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Wealth Planning Associate

2 months ago

Lethbridge, Alberta, Canada Avail CPA Full time

About Avail Wealth

We're a dynamic team of chartered accountants and trusted advisors dedicated to helping entrepreneurial individuals and organizations thrive. Our inclusive culture values diverse perspectives and fosters personal and professional growth.

Role Summary

We're seeking a skilled Associate Wealth Planner to contribute to our mission of providing personalized financial strategies. As a key member of our Wealth Advisory Team, you'll work closely with our experts to:

  • Build Strong Client Relationships
  • Develop Tailored Financial Plans
  • Deliver Exceptional Client Service

Key Responsibilities

  • Proactively understand client needs, anticipate their goals, and provide customized solutions.
  • Gather detailed information, analyze client situations, and develop personalized plans, including retirement, estate, and tax planning.
  • Support the team in providing financial planning and strategic wealth management services to affluent clients and family businesses.
  • Prepare and review investment portfolios, and research tax and financial planning issues.
  • Summarize analysis and recommendations on financial, estate, and tax planning.
  • Review and integrate information from financial, investment, and insurance statements into client accounts.
  • Ensure data compliance and integrity across systems, including customer relationship management and reporting.
  • Work closely with team members to ensure seamless client service and support ongoing planning initiatives.
  • Perform insurance needs analysis and model outcomes using financial planning tools.
  • Stay current on industry trends, best practices, and regulatory standards.
  • Continuously improve skills and knowledge through ongoing learning and development.

Requirements

  • A bachelor's degree in business administration, Accounting, Finance, or a related field.
  • Minimum of 4 years of experience in wealth planning.
  • Actively pursuing or holding a CFP, RFP, or PFP designation.
  • Proficiency in MS Office Suite (Word, Excel, PowerPoint, Teams, Outlook).
  • Proficiency in financial planning software.
  • Strong organizational, analytical, and interpersonal skills. Excellent communication and presentation abilities. Ability to build rapport with clients, understand their unique needs, and provide personalized advice.
  • In-depth knowledge of Canada's economic and financial environment, current events, and legislative changes related to income tax and wealth transfer planning.
  • Proven ability to identify opportunities, take initiative, and think creatively