Wealth Advisor/Financial Planner

Job summary

Manage and grow a portfolio of wealth management and financial planning clients, specifically focusing on business owners and professionals. Develop customized financial plans and retirement roadmaps while collaborating with specialists to address complex client needs.

Job details

ABOUT THE COMPANY: Programmed Insurance Brokers Inc. (PIB) is a leading full-service, multi-line insurance, and financial services agency, established in 1980. As a nationally licensed agency with access to a diverse insurance carrier market and investment firms, PIB offers unique insurance solutions and custom financial services that empower our clients with real choices. Our personalized approach, industry expertise, and commitment to integrity have helped us earn and retain our clients’ trust and confidence over the years. No matter how small or how large your insurance or financial planning needs are - whether you have a personal or corporate need - we can help you find an insurance or financial solution that will work for you. Wealth Management &Financial Planning Commercial Business Solutions Group Benefits & Group Retirement Services Life Insurance & Living Benefits Home & Auto Insurance POSITION OVERVIEW: PIB is looking for a Wealth Advisor / Financial Planner to join our growing Wealth Management team in Atlantic Canada. This role is ideal for a client-focused professional who enjoys building trusted relationships, providing practical financial advice and identifying opportunities to help clients achieve their investment, insurance and retirement goals. You will support and grow an existing client portfolio, with a particular focus on business owners and professionals, while helping expand PIB’s wealth management footprint. Working as part of a collaborative team, you will have access to investment, insurance and estate planning expertise to support more complex client needs. RESPONSIBILITIES: Manage, retain and grow an existing portfolio of wealth management, life insurance and financial planning clients. Build trusted, long-term client relationships through a planning-based approach. Conduct regular client reviews and proactive outreach, including investment, insurance and retirement planning. Develop Retirement Income Roadmaps and customized financial plans. Identify opportunities to deepen existing relationships and develop new client relationships. Provide investment and financial planning advice, including appropriate wealth and insurance solutions. Support business development through referrals, networking, seminars, client events and Centres of Influence. Prepare and deliver client presentations and financial planning recommendations. Collaborate with PIB’s Investment & Estate Planning specialists, Chief Investment Officer and other advisors on complex client needs. Work closely with the Client Care Team to deliver a high-quality client experience. Maintain strong knowledge of industry developments, investment markets, products and regulatory requirements. Meet established sales, service and client retention objectives while maintaining a high standard of compliance and professionalism. REQUIREMENTS: 5+ years of experience in wealth management, financial planning, banking or a related financial services environment. Strong client relationship and business development skills. A consultative approach to sales and the ability to identify and act on client opportunities. Strong written and verbal communication skills. Solid understanding of investments, financial planning and insurance. Excellent organization, time management and follow-through. Professional, confident and comfortable working with business owners and high-value clients. Mutual fund licensing and applicable provincial Life Insurance licensing required. CFP, CLU or other professional designations are considered an asset. Proven ability to build relationships and collaborate effectively with advisors, partner firms, and carrier partners. BENEFITS AND PERKS You will enjoy a very competitive compensation model, consisting of a base salary combined with a performance–based incentive structure. A comprehensive employee group benefits package (health, dental, disability, life and travel) Company pension Offer flexible hours Social Committee Committed to diversity, equity and inclusion This is for an existing posting Navacord DOES NOT utilize artificial intelligence in the screening, assessment, or selection of applicants for this position. We are committed to providing an inclusive and accessible recruitment and employment experience. Accommodations are available throughout the selection process in accordance with applicable human rights and accessibility legislation. If you require accommodation, let us know and we will work with you to meet your needs.

What you’ll do

Manage and grow a portfolio of wealth management and financial planning clients, specifically focusing on business owners and professionals. Develop customized financial plans and retirement roadmaps while collaborating with specialists to address complex client needs.

Requirements

Requires over 5 years of experience in wealth management or financial services with valid mutual fund and provincial life insurance licensing. Professional designations such as CFP or CLU are considered an asset.

Benefits

• Competitive compensation model • Performance-based incentive structure • Health insurance • Dental insurance • Disability insurance • Life insurance • Travel insurance • Company pension • Flexible hours

Listed skills

• Time management · Preferred
• Financial planning · Preferred
• Consultative Selling · Preferred
• Communication Skills · Preferred
• Client Relationship Management · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Wealth Management
• Financial Planning
• Business Development
• Client Relationship Management
• Investment Advice
• Retirement Planning
• Insurance Solutions
• Estate Planning
• Consultative Selling
• Portfolio Management
• Communication Skills
• Time Management

Job areas

• Finance & Accounting
• Sales
• Consulting
• Customer Service & Support