Financial Planner Resume Samples

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R Doyle

Rita

Doyle

91103 Geovany Prairie

Detroit

+1 (555) 218 1544

91103 Geovany Prairie

Detroit

Phone

p +1 (555) 218 1544

Experience Experience

Philadelphia, PA

Financial Planner

Philadelphia, PA

Wolf Group

Philadelphia, PA

Financial Planner

Assisting HKFS teammates with relationship development
Develop the location level sales plans and establish inventory turns by store at each half to generate original plan stock to sales and inventory targets
Accredited to distribute Wealth Management approved products (Managed Investments, Superannuation, Risk Insurance, Gearing Products)
Help manage work flow within department via department activity tracking system. Help maintain accurate records and document storage for compliance purposes
Work with Business Development Consultants to promote to Financial Advisors the importance of planning in attracting and retaining clients
Make sure that service and operational quality standards are applied and compliance and risk management rules are followed
Accredited to distribute Wealth Management approved products (Managed Investments, Superannuation, Risk Insurance and Gearing Products)

Boston, MA

Associate Financial Planner

Boston, MA

Eichmann LLC

Boston, MA

Associate Financial Planner

Develop long-range financial goals incorporating merchandise strategy with Omni DPM/PM, supporting company growth initiatives
Develop strategic seasonal and annual sales, margin and turn plans, facilitating innovative solutions and resolution of issues to align with company business plan with Omni DPM/PM
Develop monthly vendor, financial class and departmental pre-season plans for sales, markdowns, receipts, markups, gross margin, stock, and all financial metrics by channel and chain in PACE planning system
Present financial plans for all financial metrics. Communicate risk and opportunities
Analyze and measure financial results on sales, margin, and receipts to identify opportunity at the vendor, financial class, and department level
Develop “What If” scenarios and opportunity analysis to recommend and communication action to merchandise strategy and tactics
Develop self – complete ongoing professional development and training. Stay current on management best practices

present

Philadelphia, PA

Senior Financial Planner Holliswealth

Philadelphia, PA

Turner Inc

present

Philadelphia, PA

Senior Financial Planner Holliswealth

present

Developing and executing a meaningful employee development plan
Developing strong working relationships with internal support teams
Supporting advisors in developing a yearly review of the financial plan, including when and how to incorporate to their practice
Facilitating communications between Head Office departments, branches, advisors and Branch Managers on issues, processes and programs
Providing support to advisors from all registration types: MFDA, IIROC and Insurance-only
Ensuring corporate compliance framework is upheld
Building effective working relationships across the team and with various business line and corporate function contacts

Education Education

Bachelor’s Degree in Business

University of Tennessee

Bachelor’s Degree in Business

Skills Skills

Excellent personal organisation and time management skills, with the ability to coordinate workflow through prioritisation of tasks and diary management
Basic knowledge of financial planning concepts
Proven sales ability and record of developing client relationships to include excellent customer services skills
Strong knowledge of managing financial investments and appropriate investing regulations
Expand existing BMO relationships by consolidating the investable assets of mass affluent customers to increase BMO's share of wallet
An excellent foundation of technical knowledge in superannuation, trust and taxation law
Highly developed research skills, which may be demonstrated by your ability to interpret and research complex tax and super legislation and ATO rulings
Strong relationship builder – able to establish both internal and external working relationships to identify and implement strategies for business growth
Ability to independently analyze, structure, and review financial planning documents
Excellent writing skills on technical topics such as superannuation and tax

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Financial Planner Trainee Resume Examples & Samples

Grow assets of assigned book of clients. Achieve asset targets through the sale of RBC products and services
The ideal candidate will have expertise in financial planning
Proven application of business acquisition, establishing community and client relationships, and with success in business growth
Experience creating a referral network or possesses a current extensive network of centres of influence
A strong sales orientation and a demonstrated passion for putting clients first

Financial Planner Trainee Resume Examples & Samples

The ideal candidate will have a minimum of 2-3 years expertise in financial planning
Previous successful sales experience in the financial industry (2-3 years)
Fluency in a second language will be considered an asset

Financial Planner Resume Examples & Samples

Primarily work on higher net worth and institutional executive cases
Help advisory team identify most critical client needs and then build, review, and approve cash flow based financial plans modeled to either address specific client concerns or show comparisons between alternatives
Provide executive summary notes of planning cases including addressing client concerns and planning considerations
Assist advisory team with client preparation meetings including identifying and prioritizing questions/issues
Provide technical responses and/or discussion support for planning questions elevated from both the field advisors and other CAG team members
Communicate regularly with assigned regional team to promote benefits of planning and share information with partners
Build and maintain collaborative relationships with various business partners to advance and achieve company goals and objectives. Interactions can include Wealth Management Advisors, Associate Wealth Management Advisors, Wealth Management Directors, planning and product partners (Estate, Insurance, and Investment), and Institutional partners
Lead and/or participate in projects to advance planning capabilities within the business
At least 7 years of related experience with a proven track record of technical skills in all general financial planning areas – cash flow planning & budgeting, retirement products, insurance, investments, and applicable tax and estate planning issues is required
Series 7, Series 66 (or 63/65)
Certified Financial Planner™ certification. (CFP)
Advanced expertise, degrees or designations in related disciplines are preferred (CPA/JD/MST)
Excellent interpersonal and writing skills to concisely communicate complicated financial concepts in a manner a client or business partner can understand
Advanced knowledge of financial planning topics and practices needed
Experience working with financial planning application software

Financial Planner Resume Examples & Samples

Do you want to work for a company that values your unique talents and can help you turn your potential into performance?
If you are Interested, BMO’s Diversity Recruitment Specialist would like to speak with you about Career Opportunities at BMO
Proactively contact BMO customers in a dedicated portfolio list to do detailed profiling of their investment needs, review of investment holdings and goals and provide investment and retirement planning

Senior Associate Financial Planner Resume Examples & Samples

Bachelors Degree required; major in Accounting, Finance, Economics or Mathematics preferred
Enrolled in or completed a CFP-board registered education program
Eligibility to sit for the CPA exam a plus
Two or more years relevant work experience
Knowledge of the financial planning process, related services and client servicing needs
Knowledge of Microsoft Word, Excel and Outlook
Knowledge of financial planning software, such as NaviPlan, BNA or Number Cruncher preferred

Financial Planner Resume Examples & Samples

Incorporate departmental merchandise strategies within the creation of financial plans
Effectively balance objective information with subjective inputs to give guidance for merchandising teams
Develop demand plans for the Direct Channel through to net sales, incorporating returns and transfer impacts to all channels within the company
Develop the mid level merchandise financial plan at channel
Develop the location level sales plans and establish inventory turns by store at each half to generate original plan stock to sales and inventory targets
Review and re-project merchandise financial plans per the corporate cadence in season
Act as a change leader to support company initiatives and ensure adoption by merchandising team
Advocate for financial disciplines and inventory efficiency while working with the buyer and buy planner to support the execution of the merchandise strategy
Minimum of one year of retail planning/inventory management or related experience
Nordstrom experience preferred
Expertise in merchandise category
Proficiency in MS Office suite

Financial Planner Resume Examples & Samples

Passion for helping customers
Proactive business development, sales and service skills
Communication and interpersonal skills
Knowledge of the real estate market
Expertise in lending philosophies and experience in residential mortgages
Experience working in a full commission environment

Financial Planner Resume Examples & Samples

Develop, execute, and communicate strategic merchandise financial plans that support the company’s financial, product, and marketing objectives for all departments within a division
Contribute to the development of company initiatives, and ensure that all planning activities support annual goals
Create strategic financial plans that support the company’s objectives and goals
At a department/division level, develop sales, gross margin, and inventory plans that support the company’s profit objectives. Incorporate departmental merchandise strategies within the creation of financial plans
Collaborate with merchandising to ensure that financial objectives align with brand/event opportunities
Effectively balance objective information with subjective inputs to give guidance for merchandising teams. Utilizing historical data and current trends, to capitalize on new opportunities and identify risks
Develop the mid- level merchandise financial plan at channel
Communicate opportunities and risks to key business partners including merchandising, finance, marketing, visual, and brand leaders
Advocate for financial disciplines
A Bachelor’s degree or equivalent experience required
A minimum 2+ years merchandise planning experience; 3 or more years of total work experience
Demonstrated experience in

IT Financial Planner & Analyst Leader Resume Examples & Samples

Be responsible of the IT budget portfolio through the planning, development and implementation of budget sessions, driving operating rhythm and related interactions with key budget stakeholders
Ensure proper bill-back of Kering IT Shared Services costs to the Clients
Create value by ensuring rigor, processes sustainability and improvement, and costs control enabling full visibility and adherence to targets
Be a senior finance domain expert
Act as financial link between Corporate Finance & IT organization
Ensure overall IT budget consolidation and visibility cross the board
Manage a team of operations & system expert(s)

Financial Planner Resume Examples & Samples

Strong skills in problem solving and sense of urgency are key in this position as well as customer service, listening and understanding, achievement/motivation, teamwork and co-operation, initiative and pro-activity
Excellent communications skills, oral/written skills, good business writing. Resourceful and able to work independently is required
Cantonese/Mandarin language skills required
Knowledge of Royal Bank systems including Sales & Service Platform, RBCNet would be an asset

