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Financial Planning Associate

3 months ago

Kamloops, British Columbia, Canada IG Wealth Management Full time

Position Overview: As a Financial Planning Associate, you will play a vital role in assisting a Senior Financial Advisor and their team in managing their financial advisory practice, delivering a comprehensive array of financial solutions to clients.

Role Highlights: This position is perfect for an individual eager to leverage the financial planning process to strengthen client connections and contribute to an already thriving practice. It is particularly suited for a meticulous financial services expert who thrives on problem-solving and excels in developing financial strategies.

Growth Opportunities: You will have the chance to advance your career as a valued member of our organization for many years, both professionally and personally.

Key Responsibilities:

  • Collecting and entering client information into financial planning tools.
  • Creating presentations for client consultations.
  • Revising client plans and assessing them as situations evolve.
  • Spotting opportunities to enhance and solidify client relationships (e.g., insurance, banking, etc.).
  • Assisting in the preparation of client files prior to meetings.
  • Collaborating with clients during meetings alongside the Senior Financial Consultant.
  • Processing new business by completing and submitting necessary applications.
  • Supporting the Financial Consultant and team in formulating recommendations for clients.
  • Identifying additional ways to assist current clients.
  • Monitoring active tasks or projects and ensuring their completion.

Qualifications:

  • A diploma in Business Administration or a related field, or equivalent experience.
  • A Mutual Fund or Securities (RR) license and LLQP certification (or willingness to obtain).
  • Experience in a financial planning role and familiarity with financial planning software.
  • Proficient in MS Office Suite (Outlook, Word, Excel, PowerPoint).
  • Excellent verbal and written communication skills.
  • A strong customer service focus, with a proven ability to engage professionally with clients, both over the phone and in person.
  • Outstanding organizational and time management abilities, with a capacity to adapt to shifting priorities and deadlines.

Desired Attributes:

  • Self-motivated individual who takes initiative and can work autonomously.
  • Problem solver with the foresight to understand necessary future steps to achieve tasks.
  • Critical thinker capable of devising innovative solutions to challenges.
  • Confident yet open to coaching, demonstrating a high level of integrity.
  • A genuine desire to learn and be guided by experienced professionals.
  • Enthusiastic and adaptable, willing to evolve with the role.