financial planner
Title posted on indeed.com -
Paraplanner Financial Planner
Posted on
June 26, 2024
by
Employer details
SG Wealth Mangement Corp.
Job details
Location: _*HYBRID *_- 3 Day at office in Markham and 2 days remote
Position: *Paraplanner/Financial Planner*
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 *Paraplanner/Financial Planner* today to assist clients in meeting their financial goals and objectives.
Key Responsibilities:
* Prepare financial planning documentation, ready for endorsement by senior team members.
* Enter client data into software, such as Kronos.
* Prepare and compare different financial models for clients.
* Generate reports and present them effectively.
* Maintain and manage client files.
* Make calls to clients to follow up on information or requests, and prepare letters to be sent out.
* Conduct fact-finding and data checking.
* Manage Financial Advisor?s diary, including scheduling client meetings.
* Stay up-to-date on industry changes through ongoing training.
Additional Responsibilities:
* Identify clients' life and financial goals, provide comprehensive reviews, and build long-term relationships through financial planning expertise.
* Conduct reporting and relevant analysis to draw conclusions, make recommendations, and continually assess the effectiveness of programs, policies, and practices.
* Monitor service productivity and assess efficiency, implementing continuous improvements.
* Stay knowledgeable of best practices and procedures, and stay ahead of emerging trends.
* Maintain a culture of risk management and control, supported by aligned risk appetite.
* Participate fully as a member of the team, supporting a positive and service-oriented work environment.
Job Requirements:
* University Degree and/or 3-5 years of industry experience in Financial Planning
* Certified Financial Planner
* Deep understanding of the industry, competitive landscape, and economic market issues.
* Strong communication skills with the ability to work collaboratively and independently, provide assistance, and build relationships.
Why Join Us:
SG Wealth specializes in working with professionals and business owners for their insurance and investments planning. With a focus on relationship management, advice, and business development, you will play a critical role in helping clients achieve their financial objectives. This position offers the opportunity to work in a supportive and dynamic environment, where your expertise and dedication to excellence will be highly valued.
Visit www.sgwealth.ca for more details.
How to Apply:
To apply please send your updated Resume and a cover letter at sim@simgakhar.com. Mention "Paraplanner/Financial Planner Job Application" in the subject line.
Job Type: Full-time
Pay: $50,000.00-$75,000.00 per year
Schedule:
* 8 hour shift
* Monday to Friday
Experience:
* financial planning: 3 years (preferred)
Licence/Certification:
* CFP (required)
Work Location: Hybrid remote in York, ON L3R 9X7
Expected start date: 2024-07-02
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LocationYork, ON
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Salary$50,000 to $75,000YEAR annually
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Terms of employment
Full time
- Start date
Starts as soon as possible
- vacancies
1 vacancy
- Source
indeed.com
#9338804692
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