Financial Planner

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🕒 January 29

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OPAL Corporate Connections

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2021

👥 HR Tech

🎯 Recruiter

🤝 B2B

HR Tech • Recruitment • B2B

OPAL Corporate Connections is a recruitment agency dedicated to matching qualified candidates with suitable employment opportunities for over 20 years. With a strong ethos of social responsibility, they focus on building relationships within the community, promoting ethical labor practices, and leveraging their extensive network to facilitate connections between clients and applicants. Their team of experienced recruitment professionals ensures efficiency and effectiveness in the hiring process across various sectors.

📋 Description

• 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.