FOUNDER/LEAD PLANNER

Jodie is a Certified Financial Planning and entrepreneur at heart. Over the last 22+ years, she has held several management-level financial positions, which include Financial Advisor, Regional Sales & Training Manager, Mortgage Specialist, Insurance Sales, Branch Manager, Investment Specialist and Financial Planner. As a businesswoman, mother and wife who has always juggled it all, she knows clients' pressure around money. When it comes to understanding and planning for clients, her life and career experience offer a unique advantage to clients. As an unbiased advice-only financial planner firm, the only product her team sell is their time, their experience and a great relationship.

jodie@parallaxplanning.ca

EXECUTIVE RELATIONSHIP MANGER

Parallax welcomes Taylor as our new Executive Relationship Manager. She is enthusiastic about working with the executive team and clients. Taylor brings a wealth of experience in client and paralegal administration from her previous employment at a local law firm. Taylor is dedicated to providing the highest level of service possible. She is exceptionally understanding of individual client needs and understands the adaptability required to contribute to Parallax's client-centered approach. Outside of work, she enjoys going on camping trips with her friends and boyfriend or taking her fur baby to the dog park. She loves traveling the world and has visited countries like Japan, Greece, and Turkey. Currently, she is hoping to visit Hungary next.

taylor@parallaxplanning.ca

NEURODIVERSITY CONSULTANT

Kadie recently joined Parallax as a neurodiversity consultant, bringing a fresh perspective and a deep commitment to fostering inclusive environments and learning for our team and clients. She recently graduated with a diploma in Disability Studies and specialized training in neurodiversity; Kadie is dedicated to implementing strategies that enhance understanding and support among varied neurological profiles. When she is not studying or working, you can find Kadie cuddling with her fur family and spending time with family.

clients@parallaxplaning.ca

Behavioural Financial Planner

We're looking for a passionate Behavioural Financial Planner who believes financial planning is about more than numbers. At Parallax, our mission is to change lives by combining exceptional financial planning with behavioural coaching that helps clients create lasting change.

This role is ideal for a QAFP® or CFP® professional who enjoys building meaningful client relationships, wants to grow their own client base, and is excited to work within a collaborative team that does financial planning differently.

As a Behavioural Financial Planner, you'll guide clients through every stage of their financial journey, combining technical expertise with coaching, accountability, and practical strategies that help people follow through on their goals. This is the same role Jodie provides today and is an opportunity to become an integral part of the growing Parallax experience.

We're looking for someone who:

• Holds a QAFP® or CFP® designation.

• Has experience working directly with financial planning clients.

• Is passionate about making a meaningful difference in people's lives.

• Enjoys building long-term, trusted client relationships.

• Understands, or is eager to learn, how ADHD, neurodiversity, and human behaviour influence financial decisions.

• Believes that coaching and planning together create better outcomes than either one alone.

• Thrives in a collaborative, team-first environment where the client's success is always the priority.

This is an opportunity to build a rewarding career with a growing firm that's redefining what financial planning can be. If you want to do work that truly changes lives while growing your own practice alongside an innovative team, we'd love to meet you.

Are you passionate about helping people build confidence with their money? We're looking for a Cashflow Coach / Paraplanner to join the Parallax team. This is an ideal opportunity for someone who enjoys working directly with clients and wants to develop their skills in behavioural financial planning.

In this role, you'll support clients with cashflow coaching, budgeting, and financial organization while working alongside our planning team. You'll receive training in the Parallax approach and have the opportunity to grow into a larger planning role over time.

We're looking for someone who:

• Enjoys working directly with clients and building strong relationships.

• Has excellent administrative and organizational skills.

• Is detail-oriented and eager to learn.

• Has an understanding of ADHD and neurodiversity, or a genuine interest in supporting neurodivergent clients.

• Is excited to be part of a collaborative, client-first team.

This is a part-time position to start, with opportunities for growth as Parallax continues to expand.