Paraplanner

As the Paraplanner, you will support the team in many areas of our financial planning practice, including gathering and analyzing client financial data, preparing financial plans and investment proposals, processing new account and service paperwork, monitoring client portfolios, and assisting with the preparation of trades: all under the direction and review of our Financial Advisor(s). This role provides technical planning and client relationship support by preparing client deliverables such as financial plans, retirement projections, and portfolio reviews; organizing client files; coordinating new business and account setup; and helping organize the logistics of client meetings and seminars.