Certified Financial Planner

Nobias Finanacial Services Agency Inc; Toronto; Remote; CAD 150,000 - 220,000; Full time

Job summary

An innovative financial services agency is seeking a Certified Financial Planner to join their dynamic team. This full-time remote role offers the opportunity to provide personalized financial advice and develop tailored financial plans for clients at various stages of their financial journeys. You will assess client situations, assist with retirement planning, and ensure they meet their financial goals. With a commitment to safeguarding clients' well-being, this role is perfect for those passionate about guiding individuals through complex financial landscapes. Join a forward-thinking company dedicated to excellence in financial services.

Qualifications

• Certified Financial Planner with skills in financial analysis and budget management.
• Strong communication and interpersonal skills for client relationship management.

Responsibilities

• Provide personalized financial planning advice and manage client financial plans.
• Conduct retirement planning and deliver sound financial guidance.

Skills

Certified Financial Planner

Financial Planning

Retirement Planning

Financial Analysis

Budget Management

Communication Skills

Client Relationship Management

Ability to Work Independently

Education

Bachelor's degree in Finance

Bachelor's degree in Accounting

Bachelor's degree in Economics

Job description

6 days ago Be among the first 25 applicants

Direct message the job poster from Nobias Financial Services Agency Inc

Director & Founder of Nobias Financial Services Agency Inc.

Company Description

Nobias Financial Services Agency Inc. operates independently and in partnership with Carte Wealth Management Inc. and Carte Risk Management Inc. Our paramount goal is to safeguard the well-being of our clients, irrespective of the intricacy of their financial circumstances. Committed to delivering personalized solutions, we extend a diverse array of services catering to individuals at every phase of their financial journey.

Whether you're self-employed, a professional, or enjoying retirement, our dedicated team is ready to assist you. Leveraging our years of experience in the insurance and wealth management industry, we take pride in our capacity to navigate situations of any scale or complexity.

Our comprehensive service portfolio includes, but is not limited to:

Group Retirement Solutions:

• Group RSP (Retirement Savings Plan)
• Tailored benefits packages suitable for businesses of any size.

Wealth Management:

• TFSA (Tax-Free Savings Account)
• FHSA (First-Time Homebuyers Savings Account)
• RRSP (Registered Retirement Savings Plan), RRIF (Registered Retirement Income Fund)
• RDSP (Registered Disability Savings Plan)
• Tailored Retirement Plans for the Self-Employed
• RCA (Retirement Compensation Arrangement)

Personal Insurance:

• Life Insurance
• Disability Insurance
• Critical Illness Insurance
• International health insurance with worldwide coverage and VIP medical services
• Home Care Assistance

Role Description

This is a full-time remote role for a Certified Financial Planner at Nobias Financial Services Agency Inc. The Certified Financial Planner will be responsible for providing personalized financial planning advice, developing and managing client financial plans, conducting retirement planning, and delivering sound financial guidance. Tasks involve assessing clients’ financial situations, assisting with retirement plans and investments, and ensuring clients are on track to meet their financial goals.

Qualifications

• Certified Financial Planner and Financial Planning skills
• Personal Financial Planning and Retirement Planning skills
• Proficiency in financial analysis and budget management
• Excellent written and verbal communication skills
• Strong interpersonal skills and client relationship management
• Ability to work independently and remotely
• Bachelor's degree in Finance, Accounting, Economics, or a related field

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

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