Financial Planner Assistant

```Job Summary:
We are seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for providing comprehensive financial planning services to our clients. Your expertise in customer relationship management, account management, and financial services will be crucial in helping our clients achieve their financial goals.

Duties:
- Conduct thorough financial analysis and assessments for clients
- Develop personalized financial plans based on clients' goals and risk tolerance
- Provide recommendations on investment strategies, retirement planning, tax planning, and estate planning
- Monitor and review clients' portfolios regularly to ensure they align with their financial objectives
- Stay updated on market trends, investment products, and regulatory changes in the financial industry
- Collaborate with other professionals such as attorneys and accountants to provide holistic financial advice
- Build and maintain strong relationships with clients through regular communication and exceptional service

Experience:
- Proven experience as a Financial Planner or similar role
- In-depth knowledge of financial planning principles and practices
- Strong mathematical skills with the ability to analyze complex financial data
- Familiarity with financial services products such as mutual funds, stocks, bonds, and insurance policies
- Excellent research skills to stay informed about market trends and investment opportunities
- Outstanding interpersonal and communication skills to effectively interact with clients
- Ability to explain complex financial concepts in a clear and understandable manner

- Completed CSC Course or equivalent

- CFP designation enrollment

If you are a dedicated Financial Planner with a passion for helping individuals achieve their financial goals, we would love to hear from you. Join our team today and make a positive impact on the lives of our clients.```

Job Types: Full-time, Part-time

Salary: $33,694.49-$125,882.65 per year

Benefits:

• Flexible schedule
• On-site parking
• Work from home

Flexible Language Requirement:

• French not required

Schedule:

• Monday to Friday

Education:

• Bachelor's Degree (preferred)

Experience:

• financial planning: 2 years (preferred)

Licence/Certification:

• CFP Designation enrollment or similiar (preferred)

Work Location: Hybrid remote in Thornhill, ON L3T 7V9