Join Our Team at Blueprint Financial

We’re growing fast, and we need great people to grow with us.


At Blueprint Financial, we’re dedicated to helping Canadians plan smarter for their financial future. Thanks to our YouTube channel, website, media features, and referrals, we’re bringing in a steady stream of qualified leads.

Now we’re looking for talented advisors, tax specialists, and media partners to help us serve even more people. If you connect with our content and believe in our mission, we’d love for you to explore whether you’re a great fit for the Blueprint team.


Who We’re Looking For

International Tax Specialists
You know cross-border tax issues, residency planning, departure tax, and international business structures inside and out. You can handle everything from simple needs like departure tax returns to more complex international tax planning, helping Canadians moving abroad or international clients with Canadian ties navigate it all confidently.

Financial Planners
You’re a licensed financial planner who helps clients with retirement, investments, taxes, insurance, or business planning. You want to spend less time chasing leads and more time focusing on delivering great plans. Having a CFP designation is a bonus, but it’s not a requirement; what matters most is your commitment to helping clients succeed.

Media Relations & Partnerships
You’re a media or public relations professional interested in collaborating on expert commentary, interviews, or financial stories. I write a weekly personal finance column for the Business section of CTV News, which you can explore here. You can also check out some of our recent contributions to the Globe and Mail by our Head of Financial Planning, Simon Wong, to get a sense of the insights we bring to the table.


Why Join Us?

We bring you the leads
Our marketing engine brings in motivated clients who already trust the Blueprint brand.

Focus on what matters
We handle the marketing so you can focus on delivering great plans and service.

Be part of something exciting
We are building a fresh, modern firm that is reshaping how Canadians plan financially. We want people who care about doing meaningful work and growing alongside us.


Let’s Talk

If you’re a financial planner, tax specialist, or media professional who wants to work with a client-focused, fast-moving team with big potential, we would love to hear from you.

When you reach out, feel free to share a bit about yourself, your background, areas of expertise, and what excites you about working with Blueprint. Even if we don’t have an immediate opportunity available, we’re always happy to make new connections and keep great people on our radar. Sometimes a quick hello is all it takes to start the conversation.

📩 Email us at: info@blueprintfinancial.ca

Looking forward to connecting,
Christopher Liew, CFA, CFP®
Founder, Blueprint Financial