Financial Planning Specialist

Job Listing No: 9740000

Financial Planning Specialist

North York, ON – City North York State/Province Ontario [ON] Country Canada [CA] Title Financial Planning Specialist Job Type Perm Overview Our client is a member of an independent Advisor network providing holistic Retirement and Wealth Management Solutions to its clients across Ontario, Quebec, Alberta and B.C. Their unique methods of managing family’s wealth, succession and tax and estate planning, and insurance are unmatched in the industry. They seek an individual with an in-depth knowledge of the High Net Worth marketplace who enjoys both account management and financial planning. Responsibilities • Provide financial, retirement, tax, estate and succession planning and similar wealth planning related services to high net worth clients. Meet and speak with clients on wealth planning matters. Write articles and make presentations on Wealth Planning matters to clients, prospective clients and Centers of Influence Coordinate the implementation of wealth planning strategies, including meeting… – Permanent – Full-time

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