Financial Planning Associate
6 months ago
**Job Summary**
We are a very successful detail focused investment and financial planning practice, and we are seeking a **financial** **planning associate / financial paraplanner. ** You will be part of a small team that provides outstanding support to a Senior Financial Advisor and legendary service to our clients.
Our office is in the Beltline in Calgary, and there is potential to work remotely.
**Responsibilities and Duties**
Please note that this is not a client facing position.
**Qualifications and Skills**
High attention to detail and excellent follow through is required and is key to success. Must be self-motivated, very willing to learn, very organized and focused with exceptional time management skills, an excellent communicator, and work well with numbers. A polished image will be an advantage in this professional fast paced environment.
University degree or college diploma desired. Having, or working towards, CFP (Certified Financial Planner), RRC (Registered Retirement Consultant), PFP (Personal Financial Planner) or similar designations advantageous. Investment Funds in Canada (IFIC / CIFC), Canadian Securities Course (CSC), financial planning courses and similar courses are very beneficial. Knowledge of tax and investment strategies, securities, insurance, pension plans and real estate is a definite asset.
**Benefits**
Good competitive compensation package, including benefits plan, profit sharing and a healthy vacation allotment.
**Assante Wealth Management** is a leader in managing wealth and building prosperity for Canadian families.
**Job Types**: Full-time, Permanent
**Salary**: $60,000.00-$98,000.00 per year
**Benefits**:
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Paid time off
- Profit sharing
- Tuition reimbursement
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Work Location: Remote
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