Financial Advisor

Are you detail-oriented with a passion for financial planning? If you are a numbers whiz, then join our client’s team and make a difference! Our client in finance is seeking a motivated Paraplanner to join their team.

As a Paraplanner, you will play a crucial role in supporting many financial advisors in their network, ensuring their clients receive top-notch service and their financial goals are met.

This position offers the opportunity to grow within the company and make a significant impact on our client's financial success.

What You’ll do

• Initiate and manage the review process, book meetings, ensure all steps are completed in the PFU process, and implement agreed-upon recommendations.
• Maintain the integrity of proprietary software.
• Complete cash flows for new and existing clients, ensuring accuracy in computations.
• Build new tools and spreadsheets as required to enhance service delivery.
• Manage and oversee contracted software programmers.
• Complete all paperwork for insurance and investment applications.
• Handle contributions, withdrawals, and PAC administration.
• Notify clients about RRSP contribution deadlines and limits.
• Prepare for client meetings with relevant documents and insights.
• Assist with business development and marketing initiatives as needed.
• Update client metrics and internal revenue metrics.
• Enhance processes related to investment, insurance, and administrative departments.
• Print statements, complete illustrations for advisors, organize medicals, and communicate with underwriters.
• Ensure all disclosure and legal paperwork is completed and filed.
• Document all work in the CRM system.
• Perform other duties as directed by advisors and as expected of a Financial Planning Coordinator

What You Bring

• The candidate must hold a graduate degree in any discipline.
• Licenses / Certifications such as LLQP, Life Licensed, CFP (Certified Financial Planner), CSC (Canadian Securities Course) are mandatory.
• Strong attention to detail and organizational skills
• Proficiency in financial software and tools
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Commitment to continuous learning and professional development

What’s In It for You

This job role offers a salary of $70,000 $100,000 with incentives from sales up to $50,000. Other excellent benefits include extended healthcare, dental, vison, life and disability insurance after 3 months’ probation.

Vacation for 2-3 weeks is included. Contribute to a team that values integrity, innovation, and client success. Apply today and take the next step in your financial planning career