Top Benefits
About the role
The Client: An established wealth management firm seeks a highly organized, professional Paraplanner to join their growing team. In this remote role, you will be responsible for providing high-level paraplanning support to the wealth management team.
Here is what the Paraplanner opportunity offers you:
- A place to work where you are not a “number” but an integral part of a great wealth management company and where your ideas count.
- A competitive compensation package that includes salary, bonus, health benefits, support for continuing industry education, and four weeks vacation.
- High personal satisfaction in knowing that you are part of a growing wealth management company which offers a service that is beneficial for the financial wellness of Canadians.
As the Paraplanner you will be responsible for :
- Assist in the preparation of detailed financial plans, reports, and investment proposals for clients.
- Collaborate with financial advisors to review client financial data and develop tailored financial strategies.
- Conduct research and analysis on financial products, investment options, and market trends.
- Ensure that all client documentation, including compliance and regulatory requirements, is accurate and up-to-date.
- Support the wealth management team in delivering exceptional client service by addressing inquiries and providing relevant information.
- Manage and maintain client records in the company’s CRM system.
- Contribute to the continuous improvement of paraplanning processes and best practices within the firm.
As the ideal candidate you possess :
- Proven experience in a paraplanning or financial planning support role.
- Are working towards the completion of your PFP/CFP designation
- Diploma in Financial Planning
- Strong understanding of financial planning principles, investment products, and regulatory requirements in Canada.
- Exceptional organizational skills with the ability to manage multiple tasks and deadlines.
- Detail-oriented with a high level of accuracy in preparing plans and reports.
- Proficiency in financial planning software and Microsoft Office Suite.
- Excellent communication skills, both written and verbal.
- Ability to work independently in a remote environment while maintaining collaboration with the team.
The Remuneration:
- Commensurate with experience and education our client is offering a competitive base salary, bonus, health benefits, support for industry education and 4 weeks paid vacation.
Interested and qualified parties are invited to contact:
David J. Corsini
Principal
Hunter Mercantile
david@huntermercantile.com
www.huntermercantile.com
Hunter Mercantile is an executive search firm recognized throughout North America as a boutique for placement for wealth management.
About Hunter Mercantile
Since 1999 Hunter Mercantile has been recognized throughout North America as a boutique for placement in Wealth Management and Insurance in the areas of: Leadership, Sales Distribution and Operations.
What our clients can expect: The advantage of working with Hunter Mercantile lies in the fact that we understand your business because we come from the business. Our prior industry experience in wealth management and insurance, coupled with 20 years of search expertise, saves our clients time and money because we know where to find top performers and assess them for optimum corporate fit.
Experience has shown us that the best people are often not actively looking for new employment and are usually employed by a direct competitor or within a parallel industry. With our targeted search approach, we identify and confidentially approach such individuals on your behalf and apprise them of your career opportunity.
Our Linear Fee structure is exceptionally unique in the executive search world. Designed to provide our clients with price certainty, it also serves as a more equitable solution in helping them contain the cost of talent acquisition and is a clear alternative to the fee structures of traditional recruitment firms.
Your client experience with Hunter Mercantile is very important to us which is why you can expect prompt communication, weekly updates and astute market findings. You trust us with your search, and we take that very seriously.
What our candidates can expect: Because your career is a unique personal journey, we take the time to explore not only your past employment experience but also your future aspirations, so that we thoroughly understand your career goals. As our candidate you can expect prompt communication throughout the interview process, market intelligence, and sage career advice.
Top Benefits
About the role
The Client: An established wealth management firm seeks a highly organized, professional Paraplanner to join their growing team. In this remote role, you will be responsible for providing high-level paraplanning support to the wealth management team.
Here is what the Paraplanner opportunity offers you:
- A place to work where you are not a “number” but an integral part of a great wealth management company and where your ideas count.
- A competitive compensation package that includes salary, bonus, health benefits, support for continuing industry education, and four weeks vacation.
- High personal satisfaction in knowing that you are part of a growing wealth management company which offers a service that is beneficial for the financial wellness of Canadians.
As the Paraplanner you will be responsible for :
- Assist in the preparation of detailed financial plans, reports, and investment proposals for clients.
- Collaborate with financial advisors to review client financial data and develop tailored financial strategies.
- Conduct research and analysis on financial products, investment options, and market trends.
- Ensure that all client documentation, including compliance and regulatory requirements, is accurate and up-to-date.
- Support the wealth management team in delivering exceptional client service by addressing inquiries and providing relevant information.
- Manage and maintain client records in the company’s CRM system.
- Contribute to the continuous improvement of paraplanning processes and best practices within the firm.
As the ideal candidate you possess :
- Proven experience in a paraplanning or financial planning support role.
- Are working towards the completion of your PFP/CFP designation
- Diploma in Financial Planning
- Strong understanding of financial planning principles, investment products, and regulatory requirements in Canada.
- Exceptional organizational skills with the ability to manage multiple tasks and deadlines.
- Detail-oriented with a high level of accuracy in preparing plans and reports.
- Proficiency in financial planning software and Microsoft Office Suite.
- Excellent communication skills, both written and verbal.
- Ability to work independently in a remote environment while maintaining collaboration with the team.
The Remuneration:
- Commensurate with experience and education our client is offering a competitive base salary, bonus, health benefits, support for industry education and 4 weeks paid vacation.
Interested and qualified parties are invited to contact:
David J. Corsini
Principal
Hunter Mercantile
david@huntermercantile.com
www.huntermercantile.com
Hunter Mercantile is an executive search firm recognized throughout North America as a boutique for placement for wealth management.
About Hunter Mercantile
Since 1999 Hunter Mercantile has been recognized throughout North America as a boutique for placement in Wealth Management and Insurance in the areas of: Leadership, Sales Distribution and Operations.
What our clients can expect: The advantage of working with Hunter Mercantile lies in the fact that we understand your business because we come from the business. Our prior industry experience in wealth management and insurance, coupled with 20 years of search expertise, saves our clients time and money because we know where to find top performers and assess them for optimum corporate fit.
Experience has shown us that the best people are often not actively looking for new employment and are usually employed by a direct competitor or within a parallel industry. With our targeted search approach, we identify and confidentially approach such individuals on your behalf and apprise them of your career opportunity.
Our Linear Fee structure is exceptionally unique in the executive search world. Designed to provide our clients with price certainty, it also serves as a more equitable solution in helping them contain the cost of talent acquisition and is a clear alternative to the fee structures of traditional recruitment firms.
Your client experience with Hunter Mercantile is very important to us which is why you can expect prompt communication, weekly updates and astute market findings. You trust us with your search, and we take that very seriously.
What our candidates can expect: Because your career is a unique personal journey, we take the time to explore not only your past employment experience but also your future aspirations, so that we thoroughly understand your career goals. As our candidate you can expect prompt communication throughout the interview process, market intelligence, and sage career advice.