Financial Planner - International Focus
Company: Rankin Financial Planning Ltd.
Application Deadline: August 15, 2019
Branch Location: Truro, Nova Scotia
Standard Hour of Work Per Week: 40
Salary/Hourly Rate: $50,000 annually, plus bonuses
Reporting to: Glen Rankin, President & Senior Wealth Advisor
Contact Information: Email
*** only applicants selected for an interview will be contacted
Summary of Role:
Wealth Advisor/ Financial Planner (international focus).
Duties and Responsibilities:
You will work as part of a team in growing a dynamic wealth management practice by assisting high-net worth individuals who are in the process of, or have recently immigrated to Canada. You will also be responsible for conducting portfolio reviews and compliance and financial planning updates for our existing clients.
Experience and Qualifications:
- Minimum of 15 years financial planning experience.
- Minimum 5 years management experience in financial services industry.
- Minimum of 5 years investment industry experience
- International experience an asset
- University degree or College diploma focused in financial planning
- CFP designation or equivalent (must complete Canadian CFP challenge exam within 24 months of hire)
- Canadian Securities Course or equivalent (must complete CSC within 12 months of hire)
Knowledge, Skills, and Abilities
Must have strong financial planning skills and extensive knowledge of the international financial planning landscape, taxation, pensions, and retirement instruments. Must be able to work in a challenging, fast- paced environment. Must be able to multi-task. Attention to detail, empathy, and human relations skills are a must. Must collaborate with our wealth planning team, and clients’ accountants, lawyers, and other professional advisors. Preference will be given to candidates who have an existing network of international financial services professionals.
Job Type: Full-time
Salary: $50,000.00 to $150,000.00 /year
- Financial Planning: 1 year (Preferred)
- English (Preferred)
- French (Preferred)