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Investment Management Advisor

2 weeks ago

Barrie, Ontario, Canada TEEMA Solutions Group Full time

Ravens Rock is a leading financial advisory firm committed to delivering high-quality financial services to our clients. Our team of experts provides expert guidance and personalized support to help clients achieve their long-term financial goals.

Job Requirements

We are seeking an experienced Financial Planner to join our team. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a passion for helping clients achieve financial security.

Key Responsibilities
  • Develop customized financial plans, including retirement planning, investment strategies, tax planning, and estate planning.
  • Conduct thorough financial assessments to understand clients' financial goals, risk tolerance, and current financial situation.
  • Provide investment advice and manage client portfolios to ensure alignment with their financial objectives.
  • Stay updated on financial regulations and ensure compliance with all relevant laws and ethical standards.
  • Monitor and review clients' financial plans regularly to ensure they remain on track towards their goals. Provide updates and adjustments as necessary.
  • Educate clients on financial products and strategies, helping them make informed decisions.
Qualifications
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field. Certified Financial Planner (CFP) designation; Chartered Life Underwriter (CLU) or working towards these designations is desired.
  • Minimum of 3-5 years of experience in financial planning or a related field.
  • Strong analytical and problem-solving skills. Excellent communication and interpersonal abilities. Proficiency with financial planning software and tools. Detail-oriented with strong organizational skills. Prospecting and maturing relationships.
  • High level of integrity and commitment to maintaining client confidentiality.
Why Join Us?

We offer competitive commission performance-based bonuses, professional development and continuing education opportunities, and a supportive and collaborative work environment.