Lead Servicing Financial Planner

Grandmaster Financial Planning DFSIN Ottawa

Job Location:

Ottawa - Canada

Monthly Salary: Not Disclosed

Posted on: 15 hours ago

Vacancies: 1 Vacancy

Job Summary

Job Title:Lead Servicing Financial Planner Private Wealth
Location:Ottawa ON (In-Person)
Job Type:Full-time
Compensation:Competitive Base Salary Performance Bonus Equity Participation

The Opportunity

Grandmaster Financial Planningis an Ottawa-based independent Private Wealth firm partnered with Canadas fastest-growing independent IIROC/PM dealer (projected growth from $15B to $21B AUM by mid-2026).

We are seeking an experiencedLead Servicing Financial Plannerto take ownership of an existing book of clients. This isnot a sales role. This is a pure planning and relationship management role for a professional who wants to escape quotas and focus entirely on client success.

Why Join Us

Institutional Firepower:We run a specialized Pension-Style portfolio model (30% Private Equity Private Credit Real Estate). You will offer your clients access to institutional managers likeBlackstone Blue Owl Goldman Sachs and AQRstrategies typically reserved for UHNW families but available to all our clients through our unique structure.

Zero Sales Quotas:Your mandate is simple:Retention Consolidation and Referrals.No cold calling. No product of the month pressure.

Elite Support Structure (1:1:1):You will not be an island. Our model pairs you withone dedicated Associate Advisor AND one dedicated Admin. You focus on the client relationship; we handle the paperwork and scheduling.

No Manual Trading:Our Portfolio Managers (7 CFAs) handle all investment decisions trading and rebalancing centrally. You will never waste days manually rebalancing accounts again.

Meaningful Equity:We offerEquity Participationin the book you manage (5-7 yearvesting). We are looking for a long-term partner who wants to share in the profits they help protect.

Your Responsibilities

Own the Relationship:Act as the primary point of contact for an assigned book of households conducting regular reviews and deep-dive financial planning.

Holistic Planning:Deliver comprehensive financial plans (Retirement Tax Estate Insurance) to ensure clients are fully protected and on track.

Asset Consolidation:Identifyopportunities toconsolidateclient assets bydemonstratingthe value of our private pension-style portfolios.

Client Retention:Build trust and deliver Grandmaster level service to ensure multi-generational client loyalty.

The Team Environment

You will join a young ambitious and fully bilingual team of 19 professionals including11 Portfolio Managers. We have 25 years of specializedexpertisedominating the public sector pension planning niche in Ottawa. We are all-in on growth and innovation.

Qualifications

CFP Required.(QAFP may be considered withsignificant experience).

LLQP (Life License) is highly preferred.(Candidates without it must be willing to obtain it).

Minimum 5 years of experiencein financial planning or relationship management.

Bilingualism (English/French) is mandatory.

Strong knowledge of tax planning retirement strategies and investment principles.

A Service First mindsetyou love helping families not hitting sales targets.

How to Apply

If you are ready to leave the bureaucracy for a role where you have true autonomy and institutional backing we want to hear from you.

To Apply:Please send your resume towith the subject lineLead Servicing Planner Application.All applications will be kept strictly confidential.

Grandmaster Financial Planning is an equal opportunity employer. We thank all applicants for their interest but only those selected for an interview will be contacted.

Job Title:Lead Servicing Financial Planner Private WealthLocation:Ottawa ON (In-Person)Job Type:Full-timeCompensation:Competitive Base Salary Performance Bonus Equity ParticipationThe OpportunityGrandmaster Financial Planningis an Ottawa-based independent Private Wealth firm partnered with Canada...