We are proud to partner with a great wealth management firm to recruit asales-driven, highly independent Financial Plannerto join their team. This senior role offers the opportunity to work with high-net-worth families, executives, and entrepreneurs while shaping institutional-quality investment strategies. The ideal candidate is a self-motivated professional with strong business-development instincts and deep expertise in managing complex portfolios. If you excel in a client-focused environment and are looking to make a significant impact within a growing organization, we invite you to explore this opportunity.
Key Responsibilities
Develop comprehensive financial plans for high-net-worth families
Coordinate with tax advisors and estate planning attorneys
Implement tax-efficient wealth transfer strategies
Conduct retirement and education funding analyses
Review and optimize insurance and risk management strategies
Present complex financial strategies to clients in clear, actionable terms
Requirements
CFP designation or equivalent financial planning certification
Minimum 5 years of financial planning experience
Experience with high-net-worth clients and complex planning scenarios
Strong knowledge of Canadian tax law and estate planning
Excellent presentation and client relationship skills
Proficiency with financial planning software and tools
Benefits
- 100% remote, with a downtown Toronto office available if you prefer to work on-site.
- Benefits start on day one.
- Compensation is flexible: you can choose a higher-percentage, 100% commission structure or a base salary plus a smaller commission.
