Wealth Consultant II

As a subject matter expert and a champion of client-centered comprehensive planning and advice and complete wealth management on the Client Consultation Group, the Wealth Consultant II will provide ongoing professional planning advice on complex strategies to branch teams and their high-net-worth clients.

They 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.

They will also have experience with portfolio construction and understand how to create an investment portfolio for HNW individuals that will allow them to achieve their long-term goals with the appropriate risk.

The Wealth Consultant actively engages as a high-performance team member.  They have a commitment to continuous growth, strong communication and collaboration skills.
Responsibility Summary:


* Develop solutions-based wealth planning strategies for high-net worth clients with complex needs using a team approach


* Personalize strategies to provide expert knowledge around issues affecting affluent clients, including but not limited to pension plans, holding companies, and charitable donations


* Simplify complex strategies to assist branch teams and clients


* Communicate with financial advisors and clients to gain understanding of client's needs, aide in documenting client goals, articulate investment strategy and recommendations, identify expertise needed to help the client achieve their goal, and help build relationships with clients and financial advisors


* Contribute to division objectives, projects and initiatives in order to better serve branch teams and high-net worth clients


* Provide support to senior wealth strategists in preparation of client deliverables.


* May provide ongoing feedback, coaching, training and guidance to Edward Jones associates and shares knowledge to help develop other associates.


* Serve as relationship manager for internal firm stakeholders

Required:


* Bachelors degree preferably in Business, Finance or Accounting


* Accredited financial planning designation (CFP, Pl.Fin-IQPF applicable for Quebec)


* CIRO licensed


* Strong consideration given for CIM, CFA levels 1 or 2 or CFA

Desired:


* Professional designations such as CPA, LLP, JD, TEP


* Life insurance license


* 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 manner that is easily understood


* Strong analytical, organizational, and ...