Financial Planner : High Net Worth Market

Sharma Wealth Management; Ontario; On-site; CAD 70,000 - 110,000; Full time

Job summary

Join a leading financial advisory firm as a Financial Planner, focusing on high-net-worth clients. In this entrepreneurial role, you will build your independent practice while delivering comprehensive financial, tax, and estate planning solutions. Leverage innovative resources and support for a successful career, with training available to enhance your skills.

Benefits

Comprehensive benefits package, including health insurance

Ongoing professional development and training opportunities

Access to cutting-edge technology to enhance client interactions

Leads provided by the company to support your practice

Collaborative work environment fostering personal growth

Qualifications

• 10 years of experience as a Financial Advisor.
• Proven track record with High-Net-Worth clients.
• Exceptional knowledge of investment products and financial markets.

Responsibilities

• Build and manage an Independent Practice focusing on financial planning.
• Cultivate client relationships through personalized engagement.
• Actively participate in business development activities.

Skills

Communication

Analytical skills

Client relationship management

Financial planning

Digital literacy

Education

Bachelor’s degree in finance, Economics, or a related field

LLQP certification

CFP certification (preferred)

Tools

Microsoft Office (Word, Excel)

Job description

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If you have been a seasoned financial advisor and been in the industry for several years. You believe in comprehensive financial planning. At a career stage, you are looking to OWN your own practice, helping Canadians achieving their Tax, Estate & Retirement planning needs. This position is a commission-based only opportunity that includes commission on both new business and renewal.

Then you may be the right partner for Vision Financial Group (Operating as Sharma Wealth Management) / Manulife Wealth.

There is an Extraordinary Entrepreneurial Opportunity in the High Net Worth market-Tax, Estate & Retirement Planning Focused.

As an entrepreneur, you are a team player and proud to exemplify adherence to industry ethics & standard. Your client’s needs are foremost in your mind.

About Us

At Vision Financial Group (operating as Sharma Wealth Management) in partnership with Manulife Wealth our culture is rooted in opportunity and reward. Also, our firm is deeply supportive to not only our clients, but also our staff, partners, and community. We have built an environment based on teamwork, service, integrity, and success. You would be part of an ecosystem that prides themselves in making this world more financially educated.

We are a cutting-edge, forward-thinking financial advisory, boutique firm that is redefining the industry. With our innovative technology, comprehensive resources, and unwavering commitment.

As an Advisor-Partner, you will join a team of top-notch professionals who will empower you to unleash your expertise and flourish in an environment that rewards excellence.

What is this opportunity?

• Opportunity to build your Independent Practice as self employed.
• Provide exceptional comprehensive financial planning focusing on Retirement, Tax & Estate planning, Portfolio Management & Risk Management for high-net-worth clients.
• Cultivate and nurture strong client relationships through personalized attention, regular communication, and proactive engagement.
• Actively participate in business development efforts, including live webinars, social media marketing, networking events, client referrals, and strategic partnerships.

Requirements :

• Ten years of experience as a Financial Advisor, delivering outstanding results in Life Insurance, Wealth Management, Investment Planning, and Financial Planning.
• Bachelor’s degree in finance, Economics, or a related field.
• Relevant certifications such as LLQP (must) and CFP (preferred).
• Proven track record of building and maintaining successful client relationships, with a focus on High-Net-Worth individuals.
• Exceptional knowledge of investment products, financial markets, and regulatory frameworks.
• Demonstrated expertise in developing comprehensive financial plans, retirement planning, tax strategies, and risk management.
• Strong analytical skills, with the ability to dissect complex financial data and provide actionable insights.
• Impeccable communication and presentation skills.
• Digital literacy across a broad range of devices (i.e. – smartphones, tablets, laptops, etc.)
• Familiar with the Microsoft Office Software such as Word, Excel etc.
• Social Media Savvy

Perks and Benefits

• Opportunity to expand your professional practice.
• Leads will be provided by company to support your practice in addition to your own efforts
• Participation & Comprehensive benefits package, including health insurance.
• On the job 60 days training on product, financial planning, operations, client servicing, compliance & marketing.
• Ongoing professional development and training opportunities to expand your knowledge and expertise.
• Collaborative and inclusive work environment, fostering innovation, teamwork, and personal growth.
• Access to cutting-edge technology and tools to streamline your workflow and enhance client interactions.

Employment Type

Full-time

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

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