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Wealth Management

Lead Private Wealth Planner - Equity & Elite Client Service

Job in Ottawa, Ontario, Canada
Listing for: GRANDMASTER FINANCIAL PLANNING
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 CAD Yearly CAD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A Private Wealth firm in Ottawa is seeking an experienced Lead Servicing Financial Planner. This role focuses on client relationships and comprehensive financial planning without sales quotas. Ideal candidates will hold a CFP® designation and possess at least 5 years of experience. The firm offers a competitive salary, equity participation, and a supportive team environment, ensuring strong client loyalty and service-oriented work culture.
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