Associate Planner (Future opportunity) - Ontario South West
Core
Empower mass affluent clients through holistic financial planning and advice to help them achieve financial ambitions.
Role type
Financial Planner (Associate level)
Builds
Client financial plans and investment strategies
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, investment advice, client relationship management, data analysis, business development, regulatory compliance
Preferred skills
Registered Representative (RR) licensing, Certified Financial Planner (CFP) designation, mentoring
Technologies
Financial planning software, data analytics tools
Responsibilities
Partner with clients to understand life and financial objectives, conduct in-depth financial reviews, develop recommendations based on data-driven insights, monitor productivity and service delivery, stay informed on industry trends, mentor colleagues
Seniority
Associate, entry-to-mid level