Financial Planner

Nour Private Wealth (NPW); Oakville; On-site; CAD 70,000 - 110,000; Full time

Job summary

Nour Private Wealth (NPW) seeks an experienced Financial Planner to collaborate with clients, understand their objectives, and develop personalized wealth strategies. You will deliver comprehensive plans and work closely with NPW’s multidisciplinary team to provide coordinated wealth management solutions.

The role requires 3–5 years of financial planning experience, strong analytical and communication skills, and proficiency with planning software and CRM tools.

Qualifications

• Bachelor's degree in Finance, Business, Economics, Accounting, or a related discipline.
• 3–5 years of relevant experience in financial planning, wealth management, investment management, banking, or financial services.
• Strong knowledge of Canadian financial planning principles, including retirement, tax, estate, investment, and insurance planning.
• Experience preparing and presenting comprehensive financial plans to clients.
• Strong analytical, verbal and written communication skills with a client-first approach.
• Proficiency with financial planning software, CRM systems, and Microsoft Office.
• Ability to work independently while collaborating within a multidisciplinary wealth management team.

Responsibilities

• Develop comprehensive financial plans based on each client's circumstances and risk profile.
• Conduct discovery meetings to understand income, assets, liabilities, investments, and retirement goals.
• Provide planning recommendations across retirement, tax, estate, investment, insurance, and cash-flow management.
• Prepare projections, retirement scenarios, cash-flow analyses, and other planning analyses.
• Present plans to clients clearly and professionally.
• Conduct regular reviews and update strategies as client needs evolve.
• Build and maintain long-term client relationships through proactive communication.

Skills

Client-focused

Relationship management

Analytical skills

Communication skills

CRM proficiency

MS Office

Financial planning software

Education

Bachelor's degree in Finance, Business, Economics, Accounting, or related

Tools

Financial planning software

CRM systems

Microsoft Office

Job description

Nour Private Wealth (NPW) is seeking an experienced and client-focused Financial Planner to join our growing team. The Financial Planner will work closely with clients to understand their financial objectives and develop comprehensive, personalized strategies designed to help them build, preserve, and manage their wealth.

The successful candidate will have strong financial planning expertise, excellent relationship-management skills, and the ability to translate complex financial information into clear and actionable recommendations.

Key Responsibilities

• Develop comprehensive financial plans based on each client's financial circumstances, objectives, priorities, and risk profile.
• Conduct detailed discovery meetings to understand clients' income, assets, liabilities, investments, cash flow, retirement objectives, estate considerations, insurance needs, and overall financial goals.
• Provide financial planning recommendations across areas including retirement planning, investment planning, tax planning, estate planning, insurance, cash-flow management, and risk management.
• Prepare financial projections, retirement scenarios, cash-flow analyses, and other financial planning analyses.
• Present financial plans and recommendations to clients in a clear, professional, and understandable manner.
• Conduct regular financial planning reviews and update strategies as clients' circumstances, objectives, or financial needs evolve.
• Build and maintain strong, long-term relationships with existing clients through proactive communication and ongoing financial guidance.
• Work collaboratively with Portfolio Managers, Investment Advisors, and other members of the NPW team to provide clients with coordinated wealth management solutions.
• Liaise with clients' accountants, lawyers, insurance professionals, and other external professionals, where appropriate, to support comprehensive wealth planning.
• Review existing client portfolios and financial arrangements to identify planning opportunities and areas requiring further analysis.
• Identify opportunities to deepen existing client relationships and introduce appropriate services and solutions available through the firm.
• Support the development of new client relationships and participate in business development initiatives.
• Maintain complete and accurate client documentation, financial planning records, meeting notes, and required follow-up.
• Ensure financial planning activities and client documentation are completed in accordance with applicable regulatory requirements and NPW's internal policies and procedures.
• Maintain current knowledge of financial planning strategies, taxation, retirement and estate planning considerations, investment markets, industry developments, and regulatory requirements.
• Maintain all applicable professional designations, registrations, and continuing education requirements.

Qualifications & Experience

• Bachelor's degree in Finance, Business, Economics, Accounting,or a related discipline.
• Minimum 3–5 years of relevant experience in financial planning, wealth management, investment management, banking, or financial services.
• Strong knowledge of Canadian financial planning principles, including retirement, tax, estate, investment, and insurance planning.
• Experience preparing and presenting comprehensive financial plans to clients.
• Strong analytical skills with the ability to evaluate complex financial information and develop practical recommendations.
• Excellent verbal and written communication skills.
• Strong interpersonal and relationship-management skills with a client-first approach.
• Strong organizational skills and attention to detail.
• Ability to manage multiple client relationships, priorities, and deadlines in a fast-paced professional environment.
• Proficiency with financial planning software, CRM systems, Microsoft Office, and related financial technology.
• Ability to work independently while collaborating effectively within a multidisciplinary wealth management team.

What We Are Looking For

The ideal candidate is a motivated financial planning professional who is passionate about helping clients achieve their long-term financial objectives. You are analytical, detail-oriented, relationship-driven, and comfortable working with clients with complex financial needs.

You take a comprehensive approach to financial planning and understand that successful wealth management extends beyond investments to include retirement, tax, estate, insurance, and intergenerational planning considerations.

Why Join Nour Private Wealth

At NPW, you will have the opportunity to work within a collaborative wealth management environment focused on delivering personalized solutions and exceptional client service. You will work alongside experienced professionals while contributing to the continued growth of the firm and the long-term financial success of our clients.

Inclusion & Accommodation

NPW is committed to fostering an inclusive, equitable, and respectful workplace where individuals from diverse backgrounds, experiences, and perspectives are welcomed and valued. We are committed to providing equal employment opportunities throughout our recruitment and employment practices.

NPW is also committed to providing accommodations for applicants with disabilities throughout the recruitment and selection process, in accordance with applicable accessibility and human rights legislation. Applicants who require accommodation during any stage of the recruitment process are encouraged to let us know, and we will work with them to address their individual accommodation needs.

Employment Type: Full-Time

Seniority Level: Mid-Senior Level

Job Function: Finance, Consulting, Sales