Financial Planner

Job summary

The Financial Planner will provide personalized financial planning services by analyzing client goals and developing tailored investment and retirement strategies. They are responsible for monitoring client portfolios, updating financial plans, and maintaining accurate documentation in compliance with regulatory requirements.

Job details

Company Description ECIVDA Financial Planning Boutique specializes in supporting growth-minded individuals, business owners, and entrepreneurs with individual and corporate wealth, investment, employee, and estate planning. The firm is known for “turning advice inside out,” combining award-winning service with a strong dedication to the financial planning process. ECIVDA brings traditional values together with modern financial strategies to deliver tailored advice. Business owners and professionals regularly rely on ECIVDA for both personal and corporate financial planning needs. More information about the boutique and its services can be found at www.ecivda.com. Role Description The Financial Planner will provide personalized financial planning services to clients, including analyzing current financial situations, identifying goals, and developing tailored strategies. Day-to-day tasks include meeting with clients on site or virtual & preparing financial plans, reviewing investment and retirement options, and coordinating estate and insurance considerations. The role also involves monitoring client portfolios, updating plans as circumstances change, and maintaining accurate documentation in accordance with regulatory requirements. This is a full time, on-site role / potentially hybrid or virtual role [dep on qualifications and situation] that requires close collaboration with the ECIVDA team to deliver high-quality service and uphold the firm’s values. Qualifications Strong skills in Financial Planning, Retirement Planning, and Personal / Corporate Financial Planning, with the ability to design comprehensive, client-focused plans. Background in Finance and familiarity with investment products, cash flow analysis, tax considerations, and risk management. Expertise in Retirement Planning, including assessing retirement income needs and recommending appropriate savings and investment strategies. Certified Financial Planner (CFP) designation or progress toward equivalent professional certification is preferred. QAFP is a min. Relevant post-secondary education in finance, economics, business, or a related field. Excellent analytical, organizational, and communication skills, with the ability to explain complex concepts in clear, accessible language. Demonstrated client service orientation, integrity, and discretion when handling confidential information. Ability to work collaborating effectively with colleagues and clients in a boutique environment.

What you’ll do

The Financial Planner will provide personalized financial planning services by analyzing client goals and developing tailored investment and retirement strategies. They are responsible for monitoring client portfolios, updating financial plans, and maintaining accurate documentation in compliance with regulatory requirements.

Requirements

Candidates should have a background in finance with expertise in retirement and corporate financial planning, along with excellent analytical and communication skills. A Certified Financial Planner (CFP) designation or progress toward equivalent professional certification is preferred, with a QAFP as the minimum requirement.

Listed skills

• Customer service · Preferred
• Regulatory Compliance · Preferred
• Risk Management · Preferred
• Financial planning · Preferred
• Communication Skills · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Retirement Planning
• Wealth Management
• Investment Planning
• Estate Planning
• Cash Flow Analysis
• Tax Considerations
• Risk Management
• Client Service
• Analytical Skills
• Communication Skills
• Organizational Skills
• Regulatory Compliance
• Portfolio Monitoring

Job areas

• Finance & Accounting
• Consulting
• Management & Leadership