Founder & Talent Acquisition Partner, Collins Recruitment Group | Expertise - Banking & Financial Services | Connecting Top Talent with Leading Banks…FINANCIAL PLANNEROur 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. This is an exceptional opportunity for a client‑service driven, process‑oriented, and detail‑oriented professional to contribute to a sophisticated wealth management platform known for delivering highly personalized, holistic advisory solutions.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, solid analytical capabilities,



and a passion for delivering an exceptional client experience.ResponsibilitiesReview and analyze clients’ financial documents to assess overall financial healthEvaluate and analyze clients’ financial situations and provide tailored planning strategiesAssess clients’ exposure to financial risk related to disability, death, and other contingenciesIdentify strategies and solutions tailored to the unique needs of each clientPrepare detailed retirement, tax, and estate projectionsReview and summarize estate planning documents, including Wills and Power of AttorneyPrepare and present highly customized and comprehensive financial plansPartner with portfolio managers and respond to client inquiries on financial planning mattersSupport preparation of

📌 Financial Planner, Private Wealth (Toronto)
🏢 Collins Recruitment Group
📍 Toronto