Financial Planner

Fuze HR Solutions; Quebec; On-site; CAD 95,000 - 120,000; Full time

Benefits offered by this job

Bonus 10%

Group benefits

Retirement plan

Professional development budget

Paid time off

Cell phone allowance

Job summary

Fuze HR Solutions presents a Wealth Planner role in Kingston, ON, focusing on advanced financial planning for high-net-worth individuals and business owners. You will develop comprehensive plans and coordinate with tax, estate and insurance experts to meet complex goals.

The position requires a CPA or CFP designation and at least three years of wealth planning experience, with a Monday–Friday schedule and strong client communication skills.

Qualifications

• Minimum 3 years in tax, advanced financial planning or wealth planning.
• Experience advising high-net-worth clients (>$1M in investable assets).
• CPA or CFP designation is required.
• Strong knowledge of retirement, estate and wealth transfer planning.

Responsibilities

• Develop and present comprehensive financial and wealth plans for high-net-worth clients.
• Analyze retirement, tax, estate and wealth transfer planning.
• Guide intergenerational wealth transfer strategies.
• Collaborate with tax, estate and insurance specialists.
• Build relationships with accountants and lawyers.
• Identify opportunities to deepen client relationships.
• Deliver customized planning solutions for client objectives.
• Participate in client seminars and educational events.

Skills

Financial planning

Wealth management

High-net-worth clients

Interpersonal skills

Education

University degree in Accounting or Finance

CPA or CFP designation

Job description

Financial Planner / High-Net-Worth Financial Planning Specialist

Kingston, ON
Permanent | Full-Time
Salary: $95,000 – $120,000 + 10% Bonus

Are you passionate about financial planning and helping affluent clients achieve their long-term financial goals?

Our client, a leading wealth management organization, is seeking a Wealth Planner to provide advanced financial planning strategies and guidance to high-net-worth individuals, business owners, professionals and families with complex wealth planning needs.

Key Responsibilities

• Develop and present comprehensive financial and wealth plans for high-net-worth clients
• Analyze complex financial situations involving retirement, tax, estate and wealth transfer planning
• Guide clients through intergenerational wealth transfer strategies
• Collaborate closely with wealth advisors and internal specialists including tax, estate and insurance experts
• Build strong relationships with external professionals such as accountants and lawyers
• Identify opportunities to enhance and deepen client relationships
• Deliver customized financial planning solutions tailored to each client's objectives
• Participate in client seminars, workshops and educational events

What You Will Receive

• Competitive base salary of $95,000 to $120,000
• Annual performance bonus (target 10%)
• 4 weeks of vacation
• 5 personal days
• 10 paid sick days
• Comprehensive group benefits package
• Retirement savings plan with employer matching
• Employee share ownership program
• Annual professional development budget
• Cell phone allowance
• Expense account & mileage reimbursement for business travel
• Stable Monday to Friday schedule (approximately 8:30 AM to 5:00 PM)

Qualifications

• University degree in Accounting, Finance or a related field
• Professional designation required: CPA or CFP
• Minimum of 3 years of experience in tax, advanced financial planning or wealth planning
• Proven experience working with high-net-worth clients
• Experience advising clients with $1 million+ in investable assets
• Strong knowledge of tax planning, retirement planning, estate planning and wealth transfer strategies
• Excellent presentation and relationship-building skills
• Ability to simplify complex financial concepts for clients and advisors

Who We're Looking For

We are looking for a trusted advisor who enjoys working with affluent clients facing complex financial decisions. The ideal candidate combines strong technical expertise with exceptional communication skills and a consultative approach.

Only candidates selected for an interview will be contacted.

The masculine form may be used in this posting solely to simplify the text and is intended to refer to all genders.

Contract Info / Information sur le contrat

• Job ID / No. du Poste: 63267026
• Open Positions / Postes Ouverts: 1