Financial Planner Assistant
Our company is growing rapidly and is hiring a Financial Planner Assistant. If you are looking for an exciting place to work, please look at the description below.
This position is an advisor support position that provides technical support to a lead advisor. Responsibilities include data gathering and analysis, development of financial planning recommendations, implementation, and portfolio management.
The Associate Financial Advisor may participate in client meetings, but not in an advice delivering capacity. A Paraplanner may also participate in developing investment and financial planning strategies.
Responsibilities
- Review notes from all prospect / client meetings, gather data and prepare forms, illustrations, quotes and any additional reports needed for appointments
- Provide occasional administrative assistance to FA (online research, formatting documents)
- Manage client portfolio investment analysis and recommendations
- Responsible for investment money movements between accounts
- Prepares and ensures new business paperwork processes successfully
- Supports compliance within the practice and fulfills all compliance responsibilities
- Undertake research to allow the Paraplanner and Advisor to identify suitable solutions to meet the client’s needs
- Prepare information / comparisons for analysis by the Paraplanner and Advisor
Qualifications
- Strong interpersonal skills and client service experience is a plus
- Must have a 4 year college degree -industry / related experience
- Life, Accident & Health License is a plus
- Degree (highly regarded)
- Enjoys systems
- Initiative to be a key contributor to the practice with possible advancement to Associate Financial Advisor or Financial Advisor
Anticipated Salary Range : 45000 - 65000 / year plus bonus opportunity.
Flexibility in working hours / locations depending on successful completion after 6 months.
Financial Planner Assistant
Our company is growing rapidly and is hiring a Financial Planner Assistant. A Paraplanner may also participate in developing investment and financial planning strategies. Initiative to be a key contributor to the practice with possible advancement to Associate Financial Advisor or Financial Advisor....
Head Cashier
Opportunities for advancement within the companyAn employer that's involved in the communityTeamwork and ongoing trainingA comprehensive training program for all new hiresA student incentive programAnd much more!At RONA, over 22,000 employees let their passion blossom every day.Our teams from the RO...
Bilingual (French) Receptionist Office Admin
One of our major banking clients is looking for Bilingual (French) Receptionist Office Admin Length: 12 months contract approx. ...
Customer Service Representative Agent Work From Home - Remote Online Panelists
No customer service representative agent experience needed. Customer Service Representative Agent Work From Home - Remote Online Panelists. Customer service representative agent experience is not necessary. If you are a customer service representative agent or someone just looking for a flexible par...
Retail Sales Associate
In one of our resorts in Mexico, Caribbean or Canada .Fluent in English, any other language a plus (, Spanish) .Club Med is above all an extraordinary utopia founded by the determination of two men: Gilbert Trigano and Gérard Blitz.The latter declared: "From this idea was born a érard Blitz struck t...
Assistant Grocery Manager
This position is responsible for assisting the Department Manager in the achievement of company, store and department goals as communicated by the Store Manager and Department Manager. ...
Financial Advisor
Desjardins Group which has assets of over $160 billion, the largest cooperative financial group in Canada and the sixth largest financial institution in the country. We are a Canadian leader in the financial services industry with a dynamic coast-to-coast network, comprised of 40 financial centres a...
Assistant branch manager
From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. ...
Financial Planner
Great opportunity for a an exceptional financial planner to join a leading independent boutique firm in Ottawa. The firm is growing and well known for being a one-stop resource for financial planning and providing innovation and strategic financial solutions for a long-standing, diverse client base....
Assistant Production Manager - Ottawa
The Assistant Production Manager ensures a high level of service to Canadian Linen & Uniform Service customers through order fulfillment while maintaining overall profitability by managing safety, productivity, accuracy, turnover, and training within the department. The Assistant Production Manager ...