12 Aug
|
Opal Corporate Connections
|
Ontario
12 Aug
Opal Corporate Connections
Ontario
A financial services firm in Canada is seeking an experienced Financial Planner to advise high-net-worth families on tax-effective strategies for wealth preservation and transfer. This role involves developing comprehensive financial plans, coordinating with tax advisors and estate planning attorneys, and presenting strategies clearly to clients. The position offers flexibility, with a fully remote option or the use of a downtown Toronto office. Competitive compensation options are available, including a commission structure or base salary.
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📌 Remote Senior Financial Planner for HNW Families (Ontario)
🏢 Opal Corporate Connections
📍 Ontario