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
Perks
- 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