Senior Wealth Planner for High-Net-Worth Clients

Fuze HR Solutions; Quebec; On-site; CAD 95,000 - 120,000; Full time

Benefits offered by this job

Bonus 10%

Group benefits

Retirement plan

Professional development budget

Paid time off

Cell phone allowance

Job summary

Fuze HR Solutions presents a Wealth Planner role in Kingston, ON, focusing on advanced financial planning for high-net-worth individuals and business owners. You will develop comprehensive plans and coordinate with tax, estate and insurance experts to meet complex goals.

The position requires a CPA or CFP designation and at least three years of wealth planning experience, with a Monday–Friday schedule and strong client communication skills.

Qualifications

• Minimum 3 years in tax, advanced financial planning or wealth planning.
• Experience advising high-net-worth clients (>$1M in investable assets).
• CPA or CFP designation is required.
• Strong knowledge of retirement, estate and wealth transfer planning.

Responsibilities

• Develop and present comprehensive financial and wealth plans for high-net-worth clients.
• Analyze retirement, tax, estate and wealth transfer planning.
• Guide intergenerational wealth transfer strategies.
• Collaborate with tax, estate and insurance specialists.
• Build relationships with accountants and lawyers.
• Identify opportunities to deepen client relationships.
• Deliver customized planning solutions for client objectives.
• Participate in client seminars and educational events.

Skills

Financial planning

Wealth management

High-net-worth clients

Interpersonal skills

Education

University degree in Accounting or Finance

CPA or CFP designation

Job description

Fuze HR Solutions presents a Wealth Planner role in Kingston, ON, focusing on advanced financial planning for high-net-worth individuals and business owners. You will develop comprehensive plans and coordinate with tax, estate and insurance experts to meet complex goals.

The position requires a CPA or CFP designation and at least three years of wealth planning experience, with a Monday–Friday schedule and strong client communication skills.