Financial Paraplanner

Who you are

As a Financial Planner on our team, you will appreciate a guaranteed salary with job security. As value to the firm increases, additional monetary opportunities will be available. 

You come to us with the following:

• Post-secondary education

• Life license (an asset)

• CFP designation or be working towards obtaining it

• 3 to 5 years' financial planning experience 

• Experience with Financial Planning software

• Knowledge of the financial issues for small businesses

• Advanced taxation knowledge 

• Organizational excellence, time management and both internal and external communication skills

• Strong financial and analytical skills

• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, etc.)

• If you believe in and enjoy the financial planning process as much as we do, then we would like to hear from you.

Who we are

Financial Literacy Counsel is a boutique financial planning and education company founded in 1999 to do one thing: move people financially forward.

Our Values:

• We do what is right for the best interest of our clients.

• We collaborate to give our clients the best possible solutions.

• We do good for others to build stronger families and communities.

We are excited to expand our team by adding a Financial Planner.  Often referred to in the financial services industry as a Financial Paraplanner, this role is responsible to deliver value to the team and the clientele by coordinating and preparing quality financial planning reports and strategies.  

The role is office-based, but some level of hybrid flexibility could be considered.

What you will be doing

• In collaboration with advisory team, develop comprehensive financial strategies, reports and presentation packages for clients and new prospects that align with risk tolerance, financial planning goals and retirement objectives

• Utilize financial software applications to input data, analyze and recommend strategies

• Understand and interpret financial data

• Communicate/collect information from clients (fact finding)

• Clarify client financial status and identify problem areas and opportunities

• Compare different financial planning modelling scenarios for clients    

• Read and understand client reports, investment statements and financial information to identify the relevant information

• Present financial plan with Advisor when requested

• Easily explain issues and concepts related to the overall financial planning process, both verbally and by creating synthesized reports of key data from the financial plans

• Monitor clients' financial situations with detail and accuracy

• Maintain integrity of sensitive/confidential information 

• Monitor financial planning and economic changes to effectively adapt planning recommendations 

• Proactively learn about investment and insurance products that can be suitable for client situations

Connect directly with clients for implementation of ongoing strategies when requested