Remote Senior Financial Planner for HNW Families
19 hours ago
Toronto, Ontario, Canada
OPAL Corporate Connections
Full-time
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A financial services firm in Canada is seeking an experienced Financial Planner to advise high-net-worth families on tax-efficient strategies for wealth preservation and transfer. This role involves developing comprehensive financial plans, coordinating with tax advisors and estate planning attorneys, and presenting strategies clearly to clients. The position offers flexibility, with a fully remote option or the use of a downtown Toronto office. Competitive compensation options are available, including a commission structure or base salary.