Financial Planner

Richardson Wealth Ltd • Toronto, ON

12d • CA$60,000 - CA$90,000

About The Position

The Financial Planner will support the Investment Advisor and will work collaboratively with internal partners to prepare comprehensive financial plans for high-net-worth clients. This role works directly with clients and their advisors to translate complex financial situations into efficient and practical action plans to meet the client’s financial goals. This is a pipelining posting intended to identify potential talent for future vacancies. While we are not actively hiring for this role today, we encourage interested candidates to apply so we can consider you for upcoming opportunities.

Requirements

• 5 years of direct client work in the completion and delivery of financial plans a key asset
• Excellent understanding of Canadian Income Taxes and Insurance Strategies
• Knowledge and familiarity with use of Financial Planning Software
• Exceptional attention to detail/accuracy
• Excellent analytical skills and ability to suggest alternate solutions to complex problems
• Strong interpersonal skills
• Excellent verbal and written communication skills
• Advanced knowledge and use of Microsoft Word, Excel and Power Point
• Strong organizational skills

Nice To Haves

• Demonstrated experience working with High-Net-Worth clients is preferred

Responsibilities

• Prepare, understand and communicate detailed financial projections (including net worth, cash flows and income tax) and advanced planning strategies to team members, Investment Advisors and clients.
• Work directly with clients and collect the necessary information and documentation required, often in face-to-face meetings.
• Develop financial projections and financial plans.
• Review wealth plans for accuracy.
• Summarize a client’s situation, analyze alternate solutions, and communicate financial planning opportunities.
• Prepare written tax and financial planning strategies and educational material within the context of the comprehensive wealth plan.
• Develop and write client friendly education articles on timely financial planning topics.

Benefits

• We are ready to invest in you.
• Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment.
• We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act.
• Candidates may request accommodation at any point during the interview process.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level