Wealth Planning Consultant HNW Clients

Join a dynamic team as a Wealth Planning Consultant focused on High Net Worth clients. This role centers on developing complex financial strategies and providing expertise in advanced financial planning.

Located at 20 Erb Street West, this position requires collaboration with Investment Advisors to deliver tailored wealth planning experiences. You will facilitate client discovery processes, create detailed financial plans, and conduct impactful presentations. Additionally, you will expand business opportunities by leveraging internal and external networks while providing training in wealth planning solutions.

Key Responsibilities:

• Collaborate with Investment Advisors on client strategies

• Develop sophisticated financial plans for clients

• Lead client discovery processes and ensure data standards

• Conduct presentations to support financial solutions

• Build networks to grow assets and services

Requirements:

• Experience in selling to Investment Advisors or HNW clients

• Certified Financial Planner (CFP) designation required

• Strong communication and analytical skills

• Chartered Professional Accountant (CPA) designation preferred

• Life Insurance designation is a valuable asset

Leverage your expertise in financial planning to support and guide High Net Worth clients effectively.
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