Financial Planning Specialist

Take on the role of Financial Planning Specialist, delivering tailored financial plans to High Net Worth clients and supporting business development. Collaborate with advisors and analysts, leveraging your expertise in tax planning and financial planning. Ideal for experienced professionals with strong analytical skills and a background in high net worth client services.

Skills

• tax planning
• financial planning
• ca/cma/cga/cpa designation
• investment planning
• retirement planning
• risk management
• estate planning
• financial analysis
• conquest
• naviplan
• business development
• opportunity spotting
• revenue generation
• bilingualism (english/french)
• investment industry knowledge
• insurance industry knowledge
• certified financial planner (cfp)