Pay Competitive
Employment type: Full-Time
Job Description
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:
- 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.
- Be committed to providing high-quality client service by phone, email, and written communication.
- Manage action requests to and from clients and document in CRM software.
- Work closely with the Portfolio Manager and team members to provide seamless financial planning \& investment management.
- Ensure that all compliance, regulations, and policies are being adhered to.
- Assist in preparing investment proposals, financial plans \& client review presentations.
- Compile income projections, net worth summaries, and other client-facing documents as required.
- Additional tasks and projects, as required.
- Contribute to business development and the growth of clients served.
Qualifications Required:
- IIROC licensed -- completion of CSC \& CPH an asset.
- At least 5 years' investment and/or financial services industry experience speaking directly with clients and conducting one-on-one client meetings.
- Certified Financial Planner, Registered Financial Planning certificate or PFP.
- High level of knowledge and experience using financial planning software such as InvestCloud (NaviPlan), RazorPlan, and/or Snap.
- Insurance license an asset.
- Experience in cross-border (Canada/USA) a great asset.
- Experience with client relationship management software such as Maximizer.
- You are sharp as a whip with outstanding analytical skills and ability to separate the "wheat from the chaff."
- You possess maturity and are a poised professional in all interactions.
- You enjoy social interactions and working with others.
APPLICATION INSTRUCTIONS:
Email resume to ******@raymondjames.ca
