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Financial Planner

2 months ago

Calgary, Alberta, Canada Canadian House Partners Full time
Financial Planner Job Description

This is a remote position.

We are seeking a skilled and experienced Financial Planner to join our company. As a Financial Planner, you will work directly with clients to help them understand their financial circumstances and achieve their short-term and long-term financial objectives.

Key Responsibilities:
  • Analyze clients' financial status, including income, expenses, and liabilities
  • Develop and execute sound financial plans and strategies to help clients meet their goals
  • Provide advice on investments, retirement planning, risk management, and tax planning
  • Coordinate estate planning and implement protection planning through insurance
  • Manage client relationships and 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
  • 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'll likely have direct access to the founders and key decision-makers in a start-up environment. Working for a start-up can provide numerous opportunities for rapid career advancement.

Such as:

  • Take on diverse responsibilities
  • Make a more significant impact on the company's success
  • Gain visibility for your contributions

Potentially move up the ranks more quickly than in a larger corporation we have less red tape, allowing for:

  • Faster implementation of ideas
  • More agile decision-making processes
  • Opportunities to innovate and experiment

Implementation of new tools to make sales tasks more efficient