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 cooperative advisory skills with Willems Wealth Planning Group in Abbotsford.