financial planner
Posted on
October 03, 2024
by
Employer details
Blue Zones Financial Solutions
Job details
_Financial Planner - Building, Updating, Presenting, and Reporting on Client's Financial Plans _
Are you an extremely motivated and driven person who LOVES the art of helping others, coaching and continuous growth and personal development?
We are Blue Zones Financial Solutions, a small financial planning firm located in the Ottawa Capital and a subsidiary of Sun Life Financial. Our focus is helping Canadians build and preserve their wealth, so they have the freedom to live their best lives while being a positive impact to future generations.
Because we?re continually growing - adding clients on a regular basis and seeking to add value to our existing clients - we need more help. That?s where you come in?
*Role Summary:*
You will be responsible for collaborating with and supporting the existing advisory team in adding value to clients through financial planning and investment management. As the Associate Financial Planner, you will keep clients on track for their long-term goals and contribute consistent improvements to the firm's existing systems, processes, and client experience by leveraging various technological efficiencies.
_*NOTE: This position is full-time and hybrid (3-4 days in office)*_
*What you?ll be doing:*
Day to day, you?ll be joining the senior advisor in meetings with clients, prospective and existing, virtually and in-person to identify planning opportunities and help progress them towards financial independence. You will also take on the lead responsibility of building and updating financial plans using our financial planning software, to help all clients make sound financial decisions. Finally, you will assist generally with portfolio management and specifically with the refining of the Blue Zones model portfolios with a focus on client outcomes.
*This is for you if:*
* You?re great with people and love making others feel comfortable
* You?re upbeat, positive, full of smiles, and maybe a little quirky
* You pay close attention to the details
* You are system driven, and good at problem solving and figuring things out on your own with minimal direction and can create your own structured work environment
* You actively read and seek out new learning from books or courses to get better at your role
* You implement, and do so with minimal direction, doing a lot of your own research to find the best way to solve the problem at hand
* Lastly and most importantly, you?re driven. You want to work hard, learn a ton, and put a smile on people?s faces
_DISQUALIFIERS: Please DO NOT apply to this position if you:_
* _Have less than 5 years of Financial Planning experience_
* Have no interest in finance and self development
* _Don?t have the drive and ability to self motivate_
* _You are not interested in self development _
_If none of these things can be said of you, then please continue reading?_
*Qualifications:*
At Blue Zones Financial Solutions, we value work ethic, coachability, and past results:
Required:
* Certified Financial Planning Designation (CFP) or an equivalent
* 5+ years industry experience - Experience speaking directly with clients, and presenting financial plans to clients so that they understand and proceed with your planning recommendations
* Experience reporting on the various CFP - Financial Planning Modules
* Demonstrated experience and expertise with financial planning software (experience with Conquest is an asset)
* Canadian Securities Course (CSC) and/or Canadian Investment Funds Course (IFIC)
* Life Insurance License ? will need to be obtained within 30 days, if not held.
* Ability to develop long lasting, trusted relationships with stakeholders
* Natural propensity towards teamwork and collaboration
* Proven coachability
* Excellent oral and written English and presentation skills
*Compensation*:
* *$95,000 - $115,000+ depending on qualification, skills, and historical results *
* Bonus ? Performance based and paid upon completion of performance metrics
* Health & Dental Bene
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LocationOttawa, ON
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Workplace information
On site
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Salary$95,000 to $115,000YEAR annually
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Terms of employment
Permanent employmentFull time
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Starts as soon as possible
- vacancies
1 vacancy
- Source
indeed.com
#9472800789
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