Financial Planner Cover Letter

I am excited to be applying for the position of financial planner. Please accept this letter and the attached resume as my interest in this position.

Previously, I was responsible for on-going updates to the team of digital trends that impact financial plans, issues, and best practices for relevant categories.

Please consider my qualifications and experience:

• Provision of regulated advice across all standard licenced areas
• Meets FCA qualification and BD internal requirements for authorisation to provide advice in complex areas
• Proactively networks through seeking opportunities with current, new and potential clients and business referrers
• Able to support business development events
• Contributes to team/office Financial Planning meetings
• Independently and confidently manages the client advice relationship to ensure engagement opportunities to develop client acquisition
• In depth product knowledge and excellent presentation skills
• Meets and works to exceed targets for business growth

I submit this application to express my sincere interest in the financial planner position.

Previously, I was responsible for research on best practices, retailer trends, competitive actions, category trends, alternative channel opportunities and regional trends as required by the brand.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Complete Wealth Management Essentials (WME) within first 30 months in role
• Deep understanding of the industry, competitive landscape and economic market issues
• Speak English (written, spoken)
• Speak English (written, spoken), knowledge of French, an asset
• Experience in business succession planning techniques and presentations is preferred
• Extensive knowledge of eMoney platform, or commercially prevalent comprehensive financial planning applications, such as Naviplan MoneyGuidePro
• Analytical - in-depth
• Experienced professional with a focus on providing business development, relationship management and / or sales advice within their own area of specialty

I am excited to be applying for the position of financial planner. Please accept this letter and the attached resume as my interest in this position.

In the previous role, I was responsible for financial analysis and/or pricing support for emerging business opportunities, trends and financial results.

Please consider my experience and qualifications for this position:

• Has attained CII Level 6 Advanced Diploma or equivalent
• Maintains SPS in line with professional body requirements
• Investment and insurance industry knowledge is an asset
• Tech savvy with high-level communication skills, verbal and written
• FINRA registrations, including 6/63
• Industry designations, such as CFP, ChFC, CLU, RICP
• Certified Financial Planner designation within the first 24 months in the role
• Hold a Certified financial planner certification (CFP) or be on track to obtain it within the next 12 months

Please consider me for the financial planner opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for complex analysis and recommendations to senior management on new business opportunities and existing business, as well as emerging demographic, economic, and competitive trends.

My experience is an excellent fit for the list of requirements in this job:

• Hold a Valid licence of Mutual Fund Sales Representative (MFSRs)
• Bilingualism both spoken and written (English and Mandarin), Cantonese an asset
• Bilingualism both spoken and written (English and French) depending on the location
• Personal Financial Planner (PFP) designation
• Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC)
• Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec
• Advanced working knowledge of financial industry
• Complete Conduct & Practices Handbook (CPH) within first 90 days in role

I am excited to be applying for the position of financial planner. Please accept this letter and the attached resume as my interest in this position.

In my previous role, I was responsible for crucial insights into the area of business and induct into forecast models (eg market performance and recent sales trends).

My experience is an excellent fit for the list of requirements in this job:

• Requires an in-depth understanding of products/services and key competitors
• Identifies referral opportunities across business lines and segments
• Understands the business and technical principles that underpin the design and delivery of the products and services provided
• Possesses a solid understanding of the business, the competitive landscape and economic/market issues
• May serve as a product or customer segment knowledge resource
• Coordinates the identification, pursuit or management of accounts/opportunities with others while taking a primary role in managing the relationship
• Solves moderately complex problems by taking a new perspective on existing product and service solutions
• Exercises judgement in planning and developing customized account management processes