Financial Planner
Permanent posted 4 weeks agoJob Description
INDUSTRY: Banking
SUMMARY:
Are you a Financial Planner looking for an exciting and rewarding opportunity? Look no further than our client in Toronto, where you’ll have the chance to make a real difference in the lives of clients. As a Financial Planner with our client, you’ll work closely with clients to create personalized financial plans that help them achieve their goals and secure their financial future. Whether it’s saving for retirement, buying a home, or planning for their children’s education, you’ll provide expert guidance and support every step of the way.
RESPONSIBILITIES:
- Conducting comprehensive financial evaluations and identifying areas for improvement.
- Creating customized financial plans that align with clients’ goals and risk tolerance.
- Providing ongoing financial advice and guidance to clients to help them achieve their financial objectives.
- Monitoring and reviewing clients’ financial plans on an ongoing basis and making recommendations for adjustments as needed.
- Educating clients on various financial products and investment strategies to help them make informed decisions.
- Collaborating with other team members to deliver comprehensive financial planning services to clients.
- Attending client meetings, presenting and making recommendations in a clear and concise manner.
QUALIFICATIONS:
- Bachelor’s degree in finance, accounting, or a related field; Certified Financial Planner (CFP) designation preferred.
- Minimum 3 years of experience in financial planning or a related field.
- Demonstrated knowledge of various financial products and investment strategies.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal abilities.
- Proven ability to work independently and as part of a team.
BENEFITS:
- Competitive compensation based on your experience and capabilities.
- Comprehensive benefits package, including medical, dental, and vision coverage.
- Retirement savings plan with employer matching.
- Paid time off and holidays to help you achieve a healthy work-life balance.
- Opportunities for ongoing professional development and growth.
- A supportive and collaborative work environment that encourages teamwork and creativity.
Contact us today to explore new opportunities, or connect with us on LinkedIn for the latest updates.