Financial Planner

OPAL Corporate Connections; United States; Remote; USD 120.000 - 210.000; Vollzeit

Benefits dieser Stelle

Remote work

Day-one benefits

Flexible compensation

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Client relationship management

Presentation skills

Business development instincts

Ausbildung

CFP designation or equivalent

Tools

Financial planning software

Jobbeschreibung

This is a remote position.We are proud to partner with a great wealth management firm to recruit asales-driven, highly independent Financial Plannerto 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

Benefits

• 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.
• Tons of room for growth.