Senior Financial Planner – Wealth Management Your opportunity: Our Wealth Management team is looking for a Senior Financial Planner to join the team. This is a replacement position.

Responsibilities

Identify complex financial planning needs and solutions for clients by considering the client’s wealth, life goals and other objectives

Serve as a resource for clients with complex needs surrounding financial planning, investments, insurance, tax management, retirement analysis, estate planning, succession planning, etc.

Develop recommendations and identify areas of opportunity to assist clients in achieving their financial goals

Execute the financial planning cycle by creating, editing and proofing financial plans

Execute and manage the discovery and delivery process with clients

Liaise between investment dealers, accountants, lawyers and insurance professionals

Other Financial Planning tasks including but not limited ...