Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Senior Total Wealth Planner is responsible to proactively provide comprehensive financial planning advice and support to high net worth clients and act as the in-field subject matter expert and champion.
Requirements
- University degree
- Professional designation (CFP or CPA)
- Minimum of 5 years of experience as a high net worth financial planner
- TEP designation
- Life Insurance license
- Professional designation (CA, CMA, CGA, LLB)
- Canadian Securities Course
- Additional estate and/or tax courses
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Visa Sponsorship
- Four Day Work Week
- Generous Parental Leave
- Tuition Reimbursement
- Relocation Assistance