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Senior Financial Planner - 18510

Toronto, ON | Fully Remote

Posted: 05/24/2023 Category: Accounting/Finance Job Number: 18510 Pay Rate: $80,000 - $90,000

Job Description

Great opportunity for a seasoned financial planner with CFP to work behind the scenes in this remote role in Ontario. The role is non-client facing without pressure to bring on new clients or sell products. Our client is a premier independent Canadian wealth management firm with offices across Eastern Canada.

Reporting to the Portfolio Manager, you will provide high-quality financial plans for approx.100 current clients of the firm.

Key responsibilities:
  • In advance of client's annual meeting, you will review the existing financial plan and gather updated financial data.
  • Update the client's file in NaviPlan for the current year.
  • Review lead advisor's notes following the meeting to confirm client objectives.
  • Identify and research potential planning opportunities for the client.
  • Update the client's written financial plan (using established template) with questions to be discussed with lead advisor.
  • Generate client-facing reports in NaviPlan (cash flow, net worth, etc.) to attach to written plan.

The successful candidate has:
  • CFP designation with 5+ years in preparing client-facing financial plans. Estate planning experience would be desirable as well.
  • Expert level proficiency with NaviPlan is essential.
  • High attention to detail and process driven.
  • Highly motivated, self-starter who can work independently from home office.
  • Unwavering commitment to client confidentiality.
  • Strong communication and people skills.

Compensation and benefits:
  • Great work/life balance, enjoyable mix of work with existing clients of the firm.
  • The ability to work remotely from home office.
  • Excellent benefits and competitive salary without sales component.

Only candidates already eligible to work in Canada will be reviewed. Only qualified candidates will be contacted.


Meet Your Recruiter

Barry Milne
CPA, CGA, Principal
Recruiting Specialty: Finance & Operations

Drawing on over a decade of senior recruitment experience, Barry specializes in the placement of senior finance and operations professionals. His passion to stay on the cutting edge of business development leads him to exceptional candidates who drive his clients’ organizations toward new heights. A professional accountant with more than 20 years in senior leadership positions, Barry knows exactly who his clients need to build strong teams and propel their organizations forward.

Barry partners with his clients with a highly consultative approach to help them develop long-term human capital strategies to drive growth and sustainability. He purposefully places candidates in positions where they are bound to succeed. Frequently, satisfied candidates refer others to Barry because of the rewarding experience they had with him.

Barry is a member of CPA Manitoba and has served on the boards and audit committees of a number of public and private companies. In his free time, Barry enjoys adventure travel with his family, mountain hiking, stand-up paddling, great food and wine with friends and watching a good movie.

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