Now Hiring a CERTIFIED FINANCIAL PLANNER® professional
We are looking for a CERTIFIED FINANCIAL PLANNER® professional proficient in taking a holistic view of financial planning, who thrives in an expanding business environment, and enjoys sharing their experience in wealth management. This person will not be registered as an investment advisor or have a sales quota. ShortFinancial does not operate on a sales quota basis.
Do you want the opportunity to collaborate on in-depth case studies, continuously grow, and be mentored to be the next generation of financial planners? You might be the right person to support our team as we help our clients build wealth and financial freedom.
Who We Are
At ShortFinancial, iA Private Wealth, we believe in doing the right thing—for our clients and our team. We are a collaborative, educational environment where we continue to grow together. We set ourselves apart from other financial planners by taking the time to understand each client’s needs and unique economic situation. Then we provide a holistic financial plan tailored to our client’s specific needs.
We’re looking for someone passionate about financial planning to prepare financial plans for our clients through our proprietary process to support all their financial needs from investments to insurance to estate planning. If this sounds like you, we invite you to become part of that powerful mission.
Role Summary
As a CERTIFIED FINANCIAL PLANNER® professional, you excel at seeing the big picture, taking a holistic view of wealth and risk management to craft comprehensive financial plans that meet clients' goals. Your ideas help us evolve our process. You are driven by your commitment to providing the best possible client-forward services.
Once a plan is prepared you will brief one of the senior partners and act as second chair in meetings with clients and their accountants.
Key Responsibilities:
Conduct thorough financial analysis by gathering relevant financial data and information from clients, verifying the data's accuracy, and identifying key trends, risks, and opportunities pertinent to the client's financial goals.
Continuous professional development. Grow with us by continuing to learn about the industry and grow your skills. This includes staying in good standing for CFP certification.
Compensation and Perks
Here are a few things we hope you’ll appreciate working with us:
· Tried and true mentorship framework with a strong collaborative team
Who We Need Right Now
You should already be familiar with and comfortable working with financial statements and software, interacting directly with our clients via email, video meetings, phone and in-person, improving and innovating processes, and wrangling spreadsheets. We see each client case as an intriguing puzzle and feel driven to find the best possible solution, and hope you do, too.
Our Hiring Process
· Completion of a Pre-Interview Questionnaire. Yes, we have a few questions for you to start things off.
· Based on the details provided, candidates are then scheduled for a short video Meet and Greet.
· Final Interview. A few finalists will be invited to a final interview.
Job Type: Full-time in St. John’s, NL In person in the beginning with some flexibility to work from home when necessary.
Job Type: Full-time
Pay: $35,461.41-$118,367.23 per year
Additional pay:
Benefits:
- Dental care
- Extended health care
- Life insurance
Flexible language requirement:
Schedule:
Experience:
- financial planning: 1 year (preferred)
Licence/Certification:
Work Location: In person
Application deadline: 2024-09-16
