Financial Planner
5 days ago
{"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 investment advisory services to individuals, families, and businesses.", "h2": "Key Responsibilities", "ul": [{"li": "Analyze clients\u2019 financial status, including income, expenses, and liabilities"}, {"li": "Develop and execute sound financial plans and strategies to help clients meet their goals"}, {"li": "Provide advice on investments, retirement planning, risk management, and tax planning"}, {"li": "Coordinate estate planning and implement protection planning through insurance"}, {"li": "Manage client relationships and cultivate new clients"}, {"li": "Prepare financial policy and procedure documentation"}, {"li": "Research and present investment strategies"}, {"li": "Open, transfer, and manage client accounts"}, {"li": "Generate and process paper and electronic documents"}, {"li": "Identify financial process improvements"}, {"li": "Stay updated on regulations, practices, and financial products"}], "h3": "Requirements", "ul": [{"li": "Ability to build and maintain long-term client relationships"}, {"li": "Able to make 200 calls per day"}, {"li": "Closing sales while simultaneously managing team members"}, {"li": "Strong prospecting skills to continuously grow the client base"}, {"li": "Excellent time management and organizational abilities to handle multiple clients and tasks"}, {"li": "Skilled in conducting thorough financial needs analyses for diverse client situations"}, {"li": "Proficiency in creating and delivering compelling presentations to clients and prospects"}, {"li": "Ability to work under pressure and meet strict deadlines"}, {"li": "Strong negotiation skills to handle client objections and close deals"}], "h3": "Benefits", "p": "Working for Canadian House Partners can provide numerous opportunities for rapid career advancement, including direct access to the founders and key decision-makers in a start-up environment. You\u2019ll have the chance to take on diverse responsibilities, make a more significant impact on the company\u2019s success, and gain visibility for your contributions. Additionally, you\u2019ll 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."}
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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
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
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 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
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
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
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
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 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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Financial Planner
2 weeks 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
2 weeks 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...
