Financial Planning Strategist
2 weeks ago
We are seeking a Financial Planning Strategist to join our team at Daumler, Mertz & Associates in Calgary, AB.
Job DescriptionThe successful candidate will be responsible for growing the assets of our established, client-centric financial planning practice. This involves preparing and presenting financial planning solutions using industry-leading LPP software, identifying new business opportunities with high-net-worth individuals, and interacting with clients through calls, meetings, and executing trade orders.
This is a great opportunity for an experienced financial advisor looking to transition their clients and deepen their financial planning relationships. Drawing on previous experience in an advisory role, you will be able to leverage your skills to deliver exceptional results and build equity ownership in the practice.
Required Skills and Qualifications- Minimum 5 years of experience in the financial services industry
- Completed CIRO licensing
- Life License Qualification Program (LLQP) would be considered an asset
- A financial planning designation, such as CFP or QAFP, PFP designation would be considered an asset
- Proven track record for developing new business and strong interpersonal skills to build relationships and attract new business
This full-time opportunity offers a combination of regular pay and bonus aligned to business achievement. The estimated annual salary range is $100,000 - $300,000+, depending on assets transitioned. Additional benefits include flexibility to create your own schedule, dedicated admin support for transitioning clients, and the opportunity to build equity ownership in the practice.
About UsDaumler, Mertz & Associates is a team of financial professionals committed to guiding affluent Canadians toward their financial goals. With a combined 40+ years of experience, our team provides accountability, a specialized collaborative approach, and a commitment to delivering a superb client experience.
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