Financial Planning Analyst
Location
Toronto, Ontario
Job Type
Full-time
Category
Financial Specialists
Posted
March 14, 2026
Job Description
This is not a Financial Analyst role but rather a Retirement & Wealth Planning role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal financial planning set of tools.
What is the opportunity?
As an integral part of the Family Office Service (FOS) team, the Financial Planning Analyst focuses on providing clients with comprehensive financial planning solutions. Th...