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About the Role

The Financial Planner will support the Investment Advisor and work collaboratively with internal partners to prepare comprehensive financial plans for high-net-worth clients. This role translates complex financial situations into efficient and practical action plans to meet client financial goals. This is a pipelining posting to identify potential talent for future vacancies.

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 to collect necessary information and documentation, 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.

Requirements

• 5 years of direct client work in the completion and delivery of financial plans is a key asset.
• Excellent understanding of Canadian Income Taxes and Insurance Strategies.
• Knowledge and familiarity with the use of Financial Planning Software.
• Exceptional attention to detail and 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 PowerPoint.
• Strong organizational skills.
• Demonstrated experience working with High-Net-Worth clients is preferred.

Skills

• Financial Planning Software
• Microsoft Word
• Microsoft Excel
• Microsoft Power Point

Location

• Canada

Work Type

• Full-time

Experience Level

• 5 years of direct client work in the completion and delivery of financial plans
• Demonstrated experience working with High-Net-Worth clients

Education Level

• Undergraduate degree
• Completion of Financial Planning designation (CFP, RFP, or PFP), or other appropriate designation
• Detailed knowledge of corporate and individual taxation in Canada

Salary/Compensations

• $60,000-$90,000

About the Company

• Richardson Wealth is a leading Canadian wealth management organization offering the personal touch of a boutique firm with significant results.
• The company is home to some of Canada’s best investment advisors and is undergoing a multi-year transformation to enhance its entrepreneurial, high-performing, advisor-centric culture.

Equal Opportunity

• Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment.
• The company is happy to meet 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.