Financial Planner

Giesbrecht & Associates - IG Private Wealth Management; Red Deer; On-site; CAD 60,000 - 90,000; Full time

Job summary

Une opportunité passionnante dans le secteur des services financiers pour un professionnel axé sur les résultats. Le rôle implique la construction et le maintien de relations clients tout en soutenant l'Advisor Financier dans la formulation de recommandations. Le candidat idéal sera passionné par le processus de planification financière et désireux de croître au sein d'une équipe dynamique.

Qualifications

• Minimum 3 ans d'expérience dans l'industrie (5 ans préféré).
• Capacité à interagir avec professionnalisme avec les clients.
• Capacité à établir des relations et influencer les autres.

Responsibilities

• Développer des opportunités de référence HNW.
• Suivre les nouvelles opportunités commerciales.
• Préparer des plans/propositions basés sur les données des clients.

Skills

Communication écrite et verbale

Orientation service client

Compétences informatiques dans la suite MS Office

Education

Désignation CFP/QAFP ou volonté de l'obtenir

Licence CIRO et d'assurance

Job description

Excellent opportunity within the financial services industry. Looking for a results oriented financial services professional who is interested in a long-term opportunity with a leading Private Wealth Management practice located in Red Deer. Individual must be well versed in financial planning and passionate about helping clients seek positive outcomes.

Your responsibilities will include, but not be limited to:

• Leveraging existing client base to develop HNW referral opportunities

• Following up on new business opportunities

• Finding more opportunities to serve current clients

• Gathering data from clients to prepare plan/proposals

• Sitting second-chair in meetings with lead Financial Advisor.

• Helping Financial Advisor and team formulate recommendations for a client

• Building relationships with clients either independently or along with the Financial Advisor

• Generating new business opportunities through relationships with current clients and Centers of Influence

The appropriate candidate will possess the following qualifications:

• CFP/QAFP designation or willing to obtain

• Fully licensed with CIRO and Insurance

• Minimum 3 years of industry experience (5 years preferred)

• Excellent written and verbal communication skills

• Strong computer skills in MS Office Suite (Outlook, Word, Excel, Power Point);

• Customer service orientation with a demonstrated ability to interact professionally with clients both through teams and face-to-face

In addition, the appropriate candidate will possess the following attributes and will be able to provide examples of how he or she has demonstrated each:

• The ability to connect with, motivate and influence others

• Self-confident but highly coachable with a high level of integrity

• Demonstrated track record of helping clients achieve positive outcomes, and attracting referrals, introductions and new business

• Desire to work in a successful and dynamic practice where each team member may wear more than one hat

• Desire to learn and be mentored by others

Our Thought: This is a challenging role that is perfect for someone who is passionate about the financial planning process and excited at the thought of building relationships, and a book of clients, within an already established practice. This individual will have the opportunity to grow as a member of a team for many years to come and potentially take on greater responsibilities over time including leading others and managing top client relationships.

Please submit cover letter for why you believe you would be right for this role.