Elevate your career as a Financial Planner focused on high-net-worth clients. This entrepreneurial role blends planning, client service, and business development in a remote-first workplace.

As a Financial Planner, you'll lead planning meetings, manage client relationships, and develop financial strategies. Your ability to confidently communicate with clients is essential, as is your detail-oriented nature. This position suits those looking to build and grow rather than maintain existing operations.

Key Responsibilities:
• Lead planning meetings for new and existing clients
• Gather information and create financial plans
• Manage high-net-worth client relationships with care
• Prepare meeting materials and track follow-up items
• Utilize CRM and project management tools for efficiency

Requirements:
• Minimum 2 years in financial services
• Excellent communication and client management skills
• Detail-oriented and organized in all tasks
• Familiarity with Conquest, YCharts, and CRM systems
• Interest in pursuing a CIM designation for growth

Shape your future as a trusted advisor, managing financial plans and client relationships confidently.
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📌 Financial Planner for HNW Clients (Ontario)
🏢 Professional Staffing
📍 Ontario