Planning Associate

Client Service Associate: Planning Associate

Excellent opportunity within the financial services industry for a leading Private Wealth Management practice located in Ontario with a hybrid working model. Looking for a detail oriented financial services professional who is passionate about the financial planning process and serving clients. Individual must be adept at constructing financial plans.

Your responsibilities will include, but not be limited to:

• Gathering and inputting client data and information into financial planning software
• Preparing presentations for client meetings
• Updating clients' plans and monitoring and evaluating as circumstances change
• Identifying opportunities to deepen and solidify the relationship with the client (e.g. insurance, banking, etc.)
• Assisting in the preparation of a prospect or client file prior to meetings
• Sitting second chair in Financial Advisor meetings
• Building relationships with clients either independently or along with the Financial Consultant
• Generating new business opportunities through relationships with current clients and Centers of Influence
• Communicating with clients and facilitating transactions

The appropriate candidate will possess the following qualifications:

• Business Administration Diploma or other Postsecondary degree in a relevant business discipline or equivalent experience
• MFDA/AMF or RR IIROC license and Insurance and CFP designation
• Minimum 3 years of industry experience
• Past experience in a role involving financial planning and using financial planning software
• Strong computer skills in the MS Office Suite (Outlook, Word, Excel, Power Point)

In addition, the appropriate candidate will possess the following attributes and will be able to provide examples of how he or she has demonstrated each:

• Self-starter who takes initiative and can work independently
• Problem solver with an ability to anticipate and understand future steps necessary to accomplish tasks
• Critical thinker who can come up with unique ways to solve problems
• Demonstrated track record of helping clients achieve positive outcomes, and attracting referrals, introductions and new business

Our Thought: This is a challenging role but is perfect for someone who is excited to see how the financial planning process can enhance client relationships and grow a successful practice. This role is right for someone who enjoys financial planning and is looking for an opportunity to grow as a member of our team for many years professionally and personally.

Role on the Team

• Able to take complex data and translate into simple-to-understand concepts
• Provides Consultant with support in providing value to the client
• Builds trust and cultivates relationships
• Constantly looks for improvements
• Directly generates revenue for the practice through their own efforts and by creating capacity for the Consultant
• Enables the team to elevate their service and drive greater value to clients

Professional Values

• Precision and quality
• Compliant and adheres to standards
• Focused on helping others achieve outcomes

Personal Values

• Enjoys being part of a team but also likes to work independently
• Is honest and ethical and always strives to do the right thing
• Enjoys solving problems and helping others find a solution
• Is courteous and kind to others
• Cares about others and takes pleasure in helping people achieve their best outcomes
• Gets joy out of maintaining relationships with others

Critical Skills

• Problem solving and critical thinking
• Analyzing data and information to draw conclusions
• Is a good active listener and has strong emotional intelligence
• Strong communication and interpersonal skills

Please submit cover letter for why you believe you would be right for this role.