Financial Planner/Wealth Advisor

Summary

Are you an experienced financial professional seeking a role in a boutique wealth advisory practice where clients are number one? Where you delve into financial details and are an integral member of a top-producing team that is built on respect? Do you believe in integrity, investing with wisdom and a high-degree of professionalism in all that you do? Do you seek the freedom to help clients without the pressure of sales targets and to be part of a team that respects your unique talents? If so, we want to hear from you.

Marnoa Private Wealth of Raymond James is looking for a mature Financial Planner/Wealth Advisor to support our growth. This position has flexibility, so we will consider some work from home for the right employee. This position is a salaried position with benefits and potential for annual bonus.

What You Will Be Doing

As a member of our team, you will work with us in providing client service and financial planning to our well-established, diverse client base with multiple objectives to advance their financial goals.

Relationship Management

• Provide gold standard client service anticipating client needs and delivering proactive and quality communications to ensure clients are apprised of details related to their accounts
• Provide clients support during market downturns and be able to communicate investment concepts to reassure clients to stay committed to their financial plans

Specifically you will:

• Manage action requests to and from clients and document in CRM software
• Assist us in responding to incoming client calls and inquiries regarding financial planning, wealth management, tax, insurance and investment options
• Identify client’s life and financial goals, provide comprehensive reviews and build long-term relationships
• Work closely with Portfolio Manager and team members to provide seamless financial planning & investment management
• Additional tasks and projects, as required
• Be committed to providing high quality client service by phone, email, and written communication
• Compile income projections, net worth summaries and other client facing documents as required
• Assist in preparing investment proposals, financial plans & client review presentations
• Ensure that all compliance, regulations and policies are being adhered to
• Contribute to business development and the growth clients served

Qualifications Required:

• Certified Financial Planner, Registered Financial Planning certificate or PFP
• Experience in cross-border (Canada / USA) a great asset
• At least 5 years’ investment and / or financial services industry experience speaking directly with clients and conducting one on one client meetings
• Experience with a client relationship management software such as Maximizer
• IIROC licensed – completion of CSC & CPH an asset
• High level of knowledge and experience using financial planning software such as investcloud (NaviPlan), RazorPlan and / or Snap
• Insurance license an asset
• You possess maturity and are a poised professional in all interactions
• You enjoy social interactions and working with others
• You are sharp as a whip with outstanding analytical skills and ability to separate the “wheat from the chaff”

APPLICATION INSTRUCTIONS:

Email resume to [email protected]

Job

Wealth management

Primary Location

CA-ON-Waterloo-Waterloo

Organization

PCG IFS

Schedule

Full-time