Senior Financial Planning and Analysis Consultant
Temps plein
APLIN
As a Senior Financial Planner, you will partner closely with an Advisor to support clients through comprehensive, total-wealth planning. From discovery through plan delivery and implementation, youll play a key role in creating thoughtful strategies that consider every aspect of a clients life, family, and businesswhile being well supported, set up for success, and working alongside smart, hardworking people who genuinely enjoy what they do.
Collaborate with an Advisor to deliver comprehensive financial plans through deep client discovery, analysis, and presentation
Support the implementation of wealth strategies in partnership with a team of internal specialists
Assist with the planning and delivery of client seminars on financial planning topics
Maintain high professional standards while staying current on financial planning trends, tools, and best practices
Strong technical knowledge and comfort working with financial planning software and complex strategy modelling
Experience supporting full wealth-planning engagements from discovery through plan presentation
L'offre d'emploi a été publiée il y a 2 jours
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