Financial Planner with Richardson Wealth

Elevate your career as a Financial Planner at Richardson Wealth, a premier Canadian wealth management firm. Collaborate with Investment Advisors to craft financial plans for high-net-worth clients.

This role supports investment advisors by preparing comprehensive financial strategies tailored to clients’ goals. You will engage directly with clients, ensuring their financial situations are translated into actionable plans. The ideal candidate has a strong background in financial planning and excellent communication skills.

Key Responsibilities:

• Prepare detailed financial projections and plans

• Conduct face-to-face meetings with clients

• Analyze alternate solutions for client situations

• Summarize and communicate financial planning opportunities

• Develop educational articles on financial topics

Requirements:

• 5 years of client-facing experience in financial planning

• Strong knowledge of Canadian income tax strategies

• Familiarity with financial planning software essential

• Excellent analytical and communication skills

• Experience working with high-net-worth clients preferred

Bring your expertise in financial analysis and client engagement to Richardson Wealth's growing team.
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