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Financial Planner

2 months ago

Calgary, Alberta, Canada Canadian House Partners Full time

Canadian House Partners is seeking a skilled 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, managing client relationships and cultivating new clients, preparing financial policy and procedure documentation, researching and presenting investment strategies, opening, transferring, and managing client accounts, generating and processing paper and electronic documents, identifying financial process improvements, and staying updated on regulations, practices, and financial products. To be successful in this role, you will need to have the ability to build and maintain long-term client relationships, make 200 calls per day, close sales while simultaneously managing team members, have strong prospecting skills to continuously grow the client base, have excellent time management and organizational abilities to handle multiple clients and tasks, be skilled in conducting thorough financial needs analyses for diverse client situations, have proficiency in creating and delivering compelling presentations to clients and prospects, be able to work under pressure and meet strict deadlines, and have strong negotiation skills to handle client objections and close deals. In return, you'll have direct access to the founders and key decision-makers in a start-up environment, opportunities for rapid career advancement, the ability to 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, and have faster implementation of ideas, more agile decision-making processes, and opportunities to innovate and experiment.