Lead Servicing Financial Planner

Job Title: Lead Servicing Financial Planner – Private Wealth 
Location: Ottawa, ON (In-Person) 
Job Type: Full-time 
Compensation: Competitive Base Salary + Performance Bonus + Equity Participation 

The Opportunity 

Grandmaster Financial Planning is an Ottawa-based independent Private Wealth firm partnered with Canada’s fastest-growing independent IIROC/PM dealer (projected growth from $15B to $21B AUM by mid-2026). 

We are seeking an experienced Lead Servicing Financial Planner to take ownership of an existing book of clients. This is not a sales role. This is a pure planning and relationship management role for a professional who wants to escape quotas and focus entirely on client success. 

Why Join Us? ...