Financial Planner Intern Resume Examples & Samples

Actively manage assigned target clients using value-based relationship managed practices, and provides ongoing financial advice leveraged from the client's financial plan, and use of financial planning software. Offers an ongoing holistic review of client financial circumstances
Ensures that all financial planning advice and investment recommendations meet the requirements of compliance policies and procedures, and provincial regulations. Fulfill all regulatory requirements to maintain financial planning and securities registration
Previous successful sales experience in the financial industry
Demonstrated commitment to ongoing learning

Financial Planner Resume Examples & Samples

Bachelor's degree in Merchandising, Finance, Accounting, or related field preferred
Minimum 2 years’ experience as a retail merchandising Planner, Financial Planner, or equivalent role required
Proficiency in MS Office suite required
Clear and effective written and verbal communication and strong interpersonal skills required

Financial Planner, Sherbrooke & Viau Branch Resume Examples & Samples

Develops relationships with service partners and local market to optimize business opportunities and referrals. Refer clients to other RBC business entities as appropriate
In addition to possessing either Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC), candidates must hold the Financial Planner designation by IQPF
Bilingualism French and English

Financial Planner Resume Examples & Samples

Collaborate with each client to develop a specific plan tailored with suggested solutions designed to meet the client's goals and objectives
Prepare and present seminars on planning topics for clients, potential clients, and professionals
Work as part of a team of highly experienced and service-oriented Wealth Management Professionals
Continually focus on retaining the client group, as well as gaining new clients through referrals and contacts in the community, to perpetuate the growth of the Private Client Reserve
Eight or more years of recent wealth planning and/or related consulting, accounting, or legal experience with a well-regarded bank, investment, law or accounting firm structuring complex estate and financial planning transactions for clients with net worth exceeding million and directly advising clients on the same
Professional designation such as CFA or CFP is preferred
Ability to independently analyze, structure, and review financial planning documents
Ability to independently address and provide solutions to administrative and tax issues in managing assets subject to such techniques
Basic knowledge of forming and operating entities typically used for estate planning purposes, including, but not limited to Limited Liability Partnerships, Limited Liability Corporations, C & S Corporations
Leadership and relationship management skills indicative of the potential to advance to greater responsibilities in the future

Assistant Financial Planner Resume Examples & Samples

Assist with planning, executing and reviewing financial plans and actuals
Assist in developing store level sales and average inventory
Assist with re-forecasting plans based on actual performance and trend
Review and adjust plans to ensure they support store sales trends
Build, analyze and make call outs on financial reports that measure key performance metrics

Financial Planner Camberwell Resume Examples & Samples

Business planning services (in-house Partnership Manager)
Regular 1:1 meetings to help you achieve your targets
Our professional development series of workshops
Full administration services (from meeting preparation, through to lodgement of applications and compliance checks)
Provision of ongoing services such as Fee Disclosure Statements, review offers and campaigns
Fully equipped meeting rooms; and
Importantly, the invaluable opportunity for business networking, succession planning and the ability to discuss strategies and ideas with peers in the centre

Senior Associate Financial Planner Resume Examples & Samples

Bachelors Degree preferred; majors include Accounting, Finance, Economics or Mathematics
Enrolled in a CFP-Board registered education program or obtained certification/license - preferred
Two+ years of relevant work experience including one tax season as a Preparer
Knowledge of investment plans and policy statements
Effective communication skills both written and oral
Ability to work with a team and independently
Intermediate knowledge of Excel
Working knowledge of the following software: Naviplan, ACT, AXYS, Prosystems and BNA

Financial Planner Tri Cities Region Resume Examples & Samples

Fulfil all regulatory requirements to maintain financial planning accreditation and registrations
Must have a Financial Planning designation, one of Personal Financial Planner (PFP), Certified Financial Planner (CFP), Chartered Strategic Wealth Professional (CSWP), Registered Financial Planner (RFP) or an IQPF designation in the province of Quebec
The ideal candidate will have previous work experience in financial planning and a successful sales track record in financial services
Proven track record of managing and growing profitable client relationships
Demonstrated PC literacy, including financial planning software and Microsoft Office

Financial Planner Resume Examples & Samples

Be able to answer basic to intermediate-level tax and financial planning questions from clients. For more advanced questions, be able to research solutions and/or work with other department members or professionals to find an answer
Maintain a flexible schedule to allow for travel to Baird branches on a periodic basis
Provide training on financial planning software for FAs and CRAs who wish to create plans on their own. Includes explanation of general functionality, point-and-click navigation through the program, and detailed assistance in understanding calculations
Create spreadsheets to address specific issues as requested by FAs. This usually requires development of spreadsheets from scratch and is often done with little direction
Work with the rest of the Financial & Estate Planning department to develop standard deliverables and service tiers to ensure consistent support across the firm
Work with Business Development Consultants to promote to Financial Advisors the importance of planning in attracting and retaining clients
Bachelor’s degree in Business or Finance preferred. Minimum of five years previous financial planning experience required. Experience in the brokerage industry a plus. Experience with MoneyGuidePro a plus
Certified Financial Planner (CFP) or similar license required. Basic brokerage licenses (Series 7, 66) preferred, or must have the ability to earn such certifications. Additional licenses (CPA, CLU, CIMA, etc.) a plus but not required
Strong computer skills, including working knowledge of Microsoft Office products. In particular, experience creating client analyses in Excel and PowerPoint from scratch
Ability to balance multiple projects and work under strict deadlines at times
Ability to work independently on projects and effectively relate to others in order to accomplish work responsibilities and objectives
Strong writing and presenting skills
Ability to act as a team player, assisting others in the department when necessary, is mandatory

Financial Planner 10th & Sasamat Resume Examples & Samples

Proactively contact BMO customers in a dedicated portfolio list to do detailed profiling of their investment needs, review of investment holdings and goals and provide investment and retirement planning
Expand existing BMO relationships by consolidating the investable assets of mass affluent customers to increase BMO's share of wallet
Work collaboratively with other branch colleagues to ensure wealth management customers experience exceptional service and have their financial needs met, including referring to brokerage, online and private bank partners
Passion for financial planning and helping customers
Proven sales success in the financial services industry
Experience with investment and retirement planning
Demonstrated ability to build, maintain and refer internal and external relationships

Financial Planner Resume Examples & Samples

Planning and preparing the annual budget process
Maintaining and refreshing the corporate plan. Providing support to the Financial Planning Lead on the co-ordination, consolidation and presentation of the plan
Supporting the core business units in financial planning activities and acting as key point of contact
Preparing and consolidating financial forecasts and models as required
Providing detailed analysis and information required by the management team to assess the financial planning implications of the Price Control decision
Preparing and monitoring tariff reports
Ensuring the appropriate allocation of overhead costs across the businesses in line with the rules set out by the Regulator
Working with the commercial team to ensure maximised revenue from unregulated contracts
Developing and maintaining financial reporting to support commercial agreements
Developing and monitoring of financial KPI's
Maintaining data input into financial planning tool
Providing business support for the financial planning tool
Ensuring potential financial exposure on entering new supplier contracts is effectively assessed to minimize financial risk
Providing financial information and support for benchmarking analysis as required
Other duties as required from time to time
Relevant third level degree or equivalent with at least 3 years relevant experience
A recognised accounting qualification
Financial planning experience desirable
Proven ability to create and develop good working relationships to facilitate the accomplishment of work goals, coupled with the ability to gain commitment from others
Experience with identifying improvement opportunities, generating ideas and implementing solutions
Have excellent analytical skills and be able to identify and analyse problems and potential improvements, and propose and implement solutions
Ability to set up ongoing procedures to collect and review information as needed
Proactively identifying new areas of learning and using newly gained knowledge and skill on the job
Ability to set own high standards of performance and delivering desired results

Financial Planner, Rbc Dominion Securities Resume Examples & Samples

Co-ordinate with the Investment Advisors to schedule financial planning meetings and reviews with existing clients
2) Insurance
Identify opportunities to protect and enhance clients wealth
Organize and assist in meetings with insurance specialists
Submit applications, monitor & correspond with client & insurance co. through the application process
Potentially investigate all insurance inquiries
Ongoing knowledge of current market activity
Strong Microsoft Office skills
Strong financial planning skills including experience preparing financial plans for clients using Horizons and Compass software or NaviPlan
Sales and marketing experience

Senior Financial Planner & Analyst Resume Examples & Samples

Prepare finance presentations for Senior Management
Quarterly forecast and annual budgeting process
Analyze current and past trends in key performance indicators
Perform ad-hoc financial reporting and analysis on a quarterly, monthly, and or weekly basis
Contribute to the company’s overall performance by evaluating processes to drive efficiencies and as well as new projects
Develop financial models and analyses to support strategic initiatives
Analyze complex financial information and reports to provide accurate and timely recommendations to management for decision making purposes
Support Senior Management Team and Departments heads with in-depth analysis
Perform risk analysis regarding new business opportunities, acquisition analysis and other projects as requested by senior management
Minimum of three years’ experience in finance, forecasting, planning and analysis
Maintain confidentiality regarding employee’s history to include employment, medical and driving records
Strong interpersonal skills (both verbal and written)
Computer literate with a proficiency in Word, Excel (SQL, VBA) and Access

