Regional Financial Planning Consultant

1 month ago

Canada Bluebayinvest Full time
Job Summary

We are seeking a highly skilled and experienced Financial Planning Consultant to join our team. As a key member of our Financial Planning Centre of Expertise, you will play a critical role in helping our clients achieve their life goals by delivering an outstanding financial planning experience.

Key Responsibilities
  • Coach and mentor Financial Planners on all aspects of the financial planning process.
  • Be a Subject Matter Expert for sound guidance on a broad range of technical tax, estate, financial planning ideas and strategies.
  • Effectively communicate expert knowledge around issues affecting Mass Affluent individuals and business owners.
  • Contribute to special projects such as leading development of training and financial planning tools and/or supporting financial planning strategy and other partners across the organization.
  • Conduct presentations to Financial Planners on financial planning topics; Marketing and promotion of planning tools to Financial Planners.
  • Collaborate with other in-market support roles for driving the development and implementation of sales effectiveness, sales strategy and sales communications.
Requirements
  • IQPF Diploma Required.
What We Offer

We offer a dynamic, collaborative, progressive, and high-performing team environment. You will have the opportunity to do challenging work and make a difference and lasting impact. We also offer a range of benefits and perks to support your career and personal growth.

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