Financial Planner - Cfp

About us

Podium Prosperity Group is a unique wealth advisory firm with offices in Barrie and Edmonton. Along with our sister company, Tradewinds Group, Podium had developed a unique and comprehensive approach to help small business owners turn revenue to profit, and profit to wealth. Our small business programs incorporate leadership coaching, management training and extensive, complex business and financial planning and solution advice.

Our values are: Real Advice; Growing Businesses; Strong Families; Compassionate Communities.

Job Summary:

We are looking for a enterprising, motivated, capable Financial Planner whose values align with ours, to work alongside our service team members. Though this is designed for a more junior planner, this is a tremendous opportunity for a career-oriented person in the financial services industry looking to join a full-service financial planning practice that focuses on small business tax strategies and wealth management. You will receive training and mentorship and have the opportunity to use your skills and knowledge to address all aspects client’s finances within our Integrated Corporate Life™ program. In addition, you will provide investment support within our client service framework.

The successful candidate will be mentored and provided external training opportunities to help develop more advanced advisory skills, with the goal of taking on the primary client-facing role in the future. Preference will be given to applicants with either a client service or tax background in addition to a comprehensive knowledge of financial planning and an interest in the investment aspect of wealth management.

This is a full-time position with a competitive compensation and benefits package.
Flexible start date.

Duties:

· Prepare client financial plans, portfolio and insurance reviews and income tax review ready for client presentation

· Attend client and prospect meetings with team members and independently

· Ensure completion of all required materials and tasks before, during and after client meetings

· Within Podium’s service framework, play an integral role as part of a team providing a seamless client service experience

· Liaise with the service team for form preparation, statement requests and other administrative requirements

· Liaise and assist with our client’s professional advisors including lawyers, accountants and bankers

· Attend client, networking or industry events

· Assist with referral generation, through professional, personal and client opportunities

Qualifications:

· Minimum of three years of related work experience in financial services, ideally in a client service role

· Preference given to someone who has worked directly in financial planning for business owners

· Preference to someone with an accounting designation or tax background

· Working knowledge of investment and insurance products

· Strong communication and interpersonal skills

· Ability to manage multiple projects simultaneously

Education/training

· Financial Planning designation (CFP, RFP, PFP, CIM) successfully completed

· Certified Public Accountant (CPA) achieved or a strong individual and business tax knowledge

· ON/AB Life Insurance license or desire to obtain

Skills, Aptitudes, & Abilities

· A highly-motivated individual with a love of learning and a willingness to learn through practical, technical and educational formats

· High interest in personal and career development, and taking on more advisory responsibilities as the opportunity arises

· Strong and professional communication skills both written and verbal

· Strong task management with the ability to prioritize high urgency/sensitive items

· Comfortable working independently on complex projects

· Focus on high value accuracy and attention to detail

· Team oriented - Helpful, encouraging and supportive personality

· Strong computer and technical skills in a Windows/PC environment

· Proficient in Word, Outlook and SalesForce

· Highly proficient in Excel

· Excellent knowledge of one or more financial planning software (Navigator, FPS, Razor, Planworth, SNAP)

If you are a motivated planner with a passion for supporting small businesses and a desire to learn and serve small business owners in order to have a lasting impact, we would love to hear from you.

Please submit a resume and cover letter. Thank you to all those that apply. Unfortunately, we will not be able to reach out to all applicants and will only be in contact with those that meet the requirements of this position.

Note: This job description is intended to provide a general overview of the position. It is not intended to be an exhaustive list of all responsibilities, duties, and qualifications required.

Job Types: Full-time, Permanent

Benefits:

• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking
• Paid time off

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay
• Overtime pay

Licence/Certification:

• LLQP or willing to get it (required)
• CFP or other financial designation (required)

Work Location: In person

Expected start date: 2024-05-01