Become a Viviplan Planner
Be part of the future of financial planning and enhance the lives of Canadians in this full-time role. Not only will you be building and delivering financial plans, but you will be contributing to ongoing product development and innovation.
The financial planning component of the role involves collecting and organizing client information, communicating with clients to clarify their circumstances and goals, developing a plan that includes multiple scenarios, writing plan recommendations that are easy to understand and actionable, and educating and empowering clients through virtual meetings.
You will provide feedback to the Viviplan founders that will assist them with product development that will facilitate scaling rapidly.
What we're looking for
A high energy CFP that wants to have a positive impact on individual clients and society more broadly. With at least 3 years of experience building and delivering financial plans you get a thrill from empowering and educating clients as well as finding creating ways to ensure plan implementation. Solid technical knowledge in all aspects of financial planning (cash flow, retirement, tax, insurance, estate planning and investment strategy) is required.
You love meeting new people and build trusted relationships quickly. You are comfortable having challenging conversations regarding personal matters like spending, health and lifestyle concerns. You are optimistic by nature.
Strong organization, writing and communication skills are needed to be successful in the role.
Nice to Haves
In a perfect world, you have experience with Naviplan software. You have a solid industry reputation and are influential in your professional and social spheres.I'm interested