Financial Planner, HNWniche recruitment • Peterborough, ON, Canada

Financial Planner, HNW

niche recruitment • Peterborough, ON, Canada

30+ days ago

Job type

Full-time

Job description

Job Description

This growing firm has existing clients and incoming referrals that a new Planner will be responsible for servicing.
Providing client specific customized plans and recommendations for personal high net worth clients and their businesses.
Presenting thoughtful plans to clients in a way that will highlight the benefits and solutions recommended.
Identifying and assisting with intergenerational wealth management opportunities.
Coordinating with legal, tax and other professionals for smooth planning and integration

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Planner • Peterborough, ON, Canada

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