CFP-Pro Senior Financial Planner — Remote for HNW Clients

OPAL Corporate Connections; United States; Remote; USD 120,000 - 210,000; Full time

Benefits offered by this job

Remote work

Day-one benefits

Flexible compensation

Job summary

OPAL Corporate Connections is partnering with a wealth management firm to recruit a senior Financial Planner. This remote role serves high-net-worth families, executives, and entrepreneurs while shaping institutional-quality investment strategies.

You are a self-motivated professional with a CFP or equivalent certification, 5+ years of experience, and strong business-development instincts. Toronto option on-site available; compensation is flexible.

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.

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

Presentation skills

Business development instincts

Education

CFP designation or equivalent

Tools

Financial planning software

Job description

OPAL Corporate Connections is partnering with a wealth management firm to recruit a senior Financial Planner. This remote role serves high-net-worth families, executives, and entrepreneurs while shaping institutional-quality investment strategies.

You are a self-motivated professional with a CFP or equivalent certification, 5+ years of experience, and strong business-development instincts. Toronto option on-site available; compensation is flexible.