Transform client experiences as a Wealth Planning Support Specialist, focusing on tax, estate, and retirement strategies. Thrive in a remote work environment while driving excellence in wealth planning.
As a key member of the wealth planning team, you will support advisors by providing expert insights into financial planning. Your experience will enhance client interactions while ensuring adherence to planning standards. Responsibilities include conducting plan reviews, delivering coaching sessions, and engaging in continuous learning to elevate the team's expertise in wealth planning.
Key Responsibilities:
• Offer support and guidance to wealth advisors
• Review and ensure quality in wealth plans
• Deliver live coaching sessions for skill enhancement
• Prepare training materials for advisor education
• Conduct research on financial planning best practices
Requirements:
• At least 5 years of wealth planning experience
• Strong knowledge of Canadian tax and...