Remote Senior Financial Planner for HNW Families

OPAL Corporate Connections; Toronto; Hybrid; CAD 80,000 - 120,000; Full time

Benefits offered by this job

Flexible compensation options

Benefits start on day one

Job summary

A financial services firm in Canada is seeking an experienced Financial Planner to advise high-net-worth families on tax-efficient strategies for wealth preservation and transfer. This role involves developing comprehensive financial plans, coordinating with tax advisors and estate planning attorneys, and presenting strategies clearly to clients. The position offers flexibility, with a fully remote option or the use of a downtown Toronto office. Competitive compensation options are available, including a commission structure or base salary.

Qualifications

• Minimum 5 years of financial planning experience.
• Experience with high-net-worth clients and complex planning scenarios.
• Strong knowledge of Canadian tax law and estate planning.

Responsibilities

• Develop comprehensive financial plans for high-net-worth families.
• Coordinate with tax advisors and estate planning attorneys.
• Implement tax-efficient wealth transfer strategies.
• Conduct retirement and education funding analyses.
• Review and optimize insurance and risk management strategies.
• Present complex financial strategies to clients clearly.

Skills

Client relationship management

Financial planning

Tax optimization

Presentation skills

Education

CFP designation or equivalent

Tools

Financial planning software

Job description

A financial services firm in Canada is seeking an experienced Financial Planner to advise high-net-worth families on tax-efficient strategies for wealth preservation and transfer. This role involves developing comprehensive financial plans, coordinating with tax advisors and estate planning attorneys, and presenting strategies clearly to clients. The position offers flexibility, with a fully remote option or the use of a downtown Toronto office. Competitive compensation options are available, including a commission structure or base salary.