💼 Full-Time Position

Client-Facing Strategic Wealth Planner - CFP | CRPC

🏢
King Street Associates
📍 ottawa, on, Canada
📍
Location
ottawa, Canada
📅
Posted
June 10, 2026
⏰
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

A leading independent investment dealer in Canada is looking for a Senior Financial Planner to provide client-centric financial planning services. The candidate will develop comprehensive financial plans, present them to clients, and provide expert tax guidance. Required qualifications include a Certified Financial Planner (CFP®) designation and strong client service skills. The role is embedded in a collaborative team culture focused on delivering high-quality service. Some travel may be required.
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