Financial Analyst

1 month ago

Burlington, Canada Stalwart Insurance Group Full time

**About Stalwart Insurance Brokers Ltd.**

Stalwart Insurance Brokers Ltd. (“**Stalwart**”) is a growing national life insurance brokerage looking to become one of Canada’s leading insurance brokers by combining industry expertise with a client-first approach to business.

Stalwart values the desire for excellence and entrepreneurial thinking to continuously improve processes. The Stalwart team is committed to rapid execution of our ambitious plans for growth.

**Summary**

We are looking for a Financial Analyst (the "**Position**") who will serve as a liaison to one of Stalwart’s business partners who has a large network of high-net-worth (“**HNW**”) and ultra-high-net-worth (“**UHNW**”) clients. While working on the joint files with our partner your ultimate objective will be to prepare, implement and maintain financial and estate planning structures as a part of the family office, working out of our partner’s office in Burlington.

You will manage the preparation and the implementation of Stalwart’s custom solutions and consider client-specific structural, insurance, and tax objectives based on the available suite of solutions. The work will span the initial information gathering and planning to the closing of a client’s insurance and estate plans and will include assisting our partner in a wholesome construction and preparation of client materials (including financial statements, organizational documents, and legal memos), financings, and other steps required to finalize the planning objectives for the clients.

The Position will be a dynamic and rewarding opportunity for an intrinsically motivated individual seeking to satisfy HNW and UHNW client objectives while striving to create value for clients whenever viable.

Your role will include:

- Assessing and formulating a client’s required effects generated from insurance solutions within the context of their existing income, wealth, and overall objectives
- Preparing the initial financial plans based on the information provided by the client and the initial assessment of the required effects generated
- Managing and maintaining the client’s financial plans and other materials to accurately reflect the most up-to-date information
- Managing the collection, organization, and tracking of client information
- Providing exceptional customer service on behalf of Stalwart by identifying and resolving any issues or concerns a client may have with regards to their financial model

**Required Skills or Experience**
- 0-4 years of experience in closing transactions in a field such as investment banking, corporate development, family office accounting, or financial analysis.
- CFA/CPA designation is a plus
- Exceptional time management and organizational skills
- Superior verbal and written communication skills
- Excellent attention to detail
- Strong problem-solving ability
- High adaptability to a high-stress, high work volume environment
- Natural curiosity and willingness to learn
- Commitment to excellence in work products produced
- Extensive experience with the Microsoft Office and Google suite

**Salary and Benefits**
- $120,000 base salary, with potential bonus available based on individual performance
- Extended health benefits plan

**Position Type**
- _Type:_ Permanent, Full-Time, Hybrid
- _Time Commitment:_ Overtime required on a regular basis
- _Work Location:_ Burlington, ON
- _Start Date:_ Immediate

Pay: $120,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Paid time off
- Tuition reimbursement

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday
- Overtime
- Weekends as needed

Supplemental pay types:

- Bonus pay

Work Location: In person

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