Paraplanner

Huntermercantile; Ontario; Remote; CAD 60,000 - 70,000; Full time

Job summary

A well-established wealth management firm in Ontario is seeking a dedicated Paraplanner to provide high-level support for its financial advisory team. The role encompasses preparing detailed financial plans, collaborating with advisors, and ensuring compliance documentation accuracy. With a competitive compensation package and strong emphasis on personal development, this opportunity offers a fulfilling position within a growing organization dedicated to enhancing clients' financial wellness.

Benefits

Health benefits

Support for continuing industry education

Four weeks vacation

Performance bonus potential

Qualifications

• Experience in a paraplanning or financial planning support role.
• Working towards PFP/CFP designation.
• Strong knowledge of investment products and regulatory requirements.

Responsibilities

• Assist in the preparation of financial plans and investment proposals.
• Collaborate with financial advisors on client strategies.
• Conduct research on investment options and market trends.

Skills

Organizational skills

Financial planning principles

Communication skills

Attention to detail

Education

Diploma in Financial Planning

Tools

Financial planning software

Microsoft Office Suite

Job description

3 days ago Be among the first 25 applicants

This range is provided by Hunter Mercantile. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

CA$60,000.00 / yr - CA$70,000.00 / yr

Direct message the job poster from Hunter Mercantile

The Client : An established wealth management firm seeks a highly organized, professional Paraplanner to join their growing team. In this remote role, you will be responsible for providing high-level paraplanning support to the wealth management team.

Here is what the Paraplanner opportunity offers you :

• A place to work where you are not a “number” but an integral part of a great wealth management company and where your ideas count.
• A competitive compensation package that includes salary, bonus, health benefits, support for continuing industry education, and four weeks vacation.
• High personal satisfaction in knowing that you are part of a growing wealth management company which offers a service that is beneficial for the financial wellness of Canadians.

As the Paraplanner you will be responsible for :

• Assist in the preparation of detailed financial plans, reports, and investment proposals for clients.
• Collaborate with financial advisors to review client financial data and develop tailored financial strategies.
• Conduct research and analysis on financial products, investment options, and market trends.
• Ensure that all client documentation, including compliance and regulatory requirements, is accurate and up-to-date.
• Support the wealth management team in delivering exceptional client service by addressing inquiries and providing relevant information.
• Manage and maintain client records in the company’s CRM system.
• Contribute to the continuous improvement of paraplanning processes and best practices within the firm.

As the ideal candidate you possess :

• Proven experience in a paraplanning or financial planning support role.
• Are working towards the completion of your PFP / CFP designation
• Diploma in Financial Planning
• Strong understanding of financial planning principles, investment products, and regulatory requirements in Canada.
• Exceptional organizational skills with the ability to manage multiple tasks and deadlines.
• Detail-oriented with a high level of accuracy in preparing plans and reports.
• Proficiency in financial planning software and Microsoft Office Suite.
• Excellent communication skills, both written and verbal.
• Ability to work independently in a remote environment while maintaining collaboration with the team.

The Remuneration :

• Commensurate with experience and education our client is offering a competitive base salary, bonus, health benefits, support for industry education and 4 weeks paid vacation.

Interested and qualified parties are invited to contact :

Hunter Mercantile is an executive search firm recognized throughout North America as a boutique for placement for wealth management.

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Administrative

Investment Advice, Investment Management, and Financial Services

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