A prestigious investment firm is searching for a Senior Financial Planner to provide high-level planning expertise to affluent clients. Leverage your skills in a dynamic advisory workplace.

Our client's focus is on high-net-worth and ultra-high-net-worth individuals. This position requires 6-8+ years of financial planning experience, including strong knowledge in Canadian tax, estate, and retirement strategies. You will lead the comprehensive planning process and support the development of tailored strategies for varying client needs.

Key Responsibilities:
• Manage comprehensive financial planning processes
• Present detailed financial plans and projections to clients
• Promote business development and participate in meetings




• Collaborate with external specialists for integrated solutions
• Develop financial planning tools and templates

Requirements:
• 6–8+ years of experience in relevant fields
• Expertise in Canadian tax and estate planning
• Background with affluent clients preferred
• TEP designation is advantageous
• Excellent presentation and analytical skills

Drive exceptional client service and contribute to a growing practice as a Senior Financial Planner.
#J-18808-Ljbffr

📌 Senior Financial Planner Role Available (Ontario)
🏢 BJRC Recruiting
📍 Ontario