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Part Time Financial Planner Jobs in Waterloo, ON

401 Auto

Part-time Receptionist - Cambridge

Cambridge, ON · On-site

CA$19/hr

Empowering you to grow with meaningful career path planning and advancement opportunities. * Health ... Financing, CampMart and Grand River Boats. If you have a growth mindset like us, we'd love to see ...

Wawanesa Insurance

Salesforce Lead Developer

Kitchener, ON · Hybrid

CA$100K - CA$130K/yr

In addition to salary, full-time and part-time permanent employees are eligible for an annual bonus ... Lead planning, design, development, and testing of Salesforce solutions end to end, translating ...

Wawanesa Insurance

Director, Total Rewards

Kitchener, ON · Hybrid

CA$135K - CA$180K/yr

In addition to salary, full-time and part-time permanent employees are eligible for an annual bonus ... Financial Group, a leading national distributor of personal and business insurance. In March of ...

Wawanesa Insurance

Claims Technical Specialist

Kitchener, ON · Hybrid

CA$90K - CA$110K/yr

In addition to salary, full-time and part-time permanent employees are eligible for an annual bonus ... Financial Group, a leading national distributor of personal and business insurance. In March of ...

All JobsFinancial Planner JobsPart Time Financial Planner JobsPart Time Financial Planner Jobs in Waterloo, ON

Part Time Financial Planner information

See Waterloo, ON salary details

$17.2K

$61.3K

$124.9K

How much do part time financial planner jobs pay per year?

As of Aug 30, 2026, the average yearly pay for part time financial planner in Waterloo, ON is $61,346.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,963.00 and $79,250.00 per year, depending on experience, location, and employer.

What is a part-time financial planner?

Part-time financial planners are professionals who help individuals or businesses manage their finances, investments, and financial goals, but work fewer hours than a full-time planner. They may offer services such as budgeting, retirement planning, tax advice, and investment recommendations on a flexible or as-needed basis. This role is ideal for those seeking work-life balance, or for clients who require financial advice but do not need a full-time commitment. Part-time financial planners may work independently, for financial advisory firms, or even remotely, providing valuable guidance tailored to their clients' unique needs.

What does a part-time financial planner do?

As a part-time financial planner, you work with clients to help them achieve their objectives. Your duties have you working less than 40 hours per week, and you may plan your schedule for when clients are available for appointments. Your primary responsibilities include meeting with individuals or businesses to assess their financial needs. You then assist them in planning and implementing strategies to achieve their goals. Often, you perform analysis on options for investments, or review investments that clients already have. You also advise clients about subjects such as insurance, tax liability, real estate, and debt.

What are the key skills and qualifications needed to thrive as a part-time financial planner, and why are they important?

To thrive as a Part Time Financial Planner, you need strong analytical skills, financial knowledge, and typically a bachelor's degree in finance or a related field, along with relevant licenses such as the CFP certification. Familiarity with financial planning software, portfolio management tools, and compliance systems is also important. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts simply help set top professionals apart. These skills and qualifications are crucial for building client trust, ensuring sound financial advice, and efficiently managing client portfolios.

How does working as a part-time financial planner impact client relationship management and workload balance?

As a part-time financial planner, managing client relationships effectively often requires strong organizational skills and clear communication about your availability. You may need to prioritize tasks, schedule client meetings more strategically, and leverage digital tools to ensure clients feel supported despite reduced hours. While the workload can be more flexible, it’s important to set realistic expectations with both clients and your team to maintain trust and deliver consistent service. Many part-time planners collaborate closely with full-time colleagues or support staff to ensure continuity and comprehensive client care.

What is the difference between Part Time Financial Planner vs Financial Advisor?

AspectPart Time Financial PlannerFinancial Advisor
CertificationsCFP, ChFC often preferredCFP, ChFC, or similar certifications
Work EnvironmentPart-time, flexible hours, often independent or small firmsFull-time, office-based or client-facing roles
Employer & IndustryFinancial planning firms, independent practices, or self-employedBanks, investment firms, or independent practices
Search & Comparison IntentPart Time Financial Planner vs Financial AdvisorPart Time Financial Planner vs Financial Advisor

Both roles involve providing financial advice, but Part Time Financial Planners typically work fewer hours and may operate independently or in small firms. Financial Advisors often work full-time within larger organizations. The certifications and industry usage overlap significantly, making them closely related but differing mainly in hours and work setting.

