Financial Planner

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.

• 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.

• 6–8+ years of experience in financial planning, tax, estate planning, or a related field.
• 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.

• 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.