Senior Financial Planner - Wealth Management

Senior Financial Planner – Wealth Management

Your opportunity: Our Wealth Management team is looking for a Senior Financial Planner to join the team. This is a replacement position.

Responsibilities

• Identify complex financial planning needs and solutions for clients by considering the client’s wealth, life goals and other objectives
• Serve as a resource for clients with complex needs surrounding financial planning, investments, insurance, tax management, retirement analysis, estate planning, succession planning, etc.
• Develop recommendations and identify areas of opportunity to assist clients in achieving their financial goals
• Execute the financial planning cycle by creating, editing and proofing financial plans
• Execute and manage the discovery and delivery process with clients
• Liaise between investment dealers, accountants, lawyers and insurance professionals