Is there a demand for part time financial planners?

Part time financial planners are in demand as many clients seek flexible scheduling and personalized financial advice. The role often requires certifications like the CFP and proficiency with financial planning tools, making it suitable for professionals seeking part-time work in the finance industry.
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The top searched job categories for Part Time Financial Planner jobs in Waterloo, ON are:

What cities near Waterloo, ON are hiring for Part Time Financial Planner jobs?

Cities near Waterloo, ON with the most Part Time Financial Planner job openings:

Part Time Financial Planner jobs near you
Infographic showing various Part Time Financial Planner job openings in Waterloo, ON as of August 2026, with employment types broken down into 100% Part Time. Highlights an 50% In-person, 25% Hybrid, and 25% Remote job distribution, with an average salary of $61,346 per year, or $29.5 per hour.

Actuarial Consultant - Financial Planning & Analysis

Wawanesa Insurance

Kitchener, ON • Hybrid

Full-time, Part-time

Retirement, PTO

Posted 24 days ago

Job description

Job ID: 10253 


Employment Type: Existing Role

Work Environment: We offer a hybrid work environment that offers flexibility to our employees in balancing in-office (2 days per week OR 15 hours per week in a Wawanesa office) and remote work. You may work from any of the following locations: Winnipeg, MB; Wawanesa, MB; Vancouver, BC; Calgary, AB; Edmonton, AB; Lethbridge, AB; Toronto (North York), ON; Kitchener, ON; Ottawa, ON; Montreal, QC; Quebec City, QC, Moncton, NB; Dartmouth; NS. 

Working Business Language: Financial Planning & Analysis  

Salary: At Wawanesa, salary is only one component of a holistic, comprehensive and competitive offering that we provide to our employees. In addition to salary, full-time and part-time permanent employees are eligible for an annual bonus plan, leave of absence top-up programs and provided with generous vacation time, personal days, premium free benefits and pension plan. 
 

The salary offered for this role is determined with consideration to various factors, including but not limited to: your work location, local labour market conditions, external market salary data, internal pay equity and the knowledge, skills, experience and anticipated proficiency in the role. The salary offered is estimated to be within the following range. Candidates with salary expectations outside of the range are still encouraged to apply.

  • Senior Actuarial Analyst $90,000 - $110,000
  • Actuarial Consultant $105,000 - $130,000
  • Senior Actuarial Consultant $120,000 - $145,000

About The Wawanesa Mutual Insurance Company
Founded in 1896, The Wawanesa Mutual Insurance Company is one of Canada's largest mutual insurers, 100% owned by its members, with more than $4.1 billion in annual revenue and $12.5 billion in assets. Headquartered in Winnipeg, Wawanesa is the parent company of Wawanesa Life, which provides life insurance solutions throughout Canada, and Western Financial Group, a leading national distributor of personal and business insurance. In March of 2026, Wawanesa entered into an agreement to acquire Everest Insurance Company of Canada to strengthen its commercial insurance capabilities and advance its long-term growth strategy.


Wawanesa proudly serves more than 1.8 million members and we are home to more than 3,000 employees across Canada. The company actively gives back to organizations that strengthen communities, donating more than $4 million annually to charitable organizations, including more than $2 million each year in support of people on the front lines of climate change. Learn more at wawanesa.com.

We are currently looking for dedicated, driven, and enthusiastic individuals who thrive in an environment that welcomes change and are looking for an opportunity for diverse experience and advancement on a growing team.

Job Overview

Working with a high degree of autonomy, the Actuarial Consultant, Financial Planning & Analysis contributes to the organization by enhancing the tools, models, and reporting that support Wawanesa's budgeting, forecasting, and financial planning processes. Leveraging actuarial expertise, programming skills, and business knowledge, they transform complex data into meaningful insights that enable informed decision-making across the enterprise.

The Actuarial Consultant develops and maintains scalable solutions using modern analytical and visualization tools, including R, Python, SQL, and Power BI. They collaborate with stakeholders across Finance, Actuarial, and other business areas to identify opportunities for process improvement, strengthen data-driven decision-making, and ensure planning capabilities continue to evolve in support of organizational objectives.

