Search jobs
Financial Planner (CFP Preferred)
Job Description
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.
#LI-LL1
Meet Your Recruiter
Linh Lieu
RPR, Senior Recruitment Consultant
Accounting & Finance
Drawing on an extensive background in recruitment, accounting and operations in both industrial and professional environments, Linh is perceptively in tune with her clients’ needs. She has an intuitive understanding of the personalities best suited for different businesses and adapts her recruiting searches accordingly. Because she has operated her own company before, she is aware of the challenges her clients face, including the technical ones. Earlier in her career, Linh acted in both managerial and operational roles, improving processes, developing procedures, and implementing organizational changes. Her practical experience means she knows first-hand the candidate profile her clients need in order to achieve their objectives.
Linh is enthusiastic about assisting candidates to cultivate and advance their careers. She takes the time to listen to what they want, and then directs them to settings where they will thrive. She truly cares and it shows; candidates recognize that she is passionate about helping them accomplish their goals. She enjoys studying aspects of human behaviour, an endeavour which enhances her ability to empathize with both clients and candidates.
Linh is married and has three beautiful children. She enjoys fishing and camping with her family.