CFP Wealth Planner — Retirement & Tax Strategy

Talent Edge; Abbotsford; On-site; CAD 100,000 - 120,000; Full time

Benefits offered by this job

Profit sharing

Health & dental coverage

Disability & life insurance

Paid vacation and sick days

Learning & development opportunities

On-site parking

Job summary

Willems Wealth Planning Group in Abbotsford, BC, Canada is seeking a Wealth Advisor to build customized fee-for-service financial plans and support existing clients. The role emphasizes technical planning and client relationships rather than sales targets.

The ideal candidate will have a CFP designation, current investment licensing, 5+ years in wealth management, and strong retirement and tax planning expertise. Collaboration with a tight-knit team is core to the role.

Qualifications

• CFP designation and active investment licensing.
• 5+ years in wealth management or financial planning.
• Strong retirement-income and decumulation expertise.
• Ability to analyze personal tax returns and owner-managed corporate situations.
• Experience using modern financial-planning software (e.g., Snap Projections).
• Excellent written, verbal, and virtual client communication skills.

Responsibilities

• Build and deliver customized fee-for-service financial plans.
• Support a select group of existing wealth-management clients.
• Review client financials and develop retirement-income strategies.
• Prepare planning recommendations for clients.
• Coordinate with accountants and lawyers to implement advice.
• Participate in client meetings and follow-ups.
• Ensure plans are practical and easy to understand.
• Collaborate with planning team to meet high standards.

Skills

CFP designation

Investment licensing

Wealth management experience

Retirement planning

Tax analysis

Financial planning software

Client communication

Tools

Snap Projections

Job description

Willems Wealth Planning Group in Abbotsford, BC, Canada is seeking a Wealth Advisor to build customized fee-for-service financial plans and support existing clients. The role emphasizes technical planning and client relationships rather than sales targets.

The ideal candidate will have a CFP designation, current investment licensing, 5+ years in wealth management, and strong retirement and tax planning expertise. Collaboration with a tight-knit team is core to the role.