Financial Planner/ Insurance Agent

Job Title: Financial Planner

Location: Barrie, Ontario, Canada

Company: Ravens Rock

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.

Job Description

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.

Key Responsibilities

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

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

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

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

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

6. Education and Guidance: Educate clients on financial products and strategies, helping them make informed decisions.

Qualifications

1. 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.

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

3. Skills:

   • 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.

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

Benefits

1. Competitive commission performance-based bonuses.

2. Professional development and continuing education opportunities.

3. A supportive and collaborative work environment.