We are open to these levels: Senior Actuarial Analyst, Actuarial Consultant, or Senior Actuarial Consultant level.

Job Responsibilities
  • Researches, extracts, and manipulates complex data from relevant sources, and assesses data quality.
  • Supports the business and overall team by performing analyses/reviews and completing ad-hoc requests/special projects in a timely manner with minimal support from peers and leaders.
  • Evaluates procedures and processes, and recommend alternatives or improvements .
  • Evaluates existing processes to find areas for increased efficiency.
  • Identifies opportunities for automation of routine tasks and implementation of advanced techniques while ensuring ethical and responsible application of solutions.
  • Develops new approaches to problem solving and assess impacts of solution options with minimal support from leaders.
  • Identifies emerging industry trends and analyzes the impact they will have on Wawanesa.
  • Encouraged to represent Wawanesa at external events that may include universities, actuarial clubs, industry organizations, and charitable causes.
  • Commits to professional development and continuous experiential learning to build cross-functional knowledge, technical skills, and mastery in competencies.
  • Focuses learning activities on bringing new knowledge and skills to team in order to address any existing gaps.
  • Provides regular project updates to stakeholders. Anticipates obstacles and raises them in advance.
  • Leads projects from beginning to end. Includes implementation of final product. May include training and documentation of the project.
  • Actively contributes to the mentorship, training and development of actuarial analysts.
  • Provides feedback, instruction, and development guidance to help others excel in their current or future job responsibilities.
  • Builds trust and credibility with peers.
  • Develops strong working relationships across teams.
Qualifications
  • Bachelor's degree in Actuarial Science, Mathematics, Statistics, or other related discipline.
  • More than 4 years of actuarial experience an asset.
  • 7 CAS exams or ACAS designation an asset.
  • Advanced oral and written communication skills, demonstrating the ability to convey business terminology and insights that are meaningful and well received.
  • Ability to clearly document major projects and key processes.
  • Effective at comfortably communicating analysis and results to senior leaders in written and/or oral form, and influencing direct leader to accept recommendations.
  • Discusses ideas in terms familiar to colleagues in different functional areas and teaches the necessary actuarial concepts when needed.
  • Proficient with Power BI, R, Excel, SQL, R, Python and/or other related software/programming languages/actuarial software.
  • Ability to easily adapt to new enterprise system environments.
  • Ability to identify areas for improved efficiency and suggest solutions.
  • Advanced knowledge of actuarial science, mathematics, probability, statistics, principles of finance and business, and strong ability to apply this knowledge to problems in insurance.
  • Ability to develop efficient and viable solutions to problems and assess impacts of these solution options.
  • Strong attention to detail when performing analysis with minimal technical errors.
  • Ability to identify errors and areas of concern that may significantly impact analysis.
  • Ability to balance materiality/efficiency and accuracy/detail.
  • Ability to prioritize and complete multiple concurrent assignments, both individually and as a leader of a group, in a timely manner while proactively keeping leader informed of progress.
  • Develops timelines for project plans.
  • Ability to work efficiently and co-operatively in a team environment.
  • Keeps abreast of current industry and professional standards and applies them directly to requirements and decisions.

#LI-AF1 #LI-Hybrid


Diversity Equity, Inclusion& Belonging
At Wawanesa, we are committed to Diversity, Equity, Inclusion and Belonging (DEIB) and believe that our strength lies in the diversity of our people - this is supported by having a representative workforce.

We welcome applications from all qualified candidates, including racialized persons, women, Indigenous Peoples, persons with disabilities, members of the 2SLGBTQIA+ community, gender-diverse and neurodiverse individuals, and anyone who can contribute to the further diversification of thought and ideas. 
 

We aim to ensure our recruitment process is accessible to all candidates. If you require accommodations during any stage of the recruitment process, please reach out in confidence to jobs@wawanesa.com.
 

All Wawanesa job applicants are subject to Wawanesa's Privacy Policy.

Please note that the recruitment process for this position may involve the use of AI tools to screen, assess, or select applicants. All final decisions are taken or reviewed by human recruiters and human hiring leaders in compliance with all applicable legislation.  
 

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