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Accounting/Finance/Tax

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Financial Planner

Kenora, ON

Posted: 03/12/2024 Employment Type: Full-Time Specialization: Accounting/Finance/Tax Job Number: 30418

Job Description

We are looking for a motivated individual for the full-time position of Financial Planner.

This position will be located in Kenora, ON. Reporting to the VP Advice & Member Experience.

The Financial Planner will provide complete financial planning advice and solutions to existing and new members of the firm consistent with the corporate vision and objectives. An expert at member engagement, you will be responsible for building a profitable wealth business portfolio while identifying and referring opportunities to other team members.

Essential Tasks:

Support members with the development, implementation and accomplishment of their financial plans.

  • Provide prompt, courteous service to members while delivering a full range of financial services
  • Establish trusted internal relationships and raise the awareness and knowledge level of The Firms Team Members by providing subject matter expertise and/or mentoring, as required
  • Participate in community involvement activities, building a network of sales potential profiles in the community

What We Are Looking For:

  • Excellent interpersonal skills including demonstrating approachability, trustworthiness, flexibility, strong work ethic, and a ‘Member First’ mentality
  • Post-secondary diploma/degree, ideally in Commerce or Business Administration would be an asset
  • Certified Financial Planner (CFP) or Personal Financial Planner (PFP designation)
  • Minimum 2-5 years’ experience in financial planning/investment sales with the ability to prepare written financial plans in accordance with the six-step financial planning process
  • Proven history of building a book of business
  • MFDA or IIROC licensed • Superior knowledge of the investment industry and products
  • Previous banking and lending experience preferred
  • Previous supervisory experience in leading and mentoring others would be an asset
  • Comfortable with industry standard financial planning tools/software
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