Financial Planner

Wellington-Altus Private Wealth Inc.

 

Role Description:

The role is all encompassing around anything that could be considered “Financial Planning”. This person would be responsible for things like:

  • Working with advisors and their clients in Toronto and surrounding area
  • Uncovering clients’ financial goals and or concerns using our Platinum Client Discovery process.
  • Review and analyze clients document in order to create a custom long term Platinum Financial Plan.
  • Provide recommendations and actions for the Platinum Financial Plan that focus on Retirement, Insurance, Estate, Tax and/or Education Planning.
  • Guide and educate the clients through the Plan presentation.
  • Assist advisors and their clients with Plan implementation.
  • Review, monitor and update plans on an ongoing basis.
  • Uncover assets and sales opportunities and provide feedback to advisors to assist with the continued growth of the firm.

 

Responsibilities & Activities:

  • Continued growth in knowledge and skills required to provide effective Financial Planning to clients and prospective clients.
  • Act as a point of contact for advisors to contact regarding financial planning issues.
  • Maintain an insurance license to provide high level solutions to clients and assist advisors.
  • Maintain record of all conversations with clients and prospective clients.
  • Works with the Financial Planning Manager for the ongoing development and growth of the Financial Planning department.
  • Other duties as assigned.

 

Educational & Industry Requirements:

  • CFP designation
  • LLPQ (Insurance Licensed)
  • TEP, CLU and/or CHS designations would be an asset
  • CSC, CPH would be an asset
  • Minimum of 10 years of industry experience, preferably with an operational/administrative background.

 

Knowledge, Skills, & Abilities:

  • Extreme attention to detail.
  • Excellent knowledge of financial planning.
  • Strong analytical and communication skills.
  • Excellent interpersonal skills.
  • Excellent attitude and an extraordinary client service orientation.
  • Excellent organizational and time management skills.
  • A burning desire to succeed.
  • An ability to handle multiple tasks and handle stress.
  • Proficiency with Microsoft Office Suite.
  • Attendance is an essential function.
  • Salary is commensurate with experience.

 

 

To apply, please email your resume to careers@wprivate.ca