Financial Planner at Harbourfront Wealth

Elevate your career as a Financial Planner with Harbourfront Wealth, specializing in client-focused financial advice. Join an established and growing retirement-focused practice that emphasizes meaningful relationships over administrative tasks.
Fundamental Wealth within Harbourfront is seeking a dedicated CFP, CPA, or PFP professional. This role focuses on delivering comprehensive financial planning, building long-term relationships, and guiding clients through their financial journeys. As a Financial Planner, you'll benefit from ongoing support that reduces paperwork and ensures you can concentrate fully on client relations.
Key Responsibilities:
• Build and maintain long-term client relationships
• Deliver comprehensive, goals-based financial planning
• Act as primary advisor for an existing client portfolio
• Collaborate with internal teams for client experience
• Review and update client plans regularly
Requirements:
• CFP or CPA designation preferred