Financial Planning Expert

2 days 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, ongoing, and detailed analysis and client meeting materials that cover everything from designing killer investment portfolios to mastering risk management. If you're a CIM or CFA Level 1 holder with a Life License Qualification Program (LLQP) and a knack for innovative solutions, we want to hear from you.

As a member of our team, you'll enjoy a cool and flexible hybrid work policy, working from home 2 days a week and in the office 3 days a week. You'll have the opportunity to engage with new and existing clients, delivering easy-to-digest, spot-on financial and investment planning that hits all the right notes.

So, if you're ready to take your career to the next level and join a dynamic team that's changing the game, apply now

  • Develop and implement comprehensive financial plans for our internal Staff Accounts portfolio
  • Design and deliver bespoke investment portfolios that meet our clients' unique needs
  • Master risk management strategies to minimize financial risk and maximize returns
  • Plan and implement retirement income strategies that ensure our clients' financial security
  • Develop and maintain detailed analysis and client meeting materials
  • Stay up-to-date with industry trends and regulatory requirements

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