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
Your Responsibilities
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
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.
Lead Servicing Financial Planner • Ottawa, Ontario, Canada
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