Elevate your career as a Senior Financial Planner, focusing on high-net-worth clients. Collaborate with advisors and deliver comprehensive financial planning solutions tailored to client needs in a flexible work environment.
In this pivotal role within the Total Wealth Solutions team, your expertise will enhance client service excellence. You'll manage client engagements from start to finish, ensuring quality and collaboration with various stakeholders. Success in this role hinges on your knowledge of Canadian investment solutions and strong client communication skills.
Key Responsibilities:
• Prepare and deliver high-quality planning deliverables
• Manage client data and engagement processes
• Collaborate with internal teams for best-in-class service
• Build relationships to enhance financial planning engagement
• Conduct presentations and webinars for client education
Requirements:
• 5+ years in financial planning with HNW clients
• Extensive knowledge of Canadian financial planning concepts
• Certified Financial Planner (CFP®) designation required
• Proficiency in financial planning software and Microsoft Office
• Excellent organizational and client service skills
Utilize your financial planning expertise to deliver exceptional service and strategies tailored to high-net-worth clients in a collaborative workplace.
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Apply on Kit Job: kitjob.ca/job/2fs9pk
📌 Experienced Financial Planner for Wealth Management (Vancouver)
🏢 Raymond James Financial
📍 Vancouver
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