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Financial Planner - 18910

Ottawa, ON

Posted: 06/07/2024 Category: Management Job Number: 18910 Pay Rate: Competitive Compensation

Job Description


Great opportunity for a an exceptional financial planner to join a leading independent boutique firm in Ottawa. The firm is growing and well known for being a one-stop resource for financial planning and providing innovation and strategic financial solutions for a long-standing, diverse client base.

Our client is committed to:
  • Providing an opportunity to develop your financial planning career and provide the mentorship and platform to reach your career goals.
  • Provide an existing group of clients to advise and build relationships with.
  • Excellent work culture, work life balance and compensation package.

Key responsibilities include:
  • Independently advise and serve a wide base of existing clients.
  • Maintain and update comprehensive financial plans including retirement, risk management, estate planning, insurance and pension analysis.
  • Participate in business development activities including lead generation and client conversion.
  • Tackle daily problem solving with agility and creativity.
  • Collaborate with others on the Team.

What the successful candidate will bring:
  • A university degree with CFO designation.
  • 3+ years of financial planning experience.
  • Candidates should be CSC or IFIC licensed and have their LLQP license or obtain it within a few months.
  • Candidates fully bilingual in French & English will be given preference.
  • Deep understanding of financial statements, value vs price and financial markets.
  • Strong knowledge of various investment vehicles, asset classes and their role in a financial plan.
  • A good understanding of taxation and the Canadian financial industry legislation and regulations.
  • A good knowledge of insurance products.
  • Proven experience in servicing and maintaining client relationships.
  • Experience with CRM tools and MS Office products.
  • Candidates with financial planning expertise in a niche market segment will be given preference. 
  • Demonstrated success in generating new client acquisitions. 
  • Excellent communication and people skills

In return, you can expect:
  • Competitive compensation package including base salary, bonus and retirement plan.
  • The opportunity to work alongside and mentor with some of the best financial planners in the industry.
  • Rapid professional advancement and great work culture. 

Only candidates already eligible to work in Canada will be reviewed. Only qualified candidates will be contacted. 

#IND

Meet Your Recruiter

recruiter-banner-image

Barry Milne
CPA, CGA, Principal
Recruiting Specialty: Senior HR, Finance, Executive Search

Drawing on over a decade of senior recruitment experience, Barry specializes in placing top talent in senior finance, human resources and executive search. His passion to stay on the cutting edge of business development leads him to exceptional candidates who drive his clients’ organizations toward new heights. A professional accountant with more than 20 years in senior leadership positions, Barry knows exactly who his clients need to build strong teams and propel their organizations forward.

Barry partners with his clients with a highly consultative approach to help them develop long-term human capital strategies to drive growth and sustainability. He purposefully places candidates in positions where they are bound to succeed. Frequently, satisfied candidates refer others to Barry because of the rewarding experience they had with him.

Barry is a member of CPA Manitoba and has served on the boards and audit committees of a number of public and private companies. In his free time, Barry enjoys adventure travel with his family, mountain hiking, stand-up paddling, great food and wine with friends and watching a good movie.

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