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Financial Planner

2 months ago

Fort McMurray, Canada STEPHEN HOUSE AGENCY INC Full time
About the Role

We are seeking a highly skilled Financial Planner to join our team at STEPHEN HOUSE AGENCY INC. As a Financial Planner, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.

Key Responsibilities
  • Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their financial goals, risk tolerance, and time horizon.
  • Financial Analysis: Analyze clients' financial records, including income, expenses, assets, and liabilities, to identify areas for improvement and opportunities for growth.
  • Investment Planning: Develop and implement investment strategies that align with clients' financial goals and risk tolerance.
  • Insurance Planning: Identify and recommend insurance products that meet clients' needs, including life insurance, disability insurance, and long-term care insurance.
  • Retirement Planning: Develop and implement retirement plans that help clients achieve their long-term financial goals.
Requirements
  • Education: Secondary (high) school graduation certificate.
  • Experience: 1 year to less than 2 years of experience in a related field.
  • Certifications: Anti-Money Laundering (CAMS) Certification, Canadian Securities Course (CSC), Conduct and Practices Handbook course, Investment Funds Institute of Canada (IFIC) Accreditation.
Work Environment

As a Financial Planner at STEPHEN HOUSE AGENCY INC, you will work in a fast-paced environment with tight deadlines and a large caseload. You will be required to work under pressure and maintain attention to detail.

Personal Suitability
  • Accurate: You must be accurate and detail-oriented in your work.
  • Dependability: You must be dependable and reliable in your work.
  • Efficient Interpersonal Skills: You must have efficient interpersonal skills and be able to communicate effectively with clients and colleagues.
  • Excellent Oral Communication: You must have excellent oral communication skills and be able to present complex financial information in a clear and concise manner.
  • Excellent Written Communication: You must have excellent written communication skills and be able to prepare clear and concise financial reports.
  • Initiative: You must be proactive and take the initiative to identify opportunities for growth and improvement.
  • Interpersonal Awareness: You must have strong interpersonal awareness and be able to build strong relationships with clients and colleagues.
  • Judgement: You must have strong judgement and be able to make sound financial decisions.
  • Organized: You must be organized and able to prioritize tasks effectively.
  • Team Player: You must be a team player and able to work collaboratively with colleagues.
Benefits
  • Health Benefits: We offer a comprehensive health benefits package, including dental plan, disability benefits, health care plan, paramedical services coverage, and vision care benefits.
  • Financial Benefits: We offer a competitive salary and bonus structure, as well as commission opportunities.
  • Other Benefits: We offer free parking, learning/training paid by employer, and a supportive work environment.
Support for Persons with Disabilities

We are committed to creating a welcoming and inclusive work environment for persons with disabilities. We offer mentorship, coaching, and/or networking opportunities for persons with disabilities, as well as awareness training to employees to create a welcoming work environment.

Support for Newcomers and Refugees

We are committed to creating a welcoming and inclusive work environment for newcomers and refugees. We participate in government or community programs or initiatives that support newcomers and/or refugees, offer mentorship programs that pair newcomers and/or refugees with experienced employees, and provide diversity and cross-cultural training to create a welcoming work environment.

Support for Youths

We are committed to creating a welcoming and inclusive work environment for youths. We offer mentorship, coaching, and/or networking opportunities for youth, as well as awareness training to employees to create a welcoming work environment.

Support for Indigenous People

We are committed to creating a welcoming and inclusive work environment for Indigenous people. We offer mentorship, coaching, and/or networking opportunities for Indigenous workers, develop and maintain relationships with indigenous communities, indigenous-owned businesses and organizations, and provide cultural competency training and/or awareness training to all employees to create a welcoming work environment.

Support for Mature Workers

We are committed to creating a welcoming and inclusive work environment for mature workers. We apply hiring policies that discourage age discrimination, provide staff with awareness training to create a welcoming work environment for mature workers, offer mentorship, coaching, and/or networking opportunities for mature workers, and offer resources to help mature workers plan their retirement.

Supports for Visible Minorities

We are committed to creating a welcoming and inclusive work environment for visible minorities. We participate in government or community programs or initiatives that support members of visible minorities, apply hiring policies that discourage discrimination against members of visible minorities, offer mentorship programs that pair members of visible minorities with experienced employees, and provide diversity and cross-cultural training to create a welcoming work environment.