Senior Financial Planner (CFP)

About Us: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture. Position Overview The Senior Financial Planner will work collaboratively with the professionals in the Tax and Estate Planning team, as well as Investment Advisors and Insurance Consultants, to prepare comprehensive financial plans for high-net-worth (HNW) clients. This is a salaried role with no commission sales component. Our Tax and Estate Planning Professionals work directly with clients and their Advisors to translate complex financial situations into efficient and practical action plans to meet the client’s retirement and estate planning goals. Through in-depth discovery and face to face conversations, we identify planning opportunities that could improve a client’s financial future. This is an existing vacancy. Duties and Responsibilities To be able to prepare, understand and communicate detailed financial projections (including net worth, cash flows and income tax) and advanced tax planning strategies to team members, Investment Advisors and clients. This will include the following: • Work directly with clients and collect the necessary information and documentation required, often in face-to-face meetings • Utilize financial planning software to develop financial projections and financial plans • Review wealth plans for accuracy • Summarize a client’s situation, analyze alternate solutions, and communicate financial planning opportunities • Prepare written estate, tax and financial planning strategies and educational material within the context of the comprehensive wealth plan • Provide tax and financial planning information in response to face to face, telephone and e-mail inquiries from Investment Advisors • Deliver training and best practices to Investment Advisors on the use of financial planning software, and foundational financial planning strategies • Deliver presentations to large groups of clients and Advisors on various topics • Develop and write client friendly education articles on timely financial planning topics • Mentor Financial Planners and analysts on the team to deepen their knowledge and skills Qualifications • 10 years or more work experience in a relevant field • Advanced knowledge and use of Microsoft Office Suite • Excellent understanding of Canadian income taxes and insurance strategies • Demonstrated experience working with high-net-worth (HNW) clients preferred • Knowledge and familiarity with use of financial planning software an asset • Strong interpersonal skills • Excellent verbal and written communication skills • Attention to detail/accuracy • Strong organizational skills • Analytical skills and the ability to suggest alternate solutions to complex problems • Ability to work independently and as part of a team • Ability to meet with clients and Advisors as well as present to groups of people Education • Detailed knowledge of corporate and individual taxation in Canada • Additional accreditation/proven knowledge in other professional areas such as will and trust planning, pensions and retirement planning, insurance planning; CFP designation is a must. Why Apply: Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric? If so, we’re ready to invest in you. Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

Prepare comprehensive financial, tax, and estate plans for high-net-worth clients through detailed projections and discovery meetings. Collaborate with Investment Advisors to communicate strategies and provide training on financial planning software.

Requires a CFP designation and at least 10 years of relevant experience, with deep knowledge of Canadian corporate and individual taxation. Candidates must possess strong analytical skills and the ability to present complex financial information to clients and advisors.

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Tax Planning
• Estate Planning
• High-Net-Worth Client Management
• Financial Projections
• Microsoft Office Suite
• Interpersonal Skills
• Verbal Communication
• Written Communication
• Analytical Skills
• Organizational Skills
• Presentation Skills
• Mentoring
• Canadian Income Tax Knowledge
• Insurance Strategies
• Financial Planning Software

Minimum education

Trade certificate

Minimum experience

10+ years