Associate Planner

1 week ago

Regina, Saskatchewan, Canada ATA Financial Group Full time $60,000 - $80,000 per year

About Us:

ATA Financial is a leading independent financial advisory firm based in Regina, Saskatchewan. We specialize in providing personalized financial advice to families, business owners, professionals, and the farming community. Our primary objective is to assist our clients in building and safeguarding their estates while enabling them to achieve their desired lifestyle and financial goals.

As a team of highly experienced and committed advisors, we prioritize understanding our clients' needs and aspirations. Our unique approach involves comprehensive assessment, visualization of realistic future outcomes, and the development of tailored plans to support our clients' visions. At ATA Financial, we are dedicated to serving individuals and businesses who are serious about achieving financial success and independence.

Job Description:

ATA Financial is seeking an Associate Planner to join our dynamic team in Regina, Saskatchewan. The Advisor will play a crucial role in supporting our advisors in delivering exceptional financial planning and investment services to our clients.

Responsibilities:

  • Assist advisors in preparing comprehensive financial plans, including gathering client information, conducting research, and analyzing data.
  • Prepare investment proposals and presentations for client meetings.
  • Conduct market research and analysis to support investment strategies.
  • Collaborate with advisors to develop personalized financial recommendations for clients.
  • Maintain accurate client records and documentation.
  • Stay updated on industry regulations and compliance standards.

Qualifications:

  • Previous experience in financial planning or wealth management is required and must be Licensed to sell investment Products.
  • Experience in financial planning software and Microsoft Office Suite.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal abilities that will promote strong client relationships.
  • Detail-oriented with a high level of accuracy.
  • Ability to work independently and as part of a team.
  • A strong knowledge of Canadian financial regulations and compliance standards.

Why Join Us:

ATA Financial offers a supportive and collaborative work environment where employees are encouraged to grow personally and professionally. As part of our team, you will have the opportunity to work with experienced advisors and make a meaningful impact on our clients' financial well-being
. We provide competitive compensation and benefits packages based on qualification and experience, along with ongoing training and development opportunities.

If you are passionate about financial planning and helping clients achieve their goals, we invite you to apply for the Associate Planner position at ATA Financial. Join us in making a difference in the lives of our clients and the community.

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