Financial Planner, Private Wealth

Founder & Talent Acquisition Partner, Collins Recruitment Group | Expertise - Banking & Financial Services | Connecting Top Talent with Leading Banks…

FINANCIAL PLANNER

Our client, a premier Canadian Investment Management and Multi‑Family Office firm serving high‑net‑worth individuals, families, and institutions, is seeking an experienced Financial Planner to join their Private Client Group. This is an exceptional opportunity for a client‑service driven, process‑oriented, and detail‑oriented professional to contribute to a sophisticated wealth management platform known for delivering highly personalized, holistic advisory solutions.

As a key member of the advisory team, the successful candidate will collaborate closely with portfolio managers to develop comprehensive financial plans, deliver strategic recommendations, and guide clients through complex financial decisions. The ideal candidate brings technical expertise, strong analytical capabilities, and a ...