Financial Planning Analyst
Core
Prepare comprehensive personal financial plans for high net-worth clients using proprietary tools to provide tax, retirement, and estate planning strategies.
Role type
Financial Planning Analyst
Builds
Personal financial plans and strategic advice for high net-worth clients
Domain
Wealth Management / Financial Planning
Required skills
Financial planning knowledge, Microsoft Office (Word & Excel), CFP or PFP designation
Preferred skills
Conquest financial planning application knowledge, Bilingualism (English and French)
Technologies
Conquest, Microsoft Office
Responsibilities
Prepare comprehensive personal financial plans, Recommend advice to enhance client financial situations, Provide ongoing coaching and training to other professionals
Seniority
Mid-level (3-5 years experience)
