Wealth Planning Consultant/Senior Wealth Planning Consultant
$62,800–$112,800 year
On-siteWindsor, Ontario, Canada
EXPIREDWindsor, Ontario, CanadaOn-siteFull Time$62,800–$112,800 yearSenior LevelBANKINGEnterprise
Full TimeSenior LevelEnterpriseBANKING
Job Summary
Lead financial planning analysis and strategy development for High Net Worth and Ultra High Net Worth clients, executing discovery processes to create documented wealth strategies. Conduct presentations, provide specialized consulting on taxation and estate planning, and execute sales campaigns to increase asset levels. Develop complex financial plans, build stakeholder networks, and analyze data to resolve strategic issues while adhering to banking regulations. Coordinate with Investment Advisors and Branch Managers to deliver integrated wealth management solutions and reinforce sales processes.
Required Qualifications
- minimum of 1-3 years of relevant experience
- post-secondary degree in related field of study
- Experience in selling to Investment Advisors or HNW clients
- Experience in financial planning is an asset
- CFP designation (IQPF in Quebec)
- MBA considered an asset
- LL.B/LL.L/LL.M is considered an asset
- Life Insurance designation is considered an asset
- Working knowledge of financial planning software
- Trust & Estate Practitioner
- Deep knowledge and technical proficiency gained through extensive education and business experience
- Verbal & written communication skills - In-depth
- Collaboration & team skills - In-depth
- Analytical and problem solving skills - In-depth
- Influence skills - In-depth
- Data driven decision making - In-depth
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