Senior Financial Planner at Richardson Wealth

Elevate financial planning for high-net-worth clients with Richardson Wealth as a Senior Financial Planner. Collaborate with tax and estate planning professionals to create tailored strategies.

In this senior role, you'll partner with experienced teams to develop comprehensive financial plans while leveraging your in-depth knowledge of Canadian tax laws and insurance strategies. You will engage closely with clients, utilizing advanced financial planning software to produce accurate projections and actionable plans. Your analytical skills will help identify opportunities that enhance clients' financial futures.

Key Responsibilities:

• Prepare detailed financial projections including cash flow and income tax

• Conduct face-to-face meetings to gather client information

• Review and summarize wealth plans for accuracy

• Prepare and communicate tax and financial planning strategies

• Mentor and train Financial Planners and analysts in best practices

Requirements:

• 10+ years in relevant financial planning roles

• Advanced Microsoft Office Suite proficiency

• Deep understanding of Canadian income tax and insurance

• Experience with high-net-worth clients preferred

• CFP designation required

Harness your financial expertise to positively impact client wealth at Richardson Wealth.
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