Elevate your career as a Financial Planner at a respected wealth management firm serving affluent clients. This role emphasizes delivering comprehensive financial strategies and collaborating with a strong advisory team.
Our client is a leader in investment and wealth management. They seek a Financial Planner with 6-8 years of experience in financial planning, tax, and estate matters. In this role, you will develop financial plans and projections while presenting strategies to clients and enhancing their planning experience.
Key Responsibilities:
• Facilitate end-to-end financial planning for client needs
• Create comprehensive financial plans and recommendations
• Engage in business development and client meetings




• Monitor portfolios for tax efficiency opportunities
• Coordinate with legal and accounting professionals
Requirements:
• 6–8+ years in financial, tax, or estate planning
• Robust background in Canadian financial strategies
• Experience with high-net-worth clientele preferred
• Trust and Estate Practitioner designation a plus
• Exceptional communication and analytical skills
Provide exceptional financial planning solutions while collaborating closely with advisory teams.
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📌 Financial Planner for Wealth Management Firm (Toronto)
🏢 BJRC Recruiting
📍 Toronto