Paraplanner at Elite Wealth Management

Become a Paraplanner with Elite Wealth Management, where you'll provide personalized financial solutions. This full-time in-office role emphasizes client relationships and meticulous financial planning support.

As part of our Elite Wealth Management team, you'll contribute to crafting tailored financial plans that reflect our clients' unique situations. The role requires ensuring compliance by updating client records, confirming appointments, and offering comprehensive support to principal advisors. You will assist clients in navigating complex financial documents, enhancing their overall experience.

Key Responsibilities:

• Maintain client records adhering to compliance standards

• Confirm appointments and gather confidential client documents

• Support principal financial advisor with client inquiries

• Prepare financial reports and projections for clients

• Complete applications for insurance and segregated fund products

Requirements:

• Post-secondary education in a relevant field

• Minimum 3 years in financial services or wealth management

• Proficient in MS 365, Zoom, and CRM software

• Detail-oriented with excellent communication skills

• Fluent in English and Cantonese, written and spoken

Support our clients’ financial journeys with detailed insights and proactive service at Elite Wealth Management.
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