Financial Planner - Wealth Management

Jagger; Canada; Remote; CAD 90,000 - 110,000; Full time

Job summary

An innovative wealth management firm is seeking a Financial Planner to provide personalized financial guidance to individuals and businesses. This remote role offers the chance to develop tailored financial plans, analyze cash flow, and ensure compliance with regulations. You'll work closely with clients to help them achieve long-term financial success while collaborating with senior leadership on client reports. If you have a passion for finance and a desire to make a difference, this opportunity is perfect for you. Join a dynamic team where your expertise will be valued and your contributions will have a significant impact.

Qualifications

• 2-4 years of experience in financial planning or wealth management.
• Strong understanding of personal finance, tax, and estate planning.

Responsibilities

• Develop and present custom financial plans for clients.
• Analyze cash flow and optimize financial strategies.

Skills

Financial Planning

Analytical Skills

Communication Skills

Presentation Skills

Tax Planning

Estate Planning

Education

CFP

CFA

CPA

Tools

Excel

Financial Modeling Software

Job description

Job Title: Financial Planner

Work Type: Full Time - Remote

Salary Range: 90K - 110K

About the Company:

We are recruiting for a wealth management firm that helps with estate planning & succession. They are looking for a Financial Planner to join their team. This role offers the opportunity to work closely with individuals and businesses, providing personalized financial guidance for long-term success.

Responsibilities:

1. Develop and present custom financial plans (investments, estate, tax, and insurance)
2. Analyze cash flow, assets, and business structures to optimize financial strategies
3. Conduct financial modeling for wealth transfer and succession planning
4. Support senior leadership with client reports and scenario analysis
5. Ensure compliance with financial regulations and industry best practices

Qualifications:

1. 2–4 years of experience in financial planning, analysis, or wealth management
2. CFP (or working toward it); CFA or CPA is a plus
3. Strong understanding of personal finance, tax, and estate planning
4. Excellent analytical, communication, and presentation skills
5. Proficiency in Excel, financial modeling, and planning software

If this sounds like you then please apply!

**Please note - only qualified applicants will be contacted.