Senior Financial Planner

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

Benefits start day one

Flexible compensation: commission or 1

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.
• Strong knowledge of Canadian tax law and estate planning.
• Excellent presentation and client relationship skills.

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

Overview

In partnership with Opal Corporate Connections, our client is looking for an accomplished Financial Planner to serve as a trusted advisor to high-net-worth families. This client-facing role is focused on delivering personalized, tax-efficient financial strategies that support wealth preservation, growth, and generational transfer. You will work closely with clients and their broader advisory teams to provide clear guidance, build long-term relationships, and deliver an exceptional client experience in a dynamic, market-driven environment. Provide comprehensive financial planning services to high-net-worth families, focusing on tax optimization, estate planning, and wealth transfer strategies.

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 in clear, actionable terms

Qualifications

• CFP designation or equivalent financial planning certification
• 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
• Excellent presentation and client relationship skills
• Proficiency with financial planning software and tools

Benefits

• Location: 100% remote, with a downtown Toronto office available if you prefer to work on-site
• Benefits start on day one
• Compensation is flexible: you can choose a higher-percentage, 100% commission structure or a base salary plus a smaller commission