Financial Planner

This is a remote position.

We are proud to partner with a great wealth management firm to recruit asales-driven, highly independent Financial Plannerto 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.Key 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

Requirements

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

- 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. - Tons of room for growth.

Originally posted on Himalayas