Financial Planning Support Specialist
4 weeks ago
Financial Planning Support Specialist
We are expanding our operations at Desjardins Financial Security Independent Network and are seeking a dedicated Financial Planning Support Specialist. Below are the details of this exciting opportunity.
This position is designed to assist a lead financial advisor by engaging in data evaluation, crafting financial planning strategies, and managing client portfolios. The Financial Planning Support Specialist will undertake responsibilities such as collecting essential information, generating reports, and aiding in client consultations under the supervision of the lead advisor. There may also be opportunities to contribute to the formulation of investment strategies.
Key Responsibilities
- Prepare necessary documentation and notes for client consultations
- Support the lead advisor with administrative functions
- Evaluate and suggest investment alternatives for client portfolios
- Facilitate fund transfers between accounts
- Efficiently manage new business documentation
- Assist in maintaining compliance protocols within the organization
- Conduct research to uncover solutions tailored to clients’ requirements
- Organize data for the advisor’s analysis
Qualifications
- Strong interpersonal abilities with prior experience in client service
- Bachelor's degree with relevant experience in the financial sector
- Preferred: Life, Accident & Health License
- Degree is highly valued
- Proficient in utilizing various financial systems
- Ability to enhance the practice and potential for career advancement
Expected Salary Range: Competitive salary along with bonus potential.
Flexible working hours and locations available after successful completion of the probationary period.
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