Financial Planner/ Insurance Agent

1 week ago

Barrie, Ontario, Canada Ravens Rock Wealth And Estate Planning Full time $60,000 - $120,000 per year

Job Title: Financial Planner

Location: Barrie, Ontario, Canada

Company: Ravens Rock

About Us

Ravens Rock is a leading financial advisory firm dedicated to helping clients achieve their financial goals. With a commitment to personalized service and expert guidance, we provide comprehensive financial planning, investment management, and advanced retirement planning services.

Job Description

We are seeking a highly motivated and experienced Financial Planner to join our team. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a passion for helping clients achieve financial security.

Key Responsibilities
  • Client Consultations: Conduct thorough financial assessments to understand clients' financial goals, risk tolerance, and current financial situation.
  • Financial Planning: Develop customized financial plans, including retirement planning, investment strategies, tax planning, and estate planning.
  • Investment Management: Provide investment advice and manage client portfolios to ensure alignment with their financial objectives.
  • Ongoing Support: Monitor and review clients' financial plans regularly to ensure they remain on track towards their goals. Provide updates and adjustments as necessary.
  • Compliance: Stay updated on financial regulations and ensure compliance with all relevant laws and ethical standards.
  • Education and Guidance: Educate clients on financial products and strategies, helping them make informed decisions.
Qualifications
  • Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. Certified Financial Planner (CFP) designation; Chartered Life Underwriter (CLU) or working towards these designations is desired.
  • Experience: Minimum of 3-5 years of experience in financial planning or a related field.

  • Skills:

  • Strong analytical and problem-solving skills.

  • Excellent communication and interpersonal abilities.
  • Proficiency with financial planning software and tools.
  • Detail-oriented with strong organizational skills.
  • Prospecting and maturing relationships
  • Ethics: High level of integrity and commitment to maintaining client confidentiality.
Benefits
  • Competitive commission performance-based bonuses.
  • Professional development and continuing education opportunities.
  • A supportive and collaborative work environment.
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