Financial Planner Ii Ria Resume Examples & Samples

Insurance
Managed Money
Investments
Answer questions related to the firm’s financial planning system, MoneyGuidePro
Become an expert in all planning functions of MoneyGuidePro
Proactively reach out to existing users of the software, review plans, assist with plan development, consult on plan presentation, help advisors in all aspects of planning (input, prepare advisor for presentation and annual reviews)
Market to non-users of financial planning. Grow the number of users within your assigned territory. Use leading practices, sales ideas, job aids, training, etc. to motivate and encourage all advisors to lead with planning. Look for best practices and share with the team
Increase plan count in your territory. Increase advisors knowledge of planning tool. Help advisors reach full potential of planning software – address all areas of financial planning
Track plans completed in your territory and potential revenue
Encourage team-based planning with FAs and RMs
Meet with team weekly to discuss planning activities and share best practices
Participate in sales calls and meetings in your territory – work with Regional Investment Sales Managers and Market Executives
Complete special projects as assigned
Some travel required for this position
Experience with webinars a plus (WebEx, GoToMeeting, etc)
Strong presentation skills a plus (over the phone or in group meetings)
College degree
Certified Financial Planner ™
Minimum of 3 years previous financial planning support or a related role
Licenses: FINRA Series 7, 63, Life & Health (insurance) – or obtain within 1 year
Strong communication skills required
Microsoft tools experience needed ( Excel, Word, PPT)

Financial Planner Resume Examples & Samples

Calling clients to book appointments as well as confirm existing appointments
Accuracy and attention to detail are required as it relates to preparation of forms and inputting data into various systems, applications and databases
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Financial Planner Resume Examples & Samples

High school diploma or equivalent work experience
Registered Investment Sales Representative (RISR)
Completion or working towards FP I
Basic Environmental Knowledge
Basic Business Acumen
Working/Advanced knowledge of BMO Investment products
Projects a professional presence and confidence
Problem solving - Quickly recognizes potential customer investment needs based on their Customer Connect profile and / or conversation while completing transactions
Provides basic information about potential solutions and their benefit to the customer
Ability to adapt to a changing industry environment, and maintain currency of skill
Works cooperatively and productively with others

Financial Planner Resume Examples & Samples

Provide support in all aspects of the financial planning process to FAs across the country. This will primarily involve creating financial plan reports using standard firm tools, but may sometimes include participation in data gathering and/or plan presentation meetings or conference calls
Be able to answer basic tax and financial planning questions from clients. For more advanced questions, be able to research solutions and/or work with other department members or specialists to find an answer
Be familiar with various planning documents, including account statements, annuity contracts, Social Security benefit estimates, life insurance policy documents, tax returns, etc
Help create written articles for clients as well as other professionals on a variety of financial planning topics
Help manage work flow within department via department activity tracking system. Help maintain accurate records and document storage for compliance purposes
Provide internal support for other department members who may be traveling
Bachelor’s degree in Business or Finance preferred. Minimum of three years previous financial planning experience required. Experience in the brokerage industry a plus. Experience with MoneyGuidePro a plus
Certified Financial Planner (CFP) or similar license, plus basic brokerage licenses (Series 7, 66) preferred, or must have the ability to earn such certifications
Strong computer skills, including working knowledge of Microsoft Office products. In particular, experience creating client analyses in Excel and PowerPoint
Strong writing and speaking skills

Financial Planner Resume Examples & Samples

Develops spreadsheets and financial worksheets to aid in the analysis of cash flow, estate and gift taxation, insurance needs and other financial planning
Develops and maintains stock basis records for clients
Prepares the quantitative portion of financial plans utilizing comprehensive financial planning software and portions of the written financial plan
Performs research related to investments, insurance and other financial subjects
Maintains Northern call reports, compliance and other documentation, as required
Assists other group members with on-going maintenance activities such as the review of stock option programs and the actual exercise of stock options
Assists other group members with the billing of client service hours, including analysis of billable hours and generation of invoices
Assists other group members with the preparation and delivery of presentations relating to the ongoing maintenance of client relationships
Assists other group members in the development of marketing materials and plans and the delivery of marketing presentations
3-5 years of tax, investment or finance related experience with consulting experience and/or certification as a CFP, CPA, JD or PFS (AICPA designation). Should have prior experience working with ultra-high net worth clients and have excellent communication skills

Regional Financial Planner Resume Examples & Samples

Achieve business development standard sales results
Assist Lead Relationship Managers (LRMs) with client retention
Assist LRMs and Managing Directors in their relationship management duties
Present financial plans and asset allocation reviews to clients
Explain financial planning, tax and investments management concepts to clients through both written and oral communication
Be prepared and actively participate in one on one monthly growth plan session
Provide proactive, advice-based solutions that address our clients’ investment, fiduciary, banking and other financial needs
Actively participate with team members on business development activities to achieve new business targets
Contribute positively to the team’s delivery of the desired Client Experience, and consistently execute the Client Experience Standards
Prospect Experience
On-boarding Experience
Ongoing Experience
Achieve all business development activities listed below and record all activities in CRM
Relationship Plans
Discovery Meetings
Presentations Meetings
Relationship Review Meetings
COI Calls
Advisory Meetings
Joint Field calls with MD
Client Referrals
Pipeline management- Responsible for integrity and accuracy
Participate in all prospect & client events
Bachelor’s Degree preferred majors include Accounting, Finance, Economics or Mathematics
CFP, CFP in process or similar designation highly preferred
5+ years of related work experience in financial planning or related field
Experience with HNW or Ultra HNW

Financial Planner Resume Examples & Samples

College graduated or above; Fluent in spoken English is preferred
Sales-oriented especially in new CIF acquisition and good human interaction skills
Sales experiences in banking/finance service fields are plus
Able to work under pressure and high efficiency

Financial Planner Resume Examples & Samples

1) Financial Planning
Preparing financial plans for all existing and new clients
Co-ordinate with the Investment Advisor to schedule financial planning meetings and reviews with existing clients
Meeting with clients to collect data and then present financial plans
Identify opportunities for other products and services i.e. insurance, will and estate planning etc. as well as gather more client assets
2) Client Service & Sales
Organize and assist in meetings with insurance specialists and the Investment Advisor
Potentially investigate all insurance inquiries and financial planning inquiries
Maintain current information and client files
Strong financial planning skills including experience preparing financial plans for clients using Horizons, Compass, InSync, NaviPlan or industry software
Ability to successfully multi-task
Ability to consolidate assets and uncover opportunity
Organizational and Time Management to meet deadlines of meetings and presentations

Financial Planner Intern Resume Examples & Samples

Actively manage and grow a portfolio of clients using value-based relationship management practices, achieving performance targets through the sale of RBC products and solutions
Provide ongoing financial advice leveraging RBC’s proprietary YFBD®AE and financial planning software to support financial planning recommendations
Broaden relationships with each client by providing advice and solutions that meet the client’s investment, credit and everyday banking needs
Develop relationships with local market partners to optimize business opportunities and refer clients to other partners/RBC business entities as appropriate
Ensure all financial advice and investment recommendations meet the client’s needs and are in keeping with compliance policies and procedures, and provincial regulations
Must have either the Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC)
Proven success in client acquisition and networking (i.e. referral and centres of influence networks)

Senior Financial Planner, Preston Resume Examples & Samples

Provide professional and ethical behaviour in your actions by ensuring compliance with external legislation, bank standards and internal operating policies and procedures relevant to the position
Ensure all personal training records are maintained and kept up to date
Prospecting – source client set from referral partners, build relationships with referral partners and educate referral partners on the financial planning process (10%)
Deliver Lifestyle Financial Planning Process – analyse client needs, develop and deliver appropriate planning strategies and product solutions, prepare quality, compliant Statements of Advice, implement agreed recommendations (50%)
Ongoing service and review – delivery of ongoing client service package (30%)
Personal development – attend technical training courses and skilling sessions to develop and maintain competency and meet continuing education requirements (10%)
Business or Banking & Finance degree (or similar),
Advanced Diploma in Financial Planning qualified (ADFP)
Prepared to undertake CFP
In addition, you will also have solid financial planning experience, and proven sales ability

Financial Planner Resume Examples & Samples

Be available to field ad hoc planning questions from clients
3-5 years of experience in the financial planning/investment advisory industry
Strong financial and analytical skills
Must be a self-starter, problem solver and a goal-oriented team player

