Financial Planner - Fee For Service Planning Team

ECIVDA Financial Planning Boutique; Ottawa; On-site; CAD 65,000 - 90,000; Full time

Job summary

ECIVDA Financial Planning Boutique seeks a Financial Planner to deliver personalized financial planning for clients, including analysis of current finances, goals, and tailored strategies, with on-site or virtual meetings.

The role focuses on fee-for-service planning, coordinating investments, retirement options, estate and insurance considerations, and maintaining compliant documentation while upholding boutique service values.

Qualifications

• Strong skills in Financial Planning, Retirement Planning, and Personal / Corporate Financial Planning.

Responsibilities

• Provide personalized financial planning services to clients.
• Analyze client financial situations, identify goals, and develop tailored strategies.
• Meet with clients on site or virtually and prepare financial plans.
• Review investment and retirement options; coordinate estate and insurance considerations.
• Monitor client portfolios and update plans as circumstances change.

Skills

Financial Planning

Retirement Planning

Analytical skills

Cash Flow Analysis

Investment products

Tax considerations

Client communication

Discretion

Education

Post-secondary education in finance

CFP designation or progress toward equivalent

QAFP designation minimum

Job description

Dedicated Financial Planning TEAM. Our growing fee for services planning team is needing a new QAFP or CFP Member. The ideal candidate for our team would be someone who has exceptional communication skills, can handle creating financial plans for our HNW clients from coast to coast, and has excellent preparation, organization, detail oriented with an ability to create impactful conversations [and be an excellent listener and advisor!] This perfect candidate would be working on a fee for service planning team - where 100% of the role is supporting and working with fee for service clients.

Company Description

ECIVDA Financial Planning Boutique specializes in supporting growth-minded individuals, business owners, and entrepreneurs with individual and corporate wealth, investment, employee, and estate planning. The firm is known for “turning advice inside out,” combining award-winning service with a strong dedication to the financial planning process. ECIVDA brings traditional values together with modern financial strategies to deliver tailored advice. Business owners and professionals regularly rely on ECIVDA for both personal and corporate financial planning needs. More information about the boutique and its services can be found at www.ecivda.com.

Role Description

The Financial Planner will provide personalized financial planning services to clients, including analyzing current financial situations, identifying goals, and developing tailored strategies. Day-to-day tasks include meeting with clients on site or virtual & preparing financial plans, reviewing investment and retirement options, and coordinating estate and insurance considerations. The role also involves monitoring client portfolios, updating plans as circumstances change, and maintaining accurate documentation in accordance with regulatory requirements. This is a full time, on-site role / potentially hybrid or virtual role [dep on qualifications and situation] that requires close collaboration with the ECIVDA team to deliver high-quality service and uphold the firm’s values.

Qualifications

• Strong skills in Financial Planning, Retirement Planning, and Personal / Corporate Financial Planning, with the ability to design comprehensive, client-focused plans.
• Background in Finance and familiarity with investment products, cash flow analysis, tax considerations, and risk management.
• Expertise in Retirement Planning, including assessing retirement income needs and recommending appropriate savings and investment strategies.
• Certified Financial Planner (CFP) designation or progress toward equivalent professional certification is preferred. QAFP is a min.
• Relevant post-secondary education in finance, economics, business, or a related field.
• Excellent analytical, organizational, and communication skills, with the ability to explain complex concepts in clear, accessible language.
• Demonstrated client service orientation, integrity, and discretion when handling confidential information.
• Ability to work collaborating effectively with colleagues and clients in a boutique environment.