Deliver retirement and tax planning in Abbotsford as a Wealth Advisor, using technical analysis and meaningful client communication. Work collaboratively within an ensemble advisory model.

Willems Wealth Planning Group seeks a Wealth Advisor with at least five years of relevant wealth management or financial-planning experience. You will support existing wealth-management clients and deliver customized fee-for-service plans. The work includes retirement-income strategies, tax analysis, investment planning, and practical implementation. This is not a prospecting or sales role.

Key Responsibilities:

- Review client financial information and personal tax returns
- Analyze owner-managed corporate financial situations
- Develop retirement-income and tax strategies




- Prepare customized fee-for-service planning recommendations
- Coordinate with accountants and lawyers during implementation

Requirements:

- Five years of relevant wealth management or financial-planning experience
- Experience using contemporary financial-planning software
- Excellent written, verbal, and virtual communication skills
- Retirement-income and decumulation planning expertise
- Experience with Snap Projections or technical designations

Apply technical planning, client communication, and collaborative advisory skills with Willems Wealth Planning Group in Abbotsford.

📌 Wealth Advisor Retirement Tax Planning (Mission)
🏢 CIBC
📍 Mission