Financial Planner

4 weeks ago

Saskatoon, Canada Harbourfrontwealth Full time

Location: Saskatoon

Competitive Salary: $100,000+ Annually (Negotiable Based on Experience)

Are you an experienced Financial Planner with a CFP, QAFP, or PFP designation and extensive knowledge of financial planning in Canada, including pensions, tax strategies, and corporate financial planning? Precedence Capital – Harbourfront Wealth Management is seeking a skilled individual to join our growing team

Key Qualifications:

  • CFP, QAFP, or PFP designation is mandatory.
  • Investment Representative (IR) Registration – CIRO/IIROC is considered an asset.
  • Extensive knowledge of financial planning in Canada.
  • Expertise in pensions, tax strategies, and corporate financial planning.
  • Proven track record in providing comprehensive financial advice.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and collaboratively within a team.

Responsibilities:

  • Conduct in-depth financial analysis and planning.
  • Provide expert advice on pensions, tax strategies, and corporate financial planning.
  • Develop and implement customized financial plans for clients.
  • Stay updated on industry trends, regulations, and best practices.
  • Collaborate with the team to enhance the overall client experience.
  • Demonstrate a commitment to client satisfaction and success.

Additional Responsibilities:

  • Enhancing advisor’s effectiveness by providing information management support.
  • Fostering and supporting client relationships by liaising with clients, responding to requests, and proactive problem-solving.
  • Preparing monthly/quarterly/annual reports, client correspondence, and taking ownership of project work.
  • Maintaining office premises standards for appearance, client requirements, and day-to-day operations.

Benefits:

  • Competitive salary based on experience and expertise.
  • Full comprehensive health and dental benefits package.
  • Matching Retirement Savings Plan.
  • Flexible work hours and remote work options.

How to Apply: If you possess extensive knowledge in financial planning and hold a CFP, QAFP, or PFP designation, and are ready to contribute to an innovative, and forward-thinking firm, send your resume and cover letter to info@precedencecapital.ca with the subject line “Experienced Financial Planner.”

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