Senior Financial Planner Holliswealth Resume Examples & Samples

Lead the servicing and support of Financial Plans for HollisWealth advisors
Creating both simple and complex plans, and able to build and incorporate Investment Policy Statements
Developing financial plans using multiple software platforms
Supporting advisors in developing financial plans at various levels of complexity
Providing support to advisors in improving/enhancing the end-client experience
Developing a deep understanding of the goals and objectives of advisors and their clients to enable and support the development of financial plans
Conducting regional meetings and regular conference calls with advisors to communicate progress on their client financial plans
Data mining and populating Salesforce with key information on advisors and their business
Ensuring corporate compliance framework is upheld
Remaining current on upcoming firm industry changes and upgrades impacting financial planning activities
Ensuring policies and procedures are followed and put into practice
Ensuring appropriate internal controls are in place and functional
Supporting advisors in developing a yearly review of the financial plan, including when and how to incorporate to their practice
Proactively identifying and implement any process and procedural improvements
Participating in HollisWealth conferences, road shows and branch visits
Lead the execution of HollisWealth’s financial planning services
Executing a business plan on the delivery of HollisWealth’s financial planning strategy
Developing strong working relationships with internal support teams
Supporting key HollisWealth teams enabling them to support advisors nationally
Managing initiatives aimed to enhance the enterprise value of the firm
Communicating the business plan and ongoing results with key stakeholders
Managing marketing activities to increase usage of HollisWealth’s financial planning services
Providing support to advisors from all registration types: MFDA, IIROC and Insurance-only
Supporting advisors in practice segmentation to create servicing strategies, using tools like PriceMetrix and myPractice
Ensuring the development and execution of client value propositions and the delivery of excellent client experiences
Communicating pertinent financial planning information to advisors
Ensuring consistent and efficient processes and practices across all platforms
Facilitating communications between Head Office departments, branches, advisors and Branch Managers on issues, processes and programs
Overseeing key operational and administrative implementations
Providing internal referrals within HollisWealth and Scotiabank where required, to support the advisor and the client
Act as the Knowledge Expert in Financial Planning by
Servicing advisors’ clients at all levels of complexity
Supporting and developing a plan for retirement planning, asset allocation and management, insurance needs, estate and tax planning, etc
Understanding and assisting advisors to implement various planning strategies, including tax knowledge to derive efficient retirement income needs for clients
Incorporating personal planning with corporate planning
As a key member of the HollisWealth management team, collaborate on the development and execution of key wealth strategies and projects by participating in and/or leading key initiatives
Contribute to the effective functioning of the team by
Building effective working relationships across the team and with various business line and corporate function contacts
Maintaining a high level of customer service
Actively share knowledge and experience to enhance the development of all team members
Developing and executing a meaningful employee development plan
5 -7 years in the investment industry
3-5 years of previous financial planning experience
3-5 years of previous financial planning software experience
Ability to build strong relationships internally
Customer and results focused
Ability to lead and implement changes
Strong organizational skills to coordinate and prioritize a number of concurrent financial plans and projects
Excellent visionary, planning and analytical skills
Ability to take calculated, enterprizing risks supported by clear rationale (e.g. industry trends, competitive research, and positive cost benefit analysis)
Strong negotiating, influencing and communication skills (written and oral)
Strong leadership and interpersonal skills that facilitate a positive and effective team environment at all levels of the organization
Attention to detail, organizational and follow-through skills
Ability to work as part of an interdependent team and individually when required. Works well with autonomy and is an excellent communicator in a modern, flexible work environment
Proficient in various financial planning software(s), MS Office (outlook, word, access, excel) & Client Relationship Management (CRM) systems
Proficient in at least one financial planning software and ability to quickly learn new software

Financial Planner Resume Examples & Samples

Bachelor’s Degree or in lieu of a degree 4 years relevant experience
3 years’ experience in development/delivery of Personal Financial Plans
Excellent interpersonal skills, strong verbal and written communication skills
Professional designation such as CPA, CFP, CLU, Esq
5 years’ experience in development/delivery of Personal Financial Plans
Desire to continuously develop professionally
Desire to live and work in the Northern NJ Market

Financial Planner Resume Examples & Samples

Demonstrated personal commitment to ensure skills and knowledge are up-to-date
To support the position of a mobile Financial Planner, Investment and Retirement Planning and Mortgage Specialist, you should be sales-oriented, self-motivated, self-managed and thrive in a fast paced environment
Strong skills in problem solving and sense of urgency are key in this position, as well as customer service, listening and understanding, achievement/motivation, teamwork and co-operation, initiative and pro-activity
Resourceful and able to work independently is required
You are an energetic and enthusiastic team player who pays attention to detail
Strong knowledge of the mortgage process and Home Financing products is an asset
Credit experience
Cantonese language skills considered an asset
Investment experience considered an asset

Senior, Merchandise Financial Planner Resume Examples & Samples

Develops the retail merchandise fiscal financial budget goals and procedures working closely with buyers and inventory planners
Applies knowledge of merchandise planning and analysis to perform monthly financial reviews. Identifies trends, potential growth opportunities and areas of concern; develops and monitors action plans for the merchandising departments and the ecommerce web store
Manages the financial planning process for their areas of responsibilities within the Merchandise division
Responsible for the development, implementation and oversight of the order approval and open to buy process relating to sales and inventory for their retail merchandise categories
Works with the Director Merchandise Financial Planning and the Director; Business Insights to maintain the integrity of the merchandise financial planning systems. Researches and identifies opportunities for enhancements
Develops, implements, and performs analysis of special projects. Plans, prepares, controls, and completes management projects and related correspondence as it relates to the merchandising financial planning tools
Responsible for supervision and training of their direct reports, Financial Planners and schedules work; prepares performance reviews; selects, approves, and/or recommends associate hiring/promotions and other personnel actions
Works under the supervision of the Director Merchandising Financial Planning who establishes deadlines and indicates scope of responsibility. Incumbent receives minimum supervision and carries out mission with a high degree of independence and exercises initiative and judgment in resolving problems and executing assignments. Carries out duties in accordance with established methods, procedures and guidelines
Carries out policy of courtesy and service. Recognizing the importance of attention required in a retailing and service organization, exercises tact, good manners and courtesy when working with fellow associates and external customers

Financial Planner Resume Examples & Samples

Mandarin language capabilities are considered an asset
Successful candidate will be required to be mobile between Saint John and St. Stephen
Li - SH1

Financial Planner Resume Examples & Samples

Financial background with a good understanding of the financial services industry
Solid sales background with a proven track record of achieving sales targets
Previous experience in producing financial plans for a large client referrals
Demonstrated high-level influencing and negotiation skills

Financial Planner Resume Examples & Samples

Ensure the advice provided is of the highest standard and in the client’s best interest
Achieve advice and insurance revenue targets as set by the business
Ensure advisory standards, process and controls are adhered to
Ensure technical knowledge on investments, superannuation, insurance and financial planning is kept current where relevant
Degree qualified or Diploma of Financial Services (Financial Planning)/Advanced Diploma of Financial Services (Financial Planning) is essential
RG 146 qualified
Minimum 3 years financial advisory experience in personal advice, client service or para-planning roles
Strong knowledge of life insurance including the ability to conduct insurance needs analysis, matching appropriate insurance products to client’s needs and follow up with the underwriting process
Previous experience in phone based or scaled advice would be highly desirable
Able to manage risk and ensure compliance meets Citibank’s, FOFA and industry standards
Outstanding communication skills, both written & verbal
Strong understanding of personal advice process, advisory standards and advice documentation requirements
Strong understanding of financial planning strategies including retirement planning, wealth creation, superannuation and Centrelink
Strong working knowledge of investments including portfolio construction, product selection covering managed funds, wrap accounts, superannuation, pensions, annuities and structured products
Must have Mandarin speaking skills

Senior Financial Planner, Melbourne CBD Resume Examples & Samples

Agribusiness Financial Planning
Asset, Life and Income Protection Advice
Insurance and Risk Advice
Small Business Financial Planning
Asian languages are highly regarded
Degree Qualified in Finance, Business or related area
Diploma of Financial Planning
Advanced Diploma of Financial Planning

Senior Financial Planner Resume Examples & Samples

Provides training and guidance to Junior Staff
Active in Product Development
In-depth product knowledge
Excellent presentation skills
Independently manages delivery of assigned products
Proactively present financial planning concepts to the sales force in order to generate plan opportunities
Collect all documents required to create a complete financial plan
Ensure proper strategies are utilized to create the most efficient and professional plans
Prepare**and **deliver**finished plan to clients in team-based approach with Global Wealth RMs and FAs
Effectively manage, mentor, and motive team members to utilize Financial Planning services. * Stay current on all financial planning strategies in the industries. * Work with all lines of business (LOB) to ensure and consistent process and quality of planning experience

Senior Manager, Circulation Financial Planner Resume Examples & Samples

Manage planning staff ensuring deadlines are met and work is accurate
Work closely with circulation marketing/executive team to ensure changes in business environment are properly reflected in planning and that goals are being achieved
Maintain, update and balance predictive circulation models for financial budgeting and forecasting of revenue, expenses and circulation levels
Improve and develop analytical processes and systems to drive greater accuracy and streamline workflows
Set print order levels and manage depletion of copies
Build “what if” scenarios to maximize circulation profit and optimize file mix given circulation needs
This position may include supervising one or more employees where applicable
Minimum of 3-5 years working in a financial environment requiring attention to detail and have experience working with forecasting modeling software, managing databases and/or revenue forecasting
Finance background a must with a high attention to detail
Advanced MS Excel knowledge
High multi-tasking capabilities

