Financial Consultant

4 months ago

Ottawa, Canada OCM Auto Financing Full time

**Key Responsibilities**:

- Track and monitor client activity by prioritizing and following up on assigned tasks within the CRM system.
- Manage the sales pipeline and oversee work in progress.
- Maintain both electronic and physical filing systems efficiently.
- Assist the Executive Assistant in preparing and maintaining meeting minutes and reports.
- Enter new product investment details into the CRM system as soon as products are approved, ensuring all required data fields are accurately completed.
- Support and initiate tasks during the client onboarding process, ensuring adherence to timelines and checklist requirements.
- Prepare financial plans for clients based on provided data, collaborating with Financial Planners to analyze scenarios and formulate recommendations, including drafting Planning Memos.
- Actively participate in team meetings to update members on plan progress, market trends, sales pipeline status, and budget achievements.
- Serve as a liaison between clients and Portfolio Managers, overseeing client introductions, onboarding, and ongoing communication.
- Extract and review client Investment Summary reports from CRM, cross-checking for accuracy and analyzing potential changes in client circumstances, updating the CRM as necessary.
- Analyze the financial positions of prospective clients, providing written comparative analyses aligned with model portfolios.
- Prepare and update Investment Policy Statements for existing clients.
- Gather financial and investment data on companies, stocks, bonds, and other assets through daily stock and bond reports, economic forecasts, trading volumes, financial publications, and company statements.
- Review and analyze collected financial and investment data, including company profiles, stock and bond prices, yields, trends, and other relevant information.
- Provide consulting and analytical support to clients, senior executives, pension fund managers, and securities professionals.
- Prepare analytical reports, industry and economic forecasts, briefing notes, and other documentation.
- Assist management with various related tasks and activities.

**Why TAAG?**

The numbers are secondary to the person sitting in front of us or on the other side of the phone. Every single one of us takes ownership of what we do for each other and for clients. Our team provides a warm environment for clients and solves problems collaboratively. We treat everyone with friendliness and care. We understand the value of priceless time, and we know how important it is to live _Life. Beyond Business._

If you are interested to apply, please submit your resume to Human Resources at
- TAAG is an equal opportunity employer. We believe in hiring a diverse workforce and sustaining an inclusive, people-first culture. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other characteristics protected by law._

Work Location: In person

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