Senior Financial Planner

About Us

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high‑performing, advisor‑centric culture.

Position Overview

The Senior Financial Planner will work collaboratively with the professionals in the Tax and Estate Planning team, as well as Investment Advisors and Insurance Consultants, to prepare comprehensive financial plans for high‑net‑worth (HNW) clients. This is a salaried role with no commission sales component.

Our Tax and Estate Planning Professionals work directly with clients and their Advisors to translate complex financial situations into efficient and practical action plans to meet the client’s retirement and estate planning goal...