Remote worker with 9+ years of experience - Last seen 1 year ago

I am currently looking for remote opportunities with a firm that has a positive learning environment and a community presence and enables its employees to perform optimally. I have 7 years of experience in strategy, acquisitions, and wealth management roles.

Recently, at MCA Cross Border Advisors, I was a cross-border financial planner for high-net-worth individuals moving between the Canadian and U.S. Borders. This firm provides a fee-based advice model, which has allowed me to emphasize my value add, improve my technical aptitude for complex planning strategies, and implement financial plans with a team of tax and law professionals for a true holistic advice picture. I have gained experience with the RBC and BMO in the Retail Banking, Commercial Banking and Wealth Management sectors.

In addition to my professional experiences, I hold a Bachelor of Commerce from Queen’s University. I have obtained my Certified Financial Planner (CFP) and Personal Financial Planning (PFP), Chartered Investment Manager (CIM), and LLQP designations.

I am continuously seeking personal and professional development opportunities to further advance my skill set. I am passionate about problem-solving specifically providing solutions to problems which might not have been evident, relaying complex strategies in simple terms to ensure understanding in implementation, and finding ways to bring tax efficiency to the forefront of deliverables.

🛂 Nationality	🇨🇦 Canada
🏡 Residency	🇨🇦 Canada
📍 Location	🇨🇦 Canada
Remote OK	rok.co/@danielwilliamson1993
LinkedIn	sdfljasfjkhsdfajsf ⭐️ Upgrade to Premium to contact
Skilled in	financial planning strategy tax planning investment management naviplan public speaking relationship management insurance planning estate planning risk management leadership goal oriented problem solving succession planning
Fluent in	english
Preferred timezone	eastern
Preferred annual pay (min)	$85,000/year
Last seen	1 year ago
Signed up	1 year ago
Badges	👨‍💻 Remote worker 🎖 Early adopter