- Meeting with clients to understand their situation and provide financial advice.
- Analyze clients' financial situations and develop detailed plans for proper wealth management.
- Build relationships with clients and provide ongoing guidance.
- Design financial strategies to help clients achieve their goals and retirement plans.
- Streamline the financial planning process for maximum client satisfaction.
- Build and maintain client databases and financial planning portfolios.
- Keep up to date with the latest tax regulations and industry trends.
- Prepare detailed financial reports for clients.
- Understand the clients' risk tolerance and develop strategies to minimize risk.
- Maintain professional licensure and certifications.
- An active Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation.
- Bachelor's degree in a relevant field such as Business, Finance, Economics, or Statistics; master's degree, CPA, or diploma in financial planning a plus.
- Experience working with clients to develop financial plans.
- Minimum of 2-5 years of experience as a financial planner or financial consultant.
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Financial Planner - Regional Municipality of Niagara, Canada - Baker Tilly
Description
Baker Tilly Niagara is looking for a dynamic member to join the Wealth team with our firm. We have a great team who works hard and plays hard, including Fridays off in the summer. We've thrown axes at the boss (okay, at a picture of the boss), enjoyed wine tours as a group and even spent a day at a watch factory. We respect and promote work-life balance, allowing each of our professionals the ability to schedule their day.
Baker Tilly is one of the largest firms of chartered professional accountants in Canada. We offer the opportunity to pursue your professional accounting career in a large firm with significant resources and mentoring while still enjoying an exceptional work-life balance.
Our unique structure fosters a client-service focus built from local, national and international expertise. We are a proud member of Baker Tilly International, giving us a diversified team of over 25,000 partners and staff spanning 145 countries. Our Niagara office is one of the area's fastest growing accounting and advisory firms in the area. Collectively, we offer a comprehensive range of accounting, auditing, tax and business advisory services to mid-market commercial clients, their shareholders and families, as well as multi-national businesses and not-for-profit organizations.
Your primary responsibilities will include:
A successful candidate will have:
Application Information:
We offer a very competitive salary and benefits package based on experience and qualifications, as well as the opportunity to excel and advance your career in a dynamic public accounting environment.
If you are interested in applying for this position, submit your resume and cover letter to
We thank all applicants for their interest but only those candidates selected for an interview will be contacted.
