Financial Planner / Insurance Agent

TEEMA Solutions Group; Barrie; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial advisory firm in Barrie is seeking a motivated Financial Planner to join their team. The role involves conducting client consultations, developing financial plans, and providing investment management. Ideal candidates will have strong analytical skills and a Bachelor's degree in a relevant field. The firm offers competitive commission-based bonuses and professional development opportunities.

Benefits

Performance-based bonuses

Professional development opportunities

Collaborative work environment

Qualifications

• Minimum of 3-5 years of experience in financial planning or a related field.
• High level of integrity and commitment to maintaining client confidentiality.

Responsibilities

• Conduct thorough financial assessments to understand clients' financial goals.
• Develop customized financial plans including retirement and investment strategies.
• Monitor and review clients' financial plans regularly.

Skills

Analytical Skills

Communication

Interpersonal Abilities

Problem-Solving

Organizational 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

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

Qualifications

• 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.
• Experience : Minimum of 3-5 years of experience in financial planning or a related field.
• 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.
• 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.