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HeritageMD

Planificateur(trice) financier(ère) principal(e) / Senior Financial Planner

Montreal, QC, Canada

Job type: Full-time
Apply by: Oct 24, 2026
Posting language: English · French
Posted: Sep 24, 2026

Apply About employer

Applications open in a new tab.

Original job description

English section of this bilingual listing.

ENGLISH VERSION

Heritage is a modern, planning-led wealth advisory firm that brings together sophisticated advice, specialized expertise and long-term client relationships through a fully integrated approach.

HeritageMD is our specialized wealth advisory offering for the healthcare community, created alongside physician leadership from the McGill University Health Centre and supported nationally through our partnership with Manulife Wealth.

Heritage 1887 houses our Legacy Planning function, where comprehensive financial planning is the foundation for thoughtful, coordinated, high-level advice that evolves with our clients’ needs and priorities.

The Opportunity

We are looking for a Senior Financial Planner to join our Legacy Planning team.

This role is designed for an experienced planner who is equally comfortable with technical analysis and the hands-on execution of comprehensive planning. The successful candidate will take ownership of client files, model alternative strategies using financial planning software, and translate complex situations into clear, integrated and actionable recommendations.

Reporting to the Head of Legacy Planning, the Senior Financial Planner will work closely with advisors, clients, and internal and external specialists across all core pillars of financial planning.

Key Responsibilities

Independently prepare, model and analyze comprehensive financial plans using financial planning software
Evaluate and compare alternative scenarios to identify strategies aligned with client objectives
Manage comprehensive financial and legacy planning engagements from information gathering through recommendations, presentation and ongoing review
Work directly with clients and advisors to identify priorities and translate complex issues into clear recommendations
Collaborate with tax professionals, accountants, lawyers, notaries, insurance specialists, portfolio managers and other professional advisors
Prepare high-quality client presentations and deliverables
Participate in client meetings and support the implementation of recommendations
Contribute to the continued development of Heritage 1887’s planning methodology, standards, processes and tools
Maintain a high standard of technical quality, accuracy and professional judgment
Contribute to internal education and knowledge sharing across the team
Represent Heritage at events and visibility initiatives where appropriate

Required Qualifications

Must hold the Financial Planner (F.Pl.) title in Québec and the appropriate certificate issued by the Autorité des marchés financiers
Demonstrated experience preparing and completing comprehensive financial plans
Hands-on experience with financial planning software and the ability to independently model complex planning scenarios
Strong technical knowledge and an ability to integrate multiple areas of financial planning
Excellent analytical, communication and presentation skills
High level of professional judgment, attention to detail and accountability
Professional fluency in both French and English, written and spoken

English proficiency is required because this role involves regular interaction with English-speaking clients, advisors and professional partners across Canada.

Additional Qualifications Considered Assets

CFP® certification
TEP designation
CPA designation
LL.B., LL.M. (Tax) or other relevant advanced education
Membership in the Barreau du Québec
Québec insurance of persons representative certificate issued by the AMF
A demonstrated commitment to continuing professional education

The Person We Are Looking For

We are looking for someone who takes financial planning seriously, values substance, intellectual curiosity and technical excellence, and wants to continue sharpening their craft.

For the right person, this is an opportunity to work on sophisticated files, contribute directly to client outcomes and continue developing within a firm where financial planning is central to the client experience.

Read the full bilingual original

ENGLISH VERSION BELOW

Héritage 1887 | Affiché par HéritageMD

À propos de Héritage

Héritage est une firme moderne de gestion de patrimoine axée sur la planification, réunissant conseils sophistiqués, expertise spécialisée et relations clients à long terme au sein d’une approche pleinement intégrée.

HéritageMD est notre offre spécialisée destinée à la communauté des professionnels de la santé, créée en collaboration avec des médecins dirigeants du Centre universitaire de santé McGill et soutenue à l’échelle nationale grâce à notre partenariat avec Manulife Gestion de patrimoine.

Héritage 1887 regroupe notre fonction de planification patrimoniale, où la planification financière globale constitue le fondement de conseils réfléchis, coordonnés et de très haut niveau qui évoluent avec les besoins et les priorités de nos clients.

Le poste

Nous sommes à la recherche d’un(e) Planificateur(trice) financier(ère) principal(e) pour se joindre à notre équipe de planification patrimoniale.

Ce poste s’adresse à un(e) planificateur(trice) d’expérience qui maîtrise autant l’analyse technique que l’application concrète de la planification. La personne retenue sera appelée à prendre en charge des dossiers clients, à modéliser différents scénarios à l’aide de logiciels de planification financière et à transformer des situations complexes en recommandations claires, intégrées et réalisables.

Relevant du Chef de la planification patrimoniale, le ou la titulaire travaillera étroitement avec les conseillers, les clients et des spécialistes internes et externes à travers l’ensemble des piliers fondamentaux de la planification financière.

