Financial Advisor

Position Summary

The position and will be responsible for delivering outstanding financial services to a diverse book of in-house clients including high-net-worth households. The role includes leadership responsibilities providing guidance to the Associate Advisor and contributing to strategic business growth through client retention and the expansion of assets under management. Reporting to the Director of Strategic Initiatives there will be close collaboration required with the senior team at LP Financial and Value Partners to execute strategic initiatives and deliver on the value proposition to our advisor partners. The is an office-based role with a broad range of responsibilities that are expected to expand as the company continues to grow.

Primary responsibilities include but are not limited to:

• Work alongside the senior advisor as part of a planned succession strategy to learn transition and ultimately assume responsibility for the existing book of business
• Develop and maintain strong relationships with clients understanding their goals objectives and aspirations in relation to their households wealth & estate requirements
• Provide and maintain comprehensive financial projections and plans to clients
• Deliver outstanding client service ensuring client satisfaction and clear understanding of their investments and the relation to those investments to their plan and external economic and risk factors
• Integrate and execute insurance tax and estate planning as part of ongoing service plans
• Utilize proprietary technology and communication suite to grow retain and service clientele efficiently
• Develop deep expertise on VPIs product and service offerings
• Lead and coach office administrative team to effectively manage client relationships
• Promote the value proposition of VPI

Qualifications :

Education Work Experience & Designations

Required

• University degree
• Completion of CSC/IFIC required
• Accredited financial planning designation (CFP RFP PFP)
• Mutual fund licensed
• Minimum 5 years experience in the financial services industry
• Comprehensive financial planning knowledge including investments asset protection retirement estate planning cash management and tax issues
• Excellent interpersonal and communication skills
• Experience using financial projection software

Desirables

• Life Insurance license
• Professional designation (CA CMA CGA LLB)
• Additional estate and/or tax courses

Skills and Abilities

• Excellent relationship skills ability to develop and maintain effective relationships with clients and associates
• Superior verbal and written communication & presentation skills
  • able to effectively explain financial strategies and confirm understanding
  • able to explain ideas in a concise and clear manner to a diverse audience
  • able to communicate with confidence considering the impact of the message
• Attentive listener: ability to interpret underlying or indirect messages and is adept at confirming understanding
• Superior time management multi-tasking and prioritization skills; ability to manage multiple projects at the same time
• Ability to work as part of an interdependent team and individually when required. Works well with autonomy and is an excellent communicator in a modern flexible work environment
• Goal oriented/results focused: establishes goals develops action plans and follows-up to achieve results
• Self-motivated ability to determine appropriate client service strategies and works consistently towards those objectives with minimal supervision; acts quickly and decisively
• Demonstrates integrity conducts all aspects of business in a professional manner within the highest level of ethical standards.
• Attention to detail and follow-through skills
• Excellent computer skills proficiency in the use of MS Excel Word PowerPoint and financial planning software

Working Environment

• Standard office environment
• Occasional travel to meet clients

Additional Information :

Comprehensive health dental and vision benefits

Health & Wellness Spending Account

4% Matching RRSP allocation

Great workplace culture!

Remote Work :

No

Employment Type :

Full-time

Key Skills
Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Investment Experience,Military Experience,Securities Law,Customer relationship management,Financial Planning,Wills
Department / Functional Area: Operations
Experience: years
Vacancy: 1