Company lists · Data refreshed September 2026
Top 25 Financial planning recruiters based in Canada
RevenueBase identified 311 financial planning recruiters headquartered in 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 financial planning recruiters headquartered in Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 → | ||||
Partial evidence “We are a team of Technical, Financial, Sales & Marketing professionals in our fields.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 44 contacts → | ||||
Indirect evidence “Since 1982, TechHi has helped corporations in a variety of industries successfully manage their recruitment challenges.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 42 contacts → | ||||
Indirect evidence “We deal primarily with business owners and their families.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 37 contacts → | ||||
Partial evidence “Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 34 contacts → | ||||
Indirect evidence “BeachHead is a premier and specialized consultancy and staffing firm focused on the Canadian Finance marketplace.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 29 contacts → | ||||
Strong evidence “Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 29 contacts → | ||||
Indirect evidence “From strategy to execution, it is people that deliver performance.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 29 contacts → | ||||
Indirect evidence “Fondé en 2003, CIVA Solutions Ressources Humaines Inc.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 25 contacts → | ||||
Indirect evidence “Cielo is a recruitment firm specialized in placing finance and accounting professionals, from Analyst to CFO.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 23 contacts → | ||||
Indirect evidence “Are you seeking that next, great job opportunity?” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 22 contacts → | ||||
Strong evidence “We are a full-service financial planning firm.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 21 contacts → | ||||
Indirect evidence “Elby is a full service, contingency and retainer based recruiting firm specializing in the placement of professionals across a variety of disciplines including Accounting &…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 19 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 19 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 19 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 18 contacts → | ||||
Indirect evidence “Power Recruitment Inc.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 17 contacts → | ||||
Indirect evidence “At Strata Wealth & Risk Management Inc.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 16 contacts → | ||||
Strong evidence “DLD Financial is an independent Vancouver financial planning firm specializing in serving professionals and business owners.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 15 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 14 contacts → | ||||
Indirect evidence “Mercer Bradley offers specialized recruitment of all levels of accounting professionals for preferred employers on a direct hire or temporary basis.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 13 contacts → | ||||
Partial evidence “VlaadCo | Vlaad and Company is a recruiting agency dedicated to providing tailored services to both firms and professionals in the financial services industry.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 13 contacts → | ||||
Indirect evidence “At JOB-BORN Executive Search Inc, we understand that finding the perfect fit for your career or business can be a daunting task.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 11 contacts → | ||||
Strong evidence “Precedence Private Wealth is a full service financial planning firm located in Saskatoon Saskatchewan.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 11 contacts → | ||||
Partial evidence “Le Centre financier SFL Grand Montréal est un cabinet de services financiers indépendant spécialisé en gestion de patrimoine.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 11 contacts → | ||||
Strong evidence “Exclusive Financial Planning firm with decades of expertise focused on all elements of Wealth Management.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial planning recruiters. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names financial planning recruiters.
- Partial evidence
- Its own public description names part of financial planning recruiters, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial planning recruiters. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 311 financial planning recruiters based in Canada
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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
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial planning recruiters, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Canada whose own description of what they do matches “financial planning recruiters”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial planning recruiters), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among financial planning recruiters, and records with no verified work email. Companies headquartered outside Canada are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 605 across the full list. 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.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Financial planning recruiters by metro
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial planning recruiters, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many financial planning recruiters are there based in Canada?
RevenueBase identified 311 financial planning recruiters headquartered in Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Allison Jones Consulting Services INC, headquartered in St Albert, tops this list with the largest team on record.
Which city has the most financial planning recruiters?
Toronto leads with 59 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 605 verified decision-maker contacts tracked across these 311 companies.
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.
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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 Smart Search, 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.
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