Senior Financial Planner, Private Wealth Management
2 weeks ago
SENIOR FINANCIAL PLANNER, PRIVATE WEALTH MANAGEMENTLocation: Toronto (In-Office)Our client, a leading and highly respected Canadian Investment Management and Multi-Family Office firm serving high-net-worth individuals, families, and institutions, is seeking an experienced Financial Planner with a CFP designation to join their Private Client Group. This is an exceptional opportunity for a client-service driven, process-oriented, and detail-oriented professional to contribute to a sophisticated wealth management platform known for delivering highly personalized, holistic advisory solutions.As a key member of the advisory team, the successful candidate will collaborate closely with portfolio managers to develop comprehensive financial plans, deliver strategic recommendations, and guide clients through complex financial decisions. The ideal candidate brings technical expertise, strong analytical capabilities, and a passion for delivering an exceptional client experience.Responsibilities:Review and analyze clients’ financial documents to assess overall financial health.Evaluate and analyze clients’ financial situations and provide tailored planning strategies.Assess clients’ exposure to financial risk related to disability, death, and other contingencies.Identify strategies and solutions tailored to the unique needs of each client.Prepare detailed retirement, tax, and estate projections.Review and summarize estate planning documents, including Wills and Power of Attorney.Prepare and present highly customized and comprehensive financial plans.Partner with portfolio managers and respond to client inquiries on financial planning matters.Support preparation of account reconciliations and year-end tax packages.Contribute to the ongoing development and enhancement of the planning platform at the firm, ensuring innovative solutions and continuous improvement to meet evolving client needs.Qualifications: 5-10 years of experience working as a financial planner, providing comprehensive financial planning to high-net-worth clients.Bachelor’s degree in commerce, finance, or related field.Certified Financial Planner (CFP) designation required.Trust and Estate Practitioner (TEP) designation a strong asset.Strong working knowledge of estate, personal, and corporate tax planning.Excellent analytical and problem-solving skills, with strong attention to detail.Experience using financial planning software (Conquest and/or Planworth would be an asset).Strong knowledge of Microsoft Excel and Microsoft Suite.Excellent communication, relationship management, and presentation skills.Ability to thrive in a collaborative, results-driven environment while managing multiple priorities.To apply for this position, please submit your resume to Shan Collins at: scollins@collinsrecruit.comAll applications and inquiries will be held strictly confidential.We thank all applicants for their interest. Only those selected for further consideration will be contacted.
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Toronto, Canada Collins Recruitment Group Full timeSENIOR FINANCIAL PLANNER, PRIVATE WEALTH MANAGEMENTLocation: Toronto (In-Office)Our client, a leading and highly respected Canadian Investment Management and Multi-Family Office firm serving high-net-worth individuals, families, and institutions, is seeking an experienced Financial Planner with a CFP designation to join their Private Client Group. This is an...
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Financial Planner, Private Wealth
2 weeks ago
Toronto, Canada Collins Recruitment Group Full timeFounder & Talent Acquisition Partner, Collins Recruitment Group | Expertise - Banking & Financial Services | Connecting Top Talent with Leading Banks… FINANCIAL PLANNER Our client, a premier Canadian Investment Management and Multi‑Family Office firm serving high‑net‑worth individuals, families, and institutions, is seeking an experienced Financial...
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Financial Planner, Private Wealth
2 weeks ago
Toronto, Canada Collins Recruitment Group Full timeFounder & Talent Acquisition Partner, Collins Recruitment Group | Expertise - Banking & Financial Services | Connecting Top Talent with Leading Banks…FINANCIAL PLANNEROur client, a premier Canadian Investment Management and Multi‑Family Office firm serving high‑net‑worth individuals, families, and institutions, is seeking an experienced Financial...
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Financial Planner
14 hours ago
Greater Toronto Area, Canada RFL Wealth Management Full timeJob Title: Financial Planner / Full-Time Employee/ RemoteCompany: RFL WealthReports To: Director of Financial PlanningOverviewRFL Wealth is Canada's leading financial planning firm for medical professionals. We're hiring a detail-oriented, analytical Financial Planner to support our client-facing Financial Planners by building customized,...
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Senior Wealth Planning Associate
4 weeks ago
Toronto, Canada Nicola Wealth Management Ltd. Full timeSenior Wealth Planning Associate (Toronto) Location: Toronto, ON We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture, combine to position us as a national leader in wealth management....
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Senior Wealth Planning Associate
3 weeks ago
Toronto, Canada Nicola Wealth Management Ltd. Full timeSenior Wealth Planning Associate (Toronto) Location: Toronto, ON We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture, combine to position us as a national leader in wealth management....
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Senior Wealth Planning Associate
5 hours ago
Toronto, Canada Nicola Wealth Management Ltd. Full timeSenior Wealth Planning Associate (Toronto) Location: Toronto, ON We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture, combine to position us as a national leader in wealth management....
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Toronto, Ontario, Canada Scotia Wealth Management Full timeRequisition ID: 239929As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...
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PIC Wealth Manager
1 week ago
Toronto, Ontario, Canada Scotia Wealth Management Full timeRequisition ID: 241753Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeThis position is a trusted advisor of private wealth services that meet high net worth client's short- and long-term holistic wealth management and investment growth goals, through a firm wide investment strategy and a...
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Associate Total Wealth Planner
2 weeks ago
Toronto, Canada Scotiabank Full timeRequisition ID: 165298 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Associate Total Wealth Planners (ATWP) are experienced and knowledgeable planners with Certified Financial Planning designations. The Associate Total Wealth Planner (CPG) provides Total Wealth Planning support to Scotia Wealth...
