Join Harbourfront Wealth as a Financial Planning Specialist. Focus on comprehensive financial guidance and client relationship management in a nurturing, growth-oriented environment.
At Fundamental Wealth within Harbourfront, we seek a dedicated professional passionate about delivering financial advice. This opportunity is ideal for talented CFPs and CPAs who want to focus on client relationships rather than sales pressures. You will leverage existing client trust, supported by a team handling administrative tasks and compliance.
Key Responsibilities:
• Foster long-term client relationships through trust-based advice
• Deliver comprehensive financial planning and tailored recommendations
• Guide clients in retirement and wealth preservation strategies
• Continuously update client plans reflecting changes
• Collaborate with teams for a seamless client experience
Requirements:
• Experience in financial advising as a CFP® or CPA
• Proven ability to build trus...