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Financial Planner

2 months ago

Fort McMurray, Canada STEPHEN HOUSE AGENCY INC Full time
About the Role

We are seeking a highly skilled Financial Planner to join our team at STEPHEN HOUSE AGENCY INC. As a Financial Planner, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.

Key Responsibilities
  • Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their financial goals, risk tolerance, and time horizon.
  • Investment Management: Analyze clients' financial records and make recommendations on investment strategies, asset allocation, and risk management.
  • Cash Management: Provide guidance on cash management, including budgeting, saving, and investing.
  • Insurance and Estate Planning: Make recommendations on insurance coverage, retirement planning, and estate planning.
  • Client Communication: Communicate with clients to understand their financial needs, provide updates on their financial plans, and address any concerns or questions they may have.
Requirements
  • Education: Secondary (high) school graduation certificate or higher.
  • Experience: 1 year to less than 2 years of experience in a related field.
  • Certifications: Anti-Money Laundering (CAMS) Certification, Canadian Securities Course (CSC), and Investment Funds Institute of Canada (IFIC) Accreditation.
  • Skills: Excellent communication and interpersonal skills, attention to detail, and ability to work under pressure.
Benefits
  • Competitive Salary: A competitive salary and bonus structure.
  • Benefits Package: A comprehensive benefits package, including dental plan, disability benefits, health care plan, paramedical services coverage, and vision care benefits.
  • Professional Development: Opportunities for professional development and training.
Company Culture

We are committed to creating a welcoming and inclusive work environment that values diversity and promotes equality. We offer a range of support programs for employees, including mentorship, coaching, and networking opportunities.