Financial Planner

Richardson Wealth Limited; Toronto; Presencial; CAD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Richardson Wealth Limited seeks a Financial Planner to support Investment Advisors and collaborate with internal partners to deliver comprehensive financial plans for high-net-worth clients in Toronto. This role works directly with clients and their advisors to translate complex financial situations into efficient and practical action plans to meet the client’s financial goals.

This is a pipeline posting to identify potential talent for future vacancies; interested candidates are encouraged to

Formación

• 5 years of direct client work delivering financial plans
• Strong knowledge of Canadian income taxes and insurance strategies
• Proficiency with financial planning software
• Demonstrated attention to detail and analytical skills

Responsabilidades

• Prepare comprehensive financial plans for high-net-worth clients
• Collaborate with clients and advisors to translate complex financial situations into actionable plans
• Develop financial projections and wealth plans
• Write client education articles on timely financial planning topics
• Review wealth plans for accuracy

Conocimientos

Client communication

Analytical thinking

Interpersonal skills

Attention to detail

Organizational skills

Educación

Undergraduate degree

CFP/RFP/PFP designation

Canadian taxation knowledge

Herramientas

Financial planning software

Microsoft Word

Microsoft Excel

PowerPoint

Descripción del empleo

Position Overview

The Financial Planner will support the Investment Advisor and will work collaboratively with internal partners to prepare comprehensive financial plans for high-net-worth clients. This role works directly with clients and their advisors to translate complex financial situations into efficient and practical action plans to meet the client’s financial goals.

This is a pipelining posting intended to identify potential talent for future vacancies. While we are not actively hiring for this role today, we encourage interested candidates to apply so we can consider you for upcoming opportunities

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.
• 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.