About this role
As a Senior Financial Planning Associate, you will support an Advisor in Total Wealth Planning by preparing and delivering financial plans to clients.
In the role you will:
- Support an Advisor’s clients through the process of deep discovery and creation and delivery of a Total Wealth Plan
- Support Advisor in implementation of Total Wealth Strategies in collaboration with Team of Specialists
- Champion a client focused culture to deepen client relationships
- Support Advisor in creating and delivering client seminars related to financial planning topics
- Maintain financial planning professional practice standards while staying current on all financial planning related topics
We would love to work with you if you have:
- CFP or IQFP (QC only) designation and ≥ 2 years experience
- Advanced understanding of financial planning software; ability to model complex strategies
- Experience in Total Wealth Planning engagement from client discovery, plan preparation to presentation delivery
- Strong interpersonal and verbal communication skills
What’s in it for you:
- Competitive Compensation and