Drive financial success for clients as a Wealth Specialist at Bessette Wealth Management in Edmonton. Present holistic wealth strategies and deliver comprehensive tax planning to diverse clients.
This agile full-time role involves managing complex wealth plans and building client relationships. You will provide expert financial guidance, focusing on family trusts and estate planning. Your initiative and organizational skills will help you thrive as you collaborate with both clients and internal partners.
Key Responsibilities:
- Present personalized financial plans and strategies to clients
- Develop tax planning and financial strategies for families
- Support relationship managers on planning inquiries
- Manage multiple client files with strong organization
- Leverage AI tools for financial planning delivery
Requirements:
- CFP designation required for this role
- 2-3 years of tax planning experience preferred
- Robust communication skills, both oral and written
- Ability to thrive in a fast-paced environment
- Interpersonal skills to collaborate effectively
Utilize your expertise in financial planning and tax strategies at Bessette Wealth Management to enhance client experience.