Associate Wealth Planner

7 days ago

Toronto, Ontario, Canada Richardson Wealth Full time $60,000 - $120,000 per year

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.

Duties and 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.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

  • Associate Wealth Planner

    7 days ago

    Toronto, Ontario, Canada Richardson Wealth Ltd Full time $60,000 - $120,000 per year

    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...

  • Wealth Planning Associate

    1 week ago

    Toronto, Ontario, Canada Nicola Wealth Full time $70,000 - $85,000

    About Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

  • Wealth Advisor

    2 weeks ago

    Toronto, Ontario, Canada Nicola Wealth Full time $120,000 - $250,000 per year

    About Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

  • Wealth and Estate Planner, Scotia Wealth Management

    5 days ago

    Toronto, Ontario, Canada Scotiabank Full time $80,000 - $120,000 per year

    Requisition ID: 239894Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeThe Scotia Wealth Management Will and Estate Planner (WEP) is a key member of the Scotia Wealth Management team; providing clients with a premium wealth management experience. As part of an innovative team-based approach to...

  • Administrative Associate

    7 days ago

    Toronto, Ontario, Canada Nicola Wealth Full time $51,000 - $71,000

    About Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

  • Senior Financial Planner

    2 weeks ago

    Toronto, Ontario, Canada Raymond James Full time

    At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Raymond James Ltd. (RJL) is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Senior Financial PlannerHow does the role impact...

  • Wealth Manager

    9 hours ago

    Toronto, Ontario, Canada Treegrove Investment Management Inc. Full time

    Company DescriptionTreegrove Investment Management Inc. was founded by William (Bill) Shaw and Alex Nayyar to provide discretionary investment management and financial planning services. The company caters to high net worth individuals, charities, and foundations, focusing on personalized financial strategies. Treegrove Investment Management aims to help...

  • Wealth Advisor/Financial Planner

    3 hours ago

    Toronto, Ontario, Canada Fidelity International Full time $80,000 - $120,000 per year

    Job DescriptionCurrent work authorization for Canada is required for all openings.As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work scheduleWho We AreAt Fidelity, we've been helping Canadian investors build better financial futures for over 35 years.  We offer individuals and institutions a range of trusted investment...

  • Senior Financial Planner

    7 hours ago

    Toronto, Ontario, Canada Raymond James Ltd. Full time

    At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove together.Raymond James Ltd. (RJL) is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Senior Financial PlannerHow does the role impact the organization?The...

  • Wealth Rotational Associate Program

    1 week ago

    Toronto, Ontario, Canada TD Full time $70,000 per year

    Role Type:UndergraduateWork Location:Toronto, Ontario, CanadaHours:37.5Pay Details:$70,000 - $70,000 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to...