Financial Advisor at LP Financial Planning

Elevate your financial advisory career with LP Financial Planning Services Ltd. This fully office-based role emphasizes building strong client relationships and strategic business growth through high-quality financial services.
In this position, you will handle a diverse client portfolio, including high-net-worth households. You'll work closely with a senior advisor to ensure seamless succession and support business expansion. You'll be involved in comprehensive financial planning and positively impacting clients' financial aspirations.
Key Responsibilities:
• Develop and maintain strong client relationships
• Create financial projections and plans for clients
• Deliver outstanding client service and support
• Integrate insurance, tax, and estate planning strategies
• Coach the administrative team to manage client interactions
Requirements:
• University degree required
• Minimum 5 years in financial services
• Completion of CSC/IFIC mandatory
• Accre...