Financial Planner Resume Examples & Samples

Should hold a Financial Planning designation or equivalent certification in Financial Planning
Under graduate qualification ideally in Finance, Accounting, Business Administration or related experience is required
Experience in assisting clients to discover their financial needs and providing options and appropriate Banking solutions
Proven skills in business acquisition, establishing community and client relationships, with success in business growth
Experience in creating a referral network or possesses a current extensive network of centres of influence
Strong sales orientation
Strong relationship builder
Strong client focus

Financial Planner Associate Resume Examples & Samples

Completion of DFS or equivalent (DFS 1, 2, 3 & 4) and willingness to complete the full ADFS
RG 146 compliant for providing retail financial products advice
Attain and maintain the 5 ASIC core competencies for providing advice to customers (Advisory — Generic and Financial Planning, Managed Investments, Superannuation, Risk and Insurance)
Accredited to distribute Wealth Management approved products (Managed Investments, Superannuation, Risk Insurance, Gearing Products)
Demonstrated PC literacy
Excellent personal organisation and time management skills, with the ability to coordinate workflow through prioritisation of tasks and diary management

Financial Planner & Analyst With English Resume Examples & Samples

Deliver accurate month end results, financial analysis and reporting. Tasks likely to include
Assist the preparation of monthly financial accounts and supporting corporate schedules
Ensure compliance with external / internal audit activities and internal controls requirements (including SARBOX)
Assist the preparation of standard analysis to understand variances to outlook & trend
To design and maintain documentation of processes undertaken as part of the role
Assist with ad-hoc analysis, helping to provide accurate and insightful business analysis and support business reviews
To assist Xerox / outsourced accounting staff in the resolution of queries (System and otherwise)
To assist in the identification of potential areas for process improvement
Support the out-sourced provider with the resolution of escalations

Financial Planner Resume Examples & Samples

Completion of Advanced Diploma in Financial Services
RG 146 compliant to provide retail financial products advice
Completed 5 ASIC core competencies for providing advice to customers (Advisory — Generic and Financial Planning, Managed Investments, Superannuation, Risk and Insurance)
Demonstrated sales prospecting skills with a proven track record achieving sales targets/results, ideally gained within the financial services industry

Financial Planner Resume Examples & Samples

Engaging clients proactively through online and telephone contact
Ongoing fulfillment and implementation of the phone-based FP version of Wealth Financial Planning's Client Engagement Model and with all clients to ensure consistent delivery of the Wealth FP experience. This includes a Strong Focus on Asset Consolidation, Advice Offer Assessment, Discovery, Planning and Onboarding, Ongoing Relationship and Annual and Life Event Review
Professional team player with strong telephone relationship management skills. Demonstrated ability and understanding of the benefits of asset accumulation
Excellent communicator both verbally and written
Excellent time management skills and the ability to respond to client inquiries and requests in a professional and timely manner
Ability to ensure a seamless client transition from existing advice relationship
Execute trades, cash movement, and frequent purchase plan instructions from clients
Ensure account maintenance, operations, and escalations are managed and resolved in a timely manner
Improve client retention and loyalty by contributing to improving the team, regional & national CEI scores
Ensure proper handling of all client issues/complaints utilizing the Client Problem Resolution Process
Ensure regular and proactive contacts are conducted with each household
Provide each client with a new completed Personal Financial Plan within 90-days of engagement ( if no plan exists already)

Zcommercial Financial Planner Resume Examples & Samples

Completion of DFS 1-4 and ADFS 1-8
Previous experience in client service and giving advice to customers
Experience giving advice to Business Banking clients would be highly regarded
Strong communication skills with the ability to multitask - managing time effectively and developing new business

Financial Planner Trainee Resume Examples & Samples

Completed, enrolled in, or willing to undertake enrolment in Canadian Securities Course
Completed, enrolled in, or willing to undertake enrolment in PFP or CFP designation
Relationship Management (in-depth)
Problem Solving (in-depth)
Negotiation (in-depth)
Analytical Thinking (working)
Business Acumen (working)
Operational Effectiveness (working)

Merchandise Financial Planner Resume Examples & Samples

Prepares communication to the field relative to sales, inventory, and gross profit analysis
Works under the supervision of Senior Merchandising Financial Planner who establishes deadlines and indicates scope of responsibility. Incumbent receives minimum supervision and carries out mission with a high degree of independence and exercises initiative and judgment in resolving problems and executing assignments. Carries out duties in accordance with established methods, procedures and guidelines
Tactfully responds to inquiries and provides assistance in prompt, friendly, and professional manner. Performs other duties as assigned

Financial Planner Resume Examples & Samples

Completion of the Advanced Diploma of Financial Planning
Degree qualification is preferable
Demonstrated sales prospecting skills with a proven track record of achieving sales targets or results, ideally gained within the financial services industry
Previous experience in producing financial plans and dispensing advice for a variety of client needs
High-level communication skills, both written and verbal

Financial Planner Resume Examples & Samples

5-7 years financial planning experience
5-7 years of broad based banking/investment/sales experience
3-5 years client management experience and proven client relations orientation
In-depth experience with financial planning and investment planning software applications with customized Excel modeling
Excellent written, verbal and presentations skills
Ability to transfer strategy to tactical plans and implement
Self motivated, goal and results driven
Strong influencing and team orientation skills
Listens Effectively
Expert Client Discovery Skills
Advanced knowledge and relevant experience in a specialized discipline such as Corporate Executive Planning, Business Succession Planning, Estate Planning, Charitable Planning, Taxation, etc
Product marketing experience

Financial Planner Associate Resume Examples & Samples

Advanced Diploma of Financial Planning, or equivalent is required (degree qualification is preferable)
Demonstrated sales prospecting skills with a proven track record of achieving targets, ideally gained within a financial services/wealth management environment
Customer centric, values led business ethic

Financial Planner / Registered Associate Resume Examples & Samples

Preparation of all client reports including net worth statements, and investment analysis
1:1 Client Reviews
Economic Research
Series 7 licenses REQUIRED
Strong persuasive and interpersonal skills
Able to adjust to frequently shifting goals, projects, and priorities
Able to perform multiple tasks efficiently
Experience with ACT or similar CRM software

Financial Planner Resume Examples & Samples

Attain and maintain the 5 Australian Securities & Investments Commission core competencies for providing advice to customers (Advisory - Generic and Financial Planning, Managed Investments, Superannuation, Risk and Insurance)
Demonstrated computer literacy
Product and Technical Financial Planning knowledge

Financial Planner / Registered Assistant Resume Examples & Samples

Field client inquiries and resolve service issues
Administer new client accounts, gather missing client information, and verify client documentation
Process and track account transfers
Respond to client questions regarding their account(s) with factual information
Assist clients with completion of new account forms and processing of DocuSign envelopes
Provide ongoing account maintenance
Verify incoming deposits
Process outgoing withdrawals and journal requests
Properly record all interactions within customer relationship management software

Financial Planner Administrative Assistant Resume Examples & Samples

1-3+ years of experience in administrative support that directly aligns with the specific responsibilities for this position
A demonstrated track record of consistently meeting and/or exceeding performance expectations
Possesses a bias for action and avoids workplace distractions
Drives performance targets to completion
Financial Services experience preferred
Series 7 preferred or willingness to obtain

Financial Planner, Darwin Resume Examples & Samples

Ideally a tertiary qualification in a business related field
A Diploma in Financial Planning
Have started or planning to complete your Advanced Diploma in Financial Planning
Ideally you will possess previous experience in the industry and be able to demonstrate a strong commitment to client service

Associate Financial Planner Resume Examples & Samples

Proficiency with Word, Excel, PowerPoint, Outlook, CRM and financial planning software
Advanced knowledge of financial planning and investment management terms
Strong analytical and planning capabilities
Detail-oriented with a high degree of accuracy
Strong fact-finding and follow-through skills
Ability to apply judgment to problem-solve
Excellent interpersonal, organizational, and communication skills
Excellent communication and listening skills
Ability to work independently and establish priorities
Ability to project a professional image of her/himself and the Firm to clients by the way in which she/he conducts himself and the quality of the work produced
Client-first attitude
Team player, collaborative, able to work with and through others
Series 7 (Required)
Minimum of 2 years financial planning or investment advisory experience
CFP certification is preferred

Financial Planner Resume Examples & Samples

Serving as the financial planner on assigned high net-worth clients
Assisting HKFS in relationship development
Working closely with CPAs and financial advisors
Reviewing, assessing and making recommendations regarding the client's financial plan

Financial Planner Resume Examples & Samples

Desire a career in the financial planning profession
Must have the CFP® designation and undergrad degree
Have strong aptitude for learning new software
High proficiency in Microsoft Office Applications: Word, Excel, PowerPoint
Experience in MoneyGuidePro and eMoney a plus

