We consider this position internally to be a Regional Wealth Planner, however, you may be used to an industry title such as Financial Planner or Wealth Planner.
JOB OVERVIEW
We are currently recruiting a Financial Planner to join our Wealth Planning team. The focus of this senior planning role is to work with our field service team as well as our Financial Advisors and our mutual clients, facilitating the production of various Wealth Planning reports covering financial planning, risk management, tax strategies, philanthropy and estate planning, through our centralized Wealth Planning Group. Those who may find this role appealing would include a financial advisor who prefers planning over selling or an accountant who prefers planning over compliance.
Recognizing the complex and diverse needs of our clients, comprised largely of successful business owners and high net worth families; you will take a holistic approach to identify client needs and proactive planning opportunities.
This role provides the opportunity to collaborate with members of both our regional and national wealth planning team and professionals from some of Canada’s top legal and accounting firms, your passion is supporting advisors in delivering a truly differentiated experience their clients will value and talk about. The individual works as a part of a team consisting of financial planners, estate planning specialists, tax specialists, investment counselors, and insurance specialists.
WHAT YOU WILL DO
- Build and strengthen relationships with advisors to ensure their satisfaction with the Wealth Planning services provided
- Meet with advisors and clients/prospects to assess the level of wealth planning support appropriate for each situation
- Meet with and collect data from advisors, clients and client’s accountants and lawyers for the preparation of various wealth planning reports. Clients who receive Wealth Planning support are successful business owners / high net worth families with in excess of $1 million invested with us
- Organize the data, complete wealth planning questionnaires in collaboration with field team associates, and work with our central Wealth Planning Group, where the reports are prepared in Conquest. The Financial Planner then presents each report to the client and advisor, along with the support of the tax accountants and lawyers on the field team, on more complex files.
- Manage and track file process and implementation by accounting and legal firms
- From time to time, may develop and deliver educational seminars to advisors related to Wealth Planning as well as respond to various questions on wealth planning strategies
WHAT YOU WILL BRING
- University degree in business or related discipline, or equivalent experience is required
- A CFP® designation is required
- Experience in a client or advisor facing role in a Financial Services or a Professional Services firm
- Experience with planning for business owners is an asset
- Knowledge of wealth planning concepts – financial analysis, insurance needs analysis, tax and financial strategies, and estate planning is an asset
- Strong verbal and written communication
- Strong organizational, analytical skills and attention to details
- Demonstrated excellence in client service
- Ability to understand and interpret financial/investment issues related to financial planning, tax and estate planning as well as financial statements and tax returns
- Ability to work independently and as part of a national team
- Experience with Microsoft Office
- Experience with Financial Planning Software is an asset
WORKING CONDITIONS
- Some same day travel throughout the Lower Mainland with the occasional overnight in other parts of BC. There is flexibility when booking these in person meetings.
