Mid-Senior Financial Planner – Private Client 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

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.