Financial Planner

19 hours ago


Langley, Canada Parallel Wealth Financial Group Full time
Financial Planning Role at Parallel Wealth

Parallel Wealth Financial Group is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will play a crucial role in helping clients achieve their financial objectives and develop retirement plans.

Key Responsibilities:
  • Prepare and present comprehensive financial plans to clients
  • Build and deliver financial plans from start to finish, leveraging client data to provide clear and actionable recommendations
  • Collaborate with the Parallel Wealth team to provide exceptional service and support to Fee for Service clients
  • Provide education and guidance to clients on financial planning and wealth management strategies
Requirements:
  • 10+ years of experience in a Financial Planner role
  • CFP designation
  • Additional designations considered an asset
  • Snap Projections experience a plus
  • High proficiency in financial planning and analysis
  • Ability to work from home with minimal supervision
What We Offer:
  • $90,000 - $100,000 salary range
  • Bonus structure and benefits package
  • Fully remote work environment with Zoom meetings

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