Financial Planning Expert

2 days ago

Toronto, Ontario, Canada Humans of HR, Vancouver Full time
Unlock Your Potential as a Senior Wealth Planning Associate

Humans of HR, Vancouver is a boutique recruitment agency that's making waves in the industry. We're on a mission to connect talented professionals with exciting opportunities, and we're looking for a Financial Planning Superstar to join our team.

As a Senior Wealth Planning Associate, you'll be the go-to expert for our internal Staff Accounts portfolio. You'll have the chance to flex your investment, financial, and insurance planning muscles and deliver top-notch service to our employees.

With a minimum of 5 years of experience in a client-facing role at a wealth management firm, you'll bring a wealth of knowledge and expertise to the table. Your creative problem-solving skills and relentless pursuit of excellence will make you a valuable asset to our team.

We're looking for someone who is passionate about delivering bespoke financial and investment planning solutions that hit all the right notes. If you're a master of risk management, retirement income strategies, and estate planning, we want to hear from you.

As a Senior Wealth Planning Associate, you'll have the opportunity to work with a talented team of professionals who are dedicated to excellence. You'll be based in either Toronto or Vancouver, with the flexibility to work from home 2 days a week.

So if you're ready to take your career to the next level and join a dynamic team that's changing the face of recruitment, apply now

  • Develop and implement comprehensive financial and investment plans for our internal Staff Accounts portfolio
  • Provide expert advice on risk management, retirement income strategies, and estate planning
  • Collaborate with our team to deliver exceptional client service and support
  • Stay up-to-date with industry trends and regulatory requirements
  • Minimum 5 years of experience in a client-facing role at a wealth management firm
  • CIM or CFA Level 1; Life License Qualification Program (LLQP)
  • Strong problem-solving skills and a commitment to excellence

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