Financial Planning Lead

Shape the Financial Planning Experience. Influence the Future of the Firm.

Vantage Talent Group has partnered with a successful and growing independent wealth management firm in the Waterdown area to recruit a Financial Planning Lead .

This is not a traditional planner role.

Our client is looking for a highly skilled CFP® professional who wants to move beyond simply delivering plans and become a strategic leader within a thriving advisory practice. You'll work directly with affluent families, professionals, retirees, and business owners while helping drive the firm's planning philosophy, client experience, and long-term growth.

For the right individual, this role offers the opportunity to become the firm's central planning resource and a key contributor to future leadership initiatives.

Why This Opportunity Stands Out

✔ Planning-first culture with no product sales quotas

✔ Work with affluent and high-net-worth c...