Financial Planning Expert

5 days ago

Toronto, Ontario, Canada Humans of HR, Vancouver Full time

About Humans of HR, Vancouver

We are a boutique recruitment agency dedicated to providing exceptional service to our clients. Our team of experts is passionate about helping professionals find their next career opportunity.

Job Title: Senior Wealth Planning Associate

We are seeking a highly skilled and experienced Senior Wealth Planning Associate to join our team. As a key member of our financial services team, you will be responsible for providing expert financial planning and investment advice to our clients.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients, including investment, retirement, and estate planning strategies
  • Provide ongoing financial planning and investment advice to clients, including regular portfolio reviews and updates
  • Collaborate with our internal staff to provide financial planning and investment services to our employees
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and best practices
  • Develop and maintain strong relationships with clients to ensure exceptional service and satisfaction

Requirements:

  • Minimum 5 years of experience in a client-facing role at a wealth management firm
  • CIM or CFA Level 1 certification; Life License Qualification Program (LLQP)
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and internal staff
  • Strong analytical and problem-solving skills, with the ability to develop creative solutions for clients
  • Relentless pursuit of excellence and commitment to integrity

What We Offer:

  • A dynamic and supportive work environment with opportunities for professional growth and development
  • A competitive salary and benefits package
  • The chance to work with a talented and passionate team of professionals
  • The opportunity to make a meaningful impact on the lives of our clients and employees

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