Financial Health Advisor

KPMG View all jobs

  • Toronto, ON
  • $74,000-111,000 per year
  • Permanent
  • Full-time
  • 1 month ago
Job Description:OverviewAt KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world.KPMG’s Office of the Partner (OTP) supports our partnership through the lifecycle of their careers – from entry into partnership, through to retirement preparation. Our team includes partnership accounting, partner matters (onboarding, partnership policies, benefits and agreements, offboarding), leadership development, partnership tax, and partner personal and corporate tax services.The Financial Health Advisor supports Partners in achieving long-term financial wellbeing through financial wellness education, tailored financial planning, and strategic leadership of the Partner Savings Plan (PSP). This role acts as a central liaison among the PSP Committee, OTP, and Canada Life while also driving wealth management education and communication across the Partner group.
What you will doFinancial Wellness Consulting
  • Provide Partners with personalized financial wellbeing tools and templates.
  • Develop and deliver financial wellness programs, tools, and educational resources.
  • Help Partners build long-term financial confidence through tailored coaching.
Wealth Management Communication & Education
  • Lead the development of Partner-focused communication and education on wealth management topics.
  • Translate complex wealth concepts, including investment principles, retirement strategies, and risk management, into clear, actionable guidance.
  • Build and maintain a communications strategy that increases Partner literacy, engagement, and informed decision-making regarding wealth-building opportunities.
  • Partner with internal stakeholders and external providers to ensure aligned, high-quality wealth management messaging.
Partner Savings Plan (PSP) Leadership
  • Serve as the primary liaison between the PSP Committee, OTP, and Canada Life.
  • Own Partner communications related to PSP updates, performance, and opportunities.
  • Drive engagement, momentum, and investment in the PSP program.
  • Identify enhancements and support strategic direction for the PSP’s continued evolution.
Financial Planning
  • Liaise with Partners' investment advisors to ensure optimal financial planning and retirement readiness support.
  • Provide guidance on savings and investment planning, cash flow management, and long-term goal setting.
Communication
  • Create clear, timely, and accessible communications to Partners regarding financial programs, PSP developments, and wealth management resources.
  • Ensure messaging consistency and alignment across all financial wellbeing initiatives.
  • Simplify complex financial information into actionable takeaways for Partners.
What you bring to the role
  • Bachelor’s degree in accounting, finance, business administration or related field and completion of, or enrollment in, the Certified Financial Planner (CFP) Certification.
  • Experience in providing personalized financial wellbeing tools, developing wellness programs, and coaching clients for long-term confidence.
  • Ability to lead communication on wealth topics, translate complex concepts, and enhance financial literacy and engagement.
  • Basic level understanding of Canadian personal and corporate tax with the ability to identify tax planning opportunities and liaise with existing tax advisors and lawyers.
  • Demonstrates exceptional responsiveness and effective communication to address Partner inquiries and matters.
  • Experience as a liaison between committees and providers, driving program engagement and identifying enhancements.
  • Skills in working with investment advisors, providing guidance on savings, investment planning, and cash flow management.
  • Ability to create clear, timely communications, ensure consistency, and simplify complex financial information.
KPMG Ontario Region Pay Range InformationThe expected base salary range for this position is $74,000 to $111,000 and may be eligible for bonus awards. The determination of an applicant’s base salary within this range is based on the individual’s location, skills & competencies, and unique qualifications. In addition, KPMG offers a comprehensive and competitive Total Rewards program.Providing you with the support you need to be at your bestOur Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what mattersKPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice.Adjustments and accommodations throughout the recruitment processAt KPMG, we are committed to fostering an inclusive recruitment process where all candidates can be themselves and excel. We aim to provide a positive experience and are prepared to offer adjustments or accommodations to help you perform at your best. Adjustments (informal requests), such as extra preparation time or the option for micro breaks during interviews, and accommodations (formal requests), such as accessible communication supports or technology aids, are tailored to individual needs and role requirements. You will have an opportunity to request an adjustment or accommodation at any point throughout the recruitment process. If you require support, please contact KPMG’s Employee Relations Service team by calling 1-888-466-4778.AI UsageWe embrace the use of artificial intelligence (AI) to enhance the candidate experience and streamline our recruitment processes. AI tools may help with organizing applications or surfacing relevant qualifications. However, no hiring decisions are made using AI. Every hiring decision is made by our hiring managers and recruitment professionals, who are equipped with training that empowers them to use these tools responsibly. AI technologies used in our recruitment process undergo detailed risk assessments, including security and privacy requirements, that align with KPMG’s Trusted AI framework.We believe technology should empower human judgment, not replace it. It’s one of the many ways we’re delivering on our vision of being a technology-first, people-driven firm.

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