Lead Financial Advisor F/H
Grandmaster Financial Planning / DFSIN Ottawa
Job Title: Lead Servicing Financial Planner – Private Wealth
Job Type: Full-time
Compensation: Competitive Base Salary + Performance Bonus + Equity Participation
Grandmaster Financial Planning is an Ottawa-based independent Private Wealth firm partnered with Canada’s fastest-growing independent IIROC/PM dealer (projected growth from $15B to $21B AUM by mid-2026).
We are seeking an experienced Lead Servicing Financial Planner to take ownership of an existing book of clients. This is a pure planning and relationship management role for a professional who wants to escape quotas and focus entirely on client success.
Institutional Firepower: We run a specialized "Pension-Style" portfolio model (~30% Private Equity, Private Credit, Real Estate). No Manual Trading: Our Portfolio Managers (7 CFAs) handle all investment decisions, trading, and rebalancing centrally. You will never waste days manually rebalancing accounts again.
~ Meaningful Equity: We offer Equity Participation in the book you manage (5-7 year vesting). We are looking for a long-term partner who wants to share in the profits they help protect.
Own the Relationship: Act as the primary point of contact for an assigned book of households, conducting regular reviews and deep-dive financial planning.
- Holistic Planning: Deliver comprehensive financial plans (Retirement, Tax, Estate, Insurance) to ensure clients are fully protected and on track.
- Asset Consolidation: Identify opportunities to consolidate client assets by demonstrating the value of our private pension-style portfolios.
- You will join a young, ambitious, and fully bilingual team of 19 professionals, including 11 Portfolio Managers . We have 25 years of specialized expertise dominating the public sector pension planning niche in Ottawa. CFP® or Pl.Minimum 5 years of experience in financial planning or relationship management.
- Bilingualism (English/French) is mandatory.
- Strong knowledge of tax planning, retirement strategies, and investment principles.
- A "Service First" mindset—you love helping families, not hitting sales targets.
ca with the subject line "Lead Servicing Planner Application."Grandmaster Financial Planning is an equal opportunity employer.
L'offre d'emploi a été publiée il y a 9 jours
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