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Full Time Financial Consultant

2 months ago

Canada Bluebayinvest Full time
Financial Planning Expert

We are seeking a highly skilled Financial Planning Expert to join our team at Bluebayinvest. 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 exceptional financial planning experience.

Key Responsibilities:
  • Support our retail financial planners in achieving success in the areas of the Right Skills and Capabilities and the Right Advice, leading to the Right Results.
  • Provide expertise in the financial planning engagement through the support of Your Future by Design Advice Experience articulating the FP Value Proposition, conducting Life and Financial Discovery and presenting Strategies.
  • Coach and mentor Financial Planners on all aspects of the financial planning process (Your Future By Design Advice Experience).
  • 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 such as transitioning into retirement, investing through holding companies, sale of a business, wealth transfer, etc.
  • 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; Collaborate with other in-market support roles for driving the development and implementation of sales effectiveness, sales strategy and sales communications.
About Us:

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.

We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

At Bluebayinvest, we are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.