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Financial Planning Expert

2 months ago

Peterborough, Ontario, Canada Baker Tilly Full time
About the Role

Baker Tilly is seeking a highly skilled Financial Planning Expert to join our team of professionals. As a key member of our team, you will play a vital role in assisting our valued clients and/or their businesses with their financial goals and objectives.

Key Responsibilities
  • Meet and develop relationships with clients to understand their financial situation
  • Offer support and provide ongoing financial guidance to help them achieve their retirement goals
  • Create strategic financial plans and budgets for clients
  • Identify potential financial risks and develop strategies to mitigate them
  • Monitor clients' needs and adjust their financial plans accordingly
  • Prepare detailed financial reports for clients
  • Provide financial analysis as part of preparing a comprehensive financial plan for clients, including cash-flow, retirement, estate planning, education funding, risk management, retirement projections, and investment management
  • Work collaboratively with Firm partners and staff in providing advice to clients
  • Coordinate with our Portfolio Manager partners to ensure the client portfolios are managed in line with the client tax plan
  • Develop and maintain positive and productive working relationships
  • Deliver to the highest service standards
  • Manage multiple client requests efficiently and in a timely manner
  • Identify and cultivate new clients to develop and grow a book of business
  • Review and identify any opportunities to improve client and company outcomes through the financial planning process
  • Maintain updated knowledge of regulations, practices, and financial products
Requirements
  • Active Certified Financial Planner (CFP) designation
  • Active life insurance license (preferred) or willingness to obtain within 3 months of hire
  • Bachelor's degree in a relevant field such as Business, Finance/Commerce, Economics, or Statistics; master's degree, CPA, or diploma in financial planning a plus
  • Minimum 3-5 years' experience as a Financial Planner or Financial Consultant
  • Ability to analyze complex financial information and make recommendations
  • Previous experience with CaseWare, Taxprep, developing financial plans utilizing Conquest (or similar) is an asset
  • Flexibility to support an entrepreneurial business model focused on growth
  • Experience with paraplanning and working in the investments and insurance industry
  • Strong interpersonal skills with a proven ability to build and establish strong relationships with our clients, internal and external partners, suppliers, and members of the BT KDN team
  • Exceptional written and oral communication skills
  • Ability to consistently meet deadlines, which can be conflicting with one another
  • Strong analytical skills and high attention to detail
  • A desire to be an integral part of a fun team environment