dayforce
Financial Planner
Richardson Wealth
Toronto, CAN
Full-time
Senior · 5+ years experience
Onsite
CAD 60000-90000 yearly / year
Discovered 2 weeks ago
Financial Planning SoftwareMicrosoft Word
Free
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Financial Planning SoftwareMicrosoft Word
Key Skills for This Role
Financial Planning SoftwareMicrosoft Word
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Duties and Responsibilities
- To be able to prepare, understand and communicate detailed financial projections (including net worth, cash flows and income tax) and advanced planning strategies to team members, Investment Advisors and clients. This will include the following: • Work directly with clients and collect the necessary information and documentation required, often in face-to-face meetings • Develop financial projections and financial plans • Review wealth plans for accuracy • Summarize a client’s situation, analyze alternate solutions, and communicate financial planning opportunities • Prepare written tax and financial planning strategies and educational material within the context of the comprehensive wealth plan • Develop and write client friendly education articles on timely financial planning topics
Qualifications
- 5 years of direct client work in the completion and delivery of financial plans a key asset • Excellent understanding of Canadian Income Taxes and Insurance Strategies • Knowledge and familiarity with use of Financial Planning Software • Exceptional attention to detail/accuracy • Excellent analytical skills and ability to suggest alternate solutions to complex problems • Strong interpersonal skills • Excellent verbal and written communication skills • Advanced knowledge and use of Microsoft Word, Excel and Power Point • Strong organizational skills • Demonstrated experience working with High-Net-Worth clients is preferred
- Education • Undergraduate degree • Completion of Financial Planning designation (CFP, RFP, or PFP), or other appropriate designation • Detailed knowledge of corporate and individual taxation in Canada
- The expected annualized base salary range for this role is $60,000-$90,000 The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.
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