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Financial Planner

OPAL Corporate Connections

Role overview

Qualifications

  • 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

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

About the company

OPAL Corporate Connections logo

OPAL Corporate Connections

Staffing & Recruiting

We have over 20 years of experience in Bilingual Recruitment, from entry level roles to executive searches across Canada. Nous avons plus de 20 ans d'expérience en recrutement bilingue, du niveau d'entrée aux recherches de cadres à travers le Canada.

Company details

IndustryStaffing & Recruiting
Company size2 - 10

Links

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Job description

This is a remote position.

We are proud to partner with a great wealth management firm to recruit a sales-driven, highly independent Financial Planner to 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.
- Tons of room for growth.


Salary: 50K - 80K

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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