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 clear 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.

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

CFP designation or equivalent financial planning certification

Minimum 5 years of financial planning experience

Experience with high-net-worth clients and complex planning scenarios

Robust knowledge of Canadian tax law and estate planning

Proficiency with financial planning software and tools

Location: 100% remote, with a downtown Toronto office available if you prefer to work on-site

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 Planning and Analysis Consultant (Toronto)
🏢 Opal Corporate Connections
📍 Toronto