Job Description
Your Opportunity
Our Wealth Management team is looking for a Senior Financial Planner. The successful candidate will be responsible for:
- Identify complex financial planning needs and solutions for clients by considering the client's wealth, life goals and other objectives
- Serve as a resource for clients with complex needs surrounding financial planning, investments, insurance, tax management, retirement analysis, estate planning, succession planning, etc.
- Develop recommendations and identify areas of opportunity to assist clients in achieving their financial goals
- Execute the financial planning cycle by creating, editing and proofing financial plans
- Execute and manage the discovery and delivery process with clients
- Liaise between investment dealers, accountants, lawyers and insurance professionals
- Other Financial Planning tasks including but not limited to: meet...