Description
As an integral part of the Family Office Service (FOS) team, the Financial Planning Analyst prepares comprehensive financial plans.
The Financial Planning Analyst works in partnership with the Financial Planning Specialists to achieve this goal.
This is a Retirement & Wealth Planning role where the focus is on providing tax, retirement, and estate planning strategies using proprietary personal financial planning tools.
Responsibilities
- Prepare comprehensive personal financial plans for high net-worth clients
- Recommend advice and opportunities to enhance client's financial situation
- Maintain a high level of collaboration and knowledge with partners
- Stay current with financial planning standards and practices
- Contribute ideas and participate in development projects to enhance services
- Provide ongoing coaching and training to other professionals in Family Office Services
Requirements
- Undergraduate diploma in a related field, preferably Finance or Wealth Management
- CFP or PFP designation
- 3 to 5 years of experience in financial planning, preferably in Wealth Management
- Financial planning knowledge
- Knowledge of Microsoft Office (Word & Excel) and ability to adapt to a fast-changing environment
Nice-to-haves
- Knowledge of Conquest financial planning application
- Natural curiosity towards learning and broadening personal knowledge base
- Bilingualism (English and French) both oral and written
Benefits
- Comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
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