Associate Wealth Planner

Position Overview
The Associate Wealth Planner will work collaboratively with the Investment Advisor team, to prepare comprehensive financial plans for high-net-worth (HNW) clients. This is a salaried role with no commission sales component.

Working directly with clients and their Accountants to translate complex financial situations into efficient and practical action plans to meet the client’s retirement and estate planning goals. Through in-depth discovery and face to face conversations, we identify planning opportunities that could improve a client’s financial future.

Duties and Responsibilities
To be able to prepare, understand and communicate detailed financial projections (including net worth, cash flows and income tax) and advanced tax 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
•    Utilize financial planning software to 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 estate, tax and financial planning strategies and educational material within the context of the comprehensive wealth plan
•    Provide tax and financial planning information in response to face to face, telephone and e-mail inquiries from Investment Advisors
•    Deliver training and best practices to Investment Advisors on the use of financial planning software, and foundational financial planning strategies
•    Deliver presentations to large groups of clients and Advisors on various topics
•    Develop and write client friendly education articles on timely financial planning topics
•    Mentor Financial Planners and analysts on the team to deepen their knowledge and skill

Qualifications
•    5- 10 years of client facing financial planning experience
•    Advanced knowledge and use of Microsoft Office Suite
•    Excellent understanding of Canadian income taxes and insurance strategies
•    Demonstrated experience working with high-net-worth (HNW) clients preferred
•    Knowledge and familiarity with use of financial planning software an asset
•    Excellent verbal and written communication skills
•    Analytical skills and the ability to suggest alternate solutions to complex problems
•    Ability to work independently and as part of a team
•    Ability to meet with clients and Advisors as well as present to groups of people
•    Detailed knowledge of corporate and individual taxation in Canada

Education
•    Post-secondary education
•    Currently pursuing or completed CFP
•    Further educational experience and credentials will be an asset