Financial Planner / High-Net-Worth Financial Planning Specialist
Kingston, ON
Permanent | Full-Time
Salary: $95,000 – $120,000 + 10% Bonus

Are you passionate about financial planning and helping affluent clients achieve their long-term financial goals?

Our client, a leading wealth management organization, is seeking a Wealth Planner to provide advanced financial planning strategies and guidance to high-net-worth individuals, business owners, professionals and families with complex wealth planning needs.

Key Responsibilities

Develop and present comprehensive financial and wealth plans for high-net-worth clients

Analyze complex financial situations involving retirement, tax, estate and wealth transfer planning

Guide clients through intergenerational wealth transfer strategies

Collaborate closely with wealth advisors and internal specialists including tax, estate and insurance experts

Build strong relationships with external professionals such as accountants and lawyers

Identify opportunities to enhance and deepen client relationships

Deliver customized financial planning solutions tailored to each client's objectives

Participate in client seminars, workshops and educational events

What You Will Receive

Competitive base salary of $95,000 to $120,000

Annual performance bonus (target 10%)

4 weeks of vacation

5 personal days

10 paid sick days

Comprehensive group benefits package





Retirement savings plan with employer matching

Employee share ownership program

Annual career development budget

Cell phone allowance

Expense account & mileage reimbursement for business travel

Stable Monday to Friday schedule (approximately 8:30 AM to 5:00 PM)

Qualifications

University degree in Accounting, Finance or a related field

Professional designation required: CPA or CFP

Minimum of 3 years of experience in tax, advanced financial planning or wealth planning

Proven experience working with high-net-worth clients

Experience advising clients with $1 million+ in investable assets

Strong knowledge of tax planning, retirement planning, estate planning and wealth transfer strategies

Excellent presentation and relationship-building skills

Ability to simplify complex financial concepts for clients and advisors

Who We're Looking For
We are looking for a trusted advisor who enjoys working with affluent clients facing complex financial decisions. The ideal candidate combines strong technical expertise with exceptional communication skills and a consultative approach.

Only candidates selected for an interview will be contacted.

The masculine form may be used in this posting solely to simplify the text and is intended to refer to all genders.

Contract Info / Information sur le contrat

Job ID / No. du Poste: 63267026

Open Positions / Postes Ouverts: 1

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