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Associate Wealth Planner

1 month ago

California, United States Accoravillage Full time

525 8 Ave SW, Calgary, AB T2P 1G1, Canada Req #231 July 31, 2024 About Us: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture. Where we’re going: We want to be the brand of choice for Canada’s top advisors and their high-net-worth clients. We also have an ambitious growth strategy to triple our Assets under Administration (AUA) to $100 billion by 2027. To reach our goals, we are making strategic investments in technology, real estate and, most importantly, our people. Position Overview Join our established, award-winning practice with over 30 years of experience. As a Senior Tax & Wealth Planner, you will create comprehensive financial plans for Affluent & High-Net-Worth clients in a salaried role with no sales component. Benefit from mentorship within our diverse team and expand your skills through client interactions, team collaboration, and coaching. You will bring a mix of strong technical expertise and interpersonal skills to add clarity and comfort, foster trust and establish long-term relationships with our clients. Duties & Responsibilities • A willingness to be trained and expand your knowledge to develop intergenerational financial plans. You will focus on maximizing wealth transfer through income planning, estate analysis, retirement projections, education planning, and insurance needs analysis for clients, their children, and grandchildren. • Develop income & estate planning strategies with a long-term focus, that consider evolving client needs and goals, and are dynamic to changing environment and policies. • Work directly with clients and other professionals to collect the necessary information and documentation required, often in face-to-face meetings. • Prepare & present written financial planning strategies to clients. • Utilize financial planning software to develop financial projections & financial plans with a focus on accuracy. • Summarize a client’s situation, analyze alternate solutions, and communicate clearly financial and estate planning opportunities. • Work with the Associate team to prepare Wealth Advisors for client review meetings, and contribute & support ongoing client planning & implementation. • Contribute to the ongoing evolution of our planning centric client service model through process & practice management projects and assignments. • Create & update client report and presentation templates and visuals. • Create & update practice management and process manuals. • Manage and update client information in our CRM system. Qualifications • CPA Designation. • 2 to 3 years planning experience. • Willingness to develop a working knowledge of Financial Planning Software. • Exceptional attention to detail/accuracy. • Analytical skills and ability to suggest alternate solutions to complex problems. • Strong interpersonal and organizational skills. • Excellent verbal and written communication skills. • Ability to work independently and as part of a team with minimal supervision. • Demonstrated experience working with High-Net-Worth clients is a valuable attribute. • Detailed knowledge of corporate and individual taxation in Canada. • Advanced knowledge and use of Microsoft Word, Excel and Power Point. Education • Undergraduate degree. • Completion of CPA (CPA, CA, CMA, CGA) designation required. • Interested in the Completion of Financial Planning designation (CFP, RFP, or PFP), or other appropriate designation. • Wealth Management Essentials (WME). • Registered Representative License with CIRO Required. Why Apply: Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric? If so, we’re ready to invest in you. Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process. We are a proud partner of Pride at Work Canada. #J-18808-Ljbffr