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Associate, Wealth Planning

Employment Status
Permanent Full-Time
Location
Vancouver, BC
Department
Corporate
Reporting To
Investment Advisor(s) and Branch Management Team
Job Id
TEP - 027
Job Level
L4
Seniority Level
Entry-level
Position Overview

The entry-level financial planner plays a supporting role in the opportunity to work with two of the largest and fastest growing teams within Richardson wealth. The role involves the creation of financial plans for High-Net-Worth clients. The incumbent will work collaboratively with the Advisor teams, alongside the Tax and Estate Department, to develop customized recommendations and strategies in an unbiased and professional manner. This opportunity allows you to grow your experience in managing clients and train with the best in the business.

Duties & Responsibilities

Investment Advisor Support:

Assist the Investment Advisors in preparing account documentation including financial plans, client reviews, presentations, correspondence and reports

  • Responsible for the professional servicing of clients, Advisors and other internal and external partners
  • Respond to requests for information from clients
  • Investigate and resolve inquiries related to accounts
Skills & Qualifications
  • Superior client relationship management skills
  • Demonstrate a professional and friendly manner
  • Excellent verbal and written communication skills in English
  • Relevant experience in the financial sector and/or administrative experience
  • Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint and Outlook
  • Strong organizational skills
  • Meticulous attention to detail
  • Ability to prioritize, multitask, work within time constraints and follow-up
  • Ability to work in a team environment
  • Ability to quickly learn new technologies and programs
Education
  • Post-secondary education
  • Currently pursuing or completed CFP
  • Further educational experience and credentials will be an asset (ex. life insurance)