Senior Financial Planner

Overview

In partnership with Opal Corporate Connections , our client is looking for an accomplished Financial Planner to serve as a trusted advisor to high-net-worth families. This client-facing role is focused on delivering personalized, tax-efficient financial strategies that support wealth preservation, growth, and generational transfer. You will work closely with clients and their broader advisory teams to provide clear guidance, build long-term relationships, and deliver an exceptional client experience in a dynamic, market-driven environment. Provide comprehensive financial planning services to high-net-worth families, focusing on tax optimization, estate planning, and wealth transfer strategies.

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

Qualifications

• 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

• Location: 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