Join Richardson Wealth as a Financial Planning Professional. Utilize your expertise to craft personalized financial strategies that guide clients through their financial journeys.

We are looking for a planning-focused individual to enhance our growing team. You will be responsible for developing, executing, and improving our financial planning processes. With an emphasis on high-net-worth clients, your responsibility includes retirement and tax planning, along with family continuity strategies. You’ll thrive in a team-oriented environment with flexible work options.

Key Responsibilities:



• Enhance the financial planning process for improved client experiences • Build sophisticated financial models and retirement strategies • Identify and present tax planning opportunities • Collaborate with external professionals for complex needs • Conduct ongoing reviews to maintain plan relevance

Requirements: • 5+ years of experience in comprehensive financial planning • Possess a CFP or PFP designation • Familiarity with Planworth software required • Excellent written and verbal communication skills • Strong organizational skills for managing client plans

Impact client success through cutting-edge financial planning with us. #J-18808-Ljbffr

📌 Financial Planning Professional at Richardson Wealth (Winnipeg)
🏢 Richardson Wealth
📍 Winnipeg