Financial Planner/ Insurance Agent

TEEMA Solutions Group; Central Ontario; On-site; CAD 60,000 - 85,000; Full time

Job summary

A leading financial advisory firm is seeking a motivated Financial Planner to join their team. The role involves conducting client consultations, developing tailored financial plans, and providing investment management. Ideal candidates will have a strong educational background in finance, experience in financial planning, and excellent communication skills.

Benefits

Competitive commission performance-based bonuses

Professional development and continuing education opportunities

Supportive and collaborative work environment

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• 3-5 years of experience in financial planning or a related field.
• Proficiency with financial planning software and tools.

Responsibilities

• Conduct thorough financial assessments to understand clients' financial goals.
• Develop customized financial plans, including retirement and investment strategies.
• Provide investment advice and manage client portfolios.

Skills

Analytical skills

Communication

Interpersonal abilities

Detail-oriented

Organizational skills

Relationship management

Education

Bachelor's degree in Finance, Economics, Business Administration, or related field

Certified Financial Planner (CFP) designation

Chartered Life Underwriter (CLU) or working towards these designations

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.

Competitive commission performance-based bonuses.

Professional development and continuing education opportunities.

A supportive and collaborative work environment.