Financial Planner
5 days ago
This 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 Responsibilities:- Analyze clients' financial status, including income, expenses, and liabilities.
- Develop and execute sound financial plans and strategies to help clients meet their goals.
- Provide advice on investments, retirement planning, risk management, and tax planning.
- Coordinate estate planning and implement protection planning through insurance.
- Manage client relationships and cultivate new clients.
- Prepare financial policy and procedure documentation.
- Research and present investment strategies.
- Open, transfer, and manage client accounts.
- Generate and process paper and electronic documents.
- Identify financial process improvements.
- Stay updated on regulations, practices, and financial products.
- Ability to build and maintain long-term client relationships.
- Able to make 200 calls per day.
- Closing sales while simultaneously managing team members.
- Strong prospecting skills to continuously grow the client base.
- Excellent time management and organizational abilities to handle multiple clients and tasks.
- Skilled in conducting thorough financial needs analyses for diverse client situations.
- Proficiency in creating and delivering compelling presentations to clients and prospects.
- Ability to work under pressure and meet strict deadlines.
- Strong negotiation skills to handle client objections and close deals.
You'll have direct access to the founders and key decision-makers in a startup environment. Working for a startup can provide numerous opportunities for rapid career advancement, such as taking on diverse responsibilities, making a more significant impact on the company's success, and gaining visibility for your contributions.
Additionally, you'll have the opportunity to work in a fast-paced environment with agile decision-making processes, allowing for faster implementation of ideas and more opportunities to innovate and experiment.
Our company is committed to providing a supportive and collaborative work environment, with opportunities for professional growth and development.
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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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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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Calgary, Alberta, Canada Canadian House Partners Full time{"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...
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Calgary, Alberta, Canada Canadian House Partners Full time{"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...
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