Financial Planner/ Insurance Agent

TEEMA Solutions Group; Barrie; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is looking for a motivated Financial Planner to join their team. This role involves conducting client consultations, developing tailored financial plans, and providing ongoing investment management. The ideal candidate will have a strong educational background in finance, along with significant experience in financial planning. You will thrive in a collaborative environment that values integrity and continuous professional development. If you are passionate about helping clients achieve their financial goals and possess excellent analytical and communication skills, this opportunity is perfect for you.

Benefits

Performance-based bonuses

Professional development opportunities

Continuing education opportunities

Supportive work environment

Qualifications

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

Responsibilities

• Conduct financial assessments to understand clients' goals and situations.
• Develop customized financial plans and provide ongoing support.

Skills

Analytical Skills

Communication Skills

Problem-Solving Skills

Organizational Skills

Interpersonal Abilities

Prospecting Skills

Education

Bachelor's degree in Finance

Certified Financial Planner (CFP)

Chartered Life Underwriter (CLU)

Tools

Financial Planning Software

Job description

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: Strong analytical and problem-solving skills. Excellent communication and interpersonal abilities. Proficiency with financial planning software and tools. Detail-oriented with strong organizational skills. Prospecting and maturing relationships.
4. Ethics: High level of integrity and commitment to maintaining client confidentiality.

We offer competitive commission performance-based bonuses, professional development and continuing education opportunities, and a supportive and collaborative work environment.