Financial Planners

Company Description

Gambit Wealth offers tailored wealth management solutions for entrepreneurs and families, delivering accessible financial strategies to support business owners at every stage of their journey. Our services encompass a wide range of financial planning, including estate planning, tax planning, insurance planning, retirement planning, business succession planning, investment management, pension asset management, and group benefits. We pride ourselves on providing sophisticated and personalized strategies designed to meet our clients' unique financial needs.

Role Description

This is a full-time hybrid role for an Independent Financial Planner, based in Guelph, ON, with some flexibility for remote work. Responsibilities include developing comprehensive financial plans, advising clients on investment strategies, retirement planning, and risk management, and adapting strategies to meet individual financial goals. The role demands a proactive approach to client engagement, ensuring regulatory compliance while maintaining high standards of service.

Qualifications

• Strong skills in Financial Planning, including developing and implementing tailored financial strategies
• Expertise in Personal Financial Planning and Retirement Planning to address individual client needs
• Certified Financial Planner designation or equivalent qualifications are highly desirable
• Solid understanding of Finance concepts to provide sound financial advice and investment guidance
• Strong interpersonal and communication skills to build and sustain client relationships
• Proven ability to work in a hybrid setup, managing both in-office and remote responsibilities effectively
• Previous experience working with entrepreneurs or families is a plus