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Financial Planner

4 weeks ago

canada Well Built Wealth Full time

We are a totally independent, new-school, fast-growing, people-centric, financial planning firm looking for another CFP (or a talented QAFP or CPA) to join our awesome team as we build out and up.


We are based out of BC but work with clients all across Canada and are, therefore, entirely cool with remote work. And no investment licenses are needed (or wanted).


We are a firm that highly values “grabbing the bull by the horns” and we expect those joining our team to be serious about carrying their own weight. Aside from that (and the obvious need for having an affinity for financial planning), we are looking for someone who:

  • is a natural people person
  • is totally self-motivated
  • has a gift for communicating clearly and warmly
  • is relatively tech savvy


The main role we are looking to fill at the moment is in our fee-for-service financial planning division. In this role, you would be working with another planner (we prefer to work in pairs as it increases value and decreases the load and the likelihood of things being missed) to help people understand their situation, explore their options and come up with solid game-plans. The role includes:

  • sifting through and pulling key data from financial documents
  • prepping detailed meeting agendas
  • working with Conquest financial planning software
  • communicating financial concepts with clients in “plain English”
  • auditing the financial plans that we create
  • creating video summaries (in which you walk through the key elements of the plan)
  • delivering final plans
  • fielding client follow-up
  • facilitating online meetings with clients (eventually)


Experience with Conquest financial planning software is a massive asset. Knowing your way around Google Workspace would be great as well.


Ultimately, we are looking for a competent planner who loves financial planning, has a serious affection for detailed and thorough work, works fast, is a clear, friendly communicator and is easy to get along with. Frankly, we love what we do, we do it really well and we have fun doing it. And we want to work with people who want that too.


Lastly, most of our new clients discover us via YouTube and are attracted to the style and the overall financial philosophy that they see presented there. Anyone joining us would need to be well-acquainted with our content and jive deeply with our planning approach since that is precisely what our clients are expecting.


It should also be understood that we, as a firm, tilt philosophically to classic, free-market capitalism. We understand that no system is perfect, but as advisors entrusted with helping guide the long-term growth and protection of our clients’ wealth, we are always working towards less taxation and more freedom. This is our baseline position. And always will be. This needs to be highlighted as we are active in various media and openly, yet carefully, articulate our positions. Some may love this approach and feel right at home with it, while others may not.


We are open to salary or contract. It just depends on the person and the situation. Compensation is dependent on skill and experience but will absolutely be on par with industry standards at minimum. And there is definitely room for compensation to grow over time for anyone who demonstrates their awesomeness.


If all this smells right to you, we’d love to hear from you. Please send your details to info@wellbuiltwealth.ca with a clear summary statement in the body of the email explaining why this role seems like a great fit. Only those who send this summary via email will be considered.


Cheers,

the Well Built Wealth team