Financial Planning Specialist 1 position(s)

NOTE: This is not a commission or sales position. You are not expected to find your own clients

About the firm

We are a fast-growing team of financial advisors together serving a select group of over 600 clients. We are one of a very short list of financial planners in Canada that provide comprehensive written financial plans for all our clients. We are also known for being a "one source" provider of financial advice, a unique investment philosophy focusing on All Star Fund Managers, effective tax & investment strategies such as the Smith Manoeuvre & Rempel Maximum, special tax strategies for business owners and seniors, and for combining financial planning with personal coaching.

About the position

If you are a Certified Financial Planner (CFP) who is passionate about financial planning, this is an opportunity you can't miss. You will have the chance to work together with Ed Rempel as part of a boutique financial planning team, and provide comprehensive financial planning advice primarily to existing clients.

We offer a competitive salary plus profit sharing with possible potential to become a partner in the firm.

We are seeking an individual to add to our team on a long-term basis. Full training on our financial planning process, investment methods and unique tax strategies will be provided.

Our environment provides lots of opportunity to define your own role within our team and your specific area of expertise. Hours can be flexible and will include evening and/or weekend client meetings.

Qualifications

Successful completion of the CFP program

We are looking for people who are:

• High sense of ethics with a focus on "doing what is right for our clients"
• Passionate about financial planning
• Problem solvers
• Outgoing & exceptional people skills
• Commitment to detail and an ability to develop complex financial plans
• Strong focus on comprehensive financial planning, rather than an emphasis on selling products
• Computer literate
• Strong writing abilities
• Committed to continuing education and personal development
• A team spirit looking for a long-term career

Compensation

Starting salary of $50,000 per year plus benefits and profit sharing. There is a possible potential of becoming a partner of the firm.

Apply in confidence to Ed Rempel at ed@edrempel.com

We thank all applicants, however, only those under consideration will be contacted. Ed Rempel & Associates is an equal opportunity employer.