We are seeking an experienced and detail oriented Associate Financial Planner to join our team. As a Financial Planner, you will continue to grow your skill set and career in the financial services industry at a reputable and fast growing firm.
Financial Planner: Job Overview
You will play a key role in providing excellent customer service, development of financial plans, insurance illustrations, and be able to speak with clients and provide general financial planning advice. Assist with various tasks to ensure the smooth operation of our business such as compliance, money movement and insurance policy delivery process . This is a great opportunity for someone who has experience and is looking to be apart of a fast growing organization.
You will have an administrative assistant however due to high volumes may be expected to perform administrative duties from time to time. In addition if you are a new grad CPA or taking the program and would like a career in wealth management this would be a great fit for you.
Duties
Operational and accounting duties
Current account and client onboarding
Create financial plans and discuss in detail with clients
Updating of CRM
Compliance documents
Insurance illustrations
Proactively servicing clients and responding to queries
New client document preparation
Day to day work flow
Regularly communicate with our Investment management team
Regular communication and follow up with insurance carriers
Qualifications
- Ideal to have Bachelors degree
- 2 years experience in Wealth management
-CFP or CPA designation or pursuing -Experience working with Financial planning software
If you are a motivated individual who enjoys working in a fast-paced environment, we would love to hear from you.
Job Type: Full-time
Shift: Mon-Friday
- 37.5 hrs per week
Education:
- Bachelor's Degree (preferred)
Experience:
- Two years within wealth management/Finance
- Related industry: 2 year (preferred)
Ability to Commute:
- Red Deer, AB T4N 1S1 (required)
Work Location: In office Edit job Open View public job page