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OPAL Corporate Connections
Remote Senior Financial Planner for HNW FamiliesOPAL Corporate Connections • Toronto, ON, CA
Remote Senior Financial Planner for HNW Families

Remote Senior Financial Planner for HNW Families

OPAL Corporate Connections • Toronto, ON, CA
30+ days ago
Job type
  • Full-time
  • Remote
Job description
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
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Remote Senior Financial Planner for HNW Families • Toronto, ON, CA

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