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Financial Planner

2 months ago

Calgary, Alberta, Canada Canadian House Partners Full time
Financial Planner Job Description

This is a remote position at Canadian House Partners.

We are seeking a skilled and experienced Financial Planner to join our team. As a Financial Planner, you will work directly with clients to help them understand their financial circumstances and achieve their short-term and long-term financial objectives.

Key Responsibilities:
  • Analyze clients' financial status, including income, expenses, and liabilities.
  • Develop and execute sound financial plans and strategies to help clients meet their goals.
  • Provide advice on investments, retirement planning, risk management, and tax planning.
  • Coordinate estate planning and implement protection planning through insurance.
  • Manage client relationships and cultivate new clients.
  • Prepare financial policy and procedure documentation.
  • Research and present investment strategies.
  • Open, transfer, and manage client accounts.
  • Generate and process paper and electronic documents.
  • Identify financial process improvements.
  • Stay updated on regulations, practices, and financial products.
Requirements:
  • Ability to build and maintain long-term client relationships.
  • Able to make 200 calls per day.
  • Closing sales while simultaneously managing team members.
  • Strong prospecting skills to continuously grow the client base.
  • Excellent time management and organizational abilities to handle multiple clients and tasks.
  • Skilled in conducting thorough financial needs analyses for diverse client situations.
  • Proficiency in creating and delivering compelling presentations to clients and prospects.
  • Ability to work under pressure and meet strict deadlines.
  • Strong negotiation skills to handle client objections and close deals.
Benefits:

You'll have direct access to the founders and key decision-makers in a startup environment. Working for a startup can provide numerous opportunities for rapid career advancement, such as taking on diverse responsibilities, making a more significant impact on the company's success, and gaining visibility for your contributions. You'll also have the opportunity to innovate and experiment, implement new tools to make sales tasks more efficient, and potentially move up the ranks more quickly than in a larger corporation.