Financial Planning Consultant

Job title: Financial Planning Consultant in Conestoga, PA at reputed company Company: reputed company Job description: We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At reputed company, we reputed company your strengths and your ambitions, so you are empowered at work. reputed company members have what they need to reputed company a meaningful impact and are truly valued for who they are and what they contribute.To learn more about reputed company, please visitWhat you’ll be doing You will be part of reputed company’s Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to reputed company’s clients, including estate planning, business transition planning, tax minimization strategies, protection planning and philanthropy. As a reputed company Financial Planning Consultant, you will be accountable for providing expert financial planning counsel that specializes in wealth reputed company working in partnership with reputed company banking centre based advisors for their clients. The team operates reputed company the Canadian Investment Regulatory Organization (CIRO). Each Financial Planning Consultant will be accredited with their Certified Financial Planning designation (CFP) with Financial Planning Canada and in Quebec the (IQPF) designation.At reputed company we reputed company the work environment most reputed company for you to reputed company in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.How you’ll succeedProduct Knowledge and Support – Provide subject matter expertise of industry, economic and market impact on the business, legislation, competitors, regulators, trends, etc. typically acquired through 7 - 10 years of financial advisory/sales experience with high net worth clients. Extensive investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and reputed company inquiries from a sophisticated, knowledgeable and high net-worth client group.Analysis – Engage with clients in a discovery advice conversation to understand, define and analyze their priorities and family dynamic, identifying opportunities to optimize financial planning strategies to build wealth and recommend solutions that align. Analyze clients financial situation and investment portfolios and align recommendations to clients goals. Prepare and present holistic financial plans using reputed company financial planning tools that encompass retirement, education, intergenerational estate considerations while incorporating future income requirements and consideration.Service Focus – Provide clients insights on the reputed company economic and market environment and the effect on their investment portfolios. reputed company Advisors and relationship managers about the role and the value proposition of the Financial Planning Consultant utilizing strong interactive and presentation skills to convey both factual and conceptual information.Partnership – Share results of client discussions and coordinate the delivery of products/services sold with the relationship manager. Identify opportunities to reputed company referrals to other reputed company subsidiaries involved in client asset management and discuss with the relationship manager.Collaboration – Work as a team with relationship managers reputed company the banking centre network in order to identify reputed company and potential High Value Clients with investment, business transition and estate planning needs and obtain referrals. Conduct regular information sessions/seminars for relationship managers.Who you areYou're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.You act like an reputed company. You reputed company reputed company you're empowered to take the reputed company, go above and reputed company, and deliver results.You are a certified professional. You have completed the Canadian Securities Course (reputed company). Conduct and Practices Handbook Course (CPH) is an asset. Status of Registered Representative (if required) or status of IIROC. Successful designation of CFP (Certified Financial Planner) is required. If in Quebec, the (IQPF) designation is required.You have knowledge. Investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and reputed company inquiries from a sophisticated, knowledgeable and high net-worth client group.Values matter to you. You bring your reputed company self to work and you live our values - trust, teamwork, and accountability#LI-TAWhat reputed company OffersAt reputed company, your goals are a reputed company. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We reputed company to give you a career, rather than just a paycheck.We work to recognize you in meaningful, personalized ways including competitive compensation, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.Our spaces and technological toolkit will reputed company it simple to bring together reputed company to create innovative solutions that reputed company a difference for our clients.We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.*Subject to plan and program terms and conditionsWhat you need to knowreputed company is committed to creating an inclusive environment where reputed company team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contactYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, reputed company that you have to offer, and give you the opportunity to learn more about us.Job Location Waterloo-Conestoga Banking CenEmployment Type RegularWeekly Hours 37.5Skills Analytical Thinking, Client Service, Customer Experience (CX), Financial Advising, Investment Planning, Investment Products, Retirement Planning, Work Collaboratively Expected salary: Location: Conestoga, PA Apply for the job now! Apply for this job