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About the Role
Senior Financial Planner – Wealth Management
Your opportunity: Our Wealth Management team is looking for a Senior Financial Planner to join the team. This is a replacement position.
Responsibilities
- Identify complex financial planning needs and solutions for clients by considering the client’s wealth, life goals and other objectives
- Serve as a resource for clients with complex needs surrounding financial planning, investments, insurance, tax management, retirement analysis, estate planning, succession planning, etc.
- Develop recommendations and identify areas of opportunity to assist clients in achieving their financial goals
- Execute the financial planning cycle by creating, editing and proofing financial plans
- Execute and manage the discovery and delivery process with clients
- Liaise between investment dealers, accountants, lawyers and insurance professionals
Ready to Join Through a Referral?
Apply now and get connected directly with the hiring team
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