Are you ready to advance your career with a firm that values innovation, collaboration, and growth?
Welcome to our team! We are a leading firm of chartered accountants and professional advisors, dedicated to serving entrepreneurial individuals and organizations. Our award-winning culture is a testament to our commitment to excellence and employee engagement.
We offer a collaborative and inclusive environment that values diversity of thought and encourages personal and professional growth. Our broad range of professional services is designed to help our clients seize opportunities, navigate challenges, create value, and leave a meaningful legacy.
As we expand our Family Office services, we are seeking an integral team member who will play a crucial role in this progression. You will be essential in helping us provide comprehensive and personalized financial strategies to our Family Office clients.
Working closely with our Director of Wealth Advisory Services, you will be responsible for meeting with clients, developing client relationships, and recommending strategies to help our clients achieve their financial goals and objectives. The ideal candidate will have depth of expertise in financial planning, experience preparing Personal Tax Returns, and a strong drive to provide exceptional client service.
Responsibilities:
- Collaborate with partners and client service managers to prepare comprehensive wealth and financial plans for clients.
- Present financial plans to clients, ensuring they understand and are comfortable with the proposed strategies.
- Create detailed planning memos related to Estate Planning, Investment Reviews, Insurance Reviews, and Corporate Planning.
- Assist clients in gathering necessary information, including bank account records, income tax returns, insurance records, pension plan information, and wills.
- Prepare and interpret various financial documents for clients, such as investment performance reports, financial summaries, and income projections.
- Investigate and evaluate available investment opportunities to determine their suitability for clients' financial plans.
- Regularly review clients' accounts and financial plans to assess the need for adjustments based on life changes, economic shifts, or financial performance.
- Liaise with clients' other advisors, including attorneys, accountants, trust officers, and investment bankers, to gain a comprehensive understanding of clients' financial goals and circumstances.
- Serve as a technical resource in wealth and insurance planning for the firm’s clients, providing expertise where needed by partners and client service managers.
- Prepare Personal Tax Returns for clients during tax season and as assigned, ensuring compliance and accuracy.
Skills/Competencies:
- Excellent communication, organizational, and time management skills.
- Demonstrated proficiency with financial planning software (Naviplan) and Microsoft Office applications (Word, Excel, PowerPoint, Outlook).
- Experience with personal tax compliance and Taxprep software is an asset.
- Continuous learner with a deep curiosity about diverse customers and keeps current on changes in client needs, procedures, and products.
- Thrives in an entrepreneurial environment.
- Expertise in financial planning.
Career Level: Experienced (Non-Manager)
Experience Required: 2+ to 5 years
Education Level Required: University and/or College Degree
Certification: PFP/CFP
Job Types: Full-time, Permanent
Pay: $75,000.00-$95,000.00 per year
Additional pay:
Benefits:
- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- On-site parking
- Paid time off
- Tuition reimbursement
- Vision care
- Wellness program
Schedule:
Experience:
- financial planning: 2 years (required)
Licence/Certification:
Work Location: In person
