Montreal Financial Kit

Financial Planner Job Description

Escaliers Montréal

Financial planner job description consists of six (6) distinct steps related to financial planning.

When it is a comprehensive financial planning guidance you want, these are the steps that should guide you and your planner.

Be familiar with the six steps of the financial planning process and be prepared. It will help you get the most out of the procedure. And remember, it's this big-picture approach that sets financial planners apart from all other financial advisors who may have been trained to focus only on one aspect of your finances.

Job of a Financial Planner

  1. Establish the client / planner engagement.
  2. Gather the client's data and determine the client's goals and expectations.
  3. Clarify the client's present financial status and identify any problem areas and opportunities.
  4. Develop and present a financial plan to the client.
  5. Implement the client's financial plan.
  6. Monitor the client's financial plan.

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