Associate Financial Planner - Relationship Management, Advice, & Business Development
Are you an extremely motivated and driven person who LOVES the art of helping others, coaching and continuous growth and personal development?
We are Blue Zones Financial Solutions, a small financial planning firm located in the Ottawa Capital and a subsidiary of Sun Life Financial. Our focus is helping Canadians build and preserve their wealth, so they have the freedom to live their best lives while being a positive impact to future generations.
Because we’re continually growing - adding clients on a regular basis and seeking to add value to our existing clients - we need more help. That’s where you come in…
Role Summary:
You will be responsible for collaborating with and supporting the existing advisory team in adding value to clients through investment management and financial planning. As the Associate Financial Planner you will build deep, trusted client relationships, deliver exceptional client service and client development, and keep clients on track for their long-term goals. You will also have the opportunity to become the primary relationship manager for an existing and growing block of clients that suit your passion and personality, while working closely with the team to develop and execute on a plan to meet our overall goals. Finally, you will contribute consistent improvements to the company’s existing systems, processes, and client experience by leveraging various technological efficiencies.
NOTE: This position is full-time and hybrid (4 days in office)
What you’ll be doing:
Day to day, you’ll be meeting with clients, prospective and existing, virtually or in person to identify planning opportunities and help progress them towards financial independence. You will also take on the lead responsibility of building and updating financial plans using our financial planning software to help all clients make sound financial decisions. Finally, you will assist generally with portfolio management and specifically with the refining of the Blue Zones model portfolios with a focus on client outcome.
This is for you if:
- You’re great with people and love making others feel comfortable
- You’re upbeat, positive, full of smiles, and maybe a little quirky
- You pay close attention to the details
- You actively read and seek out new learning from books or courses to get better at your role
- You implement, and do so with minimal direction, doing a lot of your own research to find the best way to solve the problem at hand
- Lastly and most importantly, you’re driven. You want to work hard, learn a ton, and put a smile on people’s faces
DISQUALIFIERS: Please DO NOT apply to this position if you:
- Have less than 3 years of Financial Planning experience
- You are looking for a job where you can “coast to the finish line”
- Don’t have the drive and ability to self motivate
- You are not interested in self development
If none of these things can be said of you, then please continue reading…
Qualifications:
At Blue Zones Financial Solutions, we value work ethic, coachability, and past results much more than your type of degree or GPA. Have you delivered results in a similar role in the past? If so, that’s what we’re looking for. Feel free to apply even if you don’t “tick the boxes” below - just be sure to mention that in your application and why we should consider you.
Required:
- Bachelor's degree/diploma and 3+ years industry experience, experience speaking directly with clients and conducting one on one client meetings
- Canadian Securities Course (CSC) and/or Canadian Investment Funds Course (IFIC)
- Ability to develop long lasting, trusted relationships with stakeholders
- Excellent oral and written English, presentation, and sales skills
Preferred:
- CFP or QAFP or equivalent planning designation is an asset
- Life License Qualification Program (LLQP) (or willingness to obtain upon employment)
- 5+ years of industry experience
Compensation:
- $75,000 - $110,000+ depending on qualification, skills, and historical results. Our pay is transparent and fair with significant growth opportunities for the right individual
- Extended Health & Dental Benefits Package
About Blue Zones Financial Solutions:
The Blue Zones are the areas in the world with the longest living and happiest people. Our company helps people achieve financial freedom so they can create their own blue zones lifestyle. We genuinely care about our clients' success and our hope is that our clients are content in the present and maintain a positive expectation and hope for an even better future by trusting in their plan.
About Our Team:
The current team is small but mighty with the senior financial planner and two full time team members who primarily take care of the administration of client accounts and the coordination and preparation of client meetings.
All team members are A players with a love, passion, and drive to do great work, work as a team, and make the world a better place.
You would have full access and leverage of an internal team that believes in working together, in and out of strengths to achieve life work balance. This extends to the support we receive from the external team that is Sun Life Head office.
Company Core Values:
1. Integrity
2. Service
3. Provide Massive Value
4. Continuous Improvement
5. Efficiency
Job Types: Full-time, Permanent
Pay: $75,000.00-$110,000.00 per year
Benefits:
- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
- Vision care
Flexible language requirement:
Schedule:
- Monday to Friday
- No weekends
Ability to commute/relocate:
- Ottawa, ON K1S 5N4: reliably commute or plan to relocate before starting work (required)
Experience:
- Financial Planning: 3 years (required)
Licence/Certification:
- IFIC/CSC license (required)
Work Location: Hybrid remote in Ottawa, ON K1S 5N4
