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Financial Planner
2 months ago
Humans of HR is an upcoming boutique recruitment agency and is very quickly becoming the go-to agency for hiring and placement of skilled Professionals. Combined with our vast network and extraordinary customer-centric approach, we are the obvious choice in helping you find your next home.
Our client is an esteemed leading financial institution. They possess a remarkable 99% client retention rate and an award-winning culture, and they stand tall as a national frontrunner in financial management. Recognized as a Best Managed Company and among Canada's Top Employers, they are growing at an extremely rapid pace.
They are seeking an enthusiastic Financial Planning Superstar. The actual title for the role will be Snr Wealth Advisory Associate and we are seeking candidates who have several years of solid Wealth Planning experience and have had managed a portfolio of their own.
Meet the Advisory Services Associates – a crew of sharp, savvy pros who eat, sleep, and breathe top-tier client service. They're not just any team; they're a band of passionate collaborators, expert innovators, and excellence seekers who turn financial dreams into reality with a creative flair.
Your Mission:
Step into the spotlight as our Senior Wealth Planning Associate, where you'll be the go-to guru for our internal Staff Accounts portfolio. This isn’t just another job; it's your chance to flex those investment, financial, and insurance planning muscles and give our most valuable asset – our employees – the superstar treatment they deserve. You'll dish out holistic, tailor-made advice with the utmost discretion, earning the trust of your colleagues while fine-tuning your skills for your next big gig as a Wealth Advisor.
Where You'll Shine:
This is a full-time, permanent role based in either the bustling streets of Toronto or the vibrant vibes of Vancouver. Thanks to our cool and flexible hybrid work policy, you’ll groove into the office 3 days a week, with the rest of the time to work your magic from wherever you feel most inspired.
Your Day-to-Day Groove:
- Be the first to reach out and engage with new and existing clients (a.k.a. your fellow employees), delivering easy-to-digest, spot-on financial and investment planning that hits all the right notes.
- Craft bespoke, ongoing, and detailed analysis and client meeting materials that cover everything from:
- Designing killer investment portfolios
- Mastering risk management
- Nailing retirement income strategies
- Planning picture-perfect estates
- Keeping that cash flow groovy
- Capital needs analysis that'll impress
- Tax planning that’s on point
- Deliver a mind-blowing level of client service by staying tuned in to your clients' changing needs and being their rockstar advisor they can always count on.
- Build trust, loyalty, and lifelong fans out of your clients.
- Keep all client info and regulatory requirements fresh and up-to-date.
- Bring financial literacy to life with cool events and resources.
- Spot new leads and prospects like a pro.
- And, of course, take on other cool responsibilities as the organization evolves.
Your Superstar Credentials:
- A minimum of 5 years in a client-facing role at a wealth management firm, where you've rocked investment, financial, and insurance planning.
- Must be registered and have snagged:
- CIM or CFA Level 1; AND
- Life License Qualification Program (LLQP)
- Stellar written and verbal communication skills with a knack for connecting with people.
- A brain that’s wired for analytics and numbers.
- Eagle-eyed attention to detail.
- A balance of entrepreneurial spirit and a love for teamwork.
- A creative problem-solver who can whip up innovative solutions for clients.
- The gift of making complex concepts sound like a breeze.
- A relentless pursuit of excellence and a rock-solid commitment to integrity.
**Bonus Points:**
- CFP or QAFP designation within your first year on the job.
- Ready to turn your financial expertise into a masterpiece? Join us and let's make some magic happen 🎸
This role offers a base salary range of 90-110 K base plus bonuses.
At Humans of HR, we support the development and growth of our candidates to reach their full potential. If you are thinking about your next career move and the above role is just the right fit, please send us your resume along with a cover letter in confidence and one of our consultants will be in touch for a confidential discussion.
