A financial services firm in Canada is seeking an experienced Financial Planner to advise high-net-worth families on tax-efficient strategies for wealth preservation and transfer. This role involves developing comprehensive financial plans, coordinating with tax advisors and estate planning attorneys, and presenting strategies clearly to clients. The position offers flexibility, with a fully remote option or the use of a downtown Toronto office. Competitive compensation options are available, including a commission structure or base salary. #J-18808-Ljbffr
Remote Senior Financial Planner for HNW Families in Toronto employer: OPAL Corporate Connections
As a Senior Financial Planner with our client, you will join a dynamic team that prioritizes employee growth and offers a flexible work environment, allowing you to thrive in a 100% remote setting or at the downtown Toronto office. The company fosters a culture of collaboration and innovation, providing comprehensive benefits from day one and a compensation structure that empowers you to choose what works best for your financial goals. With a focus on high-net-worth clients, you'll have the opportunity to build meaningful relationships while delivering exceptional financial strategies that make a real impact.
Contact Details:
OPAL Corporate Connections Recruitment Team
