Investment Planner Professional

2 weeks ago


Edmonton, Alberta, Canada Disability Solutions Full time
Job Overview
At Disability Solutions, we're seeking a skilled Financial Planner to join our team. This role is ideal for someone looking to develop and expand their financial planning skills while working with senior team members.

Responsibilities:
  • Prepare comprehensive financial plans for clients, including projections and recommendations.
  • Collaborate with cross-functional teams to deliver high-quality client experiences.
  • Present complex financial information to clients in a clear and concise manner.


Requirements:
  • Bachelor's degree in finance, accounting, or a related field.
  • 2+ years of experience in financial planning, preferably in the investment industry.
  • Certified Financial Planner (CFP) designation or near completion.


What We Offer:
  • A competitive salary of $60,000 - $80,000 per year, based on experience.
  • A comprehensive benefits package, including health, dental, and vision insurance.
  • Ongoing training and professional development opportunities.


About Us:
We're a leading provider of disability solutions, dedicated to helping individuals and families achieve financial security. Our team is passionate about delivering exceptional service and making a positive impact in our community.

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