Financial Planner Resume Examples & Samples

Create financial plans using sophisticated planning software
Have a strong understanding of financial planning products such as disability insurance policies, long term care insurance policies, the various types of life insurance policies, estate planning trusts and documents, the numerous types of retirement plans and education funding vehicles, and be able to coach participants on using the correct products to suit their needs
Using highly effective presentation and personal communication skills, make complex financial planning concepts and reports understandable to participants
Responsible for staying current on all ICMA-RC products and services as well as initiatives in the financial services industry
Serve as a subject matter expert on financial planning for ICMA-RC, and conduct webinars/seminars for national conferences as needed (i.e., National Save for Retirement Week)

Financial Planner & Base Cost Analyst Resume Examples & Samples

Participate in the planning cycle, set up budgets with business teams
Create planning models for better visibility and accuracy
Support Lead FP&A and leadership by establishing insightful analysis, liaise/work together with Finance and Operational leaders
Analyze business results, support decision making through meaningful analytics
Create value add monthly/quarterly reports/metrics and analyze business performance for key stakeholders
Financial partner of the Global Operations team in Europe and key GE businesses
Identify process improvement opportunities, support and drive projects/simplification initiatives for the operating and leadership teams
Bachelor's degree in Accounting, Finance, or Business Administration and/or financial work experience, preferably in Cost reporting, accounting or planning
Strong analytic skills: able to clearly link financial results to operational performance drivers, generate alternatives and drive positive change
Advanced communication skills in English both verbal and written
Accepting and adhering to high moral, ethical, and personal values in decisions, communications, actions, and when dealing with others
Team player: able to work across different teams and contribute to a positive environment
SSCHU

Financial Planner Resume Examples & Samples

Work with NST and relationship team to identify client needs and provide education based on the urgency and prioritization of the client needs
Work as a team with the Financial Planning Center in terms of sharing expertise, sharing best practices and participating in National or Regional Planning Initiatives
Working with the Financial Planning Center, ensure the proper construction of the appropriate financial plan to meet the client’s goals and objectives

Certified Financial Planner Resume Examples & Samples

Using highly effective presentation and personal communication skills, conduct retirement
Demonstrated sales and negotiation skills
Effective presentation skills to large groups and excellent interpersonal and communication
Demonstrated ability to build and maintain effective relationships
Thorough knowledge of 457, 401, IRA and annuity products
FINRA Series 6, 63 licenses (CFP replaces 65) and CFP is required
Life Insurance license required

Regional Financial Planner Resume Examples & Samples

Provide support in all aspects of the financial planning process to Financial Advisors (FAs) in Baird branches across an assigned region. This will primarily involve creating financial plan reports using standard firm tools, but may often include participation in data gathering and/or plan presentation meetings
Be able to answer intermediate to advanced-level tax and financial planning questions from clients. For more advanced questions, be able to research solutions and/or work with other department members or professionals to find an answer
Maintain a flexible schedule to allow for travel to Baird branches
Be able to interpret various planning documents, including account statements, annuity contracts, Social Security benefit estimates, life insurance policy documents, tax returns, etc
Provide training on financial planning software for FAs and Client Specialists (CSs) who wish to create plans on their own. Includes explanation of general functionality, point-and-click navigation through the program, and detailed assistance in understanding calculations
Help create and deliver written articles and presentations for clients as well as other professionals on a variety of financial planning topics
Have an understanding of the products and services offered within a brokerage environment, and be able to work with representatives of those departments. Recognize when to involve other specialists within the firm in a particular situation

Senior Financial Planner Resume Examples & Samples

Lead or partner in High Net Worth client meetings, as determined by the relationship team to identify client needs and provide education based on the urgency and prioritization of the client needs
Work as a team with the Financial Planners in each market as well as the Financial Planning Center in terms of sharing expertise, sharing best practices and participating in National or Regional Planning Initiatives
Working with the Financial Planning Center, ensure the proper construction of the appropriate financial plan to meet the client's goals and objectives
Develop a specialty in addition to being a planning generalist. Partner with the Relationship Manager to ensure implementation of recommendations by leading the client through the decision making process by explaining the recommendations, the pros and cons, as well as the consequences of not following the advise
Lead or partner with team member in overcoming the client's objections to recommendations to allow the Relationship Manager to implement and close the business
Work with the Financial Planning Center in developing marketing, education and training initiatives in order to achieve financial planning goals and objectives throughout the assigned territory
Provide training to the field on planning topics and techniques
Represent field point of view and make recommendations to management and support partners regarding the effectiveness of the financial planning tools, training, marketing strategy, collateral and communications
Network in the community and with the center of influences in particular to develop visibility, generate referrals and further business development objectives
Maintain current industry knowledge in financial planning trends, strategies and tactics making recommendations to management and support partners regarding service enhancements
CFP Designation
5- 7 years financial planning experience
5- 7 years of broad based banking/investment/sales experience
3- 5 years of client management experience and proven client relations orientation
In- depth experience with financial planning and investment planning software applications with customized Excel modeling. Excellent written, verbal and presentations skills. Ability to transfer strategy to tactical plans and implement. Self motivated, goal and results driven
Strong influencing and team orientation skills. Listens Effectively
Expert Client Discovery Skills. Ability to use: Financial Planning Software (Sungard Wealth Planning Station), Adobe Acrobat (Full Version), internet and print media to research planning issues, Microsoft Office products and other computer applications, standard office equipment

Senior Financial Planner Resume Examples & Samples

Develop a specialty in addition to being a planning generalist
Partner with the Relationship Manager to ensure implementation of recommendations by leading the client through the decision making process by explaining the recommendations, the pros and cons, as well as the consequences of not following the advise
Maintain broad knowledge of KeyCorp products and services and recommend when appropriate
In- depth experience with financial planning and investment planning software applications with customized Excel modeling

Regions Lead Financial Planner Analyst Resume Examples & Samples

Support Alstom integration and migrations through Alstom/Global Ops FP&A and PMO teams with financial analysis to influence decisions and help delivering on targets
Leverage base cost team members to ensure accurate P&L and cost analysis
Serve as a finance advisor/subject matter expert, identify process improvement opportunities and support simplification projects/initiatives
Successful applicant will be legally eligible to enter into an employment relationship under the laws of Hungary

Lead Financial Planner & Base Cost Analyst Resume Examples & Samples

Support monthly and quarterly closing and reporting processes, ensuring accuracy of monthly/quarterly financials & timely KPI reporting
Analyze performance against targets on a regular basis
Drive and own planning processes: use deep cost knowledge to drive accurate short and long term forecasts; connect recent trends with base cost background and deliver solid estimates
Participate in projects to facilitate and increase capacity for value-added financial analysis, e.g. process automation to continuously improve tools and outputs
Partner with senior business stakeholders to provide financial support for management decision making process
Participate in business review meetings & partner with business to drive and achieve cost targets
Own headcount reporting processes and people cost related queries
Liaise with local accounting& business teams to drive completeness & regular visibility
Bachelor’s degree in Accounting, Finance, or Business Administration
Extensive financial work experience in Cost reporting, accounting or planning and business support roles is essential
Clear thinking / problem solving

Financial Planner Resume Examples & Samples

Completed University Education in a related field
Financial planer certification (PFP, CFP, RFP designations), Additional expertise in tax (CPA) an asset
10 years experience in preparing and delivering financial planning strategies, including High Net Worth Clients
Experience in an advisory role
Excellent financial mathematical skills
Sound knowledge of the investment and wealth management industry
Varied expertise (individual tax planning, estate planning, pension plans), an asset
Very good knowledge of Microsoft Excel and Word
Works well in a team environment
Keen sense of client relations (internal and external)
Bilingualism (French/English) considered an asset

Financial Planner & Analyst Resume Examples & Samples

Complete planning schedules as required during the cycles and submit under requirements
Monthly P&L, B/S, DOH, DSO review, financial analysis vs. Plan, Upd, Lrp and reporting of variances
Prepare or assist in the preparation of review meetings
Assist in the continued development and improvement of the local planning systems for expenses
Tracking of expenses per cost center and projecting ROY needs
Fixed assets tracking
Prices management
Ensure consistent recording and reporting of all transactions
All other / ad hoc analysis and tasks in scope of role

Financial Planner Resume Examples & Samples

Regularly monitor clients� financial situations with attention to detail and accuracy
Prepare financial plans and retirement projections
Assist with investment research and computation of returns and benchmarks
3) Must have a client facing mentality and the desire to have their own book of clients

Financial Planner Associate, My Advice Resume Examples & Samples

Willingness to learn and the desire to become a career Financial Planner
Eligible to hold a Practicing Certificate under the appropriate Australian Financial Services Licence
Demonstrated sales prospecting skills with a proven track record of achieving sales targets or results
Strong networking and client management skills
Ability to use initiative and work autonomously in ensuring deadlines are met
Product and Technical Financial Planning knowledge – with a sound risk insurance focus
Sound communication skills, both written and verbal
Must be eligible to hold membership of the Financial Planning Association of Australia

Financial Planner, Schwab Private Client Resume Examples & Samples

Providing exceptional on-going client support by handling day-to-day service requests via phone and email
Assisting clients in navigating and understanding Schwab’s website, proprietary investing tools, portfolio performance data and third-party research
Scheduling clients with their dedicated Portfolio Consultant for ongoing consultation regarding risk tolerance, asset allocation, advice strategy and how these factors impact the portfolio and investing goals
Collaborating to achieve efficient and effective practice management within a team-based environment

