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Financial Planning Assistant

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Job Order #: 5602710

NOC: 1114
Employer Name:
THE RETIRING FARMER
Posted Date:
12-Dec-2017
Location:
SASKATOON
 
# of Positions:
1
Employment Terms:
Full Time
Length of Employment:
Permanent
Education:
Completed at least some post-secondary
Experience:
1-2 Years
Apply By:
05-Jan-2018
How to Apply?:
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Employer Name:
THE RETIRING FARMER
Contact Name:
Dana Kendall
Contact Email:
hr@theretiringfarmer.com
Employer Website:
http://www.theretiringfarmer.com/


Description

The Retiring Farmer assists Saskatchewan farm families in the areas of tax planning, retirement planning, and estate distribution. Supported by our professional advisory group, we specialize in reducing taxation on the sale of the family farm and the tax efficient transfer of the farm to the next generation, either during the lifetime of a farmer or through their estate.

The Retiring Farmer requires a Financial Planning Assistant for our Saskatoon location.  As the successful candidate to join the team, will be responsible for assisting the Wealth Management Team by performing duties to ensure an efficient workflow.  Daily activities will include: inputting data into financial planning software, communicating with existing clients and prospects on data collection, working with administration in ensuring the client data in the CRM software is update, as well as preparing written correspondence and processing client requests. This individual will also assist the team with maintaining deadlines and preparing reports for clients enrolled in government initiatives. The Financial Planning Assistant will be responsible for maintaining an organized filing system to ensure that the Wealth Management Team is able to provide outstanding service to his/her clients and will prepare required documentation in advance of client appointments so that the Financial Planning can be organized during the meeting.  Other duties may be assigned as required.

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