Financial Planner I
Collingwood, Ontario, Canada
il y a 1j

Job Description

Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice?

If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives.

With a focus on relationship management, advice and business development, you will :

  • Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services
  • Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices
  • Contribute to team and department goals while strengthening customer service and dedication
  • Monitor service, productivity and assess efficiency and implement continuous improvements
  • Be knowledgeable of best practices and procedures and stay ahead of emerging trends
  • Acquire and apply expertise, provide mentorship, assistance and direction to others
  • Maintain a culture of risk management and control, supported by aligned risk appetite
  • Participate fully as a member of the team, support a positive and service-oriented work environment
  • Job Requirements

  • University Degree and / or 3-5 years industry experience
  • Canadian Securities Course (CSC) required
  • IIROC license preferred (required within first days in role)
  • Complete Conduct & Practices Handbook (CPH) within first days in role
  • IQPF licensing required prior to start date (for Quebec only)
  • Complete Wealth Management Essentials (WME) within first months in role
  • Achieve Certified Financial Planner designation within first 2 years in role
  • Deep understanding of the industry, competitive landscape and economic market issues
  • Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships
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