Investment Counsellor

We are seeking a highly skilled and experienced Vice President, Client Service / Financial Planning to join our team at Stonewood Group. As a key member of our wealth management team, you will be responsible for providing comprehensive financial planning and investment advice to our high net worth clients.

• Meet with clients to gather information on their financial situation and create personalized financial plans.
• Develop and implement financial strategies to help clients achieve their goals.
• Act as an internal subject matter expert on estate planning, retirement planning, income taxation, asset allocation, risk management, education planning, and insurance needs.
• Stay up-to-date on financial planning developments and trends, and maintain all continuing education for licenses and certifications.
• Partner with Portfolio Managers/Relationship Managers to respond to clients' needs for financial services beyond their investment portfolio.
• Evaluate and understand clients' investment objectives and risk tolerance through a financial planning approach and formalize them in an Investment Objectives letter.
• Manage ongoing client relations and build trust by providing them with assistance and advice on their holdings.
• Meet with clients to establish goals and objectives and to respond to any questions/concerns regarding their portfolio.
• Contribute to the growth and profitability of the business through financial planning, relationship management, and business development.

• Undergraduate business degree with a combination of certifications such as CPA, CFA, CFP, or TEP.
• A minimum of 6 years of industry experience in personal tax planning, financial planning, or wealth management.
• Strong knowledge of the wealth/investment management industry and related regulatory and compliance requirements.
• Aptitude for math combined with a strong knowledge of trust, estate planning, tax planning, insurance, and complex financial planning.
• Superior communication skills with an ability to effectively simplify complex financial concepts while building trust, rapport, and credibility with clients and co-workers.
• Bias for action, ability to work under pressure with strong attention to detail, effectively multi-task, and adhere to many concurrent deadlines.

A compensation package commensurate with experience is available.