Chartered Paraplanner - Clarington, Ontario

About The Role

As a Chartered Paraplanner you will be providing comprehensive administrative and technical assistance Your responsibilities will include preparing client meeting documentation suitability reports and application forms ensuring that all advice is delivered and processed with the utmost accuracy and compliance You will conduct detailed research to identify the most appropriate financial solutions from our Centralised Investment Proposition or other market alternatives aligning them with each clients financial needs objectives

• Analyse the clients current financial position given their priorities in line with Financial Planners advice supporting documentation make recommendations as appropriate Complete in full a suitability report for Financial Planner in timely manner Utilise Paraplanner support tools such as Cashflow Fund analytics as appropriate to complete suitability report evidence client objectives have been met fully Ensure all data gathered by Administrators concerning Client s Financial Portfolio complete accurate up to date Data gather research new plans as appropriate Ensure record keeping maintained CRM System information unambiguous accurate recorded timely fashion Submit completed business applications providers timely manner ensuring appropriate documentation contains new business requirements information accurate compliant relevant supporting information attached Take ownership case monitor progress submission ensure processed providers service standards clients requirements Initiate/support communications client keeping Financial Planner informed progress resolving issues arise Ensure all documentation post collected scanned attached relevant client file Ensure Regulatory obligations discharged fully engagements client Support business responding complaints handled internally Ombudsman Services Advice submitted full file checks Remedial actions undertaken completed timely Maintain continuous professional development records comprehensive knowledge pensions investments estate planning Study take professional qualifications role aiming chartered status Undertake ad-hoc project work when business dictates management brief

• ---

  Job description

  Lorem ipsum dolor sit amet
  , consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.
  
  Donec lacinia nisi nec odio ultricies imperdiet.
  Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.
  
  Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
  , at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.

  Get full access

  Access all high-level positions and get the job of your dreams.

  Sign up now