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Financial Planning Expert

2 months 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 meet the unique needs of our clients. If you're a CIM or CFA Level 1 holder with a Life License Qualification Program (LLQP) and a knack for innovation, we want to hear from you.

Key Responsibilities:
  • Craft detailed analysis and client meeting materials that cover investment portfolios, risk management, retirement income strategies, estate planning, and more.
  • Design and implement killer investment portfolios that meet client needs.
  • Master risk management and keep client info and regulatory requirements up-to-date.
  • Deliver easy-to-digest financial and investment planning solutions that hit all the right notes.

We offer a full-time, permanent role with a cool and flexible hybrid work policy. You'll groove into the office 3 days a week and have the rest of the time to work your magic from wherever you feel most inspired.

So why wait? Apply now and take the first step towards an exciting new opportunity with Humans of HR, Vancouver.