Financial Planner
Toronto, ON | Full-time | Four days per week in-office at Yonge and St. Claire location
Our client, an established wealth advisory practice, is seeking a Financial Planner to take ownership of comprehensive planning for an existing high-net-worth client base. Working closely with the lead advisor and team, you will turn complex financial circumstances into clear recommendations and help clients follow through on their plans.
Key Responsibilities
- Lead the planning process, including gathering documents, conducting discovery meetings, developing projections, and presenting recommendations.
- Prepare and update comprehensive financial plans covering retirement, cash flow, investments, tax, estate, succession, and risk management.
- Review plans for accuracy, assess alternative scenarios, and explain recommendations clearly to clients and colleagues.
- Prepare for client review meetings, monitor progress, and track outstanding action items.
- Coordinate with accountants, lawyers, insurance specialists, and other professionals to support implementation.
- Identify insurance needs and support recommendations and execution, where appropriately licensed.
- Prepare written planning strategies and accessible educational content on relevant financial topics.
- Improve planning workflows and maintain organized client records.
Candidate Profile
- Demonstrated experience personally building and presenting comprehensive financial plans.
- CFP designation preferred, with relevant financial planning experience essential.
- Experience serving high-net-worth families; familiarity with incorporated business owners and complex tax and estate considerations is an asset.
- Strong analytical, written communication, and client presentation skills.
- Proficiency with financial planning software; Planworth experience is an asset.
- An active life insurance licence is strongly preferred.
- A proactive, organized approach, sound judgment, and the ability to manage competing priorities independently.
- Comfortable working in a fast-paced, collaborative environment and attending the Toronto office four days per week.
Compensation and Structure
Compensation will reflect experience and qualifications. Performance incentives and opportunities tied to referrals and insurance business may be discussed.
The initial focus is on planning and servicing existing clients, with no requirement to bring a book of business.
