SENIOR FINANCIAL PLANNER, PRIVATE WEALTH MANAGEMENT
Location: Toronto (In-Office)
Our client, a leading and highly respected Canadian Investment Management and Multi-Family Office firm serving high-net-worth individuals, families, and institutions, is seeking an experienced Financial Planner with a CFP designation 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 passion for delivering an exceptional client experience.
Responsibilities:Review and analyze clients’ financial documents to assess overall financial health.Evaluate and analyze clients’ financial situations and provide tailored planning strategies.Assess clients’ exposure to financial risk related to disability, death, and other contingencies.Identify strategies and solutions tailored to the unique needs of each client.Prepare detailed retirement, tax, and estate projections.Review and summarize estate planning documents, including Wills and Power of Attorney.Prepare and present highly customized and comprehensive financial plans.Partner with portfolio managers and respond to client inquiries on financial planning matters.Support preparation of account reconciliations and year-end tax packages.Contribute to the ongoing development and enhancement of the planning platform at the firm, ensuring innovative solutions and continuous improvement to meet evolving client needs.
Qualifications: 5-10 years of experience working as a financial planner, providing comprehensive financial planning to high-net-worth clients.Bachelor’s degree in commerce, finance, or related field.Certified Financial Planner (CFP) designation required.Trust and Estate Practitioner (TEP) designation a strong asset.Strong working knowledge of estate, personal, and corporate tax planning.Excellent analytical and problem-solving skills, with strong attention to detail.Experience using financial planning software (Conquest and/or Planworth would be an asset).Strong knowledge of Microsoft Excel and Microsoft Suite.Excellent communication, relationship management, and presentation skills.Ability to thrive in a collaborative, results-driven environment while managing multiple priorities.
To apply for this position, please submit your resume to Shan Collins at: scollins@collinsrecruit.com
All applications and inquiries will be held strictly confidential.
We thank all applicants for their interest. Only those selected for further consideration will be contacted.
SENIOR FINANCIAL PLANNER, PRIVATE WEALTH MANAGEMENT
Location: Toronto (In-Office)
Our client, a leading and highly respected Canadian Investment Management and Multi-Family Office firm serving high-net-worth individuals, families, and institutions, is seeking an experienced Financial Planner with a CFP designation 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 passion for delivering an exceptional client experience.
Responsibilities:Review and analyze clients’ financial documents to assess overall financial health.Evaluate and analyze clients’ financial situations and provide tailored planning strategies.Assess clients’ exposure to financial risk related to disability, death, and other contingencies.Identify strategies and solutions tailored to the unique needs of each client.Prepare detailed retirement, tax, and estate projections.Review and summarize estate planning documents, including Wills and Power of Attorney.Prepare and present highly customized and comprehensive financial plans.Partner with portfolio managers and respond to client inquiries on financial planning matters.Support preparation of account reconciliations and year-end tax packages.Contribute to the ongoing development and enhancement of the planning platform at the firm, ensuring innovative solutions and continuous improvement to meet evolving client needs.
Qualifications: 5-10 years of experience working as a financial planner, providing comprehensive financial planning to high-net-worth clients.Bachelor’s degree in commerce, finance, or related field.Certified Financial Planner (CFP) designation required.Trust and Estate Practitioner (TEP) designation a strong asset.Strong working knowledge of estate, personal, and corporate tax planning.Excellent analytical and problem-solving skills, with strong attention to detail.Experience using financial planning software (Conquest and/or Planworth would be an asset).Strong knowledge of Microsoft Excel and Microsoft Suite.Excellent communication, relationship management, and presentation skills.Ability to thrive in a collaborative, results-driven environment while managing multiple priorities.
To apply for this position, please submit your resume to Shan Collins at: scollins@collinsrecruit.com
All applications and inquiries will be held strictly confidential.
We thank all applicants for their interest. Only those selected for further consideration will be contacted.
Our client, a Canadian-owned and operated global manufacturing company with a strong focus on technological innovation, is hiring a Program Finance Manager for its corporate office.
Position Overview: As the Program Finance Manager, you'll be a navigator of financial success, tackling commercial challenges head-on in this fast past industry. This project-oriented role is tailor-made for a finance or commercial professional with a proven track record and keen interest in commercial finance, business partnering, complex financial and business case analysis.
