Founder & Talent Acquisition Partner, Collins Recruitment Group | Expertise - Banking & Financial Services | Connecting Top Talent with Leading Banks…
Our client, a premier Canadian Investment Management and Multi‑Family Office firm serving high‑net‑worth individuals, families, and institutions, is seeking an experienced Financial Planner to join their Private Client Group. This is an exceptional opportunity for a client‑service driven, process‑oriented, and detail‑oriented professional to contribute to a sophisticated wealth management platform known for delivering highly personalized, holistic advisory solutions.
As a key member of the advisory team, the successful candidate will collaborate closely with portfolio managers to develop comprehensive financial plans, deliver strategic recommendations, and guide clients through complex financial decisions. The ideal candidate brings technical expertise, strong analytical capabilities, and a passion for delivering an exceptional client experience.
To apply for this position, please submit your resume to Shan Collins at: scollins@collinsrecruit.com
All applications and inquiries will be held strictly confidential.
We thank all applicants for their interest. Only those selected for further consideration will be contacted.
Mid‑Senior level
Full‑time
Strategy/Planning and Finance
Industries
Investment Management
#J-18808-LjbffrFinancial Planner, Private Wealth • Toronto, Ontario, CA
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