Senior Financial Planner

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