Financial Planner Jobs

What is financial planning all about?

We think it is about lifestyle.Helping people identify, achieve, and maintain, their desired lifestyle over their lifetime without the fear of ever running out of money, no matter what happens.

We do this by following the Inspiring Advisors Process. We are lifestyle planners first, then financial planners, and then if financial products like insurance or investments are needed, we put on our financial advisor hat.

Is this the type of work you would like to do for people? Helping people get what they want while building a lifestyle for yourself?We are offering a salary plus bonus position with an extensive two year training/apprentice program.

Atlantis Financial Inc. is an independent, collaborative lifestyle financial planning firm located in Barrie, ON and is regularly published in MoneySense and the Financial Post.We are growing and currently looking for an assistant or lead financial planner to provide lifestyle financial planning services to our existing clients.As part of your training and future growth, we are forming a diamond team structure to support you, our clients, and existing planners.

Depending on your experience, your first two years will consist of job shadowing and training with a senior planner.Our expectation is that with our training and lifestyle planning process you will be a lead financial advisor within two years of working with primarily existing clients and contributing in your own unique way to the growth of Atlantis Financial Inc.

Qualifications

1.Comfortable working with computer programs while engaging clients.We use Visions Works Life Planning software to create lifestyle plans interactively/collaboratively with our clients.

2.Post secondary education with a demonstrated interest in financial planning, and ideally have the Canadian Securities Course and 1 yr. of experience.

3.Must be able to work in the office during your training period after which time a more flexible work arrangement is possible.

4.Enjoy working with and helping people.

This is a good long-term opportunity for anyone who wants independence, enjoys learning, and truly wants to make a difference in peoples’ lives.

If you want to find out a little more or express your interest in joining us please feel free to contact me directly.