Financial Planning Analyst
About The Position
As an integral part of the Family Office Service (FOS) team, the Financial Planning Analyst provides comprehensive financial planning solutions. This involves acting as the primary financial planner in our centralized service as well as in a partnership role with the Financial Planning Specialists. Both services require the preparation and ongoing development of our “Compass” comprehensive financial plans. This is a Retirement & Wealth Planning role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal financial planning set of tools.
Requirements
- Undergraduate diploma in a related field, preferably Finance or Wealth Management
- Financial Planner diploma granted by the IQPF
- 5 years of experience in financial planning, preferably in Wealth Management
- Advanced knowledge of financial planning and Canadian Income Tax (personal and corporate)
- Advanced knowledge of Microsoft Office (Word & Excel) and ability to adapt to a fast-changing environment
- Bilingualism (English and French) required
Nice To Haves
- Knowledge of Conquest financial planning application
- Accounting designation
- Natural curiosity towards learning and broadening the personal knowledge base
Responsibilities
- Prepare comprehensive personal financial plans for high net-wroth 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 our services
- Provide ongoing coaching and training to other professionals in Family Office Services
Benefits
- bonuses
- flexible benefits
- competitive compensation
- commissions
- stock where applicable
- Leaders who support your 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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
