Job title: Wealth Planning Associate
Job type: Permanent
Emp type: Full-time
Industry: Financial Services
Expertise: Accounting & Finance
Location: Oakville
Job published: 2022-09-09
Job ID: 59081

Job Description

The Client:

A Boutique portfolio management firm and investment counseling firm that develops sustainable wealth and asset management solutions for affluent Canadian families and foundations.

Role Description:

This position is to provide wealth planning, tax & insurance services to client’s family clients in partnership with the Wealth Financial Associates and Portfolio Managers.

What you will achieve in this Role:

  • Collaborate with Wealth Financial Associates and Portfolio Managers in the preparation and delivery of wealth/financial plans for clients.
  • Provide direct financial planning services to clients and be a point of contact for existing client base.
  • Provide support to the team and connected accounting professionals in the assembly and delivery of annual tax documents.
  • Support the provision of insurance solutions to the firm’s clients through applicably licensed insurance professionals.
  • Act as a technical resource in the areas of wealth and insurance planning for the firm’s clients and support the acquisition and retention of clients for the firm.
  • You will report to the Vice President of Wealth Planning.

What you must bring to the role:

  • 8+ years in Financial Planning with a CFA designation.
  • Having experience in portfolio, wealth management & insurance practices.
  • Experience in the design and execution of comprehensive financial plans & insurance for the firm’s clients.
  • Experience with wealth planning software.
  • You must have strong Business Understanding and Relationship Management skills.