Financial Planner
Harbourfront Wealth Management Inc.
Winnipeg, MB

HARBOURFRONT WEALTH MANAGEMENT

Financial Planning Specialist

At Hemmett Anseeuw & Associates we are a fast growing, dynamic team and are currently seeking a PFP Planning Specialist.

Drawing on at least 3-years of previous experience at a financial services firm, the candidate must have meticulous attention to detail, possess a positive attitude and have exceptional interpersonal skills. The successful candidate must be self-motivated and have a desire to grow into greater future opportunities.

About Hemmett Anseeuw & Associates

Hemmett Anseeuw & Associates is among the fastest growing investment management practices at Harbourfront Wealth Management Inc. that specializes in providing complete wealth management solutions for middle to high net worth clients.

You will:

  • You will Create and Manage Personal Financial Plans for clients using the NaviPlan software.
  • Foster and support client relationships by liaising with clients, responding to requests and proactive problem solving;
  • Prepare monthly/quarterly/annual reports, client correspondence and taking ownership of project work;
  • Process and follow up on security transactions and transfers;
  • Handle incoming and outgoing phone calls with clients and respond to requests for information;
  • Carry out other duties as assigned.

The ideal candidate for this position has:

  • Minimum of 3-years investment industry experience;
  • Must have above average skills on NaviPlan financial planning software.
  • IR Licensed or successful completion of the Canadian Securities Course and the Conduct and Practices Handbook is an asset;
  • Must be a Certified Financial Planner or CFP candidate.
  • Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint & Outlook;
  • Excellent verbal and written communication skills;
  • Ability to learn quickly and identify opportunities to add value;
  • Motivation for growth on the team;
  • Strong organizational skills;
  • Meticulous attention to detail;
  • Superior customer service skills;
  • Ability to prioritize, multitask, work within time constraints and follow-up;
  • Ability to work in a team environment and demonstrate a professional and friendly manner.

This is an exciting role with great potential for growth. If you are interested in this opportunity, please send an email to:

Financial Planning Specialist

At Hemmett Anseeuw & Associates we are a fast growing, dynamic team and are currently seeking a PFP Planning Specialist.

Drawing on at least 3-years of previous experience at a financial services firm, the candidate must have meticulous attention to detail, possess a positive attitude and have exceptional interpersonal skills. The successful candidate must be self-motivated and have a desire to grow into greater future opportunities.

About Hemmett Anseeuw & Associates

Hemmett Anseeuw & Associates is among the fastest growing investment management practices at Harbourfront Wealth Management Inc. that specializes in providing complete wealth management solutions for middle to high net worth clients.

You will:

  • You will Create and Manage Personal Financial Plans for clients using the NaviPlan software.
  • Foster and support client relationships by liaising with clients, responding to requests and proactive problem solving;
  • Prepare monthly/quarterly/annual reports, client correspondence and taking ownership of project work;
  • Process and follow up on security transactions and transfers;
  • Handle incoming and outgoing phone calls with clients and respond to requests for information;
  • Carry out other duties as assigned.

The ideal candidate for this position has:

  • Minimum of 3-years investment industry experience;
  • Must have above average skills on NaviPlan financial planning software.
  • IR Licensed or successful completion of the Canadian Securities Course and the Conduct and Practices Handbook is an asset;
  • Must be a Certified Financial Planner or CFP candidate.
  • Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint & Outlook;
  • Excellent verbal and written communication skills;
  • Ability to learn quickly and identify opportunities to add value;
  • Motivation for growth on the team;
  • Strong organizational skills;
  • Meticulous attention to detail;
  • Superior customer service skills;
  • Ability to prioritize, multitask, work within time constraints and follow-up;
  • Ability to work in a team environment and demonstrate a professional and friendly manner

Job Type: Full-time

Experience:

  • Financial Planning: 3 years (Required)

Language:

  • English (Required)
  • French (Preferred)