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Senior Financial Planner
2 weeks ago
We are seeking a highly skilled Senior Financial Planner to join our team at Douglas Stroud, Sun Life Advisor. As a key member of our team, you will play a vital role in helping clients achieve their long-term financial objectives.
About UsOur firm is dedicated to providing personalized financial solutions to individuals and families in Saskatchewan. With a strong focus on building lasting relationships, we have established a reputation for excellence in the industry.
The Senior Financial Planner will be responsible for:
- Developing and implementing comprehensive financial plans for clients
- Providing expert advice on investment and insurance products
- Maintaining and expanding existing client relationships
To excel in this role, you will need:
- A LLQP Life license or the ability to obtain one within the first three months
- Documented experience in managing investment accounts and selling life insurance
- Familiarity with financial planning tools such as Navi Plan/Conquest, Salesforce, and Morningstar Advisor Workstation
- Strong analytical and problem-solving skills
We offer a competitive compensation package, ongoing training, and opportunities for career advancement.
