Financial Planner

  • Company:
    McNeill Nakamoto
  • Location:
  • Salary:
    negotiable / monthly
  • Job type:
  • Posted:
    18 hours ago
  • Category:
    Business / Mgmt

Category :
Job Type :
Location/City :
AB – Edmonton
Recruiter Name :
Alana Savage
Financial Planner – Wealth Management
Are you a passionate, reliable and flexible investment professional with a strong track record in creating solid business relationships? Our client is looking for a Financial Planner who can combine acute business acumen with exceptional financial aptitude. This is a great opportunity to take on a challenging and dynamic investment role with a reputable financial services organization. The Financial Planner will be responsible for providing leadership, and will promote the growth of the Wealth Management department within the AB province.
Edmonton, AB
Proactively build working relationships with
affiliated or new companies and organizations to expand and promote the wealth
management division
Develop, implement and sustain a solid business
plan to achieve targets for asset growth
Use your extensive client network to discover and
identify how to best serve client needs; utilize customer relationship
management tools to retain clients and build solid relationships
Act as a leader for branch staff to assist them
with identifying client’s financial needs and providing solutions to
Serve as the liaison between branches and partner
companies by conducting presentations and information sessions
Comply with existing procedures and policy
programs in place
Make an ongoing commitment to continuous
improvement and learning within the investment industry
Strong industry experience and knowledge of mutual
funds and general financial planning
Completed CFP with minimum 5 years of financial
planning/investment management experience
Excellent understanding of all aspects of
investment products and terminology
Previous experience and knowledge of financial
statement analysis
Superior communication and presentation,
interpersonal and organizational skills
Demonstrated commitment to providing exemplary
advisory services and product solutions
Individuals meeting the criteria above are encouraged to submit their resume to Alana Savage by clicking ‘APPLY NOW’ above. Alana can be reached at 604-662-8967 ext. 103 in confidence. While we thank all candidates for their interest, only select individuals will be contacted for follow-up.
Learn more at