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Financial Planner Job Posting and Weekend Links

Financial Planner Wanted

Ed Rempel, one of the occasional contributors to this site, is in the process of expanding his team of Certified Financial Planners. To get the word out, Ed has posted the position in the newspaper, and is reaching out to the MDJ readership.

If you are a Certified Financial Planner (CFP) who is passionate about financial planning, this is an opportunity you can’t miss. You will have the chance to work together with Ed Rempel as part of a boutique financial planning team, and provide comprehensive financial planning advice primarily to existing clients.

We offer a competitive salary plus profit sharing with possible potential to become a partner in the firm.

We are seeking an individual to add to our team on a long-term basis. Full training on our financial planning process, investment methods and unique tax strategies will be provided.

Our environment provides lots of opportunity to define your own role within our team and your specific area of expertise. Hours can be flexible and will include evening and/or weekend client meetings.

If you’re interested, you can read the details, including compensation package here.

Disclaimer:  Ed Rempel has purchased banner space to promote this job posting

Weekend Links

I’ve organized the Money Tips Newsletter to include top articles by topic.  Every couple of weeks or so, emails are sent out regarding the basics of investing, investing strategies, tax tips, best credit cards, money and kids, and general updates that I typically do not post here.  If you’re interested, you can sign up for the free newsletter here (or on the right sidebar).  We value your privacy, your email will never be sold/given to third parties and you can unsubscribe at any time with a click of a button.

Research in Motion, Ltd. (RIM.TO, RIMM) @ Canadian Money Forum

Why Staying the Course Isn’t “Doing Nothing” @ Canadian Couch Potato

Home-owning baby boomers should consider ‘for-sale’ signs @ Rob Carrick

Elderly growing debt loads faster than the young @ Jonathan Chevreau

-> If you would like to read more articles like this, you can sign up for my free newsletter service below (we will not spam you).

FT About the author: FT is the founder and editor of Million Dollar Journey (est. 2006). Through various financial strategies outlined on this site, he grew his net worth from $200,000 in 2006 to $1,000,000 by 2014. You can read more about him here.

{ 2 comments… add one }
  • Ed Rempel October 30, 2011, 2:05 am

    Wow, we have received quite a few applications – about 25 or 30 so far, and more coming in every day. Here is a short progress report.

    Most, unfortunately, are not CFPs (or even close). Even though some seem to have a real passion for financial planning, we are looking for a qualifications and a much higher knowledge level.

    A few are existing financial planners. Some of these seem to be very sales-focused, which is unfortunately the experience most financial planners have. However, sales skills are not a skill we need.

    There are some that seem to understand how unique this position is, being a pure planning position. He or she would be able to focus on their professional skills and making a difference in people’s lives.

    For most financial planners, if you ask them how much of their time is spent actually doing financial planning vs. investment sales vs. prospecting/marketing, if they are honest they will admit that at least 95% of their time is spent in the last 2. This position is an “escape” from what most financial planners must do to earn a living.

    Financial planners tend to be an independent lot. They tend to cling to the value of the business they build over their career. When they retire, they usually sell off their client base. What they tend not to understand is that the normal amounts you can get for selling a client base are relatively small – far smaller than the value of a portion of an active planning practice.

    We are looking for a unique individual with high integrity, intelligence, people skills and passion for financial planning – in addition to having a CFP. Unfortunately, most of the unique individuals among our applications are in the non-CFP group.

    In short, even though we have quite a few applications, if you think you are right for this position, it is still open.

    We are keeping it open for a few more days before we start doing interviews.

    Ed

  • Jungle November 1, 2011, 4:41 am

    The pay does look pretty good for starting, however I don’t have a CFP. Maybe something I could look into some day.

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