About us
Podium Prosperity Group is a unique wealth advisory firm with offices in Barrie and Edmonton. Along with our sister company, Tradewinds Group, Podium had developed a unique and comprehensive approach to help small business owners turn revenue to profit, and profit to wealth. Our small business programs incorporate leadership coaching, management training and extensive, complex business and financial planning and solution advice.
Our values are: Real Advice; Growing Businesses; Strong Families; Compassionate Communities.
Job Summary:
A unique role... part Financial Analyst, part Wealth / Financial Planner
We have a flexible start date - from "immediately" to Labour Day. We are looking for the right fit!
Most small business owners never get the financial guidance they actually need.
Banks are built to sell products. Big accounting firms are built around compliance and the clients large enough to move their numbers. The owner running a growing business gets whatever's left.
We work in that gap — the white space where smart business planning meets genuine wealth planning — because that's where the most valuable work for an owner actually lives. It's the difference between filing the past and shaping the future. We're hiring a Small Business Financial Strategist to grow into that work alongside our team.
You might recognize yourself here if…
- You're in corporate FP&A or finance, done with month-end variance packs, and want work with real client contact and meaning.
- You're in business banking or commercial lending, tired of being measured on products sold rather than problems solved.
- You're at an accounting or advisory firm where partner isn't realistic — or your firm was recently acquired and the smaller clients you cared about are quietly being deprioritized.
- You're equally at home in a financial model and in a conversation with an owner who doesn't speak finance.
You don't have to call yourself a "financial planner" yet. You need the business and finance chops, the curiosity to learn the planning side, and the humility to master a proven craft within a team. We'll train the right person.
What you'll do
This role blends two things most firms keep in separate silos — and the value is in connecting them:
- On the business side: build and maintain financial models, budgets, forecasts, and scenario/sensitivity analyses for owner-managed businesses, then translate the numbers into plain-language insight an owner can act on.
- On the wealth side: prepare presentation-ready client financial plans, portfolio and insurance reviews, and income tax reviews; attend client and prospect meetings with the team and, over time, on your own; handle all materials before, during, and after.
- The bridge: help owners see how their business performance feeds their personal long-term wealth and goals — the integration their banker and their accountant rarely do for them.
- As part of the team: work within our service framework, coordinate with the service team on prep and admin and with clients' lawyers, accountants, and bankers, and help standardize and improve our planning, forecasting, and reporting processes and tools.
- You can find more details in the posting on our website.
What we're looking for
- Roughly 3–6 years working closely with business or client finances — FP&A or corporate finance, business banking or commercial lending, accounting / advisory, or a controller / finance seat in a growing company.
- CPA, or strong personal and small-business tax knowledge.
- Strong Excel — multi-variable dynamic models, complex formulas, and scenario analysis to connect inputs to outcomes.
- Fluency in the language of business finance: budgets, P&Ls, and financial statements.
- A genuine passion for small business and the curiosity to learn financial and tax planning for small corporations.
- Coachability — you're energized by mastering proven frameworks and tools before reinventing them. Mastery first, innovation second. A team player, not a lone operator who already has all the answers.
- A strong communicator who meets clients at their level; intrapreneurial, resourceful, and someone who finishes what they start while holding the big picture.
Assets (nice to have)
- A credential along the planning path — CFP / QAFP, TEP, MBA, or BComm — or you're self-taught with the aptitude to prove it.
- Familiarity with financial planning platforms such as Navigator, FPS, Razor, Planworth, or Snap.
- CRM literacy and comfort with financial systems and reporting tools.
Why this role
We won't leave you to sink or swim. We'll invest in you — training, courses, and direct mentorship as you grow into financial planning. You'll master a powerful set of existing tools and frameworks, and once you have, you'll help make them better. Real variety, real client impact, and a clear path forward. If you've been waiting for a place that takes the small business owner seriously, this is it.
How to apply
We read every application, and generic or templated submissions won't advance — tell us something specific and real. Please submit your resume along with short answers to both questions below:
1. Which background above is closest to yours, and what specifically made you ready to leave it?
2. The scenario below.
Scenario. Meet a fictional client, Maple Ridge Landscaping Inc. — owner-managed, one shareholder. Last year:
- Revenue: $1,200,000
- Direct costs (materials + subcontractors): $540,000
- Wages, including the owner's $90,000 salary: $410,000
- Operating expenses: $180,000
- Net income before tax: $70,000
- Owner also took $60,000 in dividends
In four or five sentences: what would you want to ask the owner first, and what's the first thing you'd model?
You will receive training and mentorship and have the opportunity to use your skills and knowledge to address all aspects client’s finances within our Integrated Corporate Life™ program.
This is a full-time hybrid position with competitive compensation and benefits package.
Flexible start date. Growth path toward business leadership.
Please submit a resume and cover letter with your responses to these questions. Thank you to all those that apply. Unfortunately, we will not be able to reach out to all applicants and will only be in contact with those that meet the requirements of this position.
Note: This job description is intended to provide a general overview of the position. It is not intended to be an exhaustive list of all responsibilities, duties, and qualifications required.
Job Types: Full-time, Permanent
Pay: $70,000.00-$98,000.00 per year
Benefits:
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Profit sharing
Ability to commute/relocate:
- Barrie, ON: reliably commute or plan to relocate before starting work (required)
Experience:
- finance related: 5 years (preferred)
Work Location: Hybrid remote in Barrie, ON
