Financial Planner/ Insurance Agent

Ravens Rock Wealth And Estate Planning; Barrie; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player in financial advisory is looking for a passionate Financial Planner to join their team. This role involves conducting detailed client consultations, developing tailored financial plans, and managing investments to help clients achieve financial security. The ideal candidate will have strong analytical and communication skills, along with a commitment to ethical practices. Join a supportive and collaborative work environment where your expertise will directly impact clients' financial success. If you are dedicated to making a difference in people's lives through financial planning, this opportunity is perfect for you.

Benefits

Competitive commission performance-based bonuses

Professional development opportunities

Collaborative work environment

Qualifications

• Bachelor's degree in Finance or related field and CFP designation preferred.
• 3-5 years of experience in financial planning or related field.

Responsibilities

• Conduct financial assessments and develop customized financial plans.
• Provide investment advice and manage client portfolios.

Skills

Analytical Skills

Communication Skills

Problem-Solving Skills

Organizational Skills

Relationship Management

Education

Bachelor's degree in Finance

Certified Financial Planner (CFP)

Chartered Life Underwriter (CLU)

Tools

Financial Planning Software

Job description

Job Title

Financial Planner

Location

Barrie, Ontario, Canada

Company

Ravens Rock

About Us

Ravens Rock is a leading financial advisory firm dedicated to helping clients achieve their financial goals. With a commitment to personalized service and expert guidance, we provide comprehensive financial planning, investment management, and advanced retirement planning services.

Job Description

We are seeking a highly motivated and experienced Financial Planner to join our team. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a passion for helping clients achieve financial security.

Key Responsibilities

1. Client Consultations: Conduct thorough financial assessments to understand clients' financial goals, risk tolerance, and current financial situation.
2. Financial Planning: Develop customized financial plans, including retirement planning, investment strategies, tax planning, and estate planning.
3. Investment Management: Provide investment advice and manage client portfolios to ensure alignment with their financial objectives.
4. Ongoing Support: Monitor and review clients' financial plans regularly to ensure they remain on track towards their goals. Provide updates and adjustments as necessary.
5. Compliance: Stay updated on financial regulations and ensure compliance with all relevant laws and ethical standards.
6. Education and Guidance: Educate clients on financial products and strategies, helping them make informed decisions.

Qualifications

1. Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. Certified Financial Planner (CFP) designation; Chartered Life Underwriter (CLU) or working towards these designations is desired.
2. Experience: Minimum of 3-5 years of experience in financial planning or a related field.
3. Skills:
1. Strong analytical and problem-solving skills.
2. Excellent communication and interpersonal abilities.
3. Proficiency with financial planning software and tools.
4. Detail-oriented with strong organizational skills.
5. Prospecting and maturing relationships.
4. Ethics: High level of integrity and commitment to maintaining client confidentiality.

Benefits

1. Competitive commission performance-based bonuses.
2. Professional development and continuing education opportunities.
3. A supportive and collaborative work environment.