Total Wealth Planning Associate - Vancouver, BC

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Requisition ID: .

Join a purpose-driven, winning team committed to results in an inclusive and high-performing culture.

Purpose of Job

The primary purpose of the Total Wealth Planning Associate is to provide financial planning support to the Senior Total Wealth Planners in the market.

Major Accountabilities

• Prepare financial plans for Senior Total Wealth Planners (STWP) in the local market for HNW clients with $2+ million in investable assets.
• Input client data gathered by the STWP during the discovery meeting and ensure the plan is completed 5 days before a client meeting for all stakeholders to review.
• Work collaboratively with the STWP to create a preliminary financial plan that addresses the clients’ immediate and future goals and objectives, which will be sh...