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Vice President of Wealth Management
2 months ago
The role of Vice President, Client Service / Financial Planning at Stonewood Group is pivotal in guiding clients towards achieving their financial aspirations. This position is designed for an individual who is adept at providing comprehensive financial strategies and fostering strong client relationships.
About Stonewood Group
Founded in 1988, Stonewood Group is a premier wealth management and investment advisory firm dedicated to delivering tailored portfolio management solutions to High Net Worth individuals, foundations, and endowments throughout Canada.
With a robust portfolio of $2 billion in assets under management, we pride ourselves on being one of the few independent portfolio managers in Canada, wholly owned by our principals. This independence, coupled with our commitment to integrity, ensures a strong alignment of interests with our clients' long-term success.
As we expand our client base, we are seeking a Vice President, Client Service / Financial Planning to join our team.
Key Responsibilities
Client Engagement
- Conduct in-depth meetings with clients to gather essential information regarding their financial circumstances, including goals, assets, liabilities, and investment plans.
- Develop a comprehensive, value-added financial plan utilizing advanced financial planning software, followed by a detailed presentation for client review.
- Implement the financial strategy and conduct annual reviews with clients to adjust their plans as necessary based on evolving priorities.
Expertise in Financial Planning
- Serve as an internal expert on estate planning, retirement strategies, taxation, asset allocation, risk management, educational funding, and insurance requirements.
- Stay informed on the latest developments in financial planning and maintain all necessary continuing education for relevant licenses and certifications.
Relationship Management
- Collaborate with Portfolio Managers and Relationship Managers to address clients' financial service needs beyond investment portfolios.
- Analyze clients' investment objectives and risk tolerance, formalizing these insights in an Investment Objectives letter.
- Utilize the CRM system to monitor client holdings and proactively reach out to offer financial planning services.
- Provide timely and accurate responses to client inquiries regarding their financial plans, market trends, and taxation information.
- Build and maintain trust with clients by offering high-touch services and demonstrating meticulous management of their investments.
Business Development
- Engage with potential clients to showcase the benefits of our comprehensive financial planning services.
- Leverage networking skills to attract high net worth clients and develop targeted strategies for relationship expansion.
- Contribute to the creation of editorial content for newsletters and publish insightful blogs on relevant financial topics.
- Organize educational seminars to inform clients about investment and financial planning subjects through tailored presentations.
Qualifications
- An undergraduate degree in business, complemented by professional designations such as CPA, CFA, CFP, or TEP.
- A minimum of 6 years of experience in personal tax planning, financial advisory, or wealth management.
- Strong understanding of the wealth management industry, including regulatory and compliance standards.
- Exceptional communication skills, with the ability to simplify complex financial concepts and build rapport with clients and colleagues.
- A proactive mindset, capable of working under pressure while maintaining attention to detail and managing multiple deadlines.
- A collaborative team player with experience in dynamic, entrepreneurial environments.
Core Values
At Stonewood Group, we uphold core values that include a passion for learning, respect for others, clear communication, ownership of responsibilities, a positive attitude, and teamwork.
A competitive compensation package commensurate with experience is available.
