Financial Planning Professional

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 Certified Financial Planner (CFP) with experience preparing professional financial plans, 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 primarily 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, investment methods and unique tax strategies will be provided.

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:

Successful completion of the CFP program

Experience preparing professional financial plans

 

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
  • Creative in developing financial plans using our unique tax and 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 your own clients. 

 

Compensation:

Competitive base salary and bonus depend on qualifications.

Industry-leading benefit plan.

Potential to become a partner in our firm for the right person.

 

Apply in confidence via e-mail to Tim Chisholm at tjc@chisintl.com

 

About this company

We are a boutique team of financial planners together serving 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 for our “One Plan – One Planner” comprehensive approach, an investment philosophy focusing on All Star Fund Managers and “Index Plus” investing, experts in retirement income and several effective tax & investment strategies such as the “8-year GIS Strategy”, Smith Manoeuvre & Rempel Maximum, tax strategies for business owners, and combining financial planning with personal coaching.

 

Thrilled to be included as one of the Elite list of “40 Money Influencers in Canada”!

 

 

 

Blog: www.edrempel.com

Apply in confidence via e-mail to Tim Chisholm at tjc@chisintl.com

 

Ed

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