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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.

We're seeking a creative problem-solver with a minimum of 5 years of experience in a client-facing role at a wealth management firm. You'll need to have a solid understanding of investment, financial, and insurance planning, as well as a strong track record of delivering bespoke analysis and client meeting materials.

Some of the key responsibilities of this role include:

  • Crafting detailed analysis and client meeting materials that cover everything from investment portfolio design to risk management and retirement income strategies.
  • Mastering tax planning and capital needs analysis to impress our clients.
  • Keeping client information and regulatory requirements up-to-date.
  • Collaborating with our team to deliver exceptional service and support to our employees.

We're looking for someone who is passionate about delivering exceptional service and has a relentless pursuit of excellence. If you're a CIM or CFA Level 1 holder with a Life License Qualification Program (LLQP) and a strong commitment to integrity, we want to hear from you.

This is a full-time, permanent role based in Vancouver, with a flexible hybrid work policy that allows you to work from home 2 days a week. We're excited to welcome a talented and motivated individual to our team and look forward to hearing from you.