Senior Financial Planner

We’re looking for a Senior Financial Planner in the financial services industry. Our client is a well-established, top-tier firm known for delivering thoughtful, client-focused financial strategies and building long-term relationships based on trust. They offer a collaborative and supportive team environment where experienced professionals are empowered to do their best work while continuing to grow their careers.

The Senior Financial Planner will be responsible for providing comprehensive financial planning advice to a diverse client base, helping individuals and families navigate complex financial decisions with confidence.

Senior Financial Planner responsibilities:

• Develop and deliver personalized financial plans tailored to client goals
• Build and maintain strong, long-term client relationships
• Provide strategic advice on investments, retirement planning, tax planning, and estate considerations
• Collaborate with internal teams to deliver a seamless client experience
• Stay current on market trends, regulatory changes, and industry best practices
• Identify opportunities to grow and deepen client relationships
• Mentor and support junior team members as needed

The successful candidate has:

• 5+ years of experience in financial planning or wealth management
• CFP designation required
• Strong relationship management and communication skills
• Proven ability to deliver comprehensive, client-focused financial advice
• High level of professionalism, integrity, and attention to detail
• A collaborative mindset and desire to contribute to a positive team culture

Compensation and benefits:

• Salary range is $150,000 – $200,000 depending on experience
• Candidates with additional experience and higher compensation expectations may also be considered
• Comprehensive benefits package
• Supportive team environment with opportunities for professional growth
• Access to strong internal resources and an established client base

Candidates must be legally authorized to work in Canada. Only candidates selected to move forward in the hiring process will be contacted.