
Financial Analyst, Research Financial Planning
3 days ago
Investment Review, Investment Analysis, Retirement Analysis, New Client, Insurance Analysis, Pension Review & Analysis
~ Prepare preliminary investment recommendations for review.
~ Retrieve data from investment managers.
~ Review and validate all data and calculations for accuracy and reasonableness.
~ Manage all responsibilities to regulatory guidelines.
~ Monitoring and tracking of client investment history
~ Become proficient with Maximizer, Ndex, Razor, Morningstar, and other investment analysis software.
~ Prepare corporate year-end tax packages for clients and proactively send to accountants at corporate year end.
~ Minimum 3 years financial services experience
Completion of post-secondary education preferably in Finance, Math or Business
Intermediate knowledge of investments and investment account types, including RRSP, RESP, TFSA, IPP and RCA vehicles
Strong computer and mathematical skills
Above average Excel, PowerPoint and online skills
A demonstrated passion for the investment industry
Full-time Permanent. Oakville, ON - reliably commute or plan to relocate before starting work (required).
Hybrid mix of remote and in office work schedule – Monday to Friday 8 hours per day.
Bachelor's Degree (Preferred)
Investment Services Industry – Minimum 3 years (required).
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