Fee Only / Advice Only Financial Planner

Merrick Financial Inc.; Canada; Remote; CAD 70,000 - 90,000; Full time

Job summary

Merrick Financial Inc. seeks an experienced Financial Planner to provide expert financial planning advice to clients. As a completely remote position, the ideal candidate will have at least 3 years of experience, a CFP designation, and be driven by a fee-only/advice-only philosophy. The role involves conducting consultations, developing financial plans, and maintaining client relationships, all while benefiting from organizational support.

Benefits

Fully remote work

Leads and coaching provided

Organizational support and management assistance

Qualifications

• 3+ years of relevant experience as a Financial Planner.
• Comfortable in a client-focused role, belief in fee-only/advice-only planning.
• Ability to work independently from home.

Responsibilities

• Conduct client consultation calls to determine needs.
• Create and present financial plans to clients via Google Meets.
• Provide ongoing advice and service to clients.

Skills

Interpersonal Skills

Communication

Financial Planning

Education

CFP designation or equivalent

Tools

Planning Software

Job description

Fee Only / Advice Only Financial Planner

Information about the Financial Planner position at Merrick Financial Inc.

Merrick Financial Inc. is a fee-only/advice-only financial planning firm serving clients across Canada, primarily in Ontario. We do not involve product sales such as investments, insurance, or mortgages; instead, we focus solely on providing professional financial planning advice.

We are seeking an experienced Financial Planner to join our team and help clients achieve their financial goals. We desire an entrepreneurial and passionate individual who believes in fee-only/advice-only financial planning and is comfortable in a client-focused role. This is a remote position.

Contact: Chris Merrick - Founder

Toronto, ON

Method of contact: email only - [e-mail]

The Financial Planner role will involve:

• Conducting client consultation calls to discuss client needs and our services, requiring strong interpersonal skills and excellent communication.
• Fact-finding and collecting client information.
• Creating financial plans and scenarios using planning software.
• Presenting the plans to clients professionally via Google Meets.
• Providing ongoing advice and service to existing clients.

The ideal candidate will have:

• At least 3 years of relevant experience as a Financial Planner.
• A CFP designation, working towards it, or an equivalent (PFP).
• Additional designations and experience with Snap Projections or Advice are assets.
• High proficiency in financial planning.
• The ability to work independently from home and stay focused on tasks.
• A belief in fee-only/advice-only financial planning.

As a Financial Planner at Merrick Financial, you will:

• Provide exceptional service and support throughout the financial planning process.
• Answer client questions and maintain confidentiality.
• Manage client relationships.
• Organize and track action items for ongoing clients.
• Research financial planning topics as needed.

Merrick Financial offers fully remote work, with team and client meetings via Google Meets. We provide leads, coaching, organizational support, and management assistance.

Who is Merrick Financial?

• A fee-only/advice-only financial planning company based in Toronto.
• Typical clients include business owners, professionals, those planning for retirement, and individuals with financial questions.
• More information is available at www.merrickfinancial.ca.

If interested, please submit your resume. Only suitable and interested applicants will be contacted.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

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