Explore the role of Financial Planner at Wellington-Altus in Saskatoon, where you’ll provide expert financial planning and relationship management services to clients. Help clients achieve their financial objectives while expanding your expertise.
As a Financial Planner, you will collaborate with Lead Advisors to personalize financial plans and facilitate strategic insurance recommendations. This position entails fostering client relationships and ensuring seamless communication throughout the planning process. You will play a key role in enhancing the client experience and drive business development initiatives.
Key Responsibilities:
• Conduct client assessments to identify financial needs
• Prepare detailed financial plans tailored to client circumstances
• Engage with clients on financial planning topics
• Facilitate onboarding processes for new clients
• Maintain client files and support team administration
Requirements:
• Bachelor's degree in business or...