Overview

In partnership with Opal Corporate Connections , our client is looking for an accomplished Financial Planner to serve as a trusted advisor to high-net-worth families. This client-facing role is focused on delivering personalized, tax-efficient financial strategies that support wealth preservation, growth, and generational transfer. You will work closely with clients and their broader advisory teams to provide transparent guidance, build long-term relationships, and deliver an exceptional client experience in a dynamic, market-driven environment. Provide comprehensive financial planning services to high-net-worth families, focusing on tax optimization, estate planning, and wealth transfer strategies.

Responsibilities
Develop comprehensive financial plans for high-net-worth families
Coordinate with tax advisors and estate planning attorneys
Implement tax-efficient wealth transfer strategies
Conduct retirement and education funding analyses




Review and optimize insurance and risk management strategies
Present complex financial strategies to clients in clear, actionable terms

Qualifications
CFP designation or equivalent financial planning certification
Minimum 5 years of financial planning experience
Experience with high-net-worth clients and complex planning scenarios
Strong knowledge of Canadian tax law and estate planning
Excellent presentation and client relationship skills
Proficiency with financial planning software and tools

Benefits
Location: 100% remote, with a downtown Toronto office available if you prefer to work in office
Perks start on day one
Compensation is flexible: you can choose a higher-percentage, 100% commission structure or a base salary plus a smaller commission
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📌 Senior Financial Planner Toronto
🏢 Opal Corporate Connections
📍 Toronto