Job Description
Total Wealth Planning Associate - Vancouver, BC
Requisition ID: 240554
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 market.
**Major Accountabilities:**
**1. Prepare financial plans for Senior Total Wealth Planners (STWP) in local market for HNW clients with $2+ million in investable assets**
+ Input client data gathered by the STWP during the discovery meeting, 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 that will be shared with the Team of Specialists (ToS) for their review and input;
+ Finalize the plan for t...
Requisition ID: 240554
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 market.
**Major Accountabilities:**
**1. Prepare financial plans for Senior Total Wealth Planners (STWP) in local market for HNW clients with $2+ million in investable assets**
+ Input client data gathered by the STWP during the discovery meeting, 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 that will be shared with the Team of Specialists (ToS) for their review and input;
+ Finalize the plan for t...