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.

Responsibilities

- 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.

Qualifications

- 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.

The Ideal Candidate

- Passionate about delivering sophisticated financial planning solutions for affluent clients.
- A collaborative skilled 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.

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📌 Financial Planner (Toronto)
🏢 BJRC Recruiting
📍 Toronto