Elevate your career as a Financial Planner at Richardson Wealth, a premier Canadian wealth management firm. Collaborate with Investment Advisors to craft financial plans for high-net-worth clients. This role supports investment advisors by preparing comprehensive financial strategies tailored to clients’ goals.

You will engage directly with clients, ensuring their financial situations are translated into actionable plans. The ideal candidate has a solid background in financial planning and excellent communication skills. Key Responsibilities:
Prepare detailed financial projections and plans
Conduct face-to-face meetings with clients
Analyze alternate solutions for client situations
Summarize and communicate financial planning opportunities
Develop educational articles on financial topics Requirements:
5 years of client-facing experience in financial planning
Robust knowledge of Canadian income tax strategies
Familiarity with financial planning software essential
Excellent analytical and communication skills
Experience working with high-net-worth clients preferred Bring your expertise in financial analysis and client engagement to Richardson Wealth's growing team.

📌 Financial Planner With Richardson Wealth Toronto
🏢 Richardson Wealth
📍 Toronto