Financial Planner

4 weeks ago

Calgary, Alberta, Canada Canadian House Partners Full time

This is a remote position at Canadian House Partners.

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 be responsible for providing comprehensive financial planning and investment advisory services to individuals, families, and businesses. Your key responsibilities will include analyzing clients' financial status, developing and executing sound financial plans and strategies, providing advice on investments, retirement planning, risk management, and tax planning, coordinating estate planning, and implementing protection planning through insurance. You will also manage client relationships, 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, and stay updated on regulations, practices, and financial products.

Requirements
  • 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


Benefits You will 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, gaining visibility for your contributions, potentially moving up the ranks more quickly than in a larger corporation, and implementing new tools to make sales tasks more efficient. Additionally, you will have the 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, and strong negotiation skills to handle client objections and close deals.

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