Step into a rewarding career as a Wealth Planning Associate at KJH Investors, affiliated with Harbourfront Wealth. This position offers a chance to work closely with a Portfolio Manager to support high-net-worth clients.
As a critical part of our team, you will engage in hands-on wealth management, conducting detailed analyses and coordinating integrated financial advice. You will prepare essential meeting materials and develop comprehensive wealth plans, contributing to our clients' financial success in a high-performance environment.
Key Responsibilities:
• Assist the Portfolio Manager in client relationship management
• Create and present client portfolio reviews
• Develop and maintain comprehensive wealth plans
• Conduct analyses to uncover financial planning opportunities
• Ensure correctness of client records in CRM
Requirements:
• 3-5+ years of experience in financial planning
• Expertise in tax, estate, and retirement planning
• Familiarity with...