Shape comprehensive financial plans for high-net-worth clients in a cooperative environment. Utilize your expertise in financial software and tax strategies, focusing on retirement and estate planning goals.
In this senior financial planning role, you will work closely with tax and estate planning professionals, investment advisors, and insurance consultants. Responsibilities include gathering client information through face-to-face meetings and developing actionable financial strategies. You’ll ensure accuracy in wealth plans and provide valuable training on financial planning tools.
Key Responsibilities:
• Gather client information via direct meetings
• Develop financial projections using software
• Review and summarize wealth plans accurately
• Prepare written tax and financial strategies
• Mentor junior planners to enhance their skills
Requirements:
• 10+ years of relevant experience
• Strong understanding of Canadian tax and insurance
• Undergraduate degree required
• Excellent communication and organizational skills
• Familiarity with financial planning software preferred
Leverage your expertise to guide high-net-worth clients effectively through their financial journeys.
#J-18808-Ljbffr