Ottawa Financial Planner with CFP Required, St. John's

Elevate your career as a Financial Planner in Ottawa, Ontario, where you will deliver exceptional client service utilizing your financial planning expertise. This full-time, in-person role emphasizes comprehensive planning and client relationships.

The Financial Planner will be integral to crafting tailored financial strategies for an expanding client base. You will prepare detailed financial plans, provide tax recommendations, and collaborate with various departments. This role requires excellent client service skills and strong organizational abilities to manage multiple tasks while maintaining attention to detail.

Key Responsibilities:• Prepare projections and comprehensive financial plans • Provide tailored tax recommendations for clients • Collaborate with tax, insurance, and trust departments • Present financial plans and progress reports to clients • Assist with cash flow projections and tax analysis

Requirements:• Certified Financial Planner (CFP®) designation required • Prior experience in financial planning concepts • Proficiency in Microsoft Office applications • Strong client service and organizational skills • Ability to work independently and collaboratively

Utilize your financial planning skills to support clients effectively and make a meaningful impact in Ottawa. #J-18808-Ljbffr