Financial Planner

Financial Planner Location: Toronto, ON (Hybrid) Our Client Our client is a respected investment and wealth management firm serving high-net-worth and ultra-high-net-worth individuals and families. They are seeking an experienced Financial Planner to provide comprehensive planning expertise and collaborate with an established advisory team to deliver exceptional client outcomes. Responsibilities Lead the end-to-end financial planning process for clients, including retirement, cash flow, tax, estate, succession, and insurance planning. Develop comprehensive financial plans, projections, and recommendations for client presentations. Support business development by preparing planning materials and participating in prospective client meetings. Present planning strategies to clients and collaborate with their professional advisors. Identify tax planning opportunities and monitor client portfolios for ongoing tax efficiency. Act as a technical resource for advisors on tax, estate, and financial planning matters. Coordinate with external legal, accounting, and insurance professionals to deliver integrated planning solutions. Assist with complex planning initiatives, including estate freezes, family trusts, and succession planning. Develop and enhance financial planning templates, tools, and internal processes. Collaborate closely with advisory teams to integrate financial planning into the overall client experience. Qualifications 6–8+ years of experience in financial planning, tax, estate planning, or a related field. Certified Financial Planner (CFP) designation required. Strong knowledge of Canadian tax, estate planning, retirement planning, and insurance strategies. Experience working with high-net-worth clients is preferred. Background in a law firm, accounting firm, or wealth management environment is considered an asset. Trust and Estate Practitioner (TEP) designation is an asset. Excellent written, verbal, and presentation skills. Strong analytical abilities with exceptional attention to detail. The Ideal Candidate Passionate about delivering sophisticated financial planning solutions for affluent clients. A collaborative professional who enjoys working as a trusted technical specialist within an advisory team. Skilled at explaining complex financial concepts in a clear and client-friendly manner. Proactive, organized, and able to manage multiple planning engagements simultaneously. Committed to providing exceptional client service while contributing to a growing, entrepreneurial practice. REF# LI1746

Lead the end-to-end financial planning process for clients, including various planning aspects such as retirement and tax planning. Collaborate with advisory teams and external professionals to deliver integrated planning solutions.

Candidates should have 6-8+ years of experience in financial planning or related fields, with a Certified Financial Planner (CFP) designation required. Strong knowledge of Canadian tax and estate planning is essential, along with excellent communication and analytical skills.

• Service à la clientèleSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial Planning
• Tax Planning
• Estate Planning
• Retirement Planning
• Insurance Strategies
• Client Presentations
• Analytical Abilities
• Attention to Detail
• Collaboration
• Communication Skills
• Proactive
• Organizational Skills
• Client Service
• Technical Resource
• Planning Templates
• Integrated Solutions

• Finance & Accounting
• Consulting
• Sales
• Management & Leadership
• Customer Service & Support

Formation minimale

Diplôme professionnel

Expérience minimale

8+ ans

Postuler avant le

16 août 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Associate

Mode de candidature

La candidature directe est offerte