Personal Financial Planner
4 weeks ago
About the Opportunity
Welch LLP is currently looking for a Personal Financial Planner, who will play a vital role in assisting our valued clients and their businesses with their financial goals and objectives. By taking a proactive, distinct, and personal approach as a trusted advisor you will oversee our clients’ financial resources while skillfully tailoring sound, long-term financial plans.
Duties and Responsibilities
Work collaboratively with Firm partners and staff in providing advice to clients. Meet and develop relationships with clients to understand their situation. Offer support and provide ongoing financial guidance, to help them achieve their retirement goals. Create strategic financial plans and budgets for clients. Identify potential financial risks and develop strategies to mitigate them. Monitor clients’ needs and adjust their financial plans accordingly. Prepare detailed financial reports for clients. Provides financial analysis as part of preparing a comprehensive financial plan for clients, including cash-flow, retirement, estate planning, education funding, risk management, retirement projections and investment management. Coordinate with Portfolio Manager partners at TriCert to ensure the client portfolios are managed in line with the client tax plan. Develop and maintain positive and productive working relationships. Managing multiple client requests efficiently and in a timely manner. Identify and cultivate new clients to develop and grow a book of business. Review and identify any opportunities to improve client and company outcomes through the financial planning process. Maintain updated knowledge of regulations, practices, and financial products.
Qualifications
Minimum 3-5 years’ experience as a Financial Planner or Financial Consultant Active Certified Financial Planner (CFP) designation is required Bachelor’s degree in a relevant field such as Business, Finance/Commerce, Economics or Statistics; master’s degree, CPA, or diploma in financial planning a plus Experience with paraplanning and working in the investments and insurance industry. Ability to analyze complex financial information and make recommendations. Strong interpersonal skills with a proven ability to build and establish strong relationships with our clients, internal and external partners and suppliers. Previous experience with CaseWare, Taxprep, and developing financial plans utilizing relevant software such as Conquest (or similar) is an asset. Knowledge of life insurance an asset. Flexibility to support an entrepreneurial business model focused on growth. Ability to consistently meet deadlines and manage competing priorities. Strong analytical skills and high attention to detail. Excellent verbal and written communication skills in English. French would be an asset.-
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