Financial Planning Analyst

Join us as a Financial Planning Analyst, delivering comprehensive financial planning solutions for high net-worth clients. Prepare and develop tailored retirement and wealth planning strategies, collaborating with partners and providing ongoing coaching. Ideal for experienced professionals with advanced financial planning expertise and a strong background in Canadian income tax.

Skills

• financial planning
• retirement planning
• canadian income tax
• cfp certification
• wealth management
• investment management
• cash management
• client counseling
• investment risk management
• microsoft excel
• microsoft word
• coaching
• training delivery
• decision making
• interpersonal relationship management
• customer service management
• bilingualism (english and french)
• conquest financial planning application
• accounting designation