Paraplanner

Freelandt Caldwell Reilly LLP is currently representing a client, in their search for a Paraplanner. This is an excellent opportunity to contribute your expertise to a dynamic company of financial professionals at Innova Wealth Partners.

**Responsibilities**:
This individual will be responsible for assisting in the creation of Financial, Education and Estate Plans.
- Assist in client meetings, gather financial data, and create a comprehensive analysis for
planning purposes.
- Attend and contribute to client discussions on investment risk, retirement planning, estate planning and tax planning.
- Present scenarios to clients and illustrate the impact of financial decisions using our various reporting tools.
- Supporting the planning needs of established industry professionals.
- Engage proactively with clients to identify their needs using our company tools and the
- Keep up to date with the wider marketplace and regulatory environment, including operations, legal, and ethical requirements.
- Participate in the tax filing season, gathering documents and preparing T1 tax files for review by senior filers.

**Qualifications**:

- QAFP or CFP, or completed coursework would be considered an asset.
- B. Comm, or accounting diploma
- Investment Industry experience, courses or licenses.
- Ability to be a self-starter.
- Excellent communication and interpersonal skills.

**Job Types**: Full-time, Permanent

**Salary**: $70,000.00-$120,000.00 per year

**Benefits**:

- Dental care
- Employee assistance program
- Extended health care
- Paid time off
- RRSP match
- Vision care
- Wellness program

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

Licence/Certification:

- CFP (preferred)
- Qualified Associate Financial Planner (preferred)

Work Location: In person