Company lists · Data refreshed September 2026
Top 25 Financial planning recruiters based in Canada
RevenueBase identified 311 company matches for financial planning recruiters associated with Canada as of September 2026 and tracks 1,747 professional contacts across them, including 605 with verified work emails. Toronto is the largest hub.
This list covers company matches for financial planning recruiters associated with Canada, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest financial planning recruiters based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 45 contacts → | ||||
Exact match “We are a team of Technical, Financial, Sales & Marketing professionals in our fields.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 44 contacts → | ||||
Exact match “Since 1982, TechHi has helped corporations in a variety of industries successfully manage their recruitment challenges.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 42 contacts → | ||||
Exact match “We deal primarily with business owners and their families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 37 contacts → | ||||
Exact match “Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 34 contacts → | ||||
Exact match “BeachHead is a premier and specialized consultancy and staffing firm focused on the Canadian Finance marketplace.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 29 contacts → | ||||
Exact match “Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 29 contacts → | ||||
Exact match “From strategy to execution, it is people that deliver performance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 29 contacts → | ||||
Exact match “Fondé en 2003, CIVA Solutions Ressources Humaines Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 25 contacts → | ||||
Exact match “Cielo is a recruitment firm specialized in placing finance and accounting professionals, from Analyst to CFO.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 23 contacts → | ||||
Exact match “Are you seeking that next, great job opportunity?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 22 contacts → | ||||
Exact match “We are a full-service financial planning firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 21 contacts → | ||||
Exact match “Elby is a full service, contingency and retainer based recruiting firm specializing in the placement of professionals across a variety of disciplines including Accounting &…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 19 contacts → | ||||
Exact match “Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 19 contacts → | ||||
Exact match “Thanks for visiting Discovery Financial We understand you have many choices when it comes to financial planning, so we work hard to make sure Discovery Financial steps above the…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 19 contacts → | ||||
Exact match “Selecting talent is not easy, assembling the talent is even harder” Despite the changes in the economy, the market for talented and hardworking employees remains extremely…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 18 contacts → | ||||
Exact match “Power Recruitment Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 17 contacts → | ||||
Exact match “At Strata Wealth & Risk Management Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 16 contacts → | ||||
Exact match “DLD Financial is an independent Vancouver financial planning firm specializing in serving professionals and business owners.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 15 contacts → | ||||
Exact match “Établie depuis L’agence de placement Carrière plus est une équipe érigée d’anciens employés cadres ayant travaillé dans le domaine bancaire pendant plusieurs années.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 14 contacts → | ||||
Exact match “Mercer Bradley offers specialized recruitment of all levels of accounting professionals for preferred employers on a direct hire or temporary basis.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 13 contacts → | ||||
Exact match “VlaadCo | Vlaad and Company is a recruiting agency dedicated to providing tailored services to both firms and professionals in the financial services industry.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 13 contacts → | ||||
Exact match “At JOB-BORN Executive Search Inc, we understand that finding the perfect fit for your career or business can be a daunting task.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 11 contacts → | ||||
Exact match “Precedence Private Wealth is a full service financial planning firm located in Saskatoon Saskatchewan.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 11 contacts → | ||||
Exact match “Le Centre financier SFL Grand Montréal est un cabinet de services financiers indépendant spécialisé en gestion de patrimoine.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 11 contacts → | ||||
Exact match “Exclusive Financial Planning firm with decades of expertise focused on all elements of Wealth Management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “financial planning recruiters”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 311 financial planning recruiters based in Canada
See the full list, filter by size, metro and specialty, and access 605 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial planning recruiters based in Canada at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 311 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Canada whose business descriptions match “financial planning recruiters” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 605 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Financial planning recruiters by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial planning recruiters”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning recruiters are there based in Canada?
RevenueBase identified 311 company matches for financial planning recruiters associated with Canada as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Allison Jones Consulting Services INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial planning recruiters?
