Personal Financial Strategist

3 weeks ago


Toronto, Ontario, Canada Richter Full time
Overview

Richter is seeking a highly skilled Personal Financial Strategist to join our Family Office Services team. As a key member of our team, you will provide expert financial guidance to high-net-worth families, helping them navigate complex financial structures and optimize their wealth.

Responsibilities

Key Responsibilities:

  • Monitor financial information for families receiving personal CFO services.
  • Serve as primary contact for families regarding accounting and fiscal matters.
  • Collaborate with various departments to identify opportunities and provide recommendations to families based on their needs.
  • Coordinate financial activities with family advisors, including bankers, accountants, and lawyers.
  • Navigate complex structures involving investment companies, trust companies, partnerships, and multiple generations.
Requirements

Requirements:

  • CPA designation.
  • 5+ years of professional experience.
  • Experience in a Family Office is an asset.
  • Perfect French, English is an asset.
  • Good knowledge in taxation.
  • Analytical and problem-solving skills.
What Richter Offers

What We Offer:

  • Competitive group benefits, including group insurance, Health Spending Account, savings plans, and Employer Contribution Matching.
  • Employee and Family access to virtual healthcare network.
  • Employee and Family Assistance Programs, including consultations with mental health professionals.
  • Annual Health & Well-being Program.
  • Hybrid work environment.

At Richter, we value our employees and offer a range of benefits to support their well-being and success.



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