Financial Planner
OPAL Corporate Connections
full-time
Posted on:
Location Type: Remote
Location: Canada
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Salary
💰 CA$50,000 - CA$80,000 per year
About the role
- 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
- Present complex financial strategies to clients in clear, actionable terms
Requirements
- CFP designation or equivalent financial planning certification
- Minimum 5 years of financial planning experience
- Experience with high-net-worth clients and complex planning scenarios
- Strong knowledge of Canadian tax law and estate planning
- Excellent presentation and client relationship skills
- Proficiency with financial planning software and tools.
Benefits
- 100% remote, with a downtown Toronto office available if you prefer to work on-site.
- Benefits start on day one.
- Compensation is flexible: you can choose a higher-percentage, 100% commission structure or a base salary plus a smaller commission.
- Tons of room for growth.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningtax-efficient wealth transfer strategiesretirement funding analysiseducation funding analysisinsurance and risk management optimizationknowledge of Canadian tax lawestate planning
Soft Skills
presentation skillsclient relationship skills
Certifications
CFP designation