Senior Financial Planning Specialist
1 week ago
**Company Overview:**
Agrawal Associates is a well-established, client-centered financial planning practice committed to growth and development in the high net worth market.
Compensation:
The total compensation package includes a strong salary of $80,000 per annum, bonuses, and rewards for exceptional performance.
Job Description:
- Support Senior Consultant: Collaborate with an experienced senior associate consultant to deliver top-notch services to clients.
- Client Relationship Management: Meet with existing and new clients, review and maintain their investments, and implement instructions according to compliance regulations and company policies.
- New Business Opportunities: Explore potential business opportunities from existing clients and contribute to business development activities.
Required Skills and Qualifications:
- A minimum of 3-5 years of experience in the Financial Services Industry.
- Completion of necessary licensing requirements including LLQP, CSC, and CPH.
- Post-secondary degree in a relevant business discipline or certification like CFP or F. Pl.
- Strong verbal and written communication skills.
Benefits:
- A modern work environment that fosters personal growth and development.
- The opportunity to drive your own success and explore new challenges.
- A welcoming and inclusive workplace that values diversity and equity.
Location: Our office is situated in Southern Alberta, in the traditional territories of the Treaty 7 region, home to various First Nations communities and Métis Nation of Alberta, Region 3.
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