Job Description
Drive strategic financial planning for high-net-worth clientele in a supportive team setting. Utilize in-depth knowledge to provide comprehensive retirement and estate planning solutions.
As a senior financial planner, you will work collaboratively with various financial professionals to deliver tailored plans that meet client goals. This involves direct engagement with clients, reviewing and refining wealth management strategies, and mentoring junior staff. Your communication skills will be key as you present complex ideas clearly to diverse audiences.
Key Responsibilities:
• Collect and analyze client financial information
• Utilize software to generate financial plans
• Summarize and communicate planning opportunities
• Prepare educational material and estate strategies
• Mentor team members in planning best practices
Requirements:
• Over 10 years of relevant experience
• Strong grasp of Canadian income tax strategies
• Undergraduate degree essential...
As a senior financial planner, you will work collaboratively with various financial professionals to deliver tailored plans that meet client goals. This involves direct engagement with clients, reviewing and refining wealth management strategies, and mentoring junior staff. Your communication skills will be key as you present complex ideas clearly to diverse audiences.
Key Responsibilities:
• Collect and analyze client financial information
• Utilize software to generate financial plans
• Summarize and communicate planning opportunities
• Prepare educational material and estate strategies
• Mentor team members in planning best practices
Requirements:
• Over 10 years of relevant experience
• Strong grasp of Canadian income tax strategies
• Undergraduate degree essential...