Senior Financial Planner - Remote for High-Net-Worth

Opal Corporate Connections; Poland; Remote; 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.

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.

Skills

Client relationship management

Business development

Financial planning

Presentation skills

Education

CFP designation or equivalent

Tools

Financial planning software

Job description

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.