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AI Summary
The Financial Planner will develop comprehensive financial plans for high-net-worth families and coordinate with tax advisors and estate planning attorneys. They will also implement tax-efficient wealth transfer strategies and present complex financial strategies to clients.
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.
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