Financial Planner

This is a remote position.

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.

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