Senior Financial Planner

Job summary

The role involves assessing clients' financial needs to develop personalized financial plans and strategies. The planner will provide expert advice on wealth management, investments, and estate planning to help clients achieve their goals.

Job details

Senior Financial Planner – CCR Manulife Wealth 📍 Location: Saint-Léonard, Montreal, Quebec 💼 Employment Type: Full-Time 🏢 Company: CCR Manulife Wealth 📊 Industry: Financial Services / Wealth Management About CCR Manulife Wealth CCR Manulife Wealth is one of Canada’s leading financial services teams, providing innovative and personalized financial solutions to help clients achieve their financial goals. With a strong commitment to service excellence and results, we are growing our team and looking for an experienced Senior Financial Planner to join our office in Saint-Léonard, Montreal. About the Role We are looking for an experienced financial planning professional who can provide comprehensive financial advice and build long-term relationships with clients. The ideal candidate will have at least 5 years of experience in financial planning or a related field, with strong knowledge of investment strategies, wealth management, and risk management. In this role, you will be responsible for developing personalized financial strategies, supporting clients in achieving their financial objectives, and contributing to the growth of our client base. Key Responsibilities Assess clients’ financial needs, goals, and overall financial situations. Develop personalized financial plans and strategies based on clients’ objectives. Provide advice on wealth management, investments, retirement planning, tax planning, and estate planning

What you’ll do

The role involves assessing clients' financial needs to develop personalized financial plans and strategies. The planner will provide expert advice on wealth management, investments, and estate planning to help clients achieve their goals.

Requirements

Candidates must have at least 5 years of experience in financial planning or a related field. Strong knowledge of investment strategies, wealth management, and risk management is required.

Listed skills

• Risk Management · Preferred
• Financial planning · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Wealth Management
• Investment Strategies
• Risk Management
• Retirement Planning
• Tax Planning
• Estate Planning
• Client Relationship Management

Job areas

• Finance & Accounting
• Sales
• Consulting