Personal Financial Strategist
3 weeks ago
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.
ResponsibilitiesKey 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:
- 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 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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