Para Planner

Join This Growing Financial Planning Firm as a Paraplanner! Shape the Future of High-Net-Worth Client Portfolios with Competitive Salary and Growth Opportunities.

About: Our client are a dynamic and growing financial planning firm specializing in providing tailored financial solutions to high-net-worth clients, particularly doctors. Our firm manages a substantial book of business, generating significant revenue through assets under management and insurance product placements.

Role Overview: We are seeking a highly motivated and experienced Paraplanner to join the team. The ideal candidate will have a strong background in insurance, particularly life and accident, and some experience with investments. As a Paraplanner, you will support our financial advisors by gathering data, building recommendations, and developing action plans for our clients. This role involves working primarily with existing clients, conducting around 10 client reviews per month, and assisting with the onboarding of approximately 20 new clients per year.

Key Responsibilities:

• Gather and analyze client data to build tailored financial recommendations.
• Develop comprehensive financial plans and action plans based on client information.
• Conduct approximately 10 client reviews per month, ensuring ongoing alignment with financial goals.
• Assist with the onboarding process of 20 new clients annually.
• Maintain strong relationships with high-net-worth clients, primarily doctors.
• Support advisors in generating revenue through assets under management and insurance product placements.
• Utilize Precise FP software for financial planning and data management.
• Stay updated on the latest financial products, market trends, and regulatory requirements.
• Prepare detailed reports and presentations for client meetings.
• Provide administrative support, including maintaining accurate client records and documentation.
• Collaborate closely with the sales advisor and other team members to ensure a high level of client service.

Qualifications:

• Minimum of 5 years of experience in a similar role within the financial services industry.
• Certified Financial Planner (CFP) designation is ideal.
• Life License Qualification Program (LLQP) certification is highly desirable.
• Strong background in insurance, particularly life and accident insurance.
• Experience with investments and financial planning.
• Technically savvy with proficiency in Precise FP software.
• Excellent analytical, communication, and interpersonal skills.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.

Compensation:

• Competitive salary with incentive opportunities.
• Potential for increased responsibilities and client book management over time.

Why Join:

• Be part of a growing and dynamic team with a strong client base.
• Opportunity to work with high-net-worth clients and manage significant assets.
• Collaborative and supportive work environment.
• Potential for career advancement and professional development.

HOW TO APPLY

Please apply directly to this posting with the most recent version of your resume. If you would like to speak with us regarding this position, please contact Donal Byrne at 604 689 8687 ext. 205 or email dbyrne@impactrecruitment.ca. To learn more about our open positions, visit us at impactrecruitment.ca.

ABOUT IMPACT RECRUITMENT

Specializing in a wide variety of industries and verticals, Impact Recruitment is passionate about matching exceptional talent with exciting new opportunities across North America. For job seekers, we offer a dedicated approach to finding the right opportunity for your career growth. The Certified Candidate® system by Impact Recruitment is designed to ensure your next career move is the right one. We take the time to thoroughly understand your technical abilities, your career goals, and you. Become a Certified Candidate® and enjoy a better recruitment experience with Impact. Learn more at impactrecruitment.ca.

Privacy and confidentiality are important to us; as such all applications are kept strictly confidential. We will not share your information with anyone without your prior approval. While we will only be considering qualified applicants for this position, if you are interested in pursuing an alternate career path, we would certainly be happy to speak with you about opportunities that fit your profile.

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