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Remote Senior Financial Planner HNW Families
Remote / Online - Candidates ideally in
Toronto, Ontario, C6A, Canada
Listed on 2026-03-02
Toronto, Ontario, C6A, Canada
Listing for:
OPAL Corporate Connections
Remote/Work from Home
position Listed on 2026-03-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
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.
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Position Requirements
10+ Years
work experience
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