing sales targets, processing paperwork and submitting instructions, you'll focus on what you do best:

• Building meaningful client relationships
• Delivering comprehensive financial planning
• Growing alongside a successful and expanding practice

You'll also benefit from a steady flow of prospective clients generated through our marketing initiatives, including educational content, seminars, and referral relationships.

As client relationships deepen and responsibilities expand, so will your compensation. There will also be opportunities to participate more directly in the long-term growth and recurring revenue of the practice, creating alignment between your success, your clients' success, and the success of the firm.

You will be responsible for:

• Build and maintain long-term client relationships through regular communication and trust-based advice
• Deliver comprehensive, goals-based financial planning across retirement, tax, estate, and investment needs
• Act as the primary advisor for an existing portfolio of clients transitioned into your care
• Provide tailored recommendations aligned with each client’s financial goals and life stage
• Guide clients through retirement income planning and wealth preservation strategies