Principales responsabilités

Préparer, modéliser et analyser de façon autonome des plans financiers complets à l’aide de logiciels de planification financière

Évaluer et comparer différents scénarios afin d’identifier les stratégies les mieux adaptées aux objectifs des clients

Prendre en charge des mandats complets de planification financière et patrimoniale, de la collecte d’information jusqu’aux recommandations, à la présentation et au suivi

Travailler directement avec les clients et les conseillers afin d’identifier les priorités et de traduire des enjeux complexes en recommandations claires

Collaborer avec fiscalistes, comptables, avocats, notaires, spécialistes en assurance, gestionnaires de portefeuille et autres professionnels

Préparer des présentations et livrables clients de grande qualité

Participer aux rencontres clients et soutenir la mise en œuvre des recommandations

Contribuer au développement des méthodes, standards, processus et outils de planification de Héritage 1887

Maintenir un haut niveau de rigueur, de qualité technique et de jugement professionnel

Contribuer à la formation interne et au partage des connaissances au sein de l’équipe

Représenter Héritage lors d’événements et d’initiatives de rayonnement lorsque pertinent

Qualifications requises

Détenir le titre de planificateur financier (Pl. Fin.) au Québec ainsi que le certificat approprié délivré par l’Autorité des marchés financiers

Expérience démontrée dans la préparation et la réalisation de plans financiers complets

Expérience pratique avec des logiciels de planification financière et capacité à modéliser de façon autonome des scénarios complexes

Solides connaissances techniques et capacité à intégrer plusieurs domaines de la planification financière

Excellentes capacités d’analyse, de communication et de vulgarisation

Haut niveau de jugement professionnel, de rigueur et de sens des responsabilités

Maîtrise professionnelle du français et de l’anglais, à l’oral et à l’écrit

La maîtrise de l’anglais est requise puisque ce poste implique des interactions régulières avec des clients, des conseillers et des partenaires professionnels anglophones à travers le Canada.

Atouts

Certification CFP®

Titre TEP

Titre CPA

LL.B., LL.M. (fiscalité) ou autre formation avancée pertinente

Membre du Barreau du Québec

Certificat de représentant en assurance de personnes délivré par l’AMF

Engagement démontré envers la formation professionnelle continue

Le profil recherché

Nous recherchons une personne qui prend la planification financière au sérieux, qui valorise la substance, la curiosité intellectuelle et l’excellence technique, et qui souhaite continuer à perfectionner sa pratique.

Pour la bonne personne, il s’agit d’une occasion de travailler sur des dossiers stimulants, de contribuer directement aux résultats des clients et de poursuivre son développement au sein d’une firme où la planification occupe une place centrale.

ENGLISH VERSION

Heritage 1887 | Posted through HeritageMD

About Heritage

Heritage is a modern, planning-led wealth advisory firm that brings together sophisticated advice, specialized expertise and long-term client relationships through a fully integrated approach.

The Opportunity

We are looking for a Senior Financial Planner to join our Legacy Planning team.

Reporting to the Head of Legacy Planning, the Senior Financial Planner will work closely with advisors, clients, and internal and external specialists across all core pillars of financial planning.

Key Responsibilities

Independently prepare, model and analyze comprehensive financial plans using financial planning software

Evaluate and compare alternative scenarios to identify strategies aligned with client objectives

Manage comprehensive financial and legacy planning engagements from information gathering through recommendations, presentation and ongoing review

Work directly with clients and advisors to identify priorities and translate complex issues into clear recommendations

Collaborate with tax professionals, accountants, lawyers, notaries, insurance specialists, portfolio managers and other professional advisors

Prepare high-quality client presentations and deliverables

Participate in client meetings and support the implementation of recommendations

Contribute to the continued development of Heritage 1887’s planning methodology, standards, processes and tools

Maintain a high standard of technical quality, accuracy and professional judgment

Contribute to internal education and knowledge sharing across the team

Represent Heritage at events and visibility initiatives where appropriate

Required Qualifications

Must hold the Financial Planner (F.Pl.) title in Québec and the appropriate certificate issued by the Autorité des marchés financiers

Demonstrated experience preparing and completing comprehensive financial plans

Hands-on experience with financial planning software and the ability to independently model complex planning scenarios

Strong technical knowledge and an ability to integrate multiple areas of financial planning

Excellent analytical, communication and presentation skills

High level of professional judgment, attention to detail and accountability

Professional fluency in both French and English, written and spoken

English proficiency is required because this role involves regular interaction with English-speaking clients, advisors and professional partners across Canada.

Additional Qualifications Considered Assets

CFP® certification

TEP designation

CPA designation

LL.B., LL.M. (Tax) or other relevant advanced education

Membership in the Barreau du Québec

Québec insurance of persons representative certificate issued by the AMF

A demonstrated commitment to continuing professional education

The Person We Are Looking For

We are looking for someone who takes financial planning seriously, values substance, intellectual curiosity and technical excellence, and wants to continue sharpening their craft.

Apply About employer

More about this job

Responsibilities

Independently prepare and manage comprehensive financial and legacy planning engagements, model and compare strategies, and present clear, actionable recommendations to clients. Collaborate with advisors and specialists, support implementation and ongoing reviews, and contribute to the team’s planning methods, standards, tools, and professional development.

Requirements

Must hold the Financial Planner (F.Pl.) title in Quebec and the appropriate certificate issued by the Autorité des marchés financiers, with demonstrated experience completing comprehensive financial plans. Requires hands-on financial planning software experience, strong technical and analytical skills, professional judgment, and fluency in written and spoken French and English.

Skills

Comprehensive Financial Planning
Financial Scenario Modeling
Financial Planning Software
Financial Analysis
Strategic Recommendations
Client Presentations
Tax Planning
Legacy Planning
Insurance Planning
Professional Collaboration
Communication
Professional Judgment
Attention to Detail
Knowledge Sharing

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Legacy Planning
Wealth Management
Financial Planning Software
Scenario Modeling
Comprehensive Financial Plans
Client Advisory
Financial Analysis
Tax Planning
Insurance Planning
Portfolio Management
Client Presentations
Financial Planner (F.Pl.)
CFP Certification
TEP Designation
CPA Designation
Quebec Bar Membership
Continuing Professional Education
Professional Judgment

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