Financial Planner and Servicing Advisor

Our Company:

At Craft Financial Group, our top priority is to build strong relationships and provide clients with the best financial advice available. We are known as a high-caliber boutique firm that partners with our clients to bring them to the point where they are well-equipped to make knowledgeable decisions and are inspired to take confident action.

We deliver growth-oriented business owners top-tier expertise in estate, wealth and risk management at each stage of their business. We guide them through a finely-tuned team-based approach to open up new thinking, get to what is most important and provide them with the knowledge and tools they need to protect their business and the wellbeing of their employees.

Respect, Excellence, Relationship, Curiosity, and Community are values that we live by.

Our People:

Not only do we value our clients, we value you. We know how important it is to have support not just at work, but from home too and we’re there for that. We are looking for someone that can grow together with us, become an integral part of the firm for the long-term, and is able to fit within our culture and lived values.

The Role:

• Reporting to and supporting the Principal Financial Advisor, the ideal incumbent will:
• Ensure timelines are met while providing paraplanning services.
• Coordinate, track and follow-up on progress being made by all parties involved in the planning.
• Collaborate with team members to ensure smooth workflow and client experience.
• Schedule client meetings and prepare agendas.
• Debrief with the Principal re client meetings, identify critical problems and potential strategies.
• Research solutions, run illustrations and build a robust financial plan using software and AI.
• Present recommendations and plan approach with clients.
• Coordinate data collection from clients and other professionals, including their accountants and lawyers, and follow-up on requirements to retain case momentum.
• Participate in client meetings to present recommendations.
• Identify opportunities, accept applications, schedule and provide client review meetings.
• Maintain compliant meeting notes and files.
• Take the lead on growing accounts.
• Build out and document relevant processes, including end-to-end client experience and annual review processes.
• Maintain CRM.
• Prepare for and participate in team meetings, and contribute to engaged team culture.
• Collaborate on other tasks, event planning and special projects as required.
• Comply with firm’s employee handbook, Privacy and AML procedures as outlined in the manuals.

The Requirements:

• CFP Certificate is essential.
• Extensive experience creating robust financial plans.
• Ability to identify and solve problems to get at the best solution possible.
• Strong organizational, analytical, and communication skills both written and verbal.
• Excellent time management skills.
• Ability to evaluate current investment portfolio.
• Understanding insurance and tax issues without bias.
• Real-world client-facing experience.
• Completion of LLQP is a definite asset.

The Benefits:

• Competitive salary
• Comprehensive benefits package
• Retirement plan

Hours: Monday to Friday 8 a.m. to 4:30 p.m.