Experienced Financial Planning Specialist

1 week ago


Saskatoon, Saskatchewan, Canada Harbourfrontwealth Full time
Job Summary

We are seeking a highly skilled and experienced Financial Planner to join our team at Harbourfront Wealth Management. As a key member of our team, you will be responsible for providing expert financial planning advice to our clients.

Key Responsibilities
  • Financial Planning and Analysis
    • Conduct in-depth financial analysis and planning to identify opportunities for growth and improvement.
    • Develop and implement customized financial plans for clients, taking into account their unique goals and objectives.
  • Client Relationship Management
    • Build and maintain strong relationships with clients, providing exceptional service and support.
    • Collaborate with the team to enhance the overall client experience and ensure client satisfaction.
  • Industry Expertise
    • Stay up-to-date on industry trends, regulations, and best practices, applying this knowledge to provide expert advice to clients.
    • Develop and maintain expertise in areas such as pensions, tax strategies, and corporate financial planning.
  • Team Collaboration
    • Work collaboratively with the team to achieve business objectives and support the growth of the company.
    • Contribute to the development of new business opportunities and initiatives.
Requirements
  • Education and Certifications
    • CFP, QAFP, or PFP designation is mandatory.
    • Investment Representative (IR) Registration – CIRO/IIROC is considered an asset.
  • Skills and Experience
    • Extensive knowledge of financial planning in Canada.
    • Expertise in pensions, tax strategies, and corporate financial planning.
    • Proven track record in providing comprehensive financial advice.
    • Strong analytical and problem-solving skills.
    • Excellent communication and interpersonal skills.
    • Ability to work independently and collaboratively within a team.
Benefits
  • Competitive salary based on experience and expertise.
  • Full comprehensive health and dental benefits package.
  • Matching Retirement Savings Plan.
  • Flexible work hours and remote work options.


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