SENIOR FINANCIAL PLANNER, PRIVATE WEALTH MANAGEMENT
Location: Toronto (In-Office)
Our client, a leading and highly respected Canadian Investment Management and Multi-Family Office firm serving high-net-worth individuals, families, and institutions, is seeking an experienced Financial Planner with a CFP designation 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.
Responsibilities:
- Review and analyze clients’ financial documents to assess overall financial health.
- Evaluate and analyze clients’ financial situations and provide tailored planning strategies.
- Assess clients’ exposure to financial risk related to disability, death, and other contingencies.
- Identify strategies and solutions tailored to the unique needs of each client.
- Prepare detailed retirement, tax, and estate projections.
- Review and summarize estate planning documents, including Wills and Power of Attorney.
- Prepare and present highly customized and comprehensive financial plans.
- Partner with portfolio managers and respond to client inquiries on financial planning matters.
- Support preparation of account reconciliations and year-end tax packages.
- Contribute to the ongoing development and enhancement of the planning platform at the firm, ensuring innovative solutions and continuous improvement to meet evolving client needs.
Qualifications:
- 5-10 years of experience working as a financial planner, providing comprehensive financial planning to high-net-worth clients.
- Bachelor’s degree in commerce, finance, or related field.
- Certified Financial Planner (CFP) designation required.
- Trust and Estate Practitioner (TEP) designation a strong asset.
- Strong working knowledge of estate, personal, and corporate tax planning.
- Excellent analytical and problem-solving skills, with strong attention to detail.
- Experience using financial planning software (Conquest and/or Planworth would be an asset).
- Strong knowledge of Microsoft Excel and Microsoft Suite.
- Excellent communication, relationship management, and presentation skills.
- Ability to thrive in a collaborative, results-driven environment while managing multiple priorities.
To apply for this position, please submit your resume to Shan Collins at:
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.
