Job Title

2 days ago Be among the first 25 applicants We are Toms Vanderwekken & Associates Private Wealth Management , and we focus on helping clients preserve, grow and make the most of their wealth. We specialize in High-Net-Worth families, with complex investment planning, insurance, tax and estate planning, business & succession planning, and charitable giving needs. With over 30 years of combined financial planning experience behind us, our team builds confidence in our clients financial future, as we aim to protect and manage their wealth. We achieve this through accountability, a collaborative approach, and a commitment to provide a superb client experience, and as our practice continues to thrive, we are looking for an ideal candidate to compliment and grow this culture of putting our clients first. About the Role Individual must be adept at constructing financial plans. Responsibilities Helping organize client info You'll gather and input key details into our financial planning tools so we can build clear, personalized plans. Prepping for client conversations From putting together presentation materials to updating plans, youll help make sure every meeting is smooth and valuable. Keeping plans fresh Life changes, and so do financial goals. Youll help monitor and adjust plans so they stay aligned with what matters most to our clients. Spotting new ways to help Whether its insurance, banking, or other services, youll look for opportunities to deepen relationships and add value. Getting ready for meetings Youll assist in preparing client files and background info so our team is ready to deliver great advice. Joining client meetings Youll sit in as second chair, supporting the advisor and learning firsthand how we guide clients through their financial journey. Qualifications Minimum 5 years financial planning experience CIRO licensed for mutual funds or fully licensed an asset CFP, QAFP or another qualified planning designation or willing to obtain. Knowledge of Conquest financial planning software an asset Business Administration Diploma or other Postsecondary degree in a relevant business discipline or equivalent experience Past experience in a role involving financial planning and using financial planning software Strong computer skills in the MS Office Suite (Outlook, Word, Excel, Power Point) Required Skills Self-starter who takes initiative and can work independently Problem solver with an ability to anticipate and understand future steps necessary to accomplish tasks Critical thinker who can come up with unique ways to solve problems Preferred Skills Our Thought: This is a challenging role but is perfect for someone who is excited to see how the financial planning process can enhance client relationships and grow a successful practice. Further, this role is right for someone who enjoys financial planning but is not seeking to build his/her own financial planning practice. This individual will have the opportunity to grow as a member of our team for many years professionally and personally. Pay range and compensation package Compensation includes a base salary, commission and a bonus aligned to key objectives. There is the potential of equity based on the clients transferred to the practice. Equal Opportunity Statement We are committed to diversity and inclusivity. #J-18808-Ljbffr