Toronto leads with 59 company records, followed by Calgary (23) and Montreal (19).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 605 professional contacts with verified work emails tracked across these 311 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 311 financial planning recruiters based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Financial planning recruiters by geography
- Financial planning recruiters based in Calgary, Canada
- Financial planning recruiters based in Montreal, Canada
- Financial planning recruiters based in Toronto, Canada
- Financial planning recruiters based in Bristol, United Kingdom
- Financial planning recruiters based in London, United Kingdom
- Financial planning recruiters based in Manchester, United Kingdom
- Financial planning recruiters based in Atlanta, United States
- Financial planning recruiters based in Austin, United States
- Financial planning recruiters based in Boca Raton, United States
- Financial planning recruiters based in Boston, United States
- Financial planning recruiters based in Charlotte, United States
- Financial planning recruiters based in Chicago, United States
Browse the directory
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial planning recruiters based in Calgary, Canada
- Financial planning recruiters based in Montreal, Canada
- Financial planning recruiters based in Toronto, Canada
- Financial planning recruiters based in Bristol, United Kingdom
- Financial planning recruiters based in London, United Kingdom
- Financial planning recruiters based in Manchester, United Kingdom
Company intelligence · public preview
Top 25 financial planning recruiters based in Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 311 matching company records for financial planning recruiters based in Canada, with 1,747 tracked contacts and 605 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial planning recruiters based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Allison Jones Consulting Services INCajccanada.comHQ: St Albert, AB, CanadaReported employees: 11-50 | St Albert, AB, Canada | 11-50 | Exact match | 45 contacts → |
“We are a team of Technical, Financial, Sales & Marketing professionals in our fields.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Techhi Consultants LTDtechhi.comHQ: Cambridge, ON, CanadaReported employees: 11-50 | Cambridge, ON, Canada | 11-50 | Exact match | 44 contacts → |
“Since 1982, TechHi has helped corporations in a variety of industries successfully manage their recruitment challenges.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  SPM Financialspmfinancial.caHQ: London, ON, CanadaReported employees: 11-50 | London, ON, Canada | 11-50 | Exact match | 42 contacts → |
“We deal primarily with business owners and their families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Capcorp Financialcapcorp.caHQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 37 contacts → |
“Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Beachheadbeach-head.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 34 contacts → |
“BeachHead is a premier and specialized consultancy and staffing firm focused on the Canadian Finance marketplace.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 29 contacts → |
“Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  The Finance Department Limitedtfdl.comHQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 29 contacts → |
“From strategy to execution, it is people that deliver performance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Civa Recrutementcivarecrutement.caHQ: Montréal, QC, CanadaReported employees: 11-50 | Montréal, QC, Canada | 11-50 | Exact match | 29 contacts → |
“Fondé en 2003, CIVA Solutions Ressources Humaines Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Cielo Accounting Financial Talentcielocanada.comHQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 25 contacts → |
“Cielo is a recruitment firm specialized in placing finance and accounting professionals, from Analyst to CFO.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Forge Recruitmentforgerecruitment.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 23 contacts → |
“Are you seeking that next, great job opportunity?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Bristol Capital Managementbristolcapital.caHQ: Oakville, ON, CanadaReported employees: 11-50 | Oakville, ON, Canada | 11-50 | Exact match | 22 contacts → |
“We are a full-service financial planning firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Kitchener, ON, CanadaReported employees: 11-50 | Kitchener, ON, Canada | 11-50 | Exact match | 21 contacts → |
“Elby is a full service, contingency and retainer based recruiting firm specializing in the placement of professionals across a variety of disciplines including Accounting &…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Coaching Financier Trektreksf.caHQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 19 contacts → |
“Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Discovery Financial Groupdiscoveryfinancial.ca HQ: Grande Prairie, AB, CanadaReported employees: 1-10 | Grande Prairie, AB, Canada | 1-10 | Exact match | 19 contacts → |
“Thanks for visiting Discovery Financial We understand you have many choices when it comes to financial planning, so we work hard to make sure Discovery Financial steps above the…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Front Line Work Force INCflworkforce.comHQ: Mississauga, ON, CanadaReported employees: 51-200 | Mississauga, ON, Canada | 51-200 | Exact match | 19 contacts → |
“Selecting talent is not easy, assembling the talent is even harder” Despite the changes in the economy, the market for talented and hardworking employees remains extremely…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Power Recruitmentpowerrecruitmentagency.comHQ: Brampton, ON, CanadaReported employees: 11-50 | Brampton, ON, Canada | 11-50 | Exact match | 18 contacts → |
“Power Recruitment Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Strata Wealth & Risk Management INCstratawealth.ca HQ: Gravenhurst, ON, CanadaReported employees: 11-50 | Gravenhurst, ON, Canada | 11-50 | Exact match | 17 contacts → |
“At Strata Wealth & Risk Management Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | DLD Financial Group LTDdldfinancial.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 16 contacts → |
“DLD Financial is an independent Vancouver financial planning firm specializing in serving professionals and business owners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Agence DE Placement Carrière Pluscarriereplus.caHQ: Montréal, QC, CanadaReported employees: 11-50 | Montréal, QC, Canada | 11-50 | Exact match | 15 contacts → |
