Financial Planner
2 weeks ago
Canadian House Partners is seeking a skilled Financial Planner to work directly with clients to help them understand their financial circumstances and achieve their short-term and long-term financial objectives. As a Financial Planner, you will be responsible for providing comprehensive financial planning and investment advisory services to individuals, families, and businesses. Your key responsibilities will include analyzing clients' financial status, developing and executing sound financial plans and strategies, providing advice on investments, retirement planning, risk management, and tax planning, coordinating estate planning and implementing protection planning through insurance, managing client relationships and cultivating new clients, preparing financial policy and procedure documentation, researching and presenting investment strategies, opening, transferring, and managing client accounts, generating and processing paper and electronic documents, identifying financial process improvements, and staying updated on regulations, practices, and financial products. To be successful in this role, you will need to have the ability to build and maintain long-term client relationships, make 200 calls per day, close sales while simultaneously managing team members, have strong prospecting skills to continuously grow the client base, have excellent time management and organizational abilities to handle multiple clients and tasks, be skilled in conducting thorough financial needs analyses for diverse client situations, have proficiency in creating and delivering compelling presentations to clients and prospects, be able to work under pressure and meet strict deadlines, and have strong negotiation skills to handle client objections and close deals. In return, you'll have direct access to the founders and key decision-makers in a start-up environment, opportunities for rapid career advancement, and the chance to make a more significant impact on the company's success. You'll also have the opportunity to take on diverse responsibilities, make a more significant impact on the company's success, gain visibility for your contributions, and potentially move up the ranks more quickly than in a larger corporation. We have less red tape, allowing for faster implementation of ideas, more agile decision-making processes, and opportunities to innovate and experiment. We're also implementing new tools to make sales tasks more efficient.
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Financial Planner
7 days ago
Calgary, Alberta, Canada Canadian House Partners Full timeFinancial Planner Job DescriptionThis 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...
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Financial Planner
6 days ago
Calgary, Alberta, Canada Canadian House Partners Full timeFinancial Planner Job DescriptionThis 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...
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Financial Planner
2 weeks ago
Calgary, Alberta, Canada Canadian House Partners Full time{"h1": "Financial Planner Role at Canadian House Partners", "p": "At Canadian House Partners, we are seeking a skilled and experienced Financial Planner to help our clients achieve their financial objectives. As a Financial Planner, you will work directly with clients to understand their financial circumstances and develop comprehensive financial plans and...
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Financial Planner
2 weeks ago
Calgary, Alberta, Canada Canadian House Partners Full time{"h1": "Financial Planner Role at Canadian House Partners", "p": "At Canadian House Partners, we are seeking a skilled and experienced Financial Planner to help our clients achieve their financial objectives. As a Financial Planner, you will work directly with clients to understand their financial circumstances and develop comprehensive financial plans and...
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Financial Planner
5 days ago
Calgary, Alberta, Canada Canadian House Partners Full time{"h1": "Financial Planner Role at Canadian House Partners", "p": "We are seeking a skilled and experienced Financial Planner to work directly with clients to help them understand their financial circumstances and achieve their short-term and long-term financial objectives. As a Financial Planner, you will provide comprehensive financial planning and...
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Financial Planner
5 days ago
Calgary, Alberta, Canada Canadian House Partners Full time{"h1": "Financial Planner Role at Canadian House Partners", "p": "We are seeking a skilled and experienced Financial Planner to work directly with clients to help them understand their financial circumstances and achieve their short-term and long-term financial objectives. As a Financial Planner, you will provide comprehensive financial planning and...
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Financial Planner
5 days ago
Calgary, Alberta, Canada Canadian House Partners Full timeFinancial Planner Job DescriptionWe are seeking a skilled and experienced Financial Planner to join our team at Canadian House Partners. 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'...
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Financial Planner
5 days ago
Calgary, Alberta, Canada Canadian House Partners Full timeFinancial Planner Job DescriptionWe are seeking a skilled and experienced Financial Planner to join our team at Canadian House Partners. 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'...
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Financial Planner
5 days ago
Calgary, Alberta, Canada Canadian House Partners Full timeFinancial Planner Job DescriptionThis 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...
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Financial Planner
5 days ago
Calgary, Alberta, Canada Canadian House Partners Full timeFinancial Planner Job DescriptionThis 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...
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Financial Planner
2 days ago
Calgary, Alberta, Canada Canadian House Partners Full timeFinancial Planner Job DescriptionThis 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...
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Financial Planner
2 days ago
Calgary, Alberta, Canada Canadian House Partners Full timeFinancial Planner Job DescriptionThis 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...
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Financial Planner
7 days ago
Calgary, Alberta, Canada Canadian House Partners Full timeFinancial Planner Job DescriptionThis is a remote position.We are seeking a skilled and experienced Financial Planner to join our company. 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'...
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Financial Planner
1 week ago
Calgary, Alberta, Canada Canadian House Partners Full timeFinancial Planner Job DescriptionThis is a remote position.We are seeking a skilled and experienced Financial Planner to join our company. 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'...
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Financial Planner
1 week ago
Calgary, Alberta, Canada Canadian House Partners Full timeCanadian House Partners is seeking a skilled Financial Planner to work directly with clients to help them understand their financial circumstances and achieve their short-term and long-term financial objectives. As a Financial Planner, you will be responsible for providing comprehensive financial planning and investment advisory services to individuals,...
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Financial Planner
1 week ago
Calgary, Alberta, Canada Canadian House Partners Full timeCanadian House Partners is seeking a skilled Financial Planner to work directly with clients to help them understand their financial circumstances and achieve their short-term and long-term financial objectives. As a Financial Planner, you will be responsible for providing comprehensive financial planning and investment advisory services to individuals,...
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Senior Financial Planner
6 days ago
Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full timeSenior Financial Planner OpportunityWe are seeking a highly skilled Senior Financial Planner to join our Wealth Management team in Calgary. As a Senior Financial Planner, you will play a key role in providing comprehensive financial planning services to our clients, including financial planning, portfolio management, and investment advice.Key...
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Senior Financial Planner
6 days ago
Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full timeSenior Financial Planner OpportunityWe are seeking a highly skilled Senior Financial Planner to join our Wealth Management team in Calgary. As a Senior Financial Planner, you will play a key role in providing comprehensive financial planning services to our clients, including financial planning, portfolio management, and investment advice.Key...
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Senior Financial Planner
2 weeks ago
Calgary, Alberta, Canada The Wealth Council Full timeJob Title: Senior Financial PlannerWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at The Wealth Council. As a Senior Financial Planner, you will be responsible for providing expert financial planning and strategic wealth management services to our affluent clients and family businesses.Key Responsibilities:Support...
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Senior Financial Planner
2 weeks ago
Calgary, Alberta, Canada The Wealth Council Full timeJob Title: Senior Financial PlannerWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at The Wealth Council. As a Senior Financial Planner, you will be responsible for providing expert financial planning and strategic wealth management services to our affluent clients and family businesses.Key Responsibilities:Support...
