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Objective Financial Partners Inc.

Verified Job Source

Fee-Only / Advice-Only Financial Planners, Tax Accountants, Divorce Financial Specialists, and Estate Advisors

Markham, Ontario

Financial Services
11–50 people

About

Objective Financial Partners is one of Canada’s largest and most established fee-only, advice-only financial planning firms. Founded in 2012 by Jason Heath, one of Canada’s best-known financial planners and personal finance columnists, our experienced Certified Financial Planners (CFPs) have helped thousands of clients. Advice-Only. No Product Sales. Our mission is providing unbiased, objective advice from our team of Fee-Only Financial Planners, Tax Accountants, Divorce Financial Specialists, and Estate Advisors. We work remotely with clients across Canada and internationally, with some planners offering optional in-person meetings in the Greater Toronto Area. Our clients include professionals, business owners, retirees, expats, and Canadians with cross border (Canada–U.S.) needs seeking clarity and confidence to manage their finances efficiently. We support life events such as estate planning and settlement, and divorce and separation planning. Many of our financial planning clients choose ongoing support, working with us annually so their planning stays proactive as life changes. In addition, we provide full-service accounting, including personal, corporate, estate, and trust tax returns, as well as full cycle bookkeeping and payroll, so you can focus on your family, business, and financial goals.

Open positions

Advice-Only Certified Financial Planner (CFP) - Remote, Canada

Remote · Canada

The role involves preparing comprehensive financial plans and presenting recommendations to a diverse range of clients across Canada. Planners provide ongoing advice on retirement, tax, investment, and estate issues without selling financial products.

Senior Tax Accountant

Remote · Canada

Prepare complex personal, corporate, and trust tax returns while developing tax planning strategies for business owners and retirees. Collaborate with financial planners to explain tax concepts to clients and identify planning opportunities throughout the year.