Financial Paraplanner

As a Financial Planner on our team, you will appreciate a guaranteed salary with job security. As your value to the firm increases, additional monetary opportunities will be available.

You come to us with the following:

• Post-secondary education
• Life license (an asset)
• CFP designation or be working towards obtaining it
• 3 to 5 years’ financial planning experience
• Experience with Financial Planning software
• Knowledge of the financial issues for small businesses
• Advanced taxation knowledge
• Organizational excellence, time management and both internal and external communication skills
• Strong financial and analytical skills
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, etc.)

If you believe in and enjoy the financial planning process as much as we do, then we would like to hear from you.

Who we are

Financial Literacy Counsel is a boutique financial planning and education company founded in 1999 to do one thing: move people financially forward.

Our Values:

• We do what is right for the best interest of our clients.
• We collaborate to give our clients the best possible solutions.
• We do good for others to build stronger families and communities.

We are excited to expand our team by adding a Financial Planner. Often referred to in the financial services industry as a Financial Paraplanner, this role is responsible to deliver value to the team and the clientele by coordinating and preparing quality financial planning reports and strategies.

The role is office-based, but some level of hybrid flexibility could be considered.

What you will be doing

• In collaboration with advisory team, develop comprehensive financial strategies, reports and presentation packages for clients and new prospects that align with risk tolerance, financial planning goals and retirement objectives
• Utilize financial software applications to input data, analyze and recommend strategies
• Understand and interpret financial data
• Communicate/collect information from clients (fact finding)
• Clarify client financial status and identify problem areas and opportunities
• Read and understand client reports, investment statements and financial information to identify the relevant information
• Present financial plan with Advisor when requested
• Easily explain issues and concepts related to the overall financial planning process, both verbally and by creating synthesized reports of key data from the financial plans
• Monitor clients’ financial situations with detail and accuracy
• Maintain integrity of sensitive/confidential information
• Monitor financial planning and economic changes to effectively adapt planning recommendations
• Proactively learn about investment and insurance products that can be suitable for client situations
• Connect directly with clients for implementation of ongoing strategies when requested