Financial Planner (CFP, QAFP, or PFP Designation)

Location: Saskatoon

Competitive Salary: $100,000+ Annually (Negotiable Based on Experience)

Are you an experienced Financial Planner with a CFP, QAFP, or PFP designation and extensive knowledge of financial planning in Canada, including pensions, tax strategies, and corporate financial planning? Precedence Capital – Harbourfront Wealth Management is seeking a skilled individual to join our growing team!

Key Qualifications:

• CFP, QAFP, or PFP designation is mandatory.
• Investment Representative (IR) Registration – CIRO/IIROC is considered an asset.
• Extensive knowledge of financial planning in Canada.
• Expertise in pensions, tax strategies, and corporate financial planning.
• Proven track record in providing comprehensive financial advice.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively within a team.

Responsibilities:

• Conduct in-depth financial analysis and planning.
• Provide expert advice on pensions, tax strategies, and corporate financial planning.
• Develop and implement customized financial plans for clients.
• Stay updated on industry trends, regulations, and best practices.
• Collaborate with the team to enhance the overall client experience.
• Demonstrate a commitment to client satisfaction and success.

Additional Responsibilities:

• Enhancing advisor’s effectiveness by providing information management support.
• Fostering and supporting client relationships by liaising with clients, responding to requests, and proactive problem-solving.
• Preparing monthly/quarterly/annual reports, client correspondence, and taking ownership of project work.
• Maintaining office premises standards for appearance, client requirements, and day-to-day operations.

Benefits:

• Competitive salary based on experience and expertise.
• Full comprehensive health and dental benefits package.
• Matching Retirement Savings Plan.
• Flexible work hours and remote work options.

How to Apply: If you possess extensive knowledge in financial planning and hold a CFP, QAFP, or PFP designation, and are ready to contribute to an innovative, and forward-thinking firm, send your resume and cover letter to [email protected] with the subject line “Experienced Financial Planner.”