Financial Planner/ Insurance Agent
6 days ago
Job Title: Financial Planner
Location: Barrie, Ontario, Canada
Company: Ravens Rock
About UsRavens 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 DescriptionWe 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 ResponsibilitiesClient 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.
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.
Competitive commission performance-based bonuses.
Professional development and continuing education opportunities.
A supportive and collaborative work environment.
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