Join our team
Lead the Future of Financial Advisory
At Integrated Advisory, we’re transforming an industry.
The world of financial services is evolving fast, and CPAs should be leading the way. No more fragmented advice. No more clients lost in the complexity of disconnected strategies. We empower professionals to provide fully integrated financial solutions—ensuring business owners and high-net-worth clients get the guidance they deserve.
But this isn’t for everyone.
If you’re happy with the traditional CPA role—focused purely on compliance, tax, and historical reporting—this may not be the right place for you.
However, if you’re ready to take ownership of your impact as an advisor to your clients, expand your expertise, and build a career where collaboration drives success, we want to talk with you.
Are you the right fit?
We don’t hire just anyone. We bring in professionals who are ready to challenge the status quo and push the boundaries of what’s possible in financial advisory.
We don’t hire just anyone.
We bring in professionals who are ready to challenge the status quo and push the boundaries of what’s possible in financial advisory.
If you check these five boxes, we want to hear from you:
01 You see beyond the numbers
Advisory is about impact—helping clients grow, protect, and transition wealth seamlessly.
02 You thrive in collaboration
The best financial solutions come from working with specialists—not trying to do it all alone.
03 You’re ready to grow
Whether you’re looking to earn your CFP, CSC, or insurance license, we’ll support your professional development.
04 You embrace innovation
We’re shifting away from outdated models, leveraging technology and progressive strategies to enhance advisory services.
05 You put clients first
Transparency, integrity, and trust drive everything we do. No hidden agendas—just solutions that work.
Not Everyone Is a Fit—And That’s Okay
We’re not looking for just another accountant or financial planner.
We’re building a movement of CPA-led financial strategists.
If you’re searching for:
A structured path to earning financial designations
(CFP, CSC, insurance)A network of elite CPAs, wealth advisors, and specialists
A career model designed for long-term growth and
success
Then you’re exactly who we’re looking for.
If you’re looking for a traditional CPA firm experience—this won’t be it.
The Integrated Advisory Hiring Process
Clear. Simple. No Surprises.
We believe in transparency—so here’s what you can expect:
01 Apply Online
Submit your resume and answer a few key questions.
02 The IA Planner Challenge
(Skip the Line)
We’re looking for top talent. Before we even interview,
we want to see how you think. Complete our IA Planner Challenge, a case study designed to assess your ability to provide real-world advisory insights. Stand out, and you’ll fast-track your application.
03 Initial Conversation
A casual but meaningful discussion about your goals, expertise, and how Integrated Advisory works.
04 Deep Dive
Meet with key team members to explore your fit in our advisory network.
05 Offer & Onboarding
If we’re the right match, you’ll receive an offer and begin our Advisory Impact Onboarding process.
Zak Smith CPA®, CA, CFP®, CLU®
Director, Member Services
“I joined Integrated Advisory because I believe accountants are uniquely positioned to offer full financial planning—but they often need help to get there. Integrated Advisory’s model bridges that gap. My advice to new hires? Ask lots of questions—you’ll learn fast in this environment.”
Christina Andrews
Lead, Member Relations
“I chose Integrated Advisory because of its mission to help CPAs step into a bigger, more meaningful role in their clients' lives. One moment that really made me proud was seeing a CPA retain a longtime client through a difficult life transition—with our support and structure behind them. It reinforced how transformative our model is. The culture here? Empowering, collaborative, and purpose-driven. Everyone is moving in the same direction, amplifying—not replacing—what CPAs already do best.”
Ed Hofstede HBA
Vice President, Member Relations
“Integrated Advisory has been an incredibly fulfilling place to grow. The leadership is approachable and open to input at all levels, and there’s a genuine focus on professional development. It’s more than a workplace—it’s a community that empowers you to thrive. If you want a place to grow, contribute meaningfully, and be surrounded by motivated peers, this is it.”
Your First 90 Days at Integrated Advisory
We don’t just throw you in and expect you to figure it out. We set you up for success with a structured, high-value onboarding process.
Deep dive into our CPA-led financial advisory framework.
Build relationships with our wealth, tax, and insurance professionals.
Get trained on industry-leading platforms like Conquest, CapIntel, and Blue J Legal.
Learn how to seamlessly incorporate advisory services into your existing client relationships.
Identify how you can expand your impact and unlock new income streams—without adding to your workload.
Benefits & Career Growth at Integrated Advisory
We don’t just offer a role—we offer a career path designed for long-term success.
01 Professional Development
Earn financial designations – We support your path to CFP, CSC, and insurance licensing.
Exclusive training on integrated financial strategies and advisory best practices.
Mentorship and leadership development to help you advance in your career.
02 Earning Potential &
Business Growth
Multiple revenue streams through our advisory model—go beyond billable hours.
Structured path to equity and leadership roles within the IA Network.
Flexible work model that aligns with your long-term goals.
03 Technology & Resources
Access to industry-leading advisory platforms, including Conquest, CapIntel, and Blue J Legal.
AI-driven financial planning tools to help streamline client work.
Dedicated marketing and branding support to position yourself as a thought leader.
04 Work-Life Balance & Flexibility
Autonomy over your schedule—work in a way that aligns with your professional and personal priorities.
Remote-friendly collaboration with an elite network of advisors across Canada.
Opportunities to transition into leadership while maintaining flexibility.
Why Join
Integrated Advisory?
Expand Your Expertise – Learn from top financial specialists and earn your CFP, CSC, or insurance license while growing your career.
Work with a World-Class Network – Collaborate with the best CPAs, wealth advisors, and strategists across Canada.
Future-Proof Your Career – Advisory services are evolving. Be part of the transformation instead of being left behind.
Increase Your Earning Potential – Unlock new revenue streams while continuing to lead your client relationships.
Freedom & Flexibility – This isn’t a job; it’s a career model designed around your long-term growth and success.
Ready to Take the Next Step?
This is where top CPAs and financial professionals come to lead, grow, and make an impact.
Apply now and join our network.