You will play a key role in integrating financial planning into the core client experience - helping clients make informed decisions across retirement, tax, estate, insurance, and wealth transfer planning
Job Summary
You will play a key role in integrating financial planning into the core client experience - helping clients make informed decisions across retirement, tax, estate, insurance, and wealth transfer planning.
Deliver comprehensive financial plans, including retirement, estate, charitable, and business succession planning.
A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
Matching Summary
You will play a key role in integrating financial planning into the core client experience - helping clients make informed decisions across retirement, tax, estate, insurance, and wealth transfer planning.
Skills & Requirements
Must-have
High-net-worth client management
Financial planning expertise
Client relationship management
Collaborative team environment
Microsoft 365 proficiency
Nice-to-have
Progressive thinking
Making a difference
Thriving communities
Mutual success
Key Requirements
7+ years experience in financial planning or wealth management
Financial planner diploma
Bilingualism (English and French) required
Registered Representative (RR) with CIRO
Master of Taxation (M.Tax.) and/or Chartered Professional Accountant (CPA)