Wellington-Altus in Saskatoon seeks a proactive Financial Planner to support financial planning and business development initiatives. This role requires strong interpersonal skills and a focus on client relationship growth.
As a Financial Planner, your primary role will be assisting the Lead Advisors by developing comprehensive financial plans tailored to client goals. Your responsibilities will include conducting detailed client meetings, identifying potential insurance solutions, and actively participating in business development efforts to expand the client base. Relationship management is central to this role.
Key Responsibilities: • Conduct meetings to outline client financial strategies • Design personalized financial plans for clients • Assess and implement insurance planning opportunities • Proactively grow the client relationship base • Ensure smooth client onboarding processes