Financial Planner Resume Examples & Samples

Prepare financial planning reports on behalf of the representative which follow the enterprise advice model
Provide support to representatives to successfully deliver the advice model to the clients
Advanced knowledge of financial planning concepts
Assist in developing guidelines and procedures
Answer general financial planning questions from the field representatives
CFP or equivalent designations or experience is strongly preferred

Advanced Financial Planner Resume Examples & Samples

Coach and mentor the representatives on consultative sales approach to financial planning
Responsible for mentoring and assisting in the development of the junior planners in the Financial Planning Center
Conduct training of the field through conference calls, web based training and travel to live training and conferences
Advanced financial product knowledge

Financial Planner Resume Examples & Samples

Two to four years of business or accounting experience
Basic knowledge of financial planning concepts
Ability to independently learn complex financial concepts & software programs, experience using Money Guide Pro or Navi Plan a plus

Senior Financial Planner & Analyst Resume Examples & Samples

Reporting could include but are not limited to
Bachelor’s degree in Business, Finance, Accounting, or other related discipline required
Minimum 5 years of industrial operations experience
Minimum 5 years of experience in planning, marketing, distribution, operations and financial analysis required
Must be able to work independently and exert influence on short & long-range goals and objectives
Excellent written and verbal communication skills with the ability to communicate to all levels of management, to motivate others and sell ideas
Excellent presentation skills required
Proficient with Microsoft Excel, Power Point and Word. In Excel, must be proficient with pivot tables, charting, formulas, and be good at working with large data sets

Junior Financial Planner Resume Examples & Samples

Work closely with our team of Advisors and act as a liaison with various account custodians
Assist Advisors in preparation of financial plans, retirement analysis and ad hoc planning requests from clients
Involvement in pre-meeting activities and assist in follow-up correspondences
Assist in clerical tasks including service requests, account paperwork and various research projects
Accurately updating and maintaining client data in the firm’s CRM
Helping to analyze new integrations and services that streamline the advisor-client relationship

Junior Financial Planner Resume Examples & Samples

B.A. or B.S. in Finance or Economics preferred, or relevant
1+ years (ideally 2+) in relevant environment (wealth management/investment management/financial services/wealth operations)
Excellent communication skills - written and verbal
Experience with MoneyGuide Pro strongly preferred
Eager to learn, Friendly, and professional positive attitude

Certified Financial Planner Resume Examples & Samples

Coordinates with the Relationship Manager to meet client needs, complete planning assignments and support their implementation
Develop presentation materials and participate directly in meetings with clients and prospects
Assist as required in the implementation of client financial plans
Respond to the client inquiries and initiates client contact when appropriate

Financial Planner & Analysis Director Resume Examples & Samples

Works with Op-Co CFO and Controller to develop and maintain a multi-entity budget and revised forecast models for use in the strategic planning process
Supports in-depth analytics of commercial performance and costing activities for the sales force (standard salesman costs), including but not limited to quarterly updates of standard costs, regular ride along with agents and in-depth analysis of commission plans
Maintains the monthly forecast and forecast revisions within TK/Cubes and DHR Hyperion instance
Analyzes monthly results in preparation for the forecast review, president's letter, and PD/Ops review, including owning CVDs and KPIs
Assists CFO and Controller in analysis of potential acquisitions, and resulting preparation of required ROIC models and Whitepaper analysis
Has full knowledge of and utilizes those tools collectively known as the Danaher Business System (DBS)
Participates in the review and analysis of business processes, as may occur from time to time within the context of DBS
Has full knowledge of other Danaher policies and procedures, most notably those found in the Accounting/Finance section of myDanaher.com
Manages a team of 4-7 direct reports and helps as an informal coach for FP&A teams in all of Latin America/Canada
Coordinates global deliverables via development and update of a global Op-Co calendar and detailed financial task list
May be requested to lead Due Diligence activities for Op-Co or other Op-Cos within Danaher Water Quality
Supports training and development of DBS projects (Kaizens, PSP, Standard Work and similar)
Leads productivity and cost saving initiatives to achieve the expected stretch financial goals of the Op-Co
Participates actively in ERP and DWH initiatives and design
College degree. Masters in Business Administration preferably with a concentration in Finance or Accounting and/or CPA
8-10 years of work experience and 4-6 years of experience in industrial FP&A related jobs
High degree of experience with Microsoft Office
Prior experience with industrial water treatment / industrial chemicals preferred
Able to design, implement and keep up standard reports for multiple international operations
Good understanding of FX treatment

Financial Planner Resume Examples & Samples

Work jointly with Private Bankers to take clients and prospective clients through the financial planning process (introduction, data gathering, plan creation, plan delivery, and implementation)
Collaborate with financial planning analysts to help produce comprehensive financial plans
Interact with clients to address their financial planning issues on an ongoing basis
Participate as a member of the client advisory team, along with Private Bankers, Investment Counselors, and Trusts & Estates professionals, to develop integrated solutions for clients
CFP® practitioner with a minimum of 5-7 years experience creating and presenting comprehensive financial plans
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred
Experience training financial planning concepts and collaborating with a team of wealth management professions is a plus
Working knowledge of cash flow planning, investment planning, income tax planning, retirement planning, insurance planning, and estate planning
Experience with Qualified Defined Benefit and Defined Contributions Plans, concentrated stock positions, stock options analysis, and business succession planning for privately held companies is critical
FINRA Series 7, 63 and 65 or 66

Show Financial Planner Resume Examples & Samples

The Primary responsibility is to work closely with the Buyer, Merchandise Planner and Show Execution Planner on all aspects of financial planning for show scripts
This includes monitoring all shows and making changes necessary to optimize profitability and sell-through in order to deliver targets
Meet with Buyer, Merchandise Planner and Show Execution Planner to review showspread, pricing strategy and vision for the visit
Analyze all available information including historical data, GP%, Advance Order plans, etc to create show scripts
Meet with Programming Manager to review promotional strategy of show (if applicable)
Complete script hand-off to Show Execution Planner (script/show order, length of time, back-up of items, show visions, easy pays, upsells, estimated units, sales expectations, etc)
Make all script revisions leading up to the visit involving item additions and cancellations
Send scripts to guests for all visits
Sign-off on Pre-Show Checklist (confirm inventory, AO’s, Easy Pays, start quantities, scripted guests, feaben and pricing entered, etc) and hand-off to Show Execution Planner

Associate Financial Planner Resume Examples & Samples

Providing high-level assistance to the Senior Financial Planner (SFP) and team
Developing skills toward progressing to Financial Planner yourself
Presenting, organizing, reporting, minute-taking, administering and the like
Preparing Statements of Advice & Records of Advice for the SFP
Building your own client base as you proceed - onboarding and advising as appropriate
Supporting the organsations' referral network to maintain inwards business flow
Maintaining and strengthening relationships with Clients and Network partners
Leading meetings and client discussions as you grow into a Financial Planner
Backing up the team in any way you can to ensure the business thrives

Financial Planner Assistant Resume Examples & Samples

Maintains a “predictable environment” for clients and team members
Prepares documents and presentations
Schedules client meetings
Creates, gathers and organizes collateral for client meetings
Answers incoming correspondence via phone and email
Provides fee planning, investment & insurance processing support
Maintains client records, CRM database and compliance files
Handles sensitive, confidential, proprietary information with discretion
Types documents, letters and other memoranda
Greets and directs visitors and act as the primary resource for internal and external contacts, facilitating a professional image of Lincoln Financial Advisors and The Strategic Private Advisory Group
Orders supplies and coordinates routine maintenance and repairs to office equipment
Develops working knowledge of any systems as they may be implemented
Debriefs with Financial planner(s) following client meetings
Assists with completion of fee planning contracts, investment and insurance applications, if properly licensed
Ensures all correct forms are in order, and submits package for underwriting using Redtail and Laserapp
Works directly with all clients on service questions and changes, handling complex issues and problems with little or no Financial Planner involvement
Maintains integrity of client asset record system and vendor lists
Interfaces with broker/dealer, brokerage, fund companies, custodians and insurance companies
Familiar with CRM tools
Completes financial planning input independently, and creates complete programs
Tracks fees paid and contracts signed. Follows up with clients on outstanding payments
Assists the Financial Planner(s) in maintaining a compliant practice
Assists with completion of weekly acknowledgement forms and copies of all correspondence
Understands and adheres to policies regarding support from wholesalers, compliance approval for documents, proper use of stationery/business cards, and other required procedures
Assists clients and Financial Planner(s) to the extent possible based on licensing and/or registrations
Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) & Adobe Acrobat (Standard)

Financial Planner Position Available Resume Examples & Samples

Prepares and implements Financial Planning recommendations
Work closely with members from each business line to best serve the client
Organize and manage client meetings
Manages internal Client Relationship Management (CRM) software
Communicates the financial plan with clients
Updates Financial Planning recommendations
3 years’ financial services industry experience
Strong attention to detail

