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Associate, Wealth Planning

Employment Status
Permanent Full-Time
Guelph, ON
Reporting To
Portfolio Manager, Investment Advisor
Job Id
GUE - 006
Job Level
Seniority Level
Position Overview

The Wealth Planning Associate will work collaboratively with their team and utilize the Tax and Estate Planning team, as well as Investment Advisors and Insurance Consultants, to prepare comprehensive financial plans and advise on insurance options for High Net Worth clients.

Working with the Advisor team, would use an integrated approach to planning. The applicant would develop customized recommendations and strategies in an unbiased and professional manner to address the complex tax, financial, philanthropic, estate, insurance and business succession needs of our clients.

Duties & Responsibilities

To be able to prepare, understand and communicate detailed financial projections (including net worth, cash flows and income tax) to team members, Investment Advisors and clients. This will include the following:

  • To collect the necessary information and documentation required from clients
  • Utilize financial planning software to develop financial projections
  • Understand client’s potential insurance needs and provide expertise on what options are available
  • Review wealth plans for accuracy
  • Summarize a client’s situation, analyze alternate solutions, and communicate the financial planning opportunities
  • To prepare written tax and financial planning recommendations within the context of the comprehensive wealth plan
  • Meet with clients to determine needs analysis and deliver completed insurance policies
  • Provide insurance, tax and financial planning information in response to telephone and e-mail inquiries from clients and Investment Advisor team
Skills & Qualifications
  • 7 years or more work experience in a relevant field
  • Advanced knowledge and use of Microsoft Word, Excel and PowerPoint
  • Excellent understanding of Canadian Income Taxes and Insurance Strategies
  • Demonstrated experience working with High-Net-Worth clients preferred
  • Knowledge and familiarity with use of Financial Planning Software
  • Strong interpersonal skills
  • Excellent verbal and written communication skills
  • Attention to detail/accuracy
  • Strong organizational skills
  • Analytical skills and the ability to suggest alternative solutions to complex problems
  • Ability to work independently and as part of a team
  • University or college degree
  • Insurance licensed
  • Completion of Financial Planning designation (CFP, PFP)
  • Detailed knowledge of corporate and individual taxation in Canada
  • 2-5 years of insurance administration management
  • Successful completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH)