Senior Financial Planner

OPAL Corporate Connections is recruiting a Senior Financial Planner for a Canadian wealth-management organization. The planner builds comprehensive plans for high-net-worth clients covering cash flow, retirement, education, tax optimization, estate and wealth-transfer strategies, insurance and risk management. The role combines sophisticated advice, regular client reviews and ongoing business development, with the flexibility to serve clients remotely across Canada while using a downtown Toronto office when desired.

CFP designation or equivalent professional planning credential; at least five years of financial-planning experience; demonstrated work with high-net-worth clients; strong knowledge of Canadian tax, retirement, estate and insurance planning; consultative relationship skills and meaningful business-development capability. An existing book of business above roughly CAD 10M is a strong asset.

Full-time Canada-wide opportunity with 100% remote work possible and optional downtown Toronto office access. The public posting shows a CAD 50,000–80,000 base range and explains that compensation can be structured either as higher-percentage 100% commission or base salary plus a smaller commission component. Roxanne Seguin is the direct job poster.