Financial Advisor

2 weeks ago

Ottawa, Canada Grandmaster Financial Planning DFSIN Ottawa Full time

Financial Advisor / Analyst (0-3 YoE) - Full Time

100% In-Office. Ottawa.

Grandmaster Financial Planning | Desjardins Financial Security Independent Network

Introduction:

Join our mission at Grandmaster Financial Planning, where we are redefining financial planning in Canada with our commitment to excellence and accessibility. As a leading independent boutique with over $140M in assets, we're growing rapidly—from our current cadre of four advisors to seven by the end of 2024. We specialize in delivering comprehensive services including retirement, risk management, and estate planning, with a noted expertise in pension analysis.

Our edge is our meticulous analysis and tailored advice. We pride ourselves on being a holistic one-stop resource for financial planning, where innovation and strategic financial solutions are at the forefront.

We are on the lookout for remarkable individuals with a zeal for finance and a desire to profoundly impact the financial well-being of Canadians. With us, you'll find not just a job, but a career that demands and rewards innovation, critical thinking, and a proactive approach to decision-making.

Embrace the chance to work alongside some of the most skilled financial planners in the industry. If you're a dynamic learner aiming for rapid professional advancement, we offer the platform to elevate your potential.

Role Description:

  • Conduct essential and complex financial analyses.
  • Manage and enhance client relationships.
  • Assume full responsibility for designated client accounts.
  • Perform security analysis and portfolio management.
  • Monitor and report on investment performance.
  • Keep updated with financial news and market trends.
  • Create advanced financial models.
  • Tackle daily problem-solving with agility and creativity.
  • Learn and improve fast.

Position Requirements

Hard Skills:

  • Bilingual in French & English.
  • Proficient in financial mathematics - TVM.
  • Familiarity with financial statements, value vs price, and financial markets.
  • Understanding of securitization and asset classes.
  • Solid grasp of economic principles and capitalism.
  • Mastery of MS Office Suite: Excel, PowerPoint, Word.

Soft Skills:

  • Independent problem-solving ability.
  • Distinguished interest in finance.
  • Exceptional interpersonal and communication skills.
  • Advanced technology skills and adaptability.
  • Appreciation for constructive criticism.
  • Commits to intellectual honesty.
  • Attention to detail - high-stakes decision making.

Experience Required:

  • Industry experience of 0-3 years.

Educational Qualifications:

  • A university degree is required.
  • Candidates with CSC or IFIC licenses will be given preference.
  • Preference will also be given to candidates with LLQP licenses.

Benefits and Compensation:

  • Starting salary ranging from $65k to $75k, plus a performance bonus.
  • Benefits include health insurance, a group retirement plan, and a minimum of 2 weeks of paid vacation.

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