Financial Planning Associate

Recruiter
David Aplin Group
Location
Winnipeg, Manitoba, Canada
Salary
USD 45,000.00 - 65,000.00 per year
Posted
05 Apr 2021
Closes
05 May 2021
Ref
278893
Are you passionate about financial planning? Do you value a holistic approach to planning and a team-orientated work environment?

David Aplin Group, one of Canada's Best Managed Companies, has partnered with our client to recruit a Financial Planning Associate based in Winnipeg.

Our client has been providing financial planning solutions for decades. A niche financial services firm, this is an ideal opportunity to work independently and as part of a team serving clients in the creation and delivery of financial plans.

The Role:
  • Attending meetings with the Advisor and Clients to intake information on the plan creation
  • Transposing notes into tasks and activities in the client file
  • Scanning client documents, setting up Financial Planning client files, and populating financial planning calculations including the incomes, expenses, taxes and related information
  • Assisting in maintenance of interactive perpetual financial planning sites for clients
  • Assisting in the coordination of annual tax returns and annual Will review and planning
  • Contacting new and existing clients to set up planning meetings
  • Maintaining the planning history and meeting summary notes database relative to the planning activities

The Ideal Candidate:
  • Passionate about the power and importance of financial planning
  • Enjoys being actively involved in client meetings, the planning process and client interaction
  • Detail oriented and analytical
  • Strong mathematical aptitude with an ability to analyze, investigate, and problem solve as needed
  • Currently has their Certified Financial Planner (CFP) designation (or near completion)
  • Significant comfort and proficiency with technology
  • Proven ability to deliver a high level of customer service, along with a proactive work ethic
  • Ability to meet deadlines without compromising accuracy and attention to detail
  • Completion of a Business Administration program or related post-secondary education would be an asset

The target starting salary for this position is $45,000 to $65,000 per annum, plus a comprehensive benefits package and free parking.

If you are interested in this position and meet the above criteria, please click the Apply button to send your resume in confidence directly to Stacey Danley , Partner, Aplin Office Professionals. Visit our website at www.aplin.com to view our job opportunities, career tips, and tools. We thank all applicants; however, only those selected for an interview will be contacted.

WE APPRECIATE YOUR INTEREST IN DAVID APLIN GROUP.

If this is your first introduction to us, we invite you to become one of our satisfied candidates. David Aplin Group has been Canadian owned since 1975. Our professional consultants are passionate about helping you find a fulfilling job or career and ensuring your complete satisfaction with our process. Our proven track record, nearly four decades long, is largely due to our team of highly skilled and successful specialists. Through superior service and a commitment to long-term relationships, we provide deep specialization in core areas for complete recruiting and HR solutions across Canada - all from one source. We look forward to exceeding your expectations!

Learn more about David Aplin Group and view all of our current job opportunities, career tips, and tools at www.aplin.com.