“Établie depuis L’agence de placement Carrière plus est une équipe érigée d’anciens employés cadres ayant travaillé dans le domaine bancaire pendant plusieurs années.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Mercer Bradleymercerbradley.comHQ: Winnipeg, MB, CanadaReported employees: 11-50 | Winnipeg, MB, Canada | 11-50 | Exact match | 14 contacts → |
“Mercer Bradley offers specialized recruitment of all levels of accounting professionals for preferred employers on a direct hire or temporary basis.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Vlaad And Companyvlaadco.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 13 contacts → |
“VlaadCo | Vlaad and Company is a recruiting agency dedicated to providing tailored services to both firms and professionals in the financial services industry.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Job-Born Executive Search INCjobbornsolutions.com HQ: Cambridge, ON, CanadaReported employees: 1-10 | Cambridge, ON, Canada | 1-10 | Exact match | 13 contacts → |
“At JOB-BORN Executive Search Inc, we understand that finding the perfect fit for your career or business can be a daunting task.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Precedence Private Wealthprecedencewealth.comHQ: Saskatoon, SK, CanadaReported employees: 1-10 | Saskatoon, SK, Canada | 1-10 | Exact match | 11 contacts → |
“Precedence Private Wealth is a full service financial planning firm located in Saskatoon Saskatchewan.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Centre Financiersflwestmount.ca HQ: Westmount, CanadaReported employees: 51-200 | Westmount, Canada | 51-200 | Exact match | 11 contacts → |
“Le Centre financier SFL Grand Montréal est un cabinet de services financiers indépendant spécialisé en gestion de patrimoine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Panorama Wealth Managementpanoramawealth.ca HQ: Kanata, ON, CanadaReported employees: 11-50 | Kanata, ON, Canada | 11-50 | Exact match | 11 contacts → |
“Exclusive Financial Planning firm with decades of expertise focused on all elements of Wealth Management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 311 company matches
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Financial planning recruiters: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
308 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 311 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial planning recruiters by metro
Questions about this company list
What does Exact match mean for financial planning recruiters?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning recruiters did RevenueBase find based in Canada?
The saved snapshot records 311 matching company records, 1,747 tracked contacts and 605 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial planning recruiters by geography
- Financial planning recruiters based in Calgary, Canada
- Financial planning recruiters based in Montreal, Canada
- Financial planning recruiters based in Toronto, Canada
- Financial planning recruiters based in Bristol, United Kingdom
- Financial planning recruiters based in London, United Kingdom
- Financial planning recruiters based in Manchester, United Kingdom
- Financial planning recruiters based in Atlanta, United States
- Financial planning recruiters based in Austin, United States
- Financial planning recruiters based in Boca Raton, United States
- Financial planning recruiters based in Boston, United States
- Financial planning recruiters based in Charlotte, United States
- Financial planning recruiters based in Chicago, United States
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 financial planning recruiters based in Canada. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-planning-recruiters/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial planning recruiters based in Calgary, Canada
- Financial planning recruiters based in Montreal, Canada
- Financial planning recruiters based in Toronto, Canada
- Financial planning recruiters based in Bristol, United Kingdom
- Financial planning recruiters based in London, United Kingdom
- Financial planning recruiters based in Manchester, United Kingdom
Company intelligence · public preview
Top 25 financial planning recruiters based in Canada
RevenueBase records 311 matching company records for financial planning recruiters based in Canada, with 1,747 tracked contacts and 605 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial planning recruiters based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Allison Jones Consulting Services INCajccanada.com HQ: St Albert, AB, CanadaReported employees: 11-50 | St Albert, AB, Canada | 11-50 | Exact match | 45 contacts → |
“We are a team of Technical, Financial, Sales & Marketing professionals in our fields.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Techhi Consultants LTDtechhi.com HQ: Cambridge, ON, CanadaReported employees: 11-50 | Cambridge, ON, Canada | 11-50 | Exact match | 44 contacts → |
“Since 1982, TechHi has helped corporations in a variety of industries successfully manage their recruitment challenges.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | SPM Financialspmfinancial.ca HQ: London, ON, CanadaReported employees: 11-50 | London, ON, Canada | 11-50 | Exact match | 42 contacts → |
“We deal primarily with business owners and their families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Capcorp Financialcapcorp.ca HQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 37 contacts → |
“Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Beachheadbeach-head.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 34 contacts → |
“BeachHead is a premier and specialized consultancy and staffing firm focused on the Canadian Finance marketplace.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 29 contacts → |
“Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | The Finance Department Limitedtfdl.com HQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 29 contacts → |
“From strategy to execution, it is people that deliver performance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Civa Recrutementcivarecrutement.ca HQ: Montréal, QC, CanadaReported employees: 11-50 | Montréal, QC, Canada | 11-50 | Exact match | 29 contacts → |
“Fondé en 2003, CIVA Solutions Ressources Humaines Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Cielo Accounting Financial Talentcielocanada.com HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 25 contacts → |
