Financial Planner

We are proud to partner with a great wealth management firm to recruit a sales-driven highly independent Financial Planner to join their team. This senior role offers the opportunity to work with high-net-worth families executives and entrepreneurs while shaping institutional-quality investment strategies. The ideal candidate is a self-motivated professional with strong business-development instincts and deep expertise in managing complex portfolios. If you excel in a client-focused environment and are looking to make a significant impact within a growing organization we invite you to explore this opportunity.

• 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
  

• 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