Financial Planner, Private Wealth

Collins Recruitment Group; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A premier Canadian Investment Management firm is seeking an experienced Financial Planner to join its Private Client Group. This role involves collaborating with portfolio managers to develop financial plans and guide clients through complex decisions. The ideal candidate will have a background in commerce or finance, with at least two years of financial planning experience. Strong analytical skills and proficiency in financial planning software are essential. Competitive salary and benefits offered.

Qualifications

• Minimum 2 years of experience as financial planner.
• Strong working knowledge of estate, personal, and corporate taxes.
• Trust and Estate Practitioner (TEP) designation an asset.

Responsibilities

• Review and analyze clients’ financial documents.
• Develop comprehensive financial plans.
• Prepare detailed retirement, tax, and estate projections.

Skills

Analytical skills

Problem-solving skills

Communication skills

Relationship management

Attention to detail

Education

Bachelor’s degree in commerce, finance, or related field

Tools

Financial planning software (Conquest and/or Planworth)

Microsoft Excel

Microsoft Suite

Job description

Founder & Talent Acquisition Partner, Collins Recruitment Group | Expertise - Banking & Financial Services | Connecting Top Talent with Leading Banks…

FINANCIAL PLANNER

Our client, a premier Canadian Investment Management and Multi‑Family Office firm serving high‑net‑worth individuals, families, and institutions, is seeking an experienced Financial Planner to join their Private Client Group. This is an exceptional opportunity for a client‑service driven, process‑oriented, and detail‑oriented professional to contribute to a sophisticated wealth management platform known for delivering highly personalized, holistic advisory solutions.

As a key member of the advisory team, the successful candidate will collaborate closely with portfolio managers to develop comprehensive financial plans, deliver strategic recommendations, and guide clients through complex financial decisions. The ideal candidate brings technical expertise, strong analytical capabilities, and a passion for delivering an exceptional client experience.

Responsibilities

• Review and analyze clients’ financial documents to assess overall financial health
• Evaluate and analyze clients’ financial situations and provide tailored planning strategies
• Assess clients’ exposure to financial risk related to disability, death, and other contingencies
• Identify strategies and solutions tailored to the unique needs of each client
• Prepare detailed retirement, tax, and estate projections
• Review and summarize estate planning documents, including Wills and Power of Attorney
• Prepare and present highly customized and comprehensive financial plans
• Partner with portfolio managers and respond to client inquiries on financial planning matters
• Support preparation of account reconciliations and year‑end tax packages
• Contribute to the ongoing development and enhancement of the planning platform at the firm, ensuring innovative solutions and continuous improvement to meet evolving client needs

Qualifications

• Minimum 2 years of experience as financial planner
• Bachelor’s degree in commerce, finance, or related field
• Trust and Estate Practitioner (TEP) designation an asset
• Strong working knowledge of estate, personal, and corporate taxes
• Excellent analytical and problem‑solving skills, with strong attention to detail
• Experience using financial planning software (Conquest and/or Planworth would be an asset)
• Strong knowledge of Microsoft Excel and Microsoft Suite
• Excellent communication and relationship management skills
• Ability to thrive in a collaborative, results‑driven environment while managing multiple priorities

To apply for this position, please submit your resume to Shan Collins at: [e-mail]

All applications and inquiries will be held strictly confidential.

We thank all applicants for their interest. Only those selected for further consideration will be contacted.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Strategy/Planning and Finance

Industries

Investment Management