“Cielo is a recruitment firm specialized in placing finance and accounting professionals, from Analyst to CFO.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Forge Recruitmentforgerecruitment.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 23 contacts → |
“Are you seeking that next, great job opportunity?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Bristol Capital Managementbristolcapital.ca HQ: Oakville, ON, CanadaReported employees: 11-50 | Oakville, ON, Canada | 11-50 | Exact match | 22 contacts → |
“We are a full-service financial planning firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Kitchener, ON, CanadaReported employees: 11-50 | Kitchener, ON, Canada | 11-50 | Exact match | 21 contacts → |
“Elby is a full service, contingency and retainer based recruiting firm specializing in the placement of professionals across a variety of disciplines including Accounting &…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Coaching Financier Trektreksf.ca HQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 19 contacts → |
“Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Discovery Financial Groupdiscoveryfinancial.ca HQ: Grande Prairie, AB, CanadaReported employees: 1-10 | Grande Prairie, AB, Canada | 1-10 | Exact match | 19 contacts → |
“Thanks for visiting Discovery Financial We understand you have many choices when it comes to financial planning, so we work hard to make sure Discovery Financial steps above the…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Front Line Work Force INCflworkforce.com HQ: Mississauga, ON, CanadaReported employees: 51-200 | Mississauga, ON, Canada | 51-200 | Exact match | 19 contacts → |
“Selecting talent is not easy, assembling the talent is even harder” Despite the changes in the economy, the market for talented and hardworking employees remains extremely…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Power Recruitmentpowerrecruitmentagency.com HQ: Brampton, ON, CanadaReported employees: 11-50 | Brampton, ON, Canada | 11-50 | Exact match | 18 contacts → |
“Power Recruitment Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Strata Wealth & Risk Management INCstratawealth.ca HQ: Gravenhurst, ON, CanadaReported employees: 11-50 | Gravenhurst, ON, Canada | 11-50 | Exact match | 17 contacts → |
“At Strata Wealth & Risk Management Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | DLD Financial Group LTDdldfinancial.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 16 contacts → |
“DLD Financial is an independent Vancouver financial planning firm specializing in serving professionals and business owners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Agence DE Placement Carrière Pluscarriereplus.ca HQ: Montréal, QC, CanadaReported employees: 11-50 | Montréal, QC, Canada | 11-50 | Exact match | 15 contacts → |
“Établie depuis L’agence de placement Carrière plus est une équipe érigée d’anciens employés cadres ayant travaillé dans le domaine bancaire pendant plusieurs années.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Mercer Bradleymercerbradley.com HQ: Winnipeg, MB, CanadaReported employees: 11-50 | Winnipeg, MB, Canada | 11-50 | Exact match | 14 contacts → |
“Mercer Bradley offers specialized recruitment of all levels of accounting professionals for preferred employers on a direct hire or temporary basis.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Vlaad And Companyvlaadco.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 13 contacts → |
“VlaadCo | Vlaad and Company is a recruiting agency dedicated to providing tailored services to both firms and professionals in the financial services industry.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Job-Born Executive Search INCjobbornsolutions.com HQ: Cambridge, ON, CanadaReported employees: 1-10 | Cambridge, ON, Canada | 1-10 | Exact match | 13 contacts → |
“At JOB-BORN Executive Search Inc, we understand that finding the perfect fit for your career or business can be a daunting task.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Precedence Private Wealthprecedencewealth.com HQ: Saskatoon, SK, CanadaReported employees: 1-10 | Saskatoon, SK, Canada | 1-10 | Exact match | 11 contacts → |
“Precedence Private Wealth is a full service financial planning firm located in Saskatoon Saskatchewan.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Centre Financiersflwestmount.ca HQ: Westmount, CanadaReported employees: 51-200 | Westmount, Canada | 51-200 | Exact match | 11 contacts → |
“Le Centre financier SFL Grand Montréal est un cabinet de services financiers indépendant spécialisé en gestion de patrimoine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Panorama Wealth Managementpanoramawealth.ca HQ: Kanata, ON, CanadaReported employees: 11-50 | Kanata, ON, Canada | 11-50 | Exact match | 11 contacts → |
“Exclusive Financial Planning firm with decades of expertise focused on all elements of Wealth Management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 311 company matches
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Financial planning recruiters: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
308 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 311 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial planning recruiters by metro
Questions about this company list
What does Exact match mean for financial planning recruiters?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning recruiters did RevenueBase find based in Canada?
The saved snapshot records 311 matching company records, 1,747 tracked contacts and 605 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial planning recruiters by geography
- Financial planning recruiters based in Calgary, Canada
- Financial planning recruiters based in Montreal, Canada
- Financial planning recruiters based in Toronto, Canada
- Financial planning recruiters based in Bristol, United Kingdom
- Financial planning recruiters based in London, United Kingdom
- Financial planning recruiters based in Manchester, United Kingdom
- Financial planning recruiters based in Atlanta, United States
- Financial planning recruiters based in Austin, United States
- Financial planning recruiters based in Boca Raton, United States
- Financial planning recruiters based in Boston, United States
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- Financial planning recruiters based in Chicago, United States
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 financial planning recruiters based in Canada. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-planning-recruiters/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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