Financial Paraplanner

As a Financial Planner on our team, you will appreciate a guaranteed salary with job security. As your value to the firm increases, additional monetary opportunities will be available.

You come to us with the following:

• Post-secondary education
• Life license (an asset)
• CFP designation or be working towards obtaining it
• 3 to 5 years’ financial planning experience
• Experience with Financial Planning software
• Knowledge of the financial issues for small businesses
• Advanced taxation knowledge
• Organizational excellence, time management and both internal and external communication skills
• Strong financial and analytical skills
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, etc.)

If you believe in and enjoy the financial planning process as much as we do, then we would like to hear from you.

Who we are