OPAL Corporate Connections · 7 hours ago
Financial Planner
United States
Full-time
Remote
Senior Level
$50K/yr - $80K/yr
5+ years expOPAL Corporate Connections is partnering with a wealth management firm to recruit a sales-driven Financial Planner. This senior role involves working with high-net-worth individuals to develop comprehensive financial plans and implement investment strategies.
Staffing & Recruiting
Responsibilities
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
Qualification
Required
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.
Company
OPAL Corporate Connections
We have over 20 years of experience in Bilingual Recruitment, from entry level roles to executive searches across Canada.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase