Tall Oak Private Wealth

We are a boutique niche independent wealth management firm.

We work primarily with medical professionals, business owners and high net worth individuals, helping them manage their finances. We do this by developing individualized and independent financial strategies aimed at reducing taxes, protecting assets and accumulating wealth, all while integrating with other members of their professional circle.

We believe that building on their success requires a plan that is as unique as they are. That’s why we’re committed to fully understanding each client's individual needs as they evolve over time and partnering with them to implement a holistic approach to their financial situation.

Tall Oak Private Wealth London, ON
Oct 14, 2020
Full-time / Permanent
Tall Oak Private Wealth, an independent agency of Raymond James Ltd that provides wealth management services to high net worth individuals and their families, is seeking a qualified Financial Planner / Sales Assistant to work in our London Ontario office.   Raymond James Ltd. is one of Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Our full-service approach focuses on developing individualized and independent financial strategies aimed at reducing taxes, protecting assets and accumulating wealth. As Financial Planner / Sales Assistant your duties will include client relationship management, and financial planning and administrative support to Tall Oak Private Wealth financial advisors and their clients. Specifically you will:  Support financial advisors by reviewing reports, following-up on client inquiries and requests...