Associate Planner - Orillia

Identify and assist clients with their life and financial goals, including comprehensive reviews.,Build and maintain long-term client relationships through financial planning expertise and ongoing service.,Conduct reporting and relevant analysis, drawing conclusions and making recommendations.,Contribute to team and department goals, strengthening customer service and dedication.,Monitor service, productivity, assess efficiency, and implement continuous improvements.,Stay knowledgeable of best practices, procedures, and emerging trends.,Acquire and apply expertise, providing mentorship, assistance, and direction to others.,Maintain a culture of risk management and control, supported by aligned risk appetite.,Participate fully as a member of the team, supporting a positive and service-oriented work environment.,Passion for financial planning and driven to help clients reach their financial & life goals.,Possess an entrepreneurial spirit to prospect external business development opportunities through networking.,Experience in high value sales and business development.,Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment.,Excellent people and problem-solving skills for building and maintaining client relationships.,Strong communication skills with the ability to work collaboratively and independently, provide assistance, and build relationships.

University Degree (preferred).,3 – 5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions (preferred).,Canadian Securities Course (CSC) or CFA Level 1 (or higher) required before start date.,Complete Conduct & Practices Handbook (CPH) within first 90 days in role.,CIRO Registered Representative (RR) license within first 90 days in role.,Complete Wealth Management Essentials (WME) within first 30 months in role.,Achieve Certified Financial Planner (CFP) designation within first 3 years in role.,CFP Eligibility requirements: University Degree OR up to 10 years of qualifying work experience OR have been a QAFP professional in good standing for a minimum of 5 years.

Bachelor's Degree