Empower financial advisors across Canada as a Total Wealth Planning Associate. Prepare holistic plans and leverage planning software to elevate financial outcomes for clients in a collaborative setting.
This role focuses on supporting advisors with financial planning and enhancing client-centric strategies. You will review and refine comprehensive Total Wealth Plans, model client scenarios, and serve as a subject matter expert in planning software. Collaboration is key as you engage with team members and corporate partners for better client relationships.
Key Responsibilities:
• Support advisors with financial planning inquiries
• Refine and review financial plans for accuracy
• Develop comprehensive Total Wealth Plans
• Model scenarios and recommend financial strategies
• Contribute to team knowledge-sharing and problem-solving
Requirements:
• Knowledge of investments, tax, and estate planning
• Strong organizational and analytical skills
• Experience ...