Associate Financial Planner Resume Examples & Samples

Analyze and measure financial results on sales, margin, and receipts to identify opportunity at the vendor, financial class, and department level
Attend strategic vendor meetings as needed
Develop self – complete ongoing professional development and training. Stay current on management best practices
Bachelor’s Degree (Business, Finance, Marketing or equivalent)

Motivated Financial Planner Associate Resume Examples & Samples

Completion of Advanced Diploma of Financial Planning (ADFP) or equivalent
Attain and maintain the 5 Australian Securities and Investments Commission core capabilities for providing advice to customers (Advisory - Generic and Financial Planning, Managed Investments, Superannuation, Risk and Insurance)
Fluent in Mandarin and/or Cantonese

Financial Planner Melbourne CBD Resume Examples & Samples

Build effective relationships with your referral partners, source clients sets and educate them on the financial planning process
Completed ADFP
Mandarin or Cantonese a major advantage
Face to face financial advisory experience a must

Associate Financial Planner Resume Examples & Samples

Curiosity: Seeks out new experiences and knowledge; Thinks beyond obvious; Asks questions to gain the perspectives of others; Engages team members to examine current practices and encourages creative thinking about how things could be more effective and efficient
Develops Talent: Drives performance and engagement through the development and alignment of talent; Demonstrates commitment to invest in self and others; Seeks and provides constructive feedback; Provides challenging assignments and coaches others to enhance learning and performance
The Associate Omni Financial Planner is responsible for developing Dept/Vendor long range and seasonal financial plans for sales, margin, and turn to FOB goals and align with merchandise strategy in collaboration with Omni Merchandise Planner and Omni Buyer
Partner with Private Brand Product partners to track performance versus plan surfacing issues
Create and monitor Daily Sales/Event Plans informing pre-season and in-season forecasts
Ability to influence partners across the organization
Mentoring of new assistants
Develop strategic seasonal and annual sales, margin and turn plans, facilitating innovative solutions and resolution of issues to align with company Business Plan with Omni Buyer and Omni Merchandise Planner
Create the Financial Plan and ROF for all metrics, drive resolution and actions
Create FOB Daily/Event Sales Plan and in-season adjustments based on marketing/promotional events and business trend. Surface risks and opportunities and provide strategic offsets
Identify in-season receipt needs based on forecast and communicate changes to the open to buy purchase needs, moves and/or cancellation
Execute and project Vendor Margin Template (VMT) in collaboration with key business partners
Present performance and plan to partners with solutions, opportunities and risks
Special Projects for FOB and cross FOB
Previous financial accountability including financial/ROF planning and strategy
Strong understanding of financial performance metrics, ROF process, assortment planning, and business partner relationships
Previous financial accountability
Strong computer skills Microsoft Word, advanced Excel (formulas, pivot tables, function keys, etc.)

Omni Associate Financial Planner Resume Examples & Samples

Agility: Embraces change with realistic optimism; Adjusts quickly to situational needs, as well as new roles, teams, paradigms, and environments; Persists through challenges and setbacks caused by change
Vision: Gathers and synthesizes information, then transforms into new, value-add possibilities; Articulates compelling directions to others; Takes a solution-based approach to drive results
Collaboration: Identifies, initiates, and builds trust-based relationships through candor and honesty; Proactively engages others and facilitates new ways of thinking; Encourages and respects diverse points of view; Shares information in order to drive team success
Influence: Asserts own ideas and persuades others in a clear, confident, and composed manner; Tailors message for the audience; Gains support and commitment from others; Motivates and mobilizes people to take action
Prepare and execute the Rolling Operating Forecast (ROF) for all financial metrics. Providing solutions, communicating risks and opportunities to key business partners
Financial results that maximize sales, inventory, and bottom line profitability
Learn and become proficient in relevant Planning systems
Develop monthly vendor, financial class, and departmental pre-season plans for sales, markdowns, receipts, markups, gross margin, stock, and all financial metrics by channel and execute in PACE planning system
Project in-season operating forecasts through the official monthly ROF process for all financial metrics. Communicate risks and opportunities to sales, stock and margin plans with recommended actions to Omni Buyer and Omni Merchandise Planner
Monitor ROF versus plan in partnership with MMG Product, communicating concerns and resolutions
Communicate with and attend strategic vendor meetings to support negotiations for pre-season plans and in-season reconciliation
Partner with Pricing to ensure markdown plan and ROF are appropriate and address issues
Develop self - attend ongoing professional development and training. Stay current on Management best practices and develop leadership, negotiation and presentation skills
Mentor, train and develop new Assistants as assigned. Guide Assistant Planner in developing skills to move to next assignment/level
Bachelor's Degree (Business, Finance or equivalent)
Excellent written and verbal communication skills with the ability to influence
Leadership capabilities
Ability to translate market and financial data into strategies

Financial Planner Associate Resume Examples & Samples

Completion of ADFS or equivalent and must be eligible to hold membership of the Financial Planning Association of Australia
Attain and maintain the 5 Australian Securities and Investments Commission core competencies for providing advice to customers
Demonstrated sales prospecting skills; Strong networking, client management skills, and sound communication skills (both written and verbal); Excellent personal organisation and time management skills

Trusted Financial Planner Associate Resume Examples & Samples

Eligible to hold membership of the Financial Planning Association of Australia and a Practicing Certificate under the appropriate Australian Financial Services Licence
Advanced Diploma of Financial Planning (ADFP) or higher is required and a Bachelors Degree (any discipline)
Accredited to distribute Wealth Management approved products (Managed Investments, Superannuation, Risk Insurance and Gearing Products) and with strong Product and Technical Financial Planning knowledge – with a sound risk insurance focus
Proven sales prospecting skills with a proven track record of achieving sales targets or results

Financial Planner & Analyst Resume Examples & Samples

Provide support and analytics as required. Analytics could include but are not limited to sales: price, volume mix, cost: price, volume, usage, capital investment returns and payback, supply chain related analytics, variable, fixed, last increment costs analytics, production or supply chain impact analytics, etc
Reporting could include but are not limited to: P&L and Balance Sheet actual performance versus budget and forecasts, standard costing, profitability, scorecards, mill or business KPI’s, trend reporting and analysis on key data
Provide support to the strategic business planning process
Provide support and lead certain aspects of the budgeting process
Assist and support monthly, quarterly, and annual financial forecasts related to revenue, operating costs, freight, and other supply chain costs
Bachelors degree in Business, Finance, Accounting, or other related discipline required
Minimum 1-3 years of industrial operations experience
Minimum 1-3 years of experience in planning, marketing, distribution, operations and financial analysis required

Edelman Online Financial Planner Resume Examples & Samples

Act as liaison between operations department, compliance, clearing firms and Edelman Online clients
Assist clients with GPS, data gathering, and DocuSign processes during the client onboarding process
Support and answer client technical questions and concerns including Edelman Online (Client Portal), TDA Advisor Client and Orion
Assist with all client transactions, troubleshoot and resolve issues expeditiously
Review and process new client information, maintain current client data, verify all client account functions, and ensure client satisfaction
Promote cross- department collaboration
Deliver exceptional client service and experiences
Advise client on basic financial planning and investment needs
Provide Annual Reviews for client per guidelines
Further develop relationships and offer clients an opportunity to meet with a local financial planner when appropriate
Adhere to firm and industry rules and regulations
Act as an organizational leader while perpetuating firm culture in all areas

100

Senior Financial Planner & Analyst Resume Examples & Samples

Responsible for several critical activities including Sales Analysis, Product Margin Analysis, Pricing Analysis, including Rebates and Consumer Promotions reviews
Assist leadership in development of the annual AOP and quarterly forecast
Supports the development of Monthly Customer P & Ls
Partners with the senior leadership team to build a climate that energizes the team and drives accountability and demonstrated personal commitment to Customer Satisfaction
Travel requirements - less than 10%
Minimum 5 years’ progressive Financial Planning and Analysis experience
MBA or CPA
Experience in Manufacturing and Fortune 500 environment
Broad background in all aspects of financial planning and analysis
Proficiency with Microsoft suite and SAP
Highest standards of accuracy and precision as well as highly organized
Ability to work well in a dynamic and complex environment and on cross functional teams in a highly matrixed environment

101

Assistant Financial Planner Resume Examples & Samples

Bachelor’s Degree (Business, Finance or equivalent)
Proficient in math concepts and analysis
Self-motivated and demonstrates initiative
Strong computer skills – Microsoft Word, advanced Excel (formulas, pivot tables, function keys, etc.)

102

Regions Lead Financial Planner & Analyst Resume Examples & Samples

Partner with Regional Executives to drive sustainable growth in the sites of Global Operations and support execution of strategy
Drive net cost maximization by partnering with HQ Billing team and ensure cost liquidation of incoming new migrations
Lead the planning processes for annual plan and quarterly plans, provide timely and accurately closing
Drive cost out initiatives and standardized financial review rhythm
Lead reviews with leadership and provide recommendations to support cost and project objectives
Relevant financial / forecasting experience is a must
Demonstrated strong analytical and forecasting skills
Accuracy and timeliness reporting to stakeholders

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