Financial Planner, Private Wealth

Collins Recruitment Group

Founder & 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 Planner 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

Minimum 2 years of experience as financial planner
Bachelor’s degree in commerce, finance, or related field
Trust and Estate Practitioner (TEP) designation an asset
Strong working knowledge of estate, personal, and corporate taxes
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 and relationship management 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:

All applications and inquiries will be held strictly confidential.

We thank all applicants for their interest. Only those selected for further consideration will be contacted.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Strategy/Planning and Finance

Industries

Investment Management

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Vacancy posted 2 days ago

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