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