As part of our Elite Wealth Management team, you will share our philosophy that is focussed on our client’s success, we provide insightful and personalized financial advice that is designed to achieve the individual needs of our clients. Operating at the highest levels of integrity and transparency, we give our clients clarity and peace of mind about their financial future.
We want the best for our clients and their families, and value strong, long-term relationships that are built on understanding their unique situations.
Our experience and insight allow us to create tailored financial plans based on each of our client’s unique financial needs.
We are committed to building long-term financial wealth and to guiding our clients every step of the way.
We are looking to hire a Paraplanner to support our financial planning practice.
Elite Wealth Management Inc. strives to consistently supply the highest quality of service to our clients. We provide unbiased investment and insurance solutions custom-tailored to your individual needs and objectives.
Our website: https://elitewmg.com
Title: Paraplanner
Duties and Responsibilities:
Your basic job duties include but are not limited to:
- Keeping client records updated to compliance standards
- Contacting clients to confirm appointments and receive confidential documents
- Assisting principal financial advisor regarding client matters
- Providing client service support, administrative and paperwork support, and fielding client inquiries
- Compiling financial reports and projections for clients
- Seeing through client requests and ensuring they are fully completed
- Assisting clients in filling out applications for life insurance, critical illness insurance, and segregated fund products
- Preparing client recommendations and run proposals and comparisons as necessary
- Following through client applications to ensure timely decisions
- Other ad hoc duties as required
Qualifications:
- Post-secondary education
- Minimum 3 years of relevant working experience in financial services, insurance, wealth management, or a related industry
- Extremely detail oriented
- Proficient with technology (MS 365, Zoom, CRM software, etc.)
- Excellent written and verbal communication skills
- A thorough understanding of the financial advising industry
- Able to work independently under pressure, prioritize tasks efficiently, and enjoy a fast-paced environment
- A results-oriented problem-solver with a strong sense of initiative
- Fluent in English and Cantonese, both written and spoken
- LLQP license is an asset
Base salary range: $68,000 - $90,000 per year subject to experience
Annual bonus and opportunities for business travel available
Company benefits include:
- Extended healthcare
- RRSP matching
- Life & critical illness insurance
- Education subsidy program
Schedule: Monday to Friday 9:30 am - 5:30 pm (7 hours/day)
Workplace arrangement: in office
Job type: Full time permanent