Position Responsibilities: Drive financial strategies aligned with our commercial objectives while collaborating closely with the commercial and operational teams providing financial insights and solutions for ongoing customer oriented initiatives Act as a financial partner, offering guidance on pricing, promotions, and resolving customer negotiations Evaluate and optimize commercial deals to ensure maximum profitability while addressing open issues Prepare comprehensive financial reports for commercial and operational leaders, and executive management - highlighting areas requiring attention Provide leadership for the commercial budgeting and forecasting processes, ensuring accuracy and alignment with business goals Track performance against budgets and proactively address financial challenges hindering commercial success Provide financial visibility on newly awarded business by co-ordinating and assisting in the presentation of monthly financial updates to the Executive Team on the on-going financial status Help create and evaluate the business case for capital investment projects with a greater than $300 million budget Help facilitate and implement more efficient systems for the collection, storage, and analysis of cost elements related to new projects for Sales, Customer Quoting, and Program Management Provide financial assistance in the preparation of customer quote submissions – ensuring a logically defendable position for costing approach with the customer Provide ad hoc financial scenario analyses for the quoting function for new business opportunities
Required Qualifications: University degree in Business (Finance Concentration) Professional designation (CFA, CPA, etc) is an asset but not required Strong communication skills (especially to a non-financial audience) A minimum of 5 years of hands-on experience in an analytically focused leadership role Demonstrated ability to effectively operate, communicate and gain trust in a geographically dispersed environment Experience within a decentralized environment (automotive/manufacturing experience is asset) Advanced knowledge of PowerPoint and Excel including but not limited to Pivot Tables, VLOOKUP’s, Sumifs, and basic macro building.
Critical Success Factors: An independent critical thinker who displays attention to detail (curiosity to dive into the numbers when needed) Excellent organizational, interpersonal and time management skills with the ability to multi-task many projects Entrepreneurial mind-set with a strong interest in operations (think beyond the numbers) Excellent communication and presentation skills – able to convey complex topics in a concise and effective manner Proven self-starter, who requires limited supervision and direction, yet achieves tasks and overcomes problems and provides effective direction and analysis
Our client, a Canadian-owned and operated global manufacturing company with a strong focus on technological innovation, is hiring a Program Finance Manager for its corporate office.
Position Overview: As the Program Finance Manager, you'll be a navigator of financial success, tackling commercial challenges head-on in this fast past industry. This project-oriented role is tailor-made for a finance or commercial professional with a proven track record and keen interest in commercial finance, business partnering, complex financial and business case analysis.
Position Responsibilities: Drive financial strategies aligned with our commercial objectives while collaborating closely with the commercial and operational teams providing financial insights and solutions for ongoing customer oriented initiatives Act as a financial partner, offering guidance on pricing, promotions, and resolving customer negotiations Evaluate and optimize commercial deals to ensure maximum profitability while addressing open issues Prepare comprehensive financial reports for commercial and operational leaders, and executive management - highlighting areas requiring attention Provide leadership for the commercial budgeting and forecasting processes, ensuring accuracy and alignment with business goals Track performance against budgets and proactively address financial challenges hindering commercial success Provide financial visibility on newly awarded business by co-ordinating and assisting in the presentation of monthly financial updates to the Executive Team on the on-going financial status Help create and evaluate the business case for capital investment projects with a greater than $300 million budget Help facilitate and implement more efficient systems for the collection, storage, and analysis of cost elements related to new projects for Sales, Customer Quoting, and Program Management Provide financial assistance in the preparation of customer quote submissions – ensuring a logically defendable position for costing approach with the customer Provide ad hoc financial scenario analyses for the quoting function for new business opportunities
Required Qualifications: University degree in Business (Finance Concentration) Professional designation (CFA, CPA, etc) is an asset but not required Strong communication skills (especially to a non-financial audience) A minimum of 5 years of hands-on experience in an analytically focused leadership role Demonstrated ability to effectively operate, communicate and gain trust in a geographically dispersed environment Experience within a decentralized environment (automotive/manufacturing experience is asset) Advanced knowledge of PowerPoint and Excel including but not limited to Pivot Tables, VLOOKUP’s, Sumifs, and basic macro building.
Critical Success Factors: An independent critical thinker who displays attention to detail (curiosity to dive into the numbers when needed) Excellent organizational, interpersonal and time management skills with the ability to multi-task many projects Entrepreneurial mind-set with a strong interest in operations (think beyond the numbers) Excellent communication and presentation skills – able to convey complex topics in a concise and effective manner Proven self-starter, who requires limited supervision and direction, yet achieves tasks and overcomes problems and provides effective direction and analysis
