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Financial Planning Specialist
2 weeks ago
**About the Role**
This is an exciting opportunity for a Financial Planning Specialist to join our team in Vancouver, Canada. The successful candidate will contribute to the overall success of the Client Solutions group in Canada, ensuring specific individual goals, plans, and initiatives are executed/delivered in support of the team's business strategies and objectives.
The ideal candidate will have a strong background in financial planning and wealth management, with excellent communication and interpersonal skills. They will also possess a university degree or equivalent and knowledge of the Canadian Wealth Management industry, financial instruments, and markets, as well as current regulatory environments.
Key Responsibilities:
- Develops and executes comprehensive financial plans for high net worth clients, taking into account their unique needs, goals, and risk tolerance.
- Provides expert advice on investment and wealth management strategies, ensuring alignment with clients' goals and risk profiles.
- Works closely with relationship managers and specialists to ensure seamless delivery of Total Wealth services to clients.
Requirements:
- Minimum 5 years of experience in financial planning and wealth management.
- University degree or equivalent.
- Knowledge of the Canadian Wealth Management industry, financial instruments, and markets, as well as current regulatory environments.
