Senior Wealth Planner for High-Net-Worth Clients

Edward Jones; Mississauga; On-site; CAD 90,000 - 130,000; Full time

Job summary

Edward Jones in Canada is seeking an experienced high net worth financial planner to provide comprehensive wealth management and tailored strategic advice for affluent clients. You will deliver integrated financial plans, collaborate with internal experts and external advisors, and help branch teams meet client goals.

The role emphasizes portfolio construction for long-term objectives, strong communication, and the ability to translate complex strategies into clear guidance while supporting a

Qualifications

• Minimum 5–7 years experience as a high net worth financial planner.
• Bachelor's degree in Business, Finance or Accounting.
• Accredited financial planning designation (CFP, Pl.Fin-IQPF applicable for Quebec).
• Fluency in French considered favorably for some roles.

Responsibilities

• Provide ongoing professional planning on complex strategies to branch teams and high-net-worth clients.
• Perform portfolio construction for high-net-worth individuals to meet long-term goals.
• Deliver integrated holistic financial planning covering retirement, cash flow, investments, taxes, estate and protection planning.
• Collaborate with internal subject matter experts and external advisors to optimize client outcomes.

Skills

Communication skills

Presentation skills

Team collaboration

Analytical skills

Time-management

Education

Bachelor's degree in Business/Finance/Accounting

CFP designation

Pl.Fin designation

Tools

Microsoft Office

Financial planning software

Virtual meeting tools

Job description

Edward Jones in Canada is seeking an experienced high net worth financial planner to provide comprehensive wealth management and tailored strategic advice for affluent clients. You will deliver integrated financial plans, collaborate with internal experts and external advisors, and help branch teams meet client goals.

The role emphasizes portfolio construction for long-term objectives, strong communication, and the ability to translate complex strategies into clear guidance while supporting a