Founder & Talent Acquisition Partner, Collins Recruitment Group | Expertise - Banking & Financial Services | Connecting Top Talent with Leading Banks… FINANCIAL PLANNER Our client, a premier Canadian Investment Management and Multi‑Family Office firm serving high‑net‑worth individuals, families, and institutions, is seeking an experienced Financial Planner to join their Private Client Group. As a key member of the advisory team, the successful candidate will collaborate closely with portfolio managers to develop comprehensive financial plans, deliver strategic recommendations, and guide clients through complex financial decisions. The ideal candidate brings technical expertise, strong analytical capabilities, and a passion for delivering an exceptional client experience.

Evaluate and analyze clients’ financial situations and provide tailored planning strategies Assess clients’ exposure to financial risk related to disability, death, and other contingencies Prepare detailed retirement, tax, and estate projections Review and summarize estate planning documents,



including Wills and Power of Attorney Prepare and present highly customized and comprehensive financial plans Partner with portfolio managers and respond to client inquiries on financial planning matters Support preparation of account reconciliations and year‑end tax packages Contribute to the ongoing development and enhancement of the planning platform at the firm, ensuring cutting-edge solutions and continuous improvement to meet evolving client needs Minimum 2 years of experience as financial planner Bachelor’s degree in commerce, finance, or related field Trust and Estate Practitioner (TEP) designation an asset Strong working knowledge of estate, personal, and corporate taxes Experience using financial planning software (Conquest and/or Planworth would be an asset) Strong knowledge of Microsoft Excel and Microsoft Suite Mid‑Senior level Full‑time Strategy/Planning and Finance Investment Management #

📌 CONSEILLER PATRIMONIAL / PRIVATE BANKING (H/F) (Toronto)
🏢 Collins Recruitment Group
📍 Toronto