Senior Financial Planning Expert Needed
Richardson Wealth • calgary, Canada
Role Description
Richardson Wealth seeks a Senior Financial Planner to craft innovative financial solutions for high-net-worth clients. This non-commission salaried role emphasizes collaborative planning and client relationships within a prestigious wealth management firm.
You will partner with a dedicated team focused on Tax and Estate Planning, offering comprehensive financial assessments and strategies. Your responsibilities include utilizing advanced financial planning software while engaging directly with clients to tailor their financial futures effectively. Experience in preparing detailed projections and plans is essential for success in this role.
Key Responsibilities:
• Prepare detailed financial projections and tax strategies
• Directly work with clients for information gathering
• Review and verify wealth planning accuracy
• Prepare educational materials and present to groups
• Mentor and train fellow Financial Planners
Requirements:
• At least 10 years of experie...
You will partner with a dedicated team focused on Tax and Estate Planning, offering comprehensive financial assessments and strategies. Your responsibilities include utilizing advanced financial planning software while engaging directly with clients to tailor their financial futures effectively. Experience in preparing detailed projections and plans is essential for success in this role.
Key Responsibilities:
• Prepare detailed financial projections and tax strategies
• Directly work with clients for information gathering
• Review and verify wealth planning accuracy
• Prepare educational materials and present to groups
• Mentor and train fellow Financial Planners
Requirements:
• At least 10 years of experie...