Associate Financial Planner

Other

Wealth Management

Full-Time

Mature Financial/Wealth Management practice in Burlington, Ontario.

Experience:

Mid-level

Education Required:

CFP or in progress.
Insurance licensed or in progress.
Experience with CRM software and Financial Planning software

Salary Range:

$70,000 - $85,000

Position description

This position is ideal for someone with at least five years of industry experience who loves helping clients make thoughtful financial decisions and wants to be part of a warm, collaborative, planning-led practice.

We are looking for a professional who is passionate about cultivating meaningful client relationships and providing exceptional advice and service. The successful candidate, could potentially become part of the succession plan.

Required skills / Experience

5+ years of experience in the financial services industry
CIRO licensed
High professional and compliance standards
Strong discovery and planning skills
Excellent relationship-building and communication skills
An existing small book of business is helpful

Associate Financial Planner

How to Apply

Please send resume and cover letter to:

Timea Sarkozi, Hons. B.A., CFP
[email protected]