Leader- Wealth Guidance

As a contributing leader, you are passionate about creating a place of belonging on your team.  Your sense of purpose strongly aligns with developing associates to achieve their goals as well as the Firm goals.  You bring together smart, dedicated colleagues to creatively collaborate and deliver extraordinary client service.

You are also a subject matter expert and a champion of Human Centered Complete Wealth Management.  As a member of the Client Consultation Group, you will develop tailored, goals-based wealth planning strategies to branch teams and their clients.

You will take an integrated and holistic approach to planning by collaborating with other internal subject matter experts and the client's external professional advisors (i.e.

tax, legal and other advisors), utilize all planning tools available in order to assist clients with their complex planning needs in order to achieve their goals.

You will work in collaboration with other experts on division-wide objectives, projects and initiatives, and training designed to enhance capability to better serve branch teams and clients with complex needs.  Contribute to continuous growth, creating impact, and creating a place of belonging. 
  Required:


* Bachelors degree preferably in Business, Finance or Accounting


* Accredited financial planning designation (CFP, Pl.Fin-IQPF applicable for Quebec) considered an asset or willing to begin within 12 months


* Professional designations such as CFA, CPA, LLP, JD, TEP would be an asset


* Advanced degree an asset

Desired:


* Life insurance license or knowledge an asset


* Estate and/or tax courses


* Strong understanding of the comprehensive financial planning process including: retirement planning, cash flow planning, investment planning, tax planning, estate planning and protection planning


* Strong presentation and communication skills especially including the ability to present complex financial strategies in a professional manner that is easily understood


* Strong analytical, organizational, and time-management skills and the ability to work within a fast-paced environment.


* Proficiency with Microsoft Office, virtual meeting and financial planning software tools.


* The ability to work well within a team environment.

Years of Relevant Experience:


* a minimum of 8+ years experience as a high net worth financial planner and a proven track record in team or project leadership