Financial Planner
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Job Location:
Monthly Salary:
Experience Required:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
This is a remote position.
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
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.
Required Skills:
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
Company Industry
IT Services and IT Consulting
Key Skills
- Estate Law
- Trusts
- Wealth Management
- Financial Services
- Financial Concepts
- Microsoft Outlook
- Microsoft Powerpoint
- Securities Law
- Financial Analysis
- Budgeting
- Financial Planning
- Wills
