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Financial Planner
Opal Corporate Connections
Source: Himalayas · original listing ↗
Source date: 08/11/2026
About this role
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