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Junior Financial Advisor Associate (LLQP) and Paraplanner

Clarity Planning Inc.
Greater Vancouver A, BC

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Détails du poste

Permanent | Temps plein

Avantages

Assurance Maladie Complémentaire
Congés payés
Travail à domicile

Compétences

Microsoft Powerpoint
Mandarin
Microsoft Excel
Microsoft Outlook
Cantonais
Classement
Anglais
Finance
Gestion de projet
Baccalauréat
Programme de qualification en assurance de personnes (PQAP)
Compétences en informatique
Compétences en communication

Description complète du poste

Position Overview: We are seeking a Junior Financial Planning Associate/Paraplanner with a Life License Qualification Program (LLQP) certification to join our dynamic team. The ideal candidate will work with our current and new clients in delivering exceptional financial planning services and contribute to the growth and success of our clients and the firm.

Key Responsibilities:

A) Prepare and maintain client records

Appointment preparation – ensure clients’ financial planning, insurance and investment documents are up to date
Follow up to obtain documents/information necessary to update client planning
Update client’s records in CRM

B) Prepare recommendations

Research and prepare insurance quotes and planning recommendations
Prepare and update investment and retirement planning recommendations
Review and update estate planning recommendations

C) Implement recommendations

Prepare insurance and investment application forms
Order underwriting requirements and follow-up
Coordinate and expedite with carrier new business case coordinators and update advisor on pending cases
Follow up with clients to ensure outstanding requirements are collected
Prepare suitability/reason why letters in accordance with the agreed recommendations
Ensure all compliance paperwork is in order
Maintain up to date and accurate filing of documents and correspondence

D) Client servicing

Deal effectively with queries from clients
Timely follow up with clients and insurance companies to complete insurance and investment servicing requests
Effectively handle servicing items requiring escalation and attention

E) Marketing assistance

Maintain and update prospects and client contacts and records in CRM
Manage opportunities and leads
Update educational presentation materials

F) Standard Operating Procedures

Build and maintain standard operating procedures

Requirements:

Insurance (LLQP) licensing required or able to obtain before starting position
2-3 years financial planning experience or equivalent undergraduate education in finance/financial planning
Knowledge of insurance and segregated funds products considered asset
Strong English verbal and written communication skills
Cantonese and Mandarin speaking skills preferred
Strong computer skills, ease and comfort in using Microsoft Excel formulas and functions, Outlook, Powerpoint, and Word
Self-starter, ability to work independently and complete tasks without supervision
Excellent attention to detail and strong project management skills

Your personal values:

Excellent Communicator – you are professional, efficient and effective in conveying information in business writing, phone call, and interactions with others
Approachable – You are empathetic and enjoy collaborating with clients to come up with solutions for their goals and concerns
Attention to detail – you are thorough and accurate in completing your tasks and you are good with numbers
Organized and reliable – you are effective in prioritizing multiple tasks to completion and you complete what you set out to do
Positive and growth mindset – you embrace change and want to keep learning and growing in your skillset and mindset

We offer a compensation package that includes training, health benefits, flexibility to work remotely from home on a full-time basis, should the candidate be the right fit. Ideally you are someone who is flexible with growth and committed to help establish our brand and continue to grow with the company as a key member of the team.

Job Types: Full-time, Permanent

Pay: $50,000.00-$65,000.00 per year

Benefits:

Extended health care
Paid time off
Work from home

Education:

Bachelor's Degree (preferred)

Language:

Cantonese or Mandarin (preferred)

Licence/Certification:

LLQP (preferred)

Location:

Greater Vancouver A, BC (required)

Work Location: Remote

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