Unique opportunity to join one of Canada's most dynamic fee-for-service financial planning teams & be mentored by Ed Rempel and team.
As one of Canada’s Top Financial Planning Teams, our "One plan - One planner" and “Full Service” philosophy means we look after all aspects of our clients' finances. The core mandate of our Practice is detailed financial planning (not sales) and very rewarding in making a big difference in our clients' lives.
If you are a student or recent grad as a Certified Financial Planner (CFP), have strong math skills, care deeply for people, work well in a team, and have an entrepreneurial mindset, this is a rare opportunity. Work together with Ed Rempel as part of a boutique financial planning team and provide comprehensive financial planning advice to existing clients.
We are seeking an individual to add to our team on a long-term basis. Full training on our financial planning process and unique tax strategies will be provided. Our practice is busy, so we will give you preference if you are confident and fast-paced, but accurate.
Our environment provides lots of opportunity to define your own role within our team and your specific area of expertise. Hours can be flexible and will include evening and/or weekend client meetings.
Qualifications:
Student or recent grad of the CFP program.
Strong math & communication skills, & entrepreneurial mindset.
We are looking for people who are:
· High sense of ethics with a focus on doing what is right for our clients
· Passionate about financial planning
· Detail-oriented and very accurate
· Familiar with our financial planning process and our unique tax & investment strategies
· Commitment to detail and an ability to develop complex financial plans
· Strong focus on comprehensive financial planning, rather than an emphasis on selling products
· Outgoing & exceptional people skills
· Exceptional computer skills
· Strong writing abilities
· Committed to continuing education and personal development
· A team spirit looking for a long-term career
· Entrepreneurial (not a 9-to-5 person)
NOTE: This is not a commission or sales position. You are not expected to find clients.
NOTE: This is not an investment or insurance role. It is personal financial planning advice.
Compensation:
Competitive base salary and bonus depend on qualifications.
Industry-leading benefit plan.
Apply in confidence via e-mail to Matt Koutsikaloudis at matt@oaklandent.ca .
About this company
We are a boutique team of professional financial planners serving a Canada-wide contingent of over 300 clients from our office in Brampton, Ontario. We are one of a very short list of financial planners in Canada that provide professional written financial plans for all our clients. We are known as experts in retirement planning, retirement income planning, several effective tax & investment strategies such as the Smith Manoeuvre, Lifecycle Investing & Rempel Maximum, tax strategies for business owners, our "One Plan - One Planner" comprehensive approach, an investment philosophy focusing on All Star Fund Managers and “Index Plus” investing, and combining financial planning with personal coaching.
Ed Rempel is rated #44 in Money Influencers in Canada 2024 by Hardbacon (https://hardbacon.ca/en/financial-independence/top-money-influencers-in-canada/ ).
Our blog www.edrempel.com is rated the #17 Canadian Personal Finance Blog for 2024 by Feedspot: (https://finance.feedspot.com/canadian_personal_finance_blogs/ ).