Financial Planner

Vanguard is looking for an experienced, motivated Financial Planner to join our team. Our ideal candidate is an individual who is passionate about financial planning and helping clients achieve their financial goals. The successful candidate will have an in-depth understanding of investment strategies and financial markets and be able to provide expert advice on a range of financial topics.To be successful in this role, you must possess excellent communication and interpersonal skills, be organized and detail-oriented, and have a strong knowledge of financial planning strategies and products. The successful candidate must be able to work collaboratively with clients and develop customized solutions that meet their needs. Additionally, the ideal candidate must have a bachelor’s degree in finance, economics, accounting, or a related field and a minimum of five years of experience in financial planning or a related field.

Responsibilities:

1. Develop customized financial solutions that meet clients’ needs
2. Provide expertise and advice on a range of financial topics
3. Analyze financial markets and investment strategies
4. Maintain detailed records of client accounts
5. Research and recommend appropriate financial products and services
6. Develop and maintain relationships with clients
7. Prepare presentations and reports related to financial plans
8. Ensure compliance with all applicable laws and regulations
9. Monitor and update clients on changes in the financial market
10. Collaborate with other team members to provide a high level of customer service

According to JobzMall, the average salary range for a Financial Planner in Toronto, ON, Canada is $55,000 to $93,000 per year. The salary range can also be affected by factors such as the company size, degree of experience, and the individual's qualifications.

The Vanguard Group, Inc. is an American registered investment advisor based in Malvern, Pennsylvania, with about $7.7 trillion in global assets under management, as of April 2023. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares.