Financial Planner

Opal Corporate Connections; Poland; On-site; PLN 241,000 - 349,000; Full time

Benefits offered by this job

Benefits start on day one

Flexible compensation options

Job summary

A prominent wealth management firm is seeking a driven Financial Planner to work remotely or on-site in downtown Toronto. The role involves building financial plans for high-net-worth clients and requires at least 5 years of experience and a CFP designation. Candidates must demonstrate strong relationship management skills and a deep understanding of complex financial scenarios. Compensation is flexible, including a commission structure or base salary plus commission. This is a significant opportunity to make an impact within a growing organization.

Qualifications

• Minimum 5 years of financial planning experience.
• Strong knowledge of Canadian tax law and estate planning.
• 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.

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.

Skills

Client relationship management

Business development

Financial planning

Presentation skills

Education

CFP designation or equivalent

Tools

Financial planning software

Job description

We are proud to partner with a great wealth management firm to recruit a sales-driven, highly independent Financial Planner to join their team. This senior role offers the opportunity to work with high-net-worth families, executives, and entrepreneurs while shaping institutional-quality investment strategies. The ideal candidate is a self-motivated professional with strong business-development instincts and deep expertise in managing complex portfolios. If you excel in a client-focused environment and are looking to make a significant impact within a growing organization, we invite you to explore this opportunity.

Key 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

Requirements

• 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

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.