Associate, Wealth Planning

Richardson Wealth Ltd; Kitchener, Sarnia; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join a dynamic and technology-driven team at a leading wealth management firm. As a Wealth Planning Associate, you will collaborate with experts to provide comprehensive financial planning for High-Net-Worth clients. This role involves preparing detailed financial projections, utilizing advanced financial planning software, and delivering tailored strategies that address complex financial needs. You will thrive in an environment that values innovation, empathy, and client-centric solutions. If you are driven and passionate about making a difference in clients' financial journeys, this opportunity is perfect for you.

Qualifications

• 2-5 years of experience in financial planning or related field.
• Advanced knowledge of Microsoft Office Suite.

Responsibilities

• Prepare and communicate detailed financial projections to clients.
• Collect necessary information and documentation from clients.

Skills

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Financial Planning Software

Interpersonal Skills

Analytical Skills

Communication Skills

Attention to Detail

Organizational Skills

Education

University or College Degree

Financial Planning Designation (CFP, PFP)

Canadian Securities Course (CSC)

Tools

Financial Planning Software

Job description

February 12, 2025

About Us:

As a leading Canadian wealth management organization,Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Position Overview
Join a fast-growing, technology-driven team dedicated to comprehensive financial planning. As a Wealth Planning Associate, you’ll collaborate with Advisors, Tax and Estate Planning experts, and Insurance Consultants to develop tailored strategies for High-Net-Worth clients. Using an integrated approach, you’ll address complex tax, estate, philanthropic, insurance, and business succession needs with professional, unbiased advice.

Duties and Responsibilities
To be able to prepare, understand and communicate detailed financial projections (including net worth, cash flows and income tax) to team members, Investment Advisors and clients.

This will include the following:
• To collect the necessary information and documentation required from clients
• Utilize financial planning software to develop financial projections
• Understand client’s potential insurance needs and provide expertise on what options are available
• Review wealth plans for accuracy
• Summarize a client’s situation, analyze alternate solutions, and communicate the financial planning opportunities
• Work with the Team to follow-up and execute identified planning opportunities
• To prepare written tax and financial planning recommendations within the context of the comprehensive wealth plan
• Meet with clients to determine needs analysis and deliver completed insurance policies
• Provide insurance, tax and financial planning information in response to telephone and e-mail inquiries from clients and Investment Advisor team

Qualifications
• 2-5 years or more work experience in a relevant field
• Advanced knowledge and use of Microsoft Word, Excel and PowerPoint
• Demonstrated experience working with High-Net-Worth clients preferred
• Knowledge and familiarity with use of Financial Planning Software
• Strong interpersonal skills
• Excellent verbal and written communication skills
• Attention to detail/accuracy
• Strong organizational skills
• Analytical skills and the ability to suggest alternative solutions to complex problems
• Ability to work independently and as part of a team

Education
• University or college degree required
• Insurance license a plus
• Completion of Financial Planning designation (CFP, PFP)
• Detailed knowledge of corporate and individual taxation in Canada
• 2-5 years of insurance administration management a plus
• Successful completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH)

Why Apply:

Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process. We are a proud partner of Pride at Work Canada.