Financial Planner

Job summary

Develop and present customized financial and wealth plans for high-net-worth clients, addressing complex retirement, tax, estate, and wealth-transfer needs. Collaborate with advisors, internal specialists, and external professionals to strengthen client relationships and deliver planning guidance, including through seminars and educational events.

Job details

Kingston, ON Salary: $95,000 - $120,000 + 10% Bonus Are you passionate about financial planning and helping affluent clients achieve their long-term financial goals? Our client, a leading wealth management organization, is seeking a Wealth Planner to provide advanced financial planning strategies and guidance to high-net-worth individuals, business owners, professionals and families with complex wealth planning needs. Key Responsibilities Develop and present comprehensive financial and wealth plans for high-net-worth clients Analyze complex financial situations involving retirement, tax, estate and wealth transfer planning Guide clients through intergenerational wealth transfer strategies Collaborate closely with wealth advisors and internal specialists including tax, estate and insurance experts Build strong relationships with external professionals such as accountants and lawyers Identify opportunities to enhance and deepen client relationships Deliver customized financial planning solutions tailored to each client's objectives Participate in client seminars, workshops and educational events What You Will Receive Competitive base salary of $95,000 to $120,000 Annual performance bonus (target 10%) 4 weeks of vacation 5 personal days 10 paid sick days Comprehensive group benefits package Retirement savings plan with employer matching Employee share ownership program Annual professional development budget Cell phone allowance Expense account & mileage reimbursement for business travel Stable Monday to Friday schedule (approximately 8:30 AM to 5:00 PM) Qualifications University degree in Accounting, Finance or a related field Professional designation required: CPA or CFP Minimum of 3 years of experience in tax, advanced financial planning or wealth planning Proven experience working with high-net-worth clients Experience advising clients with $1 million+ in investable assets Strong knowledge of tax planning, retirement planning, estate planning and wealth transfer strategies Excellent presentation and relationship-building skills Ability to simplify complex financial concepts for clients and advisors Who We're Looking For We are looking for a trusted advisor who enjoys working with affluent clients facing complex financial decisions. The ideal candidate combines strong technical expertise with exceptional communication skills and a consultative approach. Only candidates selected for an interview will be contacted. The masculine form may be used in this posting solely to simplify the text and is intended to refer to all genders. Apply now : cristinac@fuzehr.com

What you’ll do

Develop and present customized financial and wealth plans for high-net-worth clients, addressing complex retirement, tax, estate, and wealth-transfer needs. Collaborate with advisors, internal specialists, and external professionals to strengthen client relationships and deliver planning guidance, including through seminars and educational events.

Requirements

A university degree in accounting, finance, or a related field and a CPA or CFP designation are required, along with at least three years of relevant tax, advanced financial planning, or wealth planning experience. Candidates should have experience advising high-net-worth clients, including those with $1 million or more in investable assets, strong technical planning knowledge, and excellent communication and presentation skills.

Benefits

• Competitive Base Salary
• Annual Performance Bonus
• Four Weeks Of Vacation
• Five Personal Days
• Ten Paid Sick Days
• Comprehensive Group Benefits
• Retirement Savings Plan With Employer Matching
• Employee Share Ownership Program
• Annual Professional Development Budget
• Cell Phone Allowance
• Expense Account
• Mileage Reimbursement

Listed skills

• Communication · Preferred
• Financial planning · Preferred
• Financial analysis · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Wealth Planning
• Tax Planning
• Retirement Planning
• Estate Planning
• Wealth Transfer Planning
• High-Net-Worth Client Advisory
• Financial Analysis
• Client Relationship Building
• Presentation Skills
• Communication
• Intergenerational Wealth Transfer
• Insurance Planning
• Consultative Advisory

Job areas

• Finance & Accounting
• Consulting