At a Glance
- Tasks: Create tailored financial plans for high-net-worth families and optimize their wealth strategies.
- Company: Join a leading firm focused on personalized financial advisory services.
- Benefits: Flexible compensation, remote work options, and benefits starting on day one.
- Other info: Opportunity to work remotely or from a downtown Toronto office.
- Why this job: Make a real difference in clients' lives while working in a dynamic, market-driven environment.
- Qualifications: CFP designation, 5+ years of experience, and strong client relationship skills.
The predicted salary is between 103500 - 126500 $ per year.
In partnership with Opal Corporate Connections, our client is looking for an accomplished Financial Planner to serve as a trusted advisor to high-net-worth families. This client-facing role is focused on delivering personalized, tax-efficient financial strategies that support wealth preservation, growth, and generational transfer. You will work closely with clients and their broader advisory teams to provide clear guidance, build long-term relationships, and deliver an exceptional client experience in a dynamic, market-driven environment.
Provide comprehensive financial planning services to high-net-worth families, focusing on tax optimization, estate planning, and wealth transfer strategies.
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
Qualifications
- 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
- Location: 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
Senior Financial Planner 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
