Financial Management Advisor (Financial Planning)
LP Financial Services
LP Financial Planning Services Ltd (LPFPS) is a Winnipeg based CIRO dealer that has been supporting financial advisors for over three decades and continually strives to integrate industry leading processes and systems. Presently servicing a select group of advisors in both Winnipeg and Western Canada, LP Financial is taking steps to grow its footprint and service offering in the Canadian financial services distribution landscape. LPFPS works closely with its affiliate, Value Partners Investments (VPI), an investment firm managing over $6.1 billion in client assets nationwide. Together, LPFPS and VPI share a mission to improve clients’ financial lives through disciplined and thoughtful investment management.
The position and will be responsible for delivering outstanding financial services to a diverse book of in-house clients, including high-net-worth households. The role includes leadership responsibilities, providing guidance to the Associate Advisor and contributing to strategic business growth through client retention and the expansion of assets under management. Reporting to the Director of Strategic Initiatives, there will be close collaboration required with the senior team at LP Financial and Value Partners to execute strategic initiatives and deliver on the value proposition to our advisor partners. The is an office-based role with a broad range of responsibilities that are expected to expand as the company continues to grow.
Work alongside the senior advisor as part of a planned succession strategy to learn, transition, and ultimately assume responsibility for the existing book of business
Provide and maintain comprehensive financial projections and plans to clients
Deliver outstanding client service, ensuring client satisfaction and clear understanding of their investments and the relation to those investments to their plan and external economic and risk factors
Integrate and execute insurance, tax and estate planning as part of ongoing service plans
Lead and coach office administrative team to effectively manage client relationships
Education, Work Experience & Designations
Accredited financial planning designation (CFP, RFP, PFP)
Mutual fund licensed
Minimum 5 years’ experience in the financial services industry
Comprehensive financial planning knowledge including investments, asset protection, retirement, estate planning, cash management and tax issues
Experience using financial projection software
Life Insurance license
Additional estate and/or tax courses
ability to manage multiple projects at the same time
Works well with autonomy and is an excellent communicator in a modern, flexible work environment
Self-motivated – ability to determine appropriate client service strategies and works consistently towards those objectives with minimal supervision; Excellent computer skills – proficiency in the use of MS Excel, Word, PowerPoint and financial planning software
Standard office environment
Occasional travel to meet clients
Comprehensive health, dental and vision benefits
Health & Wellness Spending Account
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