Financial Planning Associate

1 month ago

Edmonton, Alberta, Canada Smart Hub Insurance Full time
Position Overview

As a Financial Planning Associate at Smart Hub Insurance, you will play a crucial role in assisting clients with their financial objectives. Your expertise will help guide clients through their financial journeys.

Qualifications
  • Education: Bachelor's degree required.
  • Experience: 1 to 2 years in a relevant field.
Work Environment

This position requires a willingness to relocate and offers a fast-paced work setting.

Key Responsibilities
  • Assess and identify clients' financial goals and aspirations.
  • Oversee and mentor junior staff members.
  • Evaluate and analyze clients' financial documentation.
  • Create tailored financial strategies for clients.
  • Provide recommendations on cash management, insurance, investment strategies, retirement, and estate planning.
  • Facilitate the sale of financial products and investment opportunities.
  • Manage various types of trusts, including estate and charitable trusts, ensuring proper investment and distribution of funds.
Technical Skills

Proficiency in MS Office is essential for this role.

Specialization

This position focuses on financial planning and advisory services.

Work Conditions
  • Ability to thrive in a high-pressure environment.
  • Manage tight deadlines effectively.
  • Handle a large caseload with attention to detail.
Personal Attributes
  • Dependable and accurate in all tasks.
  • Strong interpersonal and communication skills, both verbal and written.
  • Proactive and organized with a team-oriented mindset.
Green Job Aspect

This role contributes to positive environmental outcomes through responsible financial practices.

Employment Details
  • Job Type: Permanent
  • Language: English
  • Work Hours: 40 hours per week

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