À Domicile Financial planner Jobs – 19 Openings This Week

Junior Financial Advisor Associate (LLQP) and Paraplanner
Clarity Planning Inc. —Greater Vancouver A, BC
- $50,000–$65,000 a year
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Paid time off
- Work from home
Quick apply
Conseiller(ère) en gestion de patrimoine
FinancesTI360 —Remote
- $60,000–$70,000 a year
- Full-time
- Remote
- Bilingual
- Sales
- English
- Work from home
- Life insurance
Quick apply
5d
Wealth Advisor/Financial Planner
Fidelity Investments —Toronto, ON
- $100,000–$140,000 a year
- Full-time
- Remote
- Bilingual
- English
- Bachelor's
- Profit sharing
- Tuition reimbursement
Financial Advisor
IT360 Financial —Remote
- $60,000–$70,000 a year
- Full-time
- Remote
- Bilingual
- English
- Business development
Quick apply
5d
Bilingual Virtual Financial Advisor (Hybrid)
Morgan Stanley —Montréal, QC
- $80,000–$95,000 a year
- Full-time
- Remote
- Microsoft Powerpoint
- Bilingual
- Microsoft Word
Wealth Advisor (Winnipeg & Multiple locations available)
Fidelity Investments —Calgary, AB
- $100,000–$140,000 a year
- Full-time
- Remote
- Bilingual
- English
- Bachelor's
- Profit sharing
- Tuition reimbursement
Virtual Financial Planner, Scotia Financial Planning - Dauphin and Surrounding Area
Scotiabank —Dauphin, MB
- Remote
- Sales
Virtual Financial Planner, Scotia Financial Planning - Northeast Alberta
Scotiabank —Cold Lake, AB
- Remote
- Sales
Senior Regional Business Manager - Estate and Trust
EQ Bank | Canada's Challenger Bank —Remote
- Full-time
- Remote
- Presentation skills
- Bachelor's
- Travel
- Dental care
- Vision care
Quick apply
6d
Director, Tax, Retirement & Estate Planning
Sun Life —Toronto, ON
- $110,000–$180,000 a year
- Full-time
- Remote
- Bilingual
- Sales
- English
4d

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Financial Advisor, Investment & Retirement Planning - BLOOR & YONGE
Scotiabank —Toronto, ON
Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
7d
Wealth Advisor
WilsonCTS —Toronto, ON
Post-secondary diploma or degree in Commerce, Business Administration, or a related discipline. Maintain a deep, up-to-date mastery of specific financial…
$65,000 a year
Quick apply
8d

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financial planner jobs near à domicile

Junior Financial Advisor Associate (LLQP) and Paraplanner

Clarity Planning Inc.
Greater Vancouver A, BC

Quick apply

Job details

Permanent | Full-time
$50,000–$65,000 a year

Qualifications

Microsoft Powerpoint
Mandarin
Microsoft Excel
Microsoft Outlook
Cantonese
Filing
English
Finance
Project management
Bachelor's
LLQP
Computer skills
Communication skills

Full job description

Position Overview: We are seeking a Junior Financial Planning Associate/Paraplanner with a Life License Qualification Program (LLQP) certification to join our dynamic team. The ideal candidate will work with our current and new clients in delivering exceptional financial planning services and contribute to the growth and success of our clients and the firm.

Key Responsibilities:

A) Prepare and maintain client records

Appointment preparation – ensure clients’ financial planning, insurance and investment documents are up to date
Follow up to obtain documents/information necessary to update client planning
Update client’s records in CRM

B) Prepare recommendations

Research and prepare insurance quotes and planning recommendations
Prepare and update investment and retirement planning recommendations
Review and update estate planning recommendations

C) Implement recommendations

Prepare insurance and investment application forms
Order underwriting requirements and follow-up
Coordinate and expedite with carrier new business case coordinators and update advisor on pending cases
Follow up with clients to ensure outstanding requirements are collected
Prepare suitability/reason why letters in accordance with the agreed recommendations
Ensure all compliance paperwork is in order
Maintain up to date and accurate filing of documents and correspondence

D) Client servicing

Deal effectively with queries from clients
Timely follow up with clients and insurance companies to complete insurance and investment servicing requests
Effectively handle servicing items requiring escalation and attention

E) Marketing assistance

Maintain and update prospects and client contacts and records in CRM
Manage opportunities and leads
Update educational presentation materials

F) Standard Operating Procedures

Build and maintain standard operating procedures

Requirements:

Insurance (LLQP) licensing required or able to obtain before starting position
2-3 years financial planning experience or equivalent undergraduate education in finance/financial planning
Knowledge of insurance and segregated funds products considered asset
Strong English verbal and written communication skills
Cantonese and Mandarin speaking skills preferred
Strong computer skills, ease and comfort in using Microsoft Excel formulas and functions, Outlook, Powerpoint, and Word
Self-starter, ability to work independently and complete tasks without supervision
Excellent attention to detail and strong project management skills

Your personal values:

Excellent Communicator – you are professional, efficient and effective in conveying information in business writing, phone call, and interactions with others
Approachable – You are empathetic and enjoy collaborating with clients to come up with solutions for their goals and concerns
Attention to detail – you are thorough and accurate in completing your tasks and you are good with numbers
Organized and reliable – you are effective in prioritizing multiple tasks to completion and you complete what you set out to do
Positive and growth mindset – you embrace change and want to keep learning and growing in your skillset and mindset

We offer a compensation package that includes training, health benefits, flexibility to work remotely from home on a full-time basis, should the candidate be the right fit. Ideally you are someone who is flexible with growth and committed to help establish our brand and continue to grow with the company as a key member of the team.

Job Types: Full-time, Permanent

Pay: $50,000.00-$65,000.00 per year

Benefits:

Extended health care
Paid time off
Work from home

Education:

Bachelor's Degree (preferred)

Language:

Cantonese or Mandarin (preferred)

Licence/Certification:

LLQP (preferred)

Location:

Greater Vancouver A, BC (required)

Work Location: Remote

Quick apply

Refine Your Search

financial planner jobs in à domicile

Junior Financial Advisor Associate (LLQP) and Paraplanner

Conseiller(ère) en gestion de patrimoine

Wealth Advisor/Financial Planner

Financial Advisor

Bilingual Virtual Financial Advisor (Hybrid)

Wealth Advisor (Winnipeg & Multiple locations available)

Virtual Financial Planner, Scotia Financial Planning - Dauphin and Surrounding Area

Virtual Financial Planner, Scotia Financial Planning - Northeast Alberta

Senior Regional Business Manager - Estate and Trust

Director, Tax, Retirement & Estate Planning

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