Financial Planning Analyst
Based in Canada
Core
Prepare comprehensive personal financial plans for high net-worth clients using proprietary tools.
Role type
Financial Planning Analyst
Builds
Personal financial plans, tax, retirement, and estate planning strategies
Domain
Wealth Management / Financial Planning
Required skills
Financial planning knowledge, Microsoft Office (Word & Excel), Bilingualism (English and French)
Preferred skills
Knowledge of Conquest financial planning application
Responsibilities
Prepare comprehensive personal financial plans, Recommend advice and opportunities to enhance client's financial situation, Maintain collaboration with partners, Stay current with financial planning standards, Contribute to service development projects, Provide coaching and training to other professionals
