Certified Financial Planner High Net Worth MarketThe Client: A well-established wealth management firm seeks a talented Financial Planner for their growing company to assist their high net-worth clients with comprehensive insurance and financial planning needs. The ideal candidate will have a sound understanding of financial planning concepts and a fundamental understanding of corporate owned insurance retirement strategies. What the Insurance Specialist Role Offers You:A support team that includes, administrative support, marketing, client service, portfolio management, and plenty of clients to work with and prospects to speak to.A place to work where you are not a number but an integral part of a great wealth management company and where your ideas and expertise are respected and count.A competitive compensation package that includes a base salary, excellent bonus structure (up to 40% of base), health benefits, educational support, and 4 weeks vacation.High personal satisfaction in knowing that you are part of a wealth management team which offers a service that is beneficial for the financial wellness of Canadians.The Role:Build and maintain strong relationships with prospects and clients, providing them with comprehensive insurance and financial planning solutions tailored to their unique needs.Presenting estate and financial planning concepts to high-net-worth individuals.Develop and implement customized insured retirement strategies utilizing whole life and universal life products.Work independently and collaboratively with the team to achieve collective success.Keep informed about industry trends, product updates, and regulatory modifications.Managing the sales process from engagement, discovery, solution, conclusionAs the ideal candidate you possess:Must possess either a CFP or CLU designation. If you posses only a CLU, the company will pay for courses toward the achievement of your CFP designation. A sound understanding of financial planning and estate planning conceptsA fundamental understanding of corporate owned insuranceExcellent presentation skills An LLQP life insurance license is a mustStrong people skills, with the ability to build trust and rapport with clients.An ability to work independently and in a collaborative nature; everyone participates in the teams success!The Remuneration: Commensurate with experience and Certification, our client is offering a competitive compensation plan which includes a base salary, excellent bonus structure up to 40% of base, benefits, and 4 weeks vacation.Interested and qualified parties are invited to contact:David J. Corsini - PrincipalHunter MercantileHunter Mercantile is a corporate search firm recognized throughout North America as a boutique for placement for wealth management.
Job Title
Certified Financial Planner