Job Description

Job Title

: Financial Planner

Location

: Barrie, Ontario, Canada

Company

: Ravens Rock

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About Us

Ravens Rock is a leading financial advisory firm dedicated to helping clients achieve their financial goals. With a commitment to personalized service and expert guidance, we provide comprehensive financial planning, investment management, and advanced retirement planning services.

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We are seeking a highly motivated and experienced Financial Planner to join our team. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a passion for helping clients achieve financial security.

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Key Responsibilities

Client Consultations

: Conduct thorough financial assessments to understand clients' financial goals, risk tolerance, and current financial situation.

Financial Planning

: Develop customized financial plans, including retirement planning, investment strategies, tax planning, and estate planning.

Investment Management

: Provide investment advice and manage client portfolios to ensure alignment with their financial objectives.

Ongoing Support

: Monitor and review clients' financial plans regularly to ensure they remain on track towards their goals. Provide updates and adjustments as necessary.

Compliance

: Stay updated on financial regulations and ensure compliance with all relevant laws and ethical standards.

Education and Guidance

: Educate clients on financial products and strategies, helping them make informed decisions.
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Qualifications

Education

: Bachelor's degree in Finance, Economics, Business Administration, or a related field. Certified Financial Planner (CFP) designation; Chartered Life Underwriter (CLU) or working towards these designations is desired.

Experience

: Minimum of 3-5 years of experience in financial planning or a related field.

Skills

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+ Strong analytical and problem-solving skills.
+ Excellent communication and interpersonal abilities.
+ Proficiency with financial planning software and tools.
+ Detail-oriented with strong organizational skills.
+ Prospecting and maturing relationships

Ethics

: High level of integrity and commitment to maintaining client confidentiality.
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Benefits

Competitive commission performance-based bonuses. Professional development and continuing education opportunities. * A supportive and collaborative work environment.