Associate Wealth Planner

3 days ago

Toronto, Canada Richardson Wealth Ltd Full time

**About Us**:
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
Position Overview
The Associate Wealth Planner will support the Investment Advisor and will work collaboratively with internal partners to prepare comprehensive financial plans for high-net-worth clients. This role works directly with clients and their advisors to translate complex financial situations into efficient and practical action plans to meet the client’s financial goals.

**Responsibilities**:
To be able to prepare, understand and communicate detailed financial projections (including net worth, cash flows and income tax) and advanced planning strategies to team members, Investment Advisors and clients.
**This will include the following**:

- Work directly with clients and collect the necessary information and documentation required, often in face-to-face meetings
- Develop financial projections and financial plans
- Review wealth plans for accuracy
- Summarize a client’s situation, analyze alternate solutions, and communicate financial planning opportunities
- Prepare written tax and financial planning strategies and educational material within the context of the comprehensive wealth plan
- Develop and write client friendly education articles on timely financial planning topics

**Qualifications**:

- 3-5 years of direct client work in the completion and delivery of financial plans a key asset
- Excellent understanding of Canadian Income Taxes and Insurance Strategies
- Knowledge and familiarity with use of Financial Planning Software
- Exceptional attention to detail/accuracy
- Excellent analytical skills and ability to suggest alternate solutions to complex problems
- Strong interpersonal skills
- Excellent verbal and written communication skills
- Advanced knowledge and use of Microsoft Word, Excel and Power Point
- Strong organizational skills
- Demonstrated experience working with High-Net-Worth clients is preferred

Education
- Undergraduate degree
- Completion of Financial Planning designation (CFP, RFP, or PFP), or other appropriate designation
- Detailed knowledge of corporate and individual taxation in Canada

**Why Apply**:
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?
If so, we’re ready to invest in you.

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