Personal Financial Planner

Personal Financial Planner

Location: Ottawa, ON • Category: Full time, Permanent • Job Type: Hybrid

Choose Local, Choose Welch LLP  

Headquartered in Ottawa, the key to our success is continually evolving to meet the needs of our employees, clients and the marketplace.  With a full suite of professional services, ranging from traditional assurance to expert business advisory, our clients respect and value the firm’s expertise and commitment to exceptional service. Our clientele is as varied as the economic landscape, ranging from start-ups to large, multi-divisional privately-held companies, not-for- profit organizations and public sector entities. 

We offer our employees invaluable prospects: possibility for growth and advancement; variety to explore different career paths; opportunity to specialize and deepen skills; and flexibility of work-life balance to enjoy family and personal interests.  

  

Grounded in a values-led culture (care, impact, empower), we are focused on creating a diverse and inclusive environment and supporting our surrounding communities. 

  

National Firm expertise, with the value and service of a small firm 

  

Established in 1918, we evolved from a single office to the largest locally-owned and operated firm in the region. With 12 offices and over 300 people across Ontario and Western Quebec, Welch LLP has deeps roots in the communities it serves.  Welch ranks as the 14th largest accounting firm in Canada and continues to grow.  

  

About the Opportunity

Welch LLP is currently looking for a Personal Financial Planner, who will play a vital role in assisting our valued clients and their businesses with their financial goals and objectives. By taking a proactive, distinct, and personal approach as a trusted advisor you will oversee our clients’ financial resources while skillfully tailoring sound, long-term financial plans.

Duties and Responsibilities

• Work collaboratively with Firm partners and staff in providing advice to clients.
• Meet and develop relationships with clients to understand their situation.
• Offer support and provide ongoing financial guidance, to help them achieve their retirement goals.
• Create strategic financial plans and budgets for clients.
• Identify potential financial risks and develop strategies to mitigate them.
• Monitor clients’ needs and adjust their financial plans accordingly.
• Prepare detailed financial reports for clients.
• Provides financial analysis as part of preparing a comprehensive financial plan for clients, including cash-flow, retirement, estate planning, education funding, risk management, retirement projections and investment management.
• Coordinate with Portfolio Manager partners at TriCert to ensure the client portfolios are managed in line with the client tax plan.
• Develop and maintain positive and productive working relationships.
• Managing multiple client requests efficiently and in a timely manner.
• Identify and cultivate new clients to develop and grow a book of business.
• Review and identify any opportunities to improve client and company outcomes through the financial planning process.
• Maintain updated knowledge of regulations, practices, and financial products.

Qualifications

• Minimum 3-5 years’ experience as a Financial Planner or Financial Consultant

• Active Certified Financial Planner (CFP) designation is required

• Bachelor’s degree in a relevant field such as Business, Finance/Commerce, Economics or Statistics; master’s degree, CPA, or diploma in financial planning a plus

• Experience with paraplanning and working in the investments and insurance industry.

• Ability to analyze complex financial information and make recommendations.

• Strong interpersonal skills with a proven ability to build and establish strong relationships with our clients, internal and external partners and suppliers.

• Previous experience with CaseWare, Taxprep, and developing financial plans utilizing relevant software such as Conquest (or similar) is an asset.

• Knowledge of life insurance an asset.

• Flexibility to support an entrepreneurial business model focused on growth.

• Ability to consistently meet deadlines and manage competing priorities.

• Strong analytical skills and high attention to detail.

• Excellent verbal and written communication skills in English. French would be an asset.

If you are interested in a great career opportunity with a growing, flexible and dynamic organization, please apply!

Welch LLP welcomes and encourages applications from people with disabilities. If you require accommodation during any stage of the recruitment process, please indicate this in your application.

We thank all applicants for their interest but only those selected for an interview will be contacted.