Certified Financial Planner

Lighthouse Private Wealth; Peterborough; On-site; CAD 60,000 - 80,000; Full time

Job description

Lighthouse Private Wealth Peterborough, Ontario, Canada

2 days ago Be among the first 25 applicants

An exciting opportunity to step into a financial planning and advisory role with an established, fast-growing, and busy wealth management firm based out of Peterborough Ontario. Join a purpose driven winning team committed to results, in an inclusive and high-performing culture.

As anAssociate Financial Planner, you will work in a direct supporting role to the founding partners with a focus on developing and deepening client relationships by assisting in providing high quality advice and service to build and protect the wealth of our clients. Working alongside the founding partners, you will be responsible for assisting in the preparation and implementation of financial planning, investment management advice, and product solutions while adhering to Ethical Sales Principles, compliance and regulatory requirements.

As a dedicated professional, you understand that growing a practice is all about building long-term relationships, and maintaining ethics and integrity while providing client centric advice. Most importantly, you realize that our clients are our greatest asset, and your priority is to help them pursue the maximum level of success in their wealth building journey, while helping them be protected from the unexpected and uncontrollable aspects of life.

You recognize the value of working within a collective framework with support and mentorship to ensure you provide industry leading results for both our clients and the practice overall.

Is this role right for you? In this career, you will focus on:

• Client-Centric Advice: Providing needs-based in depth personalized financial planning and product solutions as part of an independent collaborative team of professionals, aligning with Ethical Sales Principles. Conducting phone calls and meetings with existing clients and referred prospective clients. Conducting complimentary needs analysis and financial reviews across a range of financial statements, including competitor statements. Supporting the Founding Partners in serving an established and loyal clientele.
• Business Development: You willnot need to build your own business or clientele, as you will be stepping into a supporting role in an already mature and established practice. In turn you willnot be expected to leverage your personal relationshipsin order to drive business and you will not be required to meet sales targets Success is defined by servicing clients and the needs of the partners. You will be directly assisting the Founding Partners in preparation of client centric planning, reporting, and presentations, and will play a supporting role in client meetings and delivery of service. Helping us protect and grow investment assets managed by the firm will benefit everyone and drive revenue.

Do you have the skills that will enable you to succeed in this role? We’d love to explore working with you if you:

• Have a minimum of 5 years experience providing financial planning and advice and a willingness to learn.
• Are an investment licensed professional (MFDA or IIROC) or have the requisite knowledge to obtain current accreditation and good standing for MFDA or IIROC licensing requirements.
• Are a CFA Charter holder with the CFA Institute, or if you are a level 1, 2, or 3, CFA Candidate, this would be an asset and result in special consideration and expanded opportunity at onboarding.
• Have a Life Insurance and/or A&S Licenses would also be an asset.
• Are confident, credible, goal oriented, and take initiative. You can work independently as a self-motivated professional with minimal supervision and be effective as a part of the larger team.
• Have extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
• Hold a valid driver's license and access to a vehicle which is essential.
• Are proficient with the MS Office Suite with a strong skill set using Word, Excel, and PowerPoint.
• Have Management experience which would be an asset, as is proficiency with Advicent Naviplan.
• Take satisfaction in helping others and solving problems.

What’s in it for you?

• A competitive compensation structure that rewards every team member based on the success of the firm. This is a salary-based role in the range of $80-$100,000 income to start with annual potential production bonuses, reducing the pressure and inconsistency of commission-based compensation.
• Upon eligibility, Lighthouse Private Wealth provides an RRSP program, paid time off beyond legislated requirements, and opportunity for further education and development.
• An entrepreneurial culture with well established structure, work-flows, and a strong experienced support team.
• A fast-paced, flexible work environment with latitude to adjust your hours and meet clients when and where it’s convenient for them.
• Access to leading-edge resources to support you including dedicated marketing support, in-person training as needed with firm partners, leading CRM, portfolio, and financial planning software.
• The ability to build long-lasting client relationships through exceptional advice and service.
• A sense of satisfaction and worth as you build and protect wealth for clients.
• The opportunity to work hand-in-hand with the existing award-winning advisory team
• A work culture that promotes diversity, respect, and inclusion.
• Long weekends year-round as we are typically closed to the public Friday through Sunday.
• An established brand and impeccable reputation in Peterborough and the surrounding communities.
• The daily business operations of running a financial practice are not your responsibility so you can focus on clients.
• Access to an Established network of financial related professionals including Accountants, Lawyers, Realtors, Brokers, and more.

Applications for this position should be submitted to the attention of James Hughes by E-mail to:

[e-mail]

Lighthouse Private Wealth is an independent private wealth management firm based in Peterborough, Ontario. In keeping with our philosophy: "Think Bigger. Demand Greatness", we strive for excellence in every aspect of our service offering as we help our clients, their families, and their communities achieve success through a broad range of advice, products, and services. We have been providing financial advice for over 23 years. For more information about our organization please visit our website at:https://www.lighthouseprivatewealth.ca. We thank all applicants for their interest in a career with Lighthouse Private Wealth; however, only those candidates who are selected for an interview will be contacted.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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