Financial Planner
Key Skills for This Role
Full Job Posting
Duties and Responsibilities
- To be able to prepare, understand and communicate detailed financial projections (including net worth, cash flows and income tax) and advanced planning strategies to team members, Investment Advisors and clients. This will include the following: • Work directly with clients and collect the necessary information and documentation required, often in face-to-face meetings • Develop financial projections and financial plans • Review wealth plans for accuracy • Summarize a client’s situation, analyze alternate solutions, and communicate financial planning opportunities • Prepare written tax and financial planning strategies and educational material within the context of the comprehensive wealth plan • Develop and write client friendly education articles on timely financial planning topics
Qualifications
- 5 years of direct client work in the completion and delivery of financial plans a key asset • Excellent understanding of Canadian Income Taxes and Insurance Strategies • Knowledge and familiarity with use of Financial Planning Software • Exceptional attention to detail/accuracy • Excellent analytical skills and ability to suggest alternate solutions to complex problems • Strong interpersonal skills • Excellent verbal and written communication skills • Advanced knowledge and use of Microsoft Word, Excel and Power Point • Strong organizational skills • Demonstrated experience working with High-Net-Worth clients is preferred
- Education • Undergraduate degree • Completion of Financial Planning designation (CFP, RFP, or PFP), or other appropriate designation • Detailed knowledge of corporate and individual taxation in Canada
- The expected annualized base salary range for this role is $60,000-$90,000 The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.
About Richardson Wealth
Canadian independent wealth management firm serving high-net-worth families and entrepreneurs with strategic advice and investment solutions.
Visit company websiteJobs and hiring trendsApply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Richardson Wealth
Wealth Compliance Advisor (Contract)
Toronto, CAN
Richardson Wealth is seeking an experienced compliance advisor to support branch and advisor teams with supervision, regulatory compliance, and risk operations. The role includes account and trade reviews, surveillance,
Process Engineer
Toronto, CAN
Richardson Wealth is looking for a Process Engineer to assess and improve business processes, operational efficiency, and advisor and client experience. Candidates should have at least three years of relevant experience,
Senior Bilingual Advisor & Client Support Specialist (English/French)
Vancouver, CAN
Wealth Compliance Advisor (Contract)
Toronto, CAN
Accounts Transfers Administrator
Toronto, CAN
Associate Vice President, Operations
Toronto, CAN
Account Trasnfers Team Lead
Toronto, CAN
Process Engineer
Toronto, CAN
Quality Assurance Analyst
Toronto, CAN
Senior Bilingual Advisor & Client Support Specialist (English/French)
Vancouver, CAN
Process Engineer
Toronto, CAN