Associate, Wealth Planning

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)