Great opportunity for a an exceptional financial planner to join a leading independent boutique firm in Ottawa. The firm is growing and well known for being a one-stop resource for financial planning and providing innovation and strategic financial solutions for a long-standing, diverse client base.
Our client is committed to :
- Providing an opportunity to develop your financial planning career and provide the mentorship and platform to reach your career goals.
- Provide an existing group of clients to advise and build relationships with.
- Excellent work culture, work life balance and compensation package.
Key responsibilities include :
- Independently advise and serve a wide base of existing clients.
- Maintain and update comprehensive financial plans including retirement, risk management, estate planning, insurance and pension analysis.
- Participate in business development activities including lead generation and client conversion.
- Tackle daily problem solving with agility and creativity.
- Collaborate with others on the Team.
What the successful candidate will bring :
- A university degree with CFO designation.
- 3+ years of financial planning experience.
- Candidates should be CSC or IFIC licensed and have their LLQP license or obtain it within a few months.
- Candidates fully bilingual in French & English will be given preference.
- Deep understanding of financial statements, value vs price and financial markets.
- Strong knowledge of various investment vehicles, asset classes and their role in a financial plan.
- A good understanding of taxation and the Canadian financial industry legislation and regulations.
- A good knowledge of insurance products.
- Proven experience in servicing and maintaining client relationships.
- Experience with CRM tools and MS Office products.
- Candidates with financial planning expertise in a niche market segment will be given preference.
- Demonstrated success in generating new client acquisitions.
- Excellent communication and people skills
In return, you can expect :
- Competitive compensation package including base salary, bonus and retirement plan.
- The opportunity to work alongside and mentor with some of the best financial planners in the industry.
- Rapid professional advancement and great work culture.
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